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Disclosery

DVY ISHARES TR

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COM (fund)

1,412 managers (1,427 13F filers) reported a position in DVY shares at 2026-03-31, 68,394,940 shares in all. 98 filers opened a position and 59 filers sold out during the quarter.

Managers
1,412
13F filers
1,427
New
98
Added
458
Reduced
438
Sold out
59
Shares held by filers
68,394,940

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Summit Financial, LLC10,965$1.66M0.02%+6,66513F-HRTimeline
Traynor Capital Management, Inc.10,998$1.65M0.1%-2,08913F-HRTimeline
SVB WEALTH LLC10,872$1.65M0.11%-85013F-HRTimeline
Summit Trail Advisors, LLC10,851$1.64M0.02%+87713F-HRTimeline
Montis Financial, LLC10,849$1.64M0.34%+5,85813F-HRTimeline
PATTEN & PATTEN INC/TN10,848$1.64M0.1%013F-HRTimeline
TMB Capital Partners, LLC10,795$1.63M0.55%013F-HRTimeline
MLP3, LLC10,781$1.63M1.8%+29713F-HRTimeline
Avidian Wealth Enterprises, LLC10,751$1.63M0.05%+8,63713F-HRTimeline
Mission Creek Capital Partners, Inc.10,668$1.62M0.32%-15413F-HRTimeline
Viewpoint Capital Management LLC10,646$1.61M0.75%+22713F-HRTimeline
Fox Hill Wealth Management10,611$1.61M0.77%-1513F-HRTimeline
Richwood Investment Advisors, LLC10,567$1.6M1.23%-20013F-HRTimeline
Meridian Wealth Management, LLC10,560$1.6M0.06%-22113F-HRTimeline
Cove Private Wealth, LLC10,520$1.59M0.36%+2,24013F-HRTimeline
Verdence Capital Advisors LLC10,518$1.59M0.09%+7113F-HRTimeline
RWA WEALTH PARTNERS, LLC10,517$1.59M0.02%013F-HRTimeline
Robertson Stephens Wealth Management, L…10,498$1.59M0.04%-1,00713F-HRTimeline
CDKV HOLDINGS LLC10,495$1.59M1.39%+83513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC10,494$1.59M0.04%+15813F-HR/ATimeline
Tempo Wealth, LLC10,470$1.59M0.28%+34113F-HRTimeline
Tyche Wealth Partners LLC10,415$1.58M0.24%-14013F-HRTimeline
Integrated Advisors Network LLC10,390$1.57M0.08%-21,82813F-HRTimeline
Venture Visionary Partners LLC10,367$1.57M0.05%-33313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC10,321$1.56M0.31%-1,00313F-HRTimeline
Asset Allocation & Management Company, …10,273$1.55M0.58%013F-HRTimeline
Regal Investment Advisors LLC10,232$1.55M0.09%-89713F-HRTimeline
ROMANO BROTHERS AND COMPANY10,231$1.55M0.18%+20813F-HRTimeline
WHITTIER TRUST CO10,151$1.54M0.02%013F-HRTimeline
WBH ADVISORY INC10,157$1.53M0.11%-34913F-HRTimeline
Farmers National Bank10,084$1.53M0.34%-19913F-HRTimeline
Sound View Wealth Advisors Group, LLC10,062$1.52M0.1%-313F-HRTimeline
XML Financial, LLC10,054$1.52M0.12%+87813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC9,917$1.52M0.09%-7,00413F-HR/ATimeline
Keel Point, LLC10,045$1.52M0.1%+3813F-HRTimeline
Atlas Legacy Advisors, LLC9,951$1.51M0.28%+2,48313F-HRTimeline
Nest Investments, LLC9,984$1.51M1.23%+61713F-HRTimeline
TRUST POINT INC.9,907$1.5M0.13%013F-HRTimeline
Challenger Wealth Management9,884$1.5M1.2%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC9,809$1.49M0.09%013F-HRTimeline
Planned Solutions, Inc.9,726$1.47M0.49%+1013F-HRTimeline
Coordinated Financial Services, Inc.9,694$1.47M0.85%+1,52513F-HRTimeline
Belpointe Asset Management LLC9,645$1.46M0.05%-6013F-HRTimeline
waypoint wealth counsel9,550$1.45M0.75%-41313F-HRTimeline
Retirement Planning Co of New England, …9,536$1.44M0.59%+10613F-HRTimeline
HM PAYSON & CO9,462$1.43M0.02%+3213F-HRTimeline
Welch & Forbes LLC9,451$1.43M0.02%+3513F-HRTimeline
Focus Financial Network, Inc.9,442$1.43M0.05%-55013F-HRTimeline
Occidental Asset Management, LLC9,395$1.42M0.17%013F-HRTimeline
INVENIO WEALTH PARTNERS LLC9,375$1.42M0.56%-89013F-HRTimeline
MainStreet Investment Advisors LLC9,370$1.42M0.21%+1,42513F-HRTimeline
Dakota Wealth Management9,309$1.41M0.03%+24313F-HR/ATimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,274$1.4M0.04%+3013F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC9,260$1.4M1.32%013F-HRTimeline
Prosperity Consulting Group, LLC9,235$1.4M0.06%-2513F-HRTimeline
Mesirow Financial Investment Management…9,198$1.39M0.02%+79213F-HRTimeline
Asset Advisory Group, Inc.9,165$1.39M0.7%+22013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC9,064$1.37M0.22%013F-HRTimeline
GreatBanc Trust CO9,035$1.37M0.96%013F-HRTimeline
CHOREO, LLC9,033$1.37M0.02%-10213F-HRTimeline
Rockbridge Investment Management, LCC8,969$1.36M0.12%013F-HRTimeline
Freedom Financial Partners LLC8,963$1.36M0.48%+4513F-HRTimeline
Continuum Advisory, LLC8,959$1.36M0.13%+1013F-HRTimeline
PRIVATE TRUST CO NA8,923$1.35M0.12%+1,40013F-HRTimeline
Embree Financial Group8,883$1.34M0.16%+27513F-HRTimeline
Wolff Financial Management LLC8,880$1.34M0.3%-1613F-HRTimeline
VAUGHAN & Co SECURITIES, INC.8,845$1.34M0.7%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,842$1.34M0.1%-43313F-HRTimeline
Koshinski Asset Management, Inc.8,828$1.34M0.08%+92513F-HRTimeline
Squire Investment Management Company, L…8,819$1.34M0.37%+36413F-HRTimeline
Capital Advisors, Ltd. LLC8,759$1.33M0.15%-28513F-HRTimeline
Winthrop Advisory Group LLC8,750$1.32M0.11%-4413F-HRTimeline
SCS Capital Management LLC8,735$1.32M0.01%013F-HRTimeline
Edge Wealth Management LLC8,712$1.32M0.23%013F-HRTimeline
Infinity Wealth Counsel, LLC8,680$1.31M1.21%-2513F-HRTimeline
Savvy Advisors, Inc.8,671$1.31M0.04%+2,62213F-HRTimeline
EASTERN BANK8,630$1.31M0.02%-17913F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.8,624$1.31M1.26%013F-HRTimeline
Rehmann Capital Advisory Group8,571$1.3M0.07%+4713F-HRTimeline
Platform Technology Partners8,571$1.3M0.25%+1,13413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK8,566$1.3M0.01%new13F-HRTimelineGroup
FIDUCIENT ADVISORS LLC8,527$1.29M0.17%+713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…8,521$1.29M0.04%-89413F-HRTimelineGroup
ARS Investment Partners, LLC8,511$1.29M0.07%013F-HRTimeline
Performance Wealth Partners, LLC8,464$1.28M0.04%+29713F-HRTimeline
Kohmann Bosshard Financial Services, LLC8,434$1.28M0.12%-26513F-HR/ATimeline
Keudell/Morrison Wealth Management8,430$1.28M0.26%-1913F-HRTimeline
Thayer Partners, LLC / MA8,408$1.27M0.61%+26713F-HRTimeline
Prepared Retirement Institute LLC8,370$1.27M0.63%+2,38313F-HR/ATimeline
Merit Financial Group, LLC8,300$1.26M0.01%+1,83013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.8,298$1.26M0.18%013F-HRTimeline
MGO ONE SEVEN LLC8,296$1.26M0.03%+4,58313F-HRTimeline
DAVIDSON TRUST CO8,281$1.25M0.54%013F-HRTimeline
TCI Wealth Advisors, Inc.8,274$1.25M0.07%-55413F-HRTimeline
Independent Wealth Network Inc.8,270$1.25M0.37%-2313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC8,255$1.25M0.09%+1,05413F-HRTimeline
First National Trust Co8,241$1.25M0.04%-22513F-HRTimeline
Old North State Trust, LLC8,228$1.25M0.74%-7713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV8,215$1.24M0.06%+17013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT8,201$1.24M0.07%-613F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC8,136$1.23M0.08%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…8,108$1.23M0.01%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,035$1.22M0.02%-8213F-HR/ATimeline
Old Mission Investment Co LLC8,022$1.21M0.28%+1,08013F-HRTimeline
O'ROURKE & COMPANY, Inc8,012$1.21M0.48%-27613F-HRTimeline
Claris Financial LLC7,997$1.21M0.66%+2913F-HRTimeline
CHAPIN DAVIS, INC.7,962$1.21M0.27%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC7,957$1.2M0.91%013F-HRTimeline
Dodds Wealth, LLC7,922$1.2M0.29%+39613F-HRTimeline
Beacon Financial Advisory LLC7,909$1.2M0.27%+35013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/7,908$1.2M0.21%+45013F-HRTimeline
Mill Creek Capital Advisors, LLC7,905$1.2M0.02%-2,32313F-HRTimeline
Legacy Trust7,835$1.19M0.23%013F-HRTimeline
Apella Capital, LLC7,720$1.18M0.02%+2,45413F-HRTimeline
Archer Investment Corp7,755$1.17M0.25%-8513F-HRTimeline
CVA Family Office, LLC7,740$1.17M0.12%+1113F-HRTimeline
NorthCrest Asset Manangement, LLC7,711$1.17M0.04%-4,35913F-HRTimeline
Accredited Investors Inc.7,719$1.17M0.06%-42113F-HRTimeline
Capital Asset Advisory Services LLC7,593$1.16M0.04%+66113F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC7,680$1.16M0.13%-14,10713F-HRTimeline
Stonebridge Capital Advisors LLC7,585$1.15M0.08%-3,06313F-HRTimeline
Next Level Private LLC7,584$1.15M0.26%+90513F-HRTimeline
Sentinel Advisory Group, LLC7,569$1.15M0.56%13F-HRTimeline
Argyle Capital Partners, LLC7,534$1.14M0.82%+1,60513F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC7,515$1.14M0.9%013F-HRTimeline
Financial Engines Advisors L.L.C.7,475$1.13M<0.01%-4313F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC7,465$1.13M0.57%-18813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp7,390$1.12M0.03%-40013F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC8,364$1.11M0.48%-28713F-HRTimeline
CENTRAL TRUST Co7,336$1.11M0.02%013F-HRTimeline
Sunbelt Securities, Inc.7,325$1.11M0.07%+513F-HRTimeline
Compound Planning, Inc.7,297$1.1M0.03%-6513F-HRTimeline
Aprio Wealth Management, LLC7,220$1.09M0.06%+4513F-HRTimeline
Wellspring Financial Advisors, LLC7,205$1.09M0.08%+113F-HRTimeline
MKT Advisors LLC7,182$1.09M0.37%-27213F-HRTimeline
Code Waechter LLC7,120$1.08M0.64%013F-HRTimeline
Pathway Financial Advisers, LLC7,093$1.07M0.3%-3513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT7,087$1.07M0.12%+8913F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK7,080$1.07M0.52%-5013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,073$1.07M0.01%+1,43813F-HRTimeline
GUERRA PAN ADVISORS, LLC7,058$1.07M0.66%-12513F-HRTimeline
INTRUST BANK NA7,013$1.06M0.09%013F-HRTimeline
Resonant Capital Advisors, LLC7,000$1.06M0.06%013F-HRTimeline
Vision Retirement, LLC6,952$1.05M0.3%+813F-HRTimeline
IHT Wealth Management, LLC6,943$1.05M0.02%+1513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA6,980$1.05M0.03%013F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC6,903$1.05M<0.01%-16013F-HRTimelineGroup
Cornerstone Wealth Management, LLC6,901$1.04M0.05%+1,04913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.6,895$1.04M0.12%+82813F-HRTimeline
Helium Advisors LLC6,851$1.04M0.99%+3113F-HRTimeline
Wilmington Savings Fund Society, FSB6,843$1.04M0.02%-40013F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,838$1.04M0.04%-21013F-HRTimeline
River Wealth Advisors LLC6,835$1.03M0.12%-66713F-HRTimeline
PFG Advisors6,803$1.03M0.05%-25813F-HRTimeline
Stronghold Wealth Management L.L.C.6,769$1.02M1.55%-19113F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,767$1.02M0.11%-8813F-HRTimeline
Atlas Private Wealth Advisors6,766$1.02M0.24%-5313F-HRTimeline
Able Wealth Management LLC6,681$1.01M0.27%013F-HRTimeline
VestGen Advisors, LLC6,623$1.01M0.03%+1,31013F-HRTimeline
Cordgrass Capital Advisors, LLC6,626$1M0.23%-50013F-HRTimeline
Crestwood Advisors Group, LLC6,624$1M0.02%+1,88613F-HRTimeline
Churchill Financial Advisors, LLC6,618$1M0.21%-20713F-HRTimeline
WealthTrust Axiom LLC6,575$996K0.24%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO6,548$991K0.01%+1,96113F-HRTimelineGroup
Colter Lewis Investment Partners LLC6,530$989K0.93%013F-HRTimeline
Jupiter Wealth Management LLC6,496$988K0.39%013F-HRTimeline
Sageworth Trust Co6,485$982K0.04%-5613F-HRTimeline
Moors & Cabot, Inc.6,454$977K0.04%+1413F-HRTimeline
Indiana Trust & Investment Management Co6,449$976K0.3%013F-HRTimeline
Versant Capital Management, Inc6,448$976K0.1%+1,19913F-HRTimeline
Journey Advisory Group, LLC6,443$976K0.08%-3,25013F-HRTimeline
Park Place Capital Corp6,422$972K0.19%-42513F-HRTimeline
Citizens National Bank Trust Department6,420$972K0.16%-2513F-HRTimeline
Florida Trust Wealth Management Co6,381$966K0.03%+1,83513F-HRTimeline
TruWealth Advisors, LLC6,378$966K0.05%+513F-HRTimeline
Strait & Sound Wealth Management LLC6,371$965K0.37%-27113F-HRTimeline
Global Trust Asset Management, LLC6,304$954K0.36%-12713F-HRTimeline
Reality Financial Planning Services, LLC6,294$953K0.92%013F-HRTimeline
Fortis Group Advisors, LLC6,122$952K0.16%-27213F-HRTimeline
ROMAN BUTLER FULLERTON & CO6,212$951K0.26%+513F-HRTimeline
Dale Q Rice Investment Management Ltd6,257$947K0.72%-2713F-HRTimeline
ASPIRIANT, LLC6,255$947K0.03%+413F-HRTimeline
KINTRA WEALTH, LLC6,228$943K0.07%new13F-HRTimeline
Wealth Dimensions Group, Ltd.6,221$942K0.19%-11113F-HRTimeline
W ADVISORS, LLC6,207$940K0.48%013F-HRTimeline
AMERIFLEX GROUP, INC.6,203$939K0.48%+21713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…6,189$937K0.02%-27813F-HRTimelineGroup
APPLETON PARTNERS INC/MA6,184$936K0.07%013F-HRTimeline
WARNER FINANCIAL, INC6,173$935K0.32%+1113F-HRTimeline
BHK Investment Advisors, LLC6,165$933K0.31%new13F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC6,164$933K0.02%013F-HRTimelineGroup
Capital Advantage, Inc.6,157$932K0.12%-7013F-HRTimeline
Retirement Planning Group, LLC6,153$932K0.03%+67813F-HRTimeline
LOWE BROCKENBROUGH & CO INC6,129$928K0.05%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…6,115$926K0.22%-11613F-HRTimeline
FAGAN ASSOCIATES, INC.6,102$924K0.13%+513F-HRTimeline
S&A Financial Services, Inc.6,054$917K0.63%13F-HRTimeline
DT Investment Partners, LLC6,000$908K0.08%013F-HRTimeline
Harpswell Capital Advisors, LLC6,000$908K0.68%+2,00013F-HRTimeline
Cornerstone Wealth Group, LLC5,920$904K0.06%-69413F-HRTimeline