DVY ISHARES TR

COM (fund)

1,322 managers (1,332 13F filers) reported a position in DVY shares at 2024-12-31, 69,301,671 shares in all. 65 filers opened a position and 63 filers sold out during the quarter.

Managers: 1,322
13F filers: 1,332
New: 65
Added: 410
Reduced: 409
Sold out: 63
Shares held by filers: 69,301,671

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
BIP Wealth, LLC	6,027	$791K	0.05%	+1,151	13F-HR Timeline
DT Investment Partners, LLC	6,000	$788K	0.07%	0	13F-HR Timeline
TruWealth Advisors, LLC	5,977	$785K	0.05%	+13	13F-HR Timeline
HM PAYSON & CO	5,915	$777K	0.01%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	5,738	$773K	0.35%		13F-HR Timeline
LOWE BROCKENBROUGH & CO INC	5,884	$773K	0.05%	0	13F-HR Timeline
Avior Wealth Management, LLC	5,804	$762K	0.03%	+200	13F-HR Timeline
Texas Yale Capital Corp.	5,795	$761K	0.03%	0	13F-HR Timeline
River Wealth Advisors LLC	5,788	$760K	0.1%	-1,275	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	5,691	$747K	0.05%	-365	13F-HR Timeline Group
M1 Capital Management LLC	5,689	$747K	0.4%		13F-HR Timeline
Waldron Private Wealth LLC	5,638	$740K	0.03%	0	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	5,477	$738K	0.03%	+474	13F-HR Timeline Group
Quadcap Wealth Management, LLC	5,614	$737K	0.11%	-297	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	5,601	$735K	0.08%	-70	13F-HR Timeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.	5,583	$733K	<0.01%	new	13F-HR Timeline Group
Dorsey & Whitney Trust CO LLC	5,580	$733K	0.04%	0	13F-HR Timeline
Alley Investment Management Company, LLC	5,575	$732K	0.09%	+12	13F-HR Timeline
WealthPLAN Partners, LLC	5,567	$731K	0.1%	-338	13F-HR Timeline
MARCO INVESTMENT MANAGEMENT LLC	5,561	$730K	0.06%	+24	13F-HR Timeline
Cornerstone Wealth Management, LLC	5,516	$724K	0.05%	+312	13F-HR Timeline
Welch Group, LLC	5,514	$722K	0.03%	+2,260	13F-HR Timeline
U.S. Capital Wealth Advisors, LLC	5,495	$721K	0.02%	0	13F-HR Timeline
KANAWHA CAPITAL MANAGEMENT LLC	5,449	$715K	0.06%	+34	13F-HR Timeline
Cassaday & Co Wealth Management LLC	5,448	$715K	0.02%	0	13F-HR Timeline
Financial Engines Advisors L.L.C.	5,430	$713K	<0.01%	+1,431	13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	5,338	$701K	0.01%	+1,700	13F-HR Timeline Group
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	5,329	$700K	0.02%	-61	13F-HR Timeline Group
United Community Bankin group United Community Bank	5,300	$696K	0.27%	0	13F-HR Timeline Group
Flywheel Private Wealth LLC	5,294	$695K	0.64%		13F-HR Timeline
Versant Capital Management, Inc	5,249	$689K	0.15%	0	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	5,248	$689K	0.03%	0	13F-HR Timeline
Argyle Capital Partners, LLC	5,241	$688K	0.59%		13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	5,212	$684K	0.03%	-341	13F-HR/A Timeline
M. Kulyk & Associates, LLC	5,186	$681K	0.15%	-11	13F-HR Timeline
Good Life Advisors, LLC	5,185	$681K	0.05%	-5,541	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	5,180	$680K	<0.01%	0	13F-HR Timeline
TOWNSQUARE CAPITAL LLC	5,170	$679K	0.01%	+9	13F-HR Timeline
Northeast Financial Consultants Inc	5,160	$677K	0.03%	0	13F-HR Timeline
Compass Ion Advisors, LLC	5,156	$677K	0.08%	0	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	5,150	$676K	0.25%	+138	13F-HR Timeline
RIK SAYLOR FINANCIAL, INC.	5,138	$675K	0.62%		13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	5,119	$672K	0.09%	+300	13F-HR Timeline
GREENLEAF TRUST	5,114	$671K	0.01%	-57	13F-HR Timeline
KFG WEALTH MANAGEMENT, LLC	5,102	$670K	0.13%	-194	13F-HR Timeline
HUB Investment Partners, LLC	5,083	$667K	0.03%	+335	13F-HR Timeline
Venturi Wealth Management, LLC	5,068	$665K	0.03%	-16	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	5,057	$664K	0.08%	+21	13F-HR Timeline
TCP Asset Management, LLC	5,051	$663K	0.15%	+8	13F-HR Timeline
Jackson Hole Capital Partners, LLC	5,044	$662K	0.13%	0	13F-HR Timeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)	5,000	$656K	0.01%	0	13F-HR Timeline Group
Greenfield Savings Bank	4,993	$656K	0.31%	-171	13F-HR Timeline
Bedel Financial Consulting, Inc.	4,851	$653K	0.09%	0	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	4,965	$652K	0.1%	-50	13F-HR Timeline
LS Investment Advisors, LLC	4,942	$649K	0.1%	0	13F-HR Timeline
CapWealth Advisors, LLC	4,883	$641K	0.07%	-186	13F-HR Timeline
Ausdal Financial Partners, Inc.	4,858	$638K	0.06%	+844	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	4,822	$633K	<0.01%	0	13F-HR Timeline Group
WEATHERLY ASSET MANAGEMENT L. P.	4,816	$632K	0.06%	0	13F-HR Timeline
Montecito Bank & Trust	4,807	$631K	0.11%	-37	13F-HR Timeline
Wambolt & Associates, LLC	4,798	$630K	0.2%	-505	13F-HR Timeline
Crestwood Advisors Group, LLC	4,768	$626K	0.01%	-90	13F-HR Timeline
Laird Norton Wetherby Wealth Management…	4,755	$624K	0.03%	0	13F-HR Timeline
Portland Global Advisors LLC	4,750	$624K	0.08%	-55	13F-HR Timeline
Investors Research Corp	4,749	$623K	0.14%	-136	13F-HR Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…	4,748	$623K	0.01%	-144	13F-HR Timeline Group
Strategies Wealth Advisors, LLC	4,589	$617K	0.08%	+46	13F-HR Timeline
Fusion Family Wealth, LLC	4,663	$612K	0.06%	+98	13F-HR Timeline
Keystone Wealth Services, LLC	4,652	$611K	0.16%	-7	13F-HR Timeline
Sheaff Brock Investment Advisors, LLC	4,553	$598K	0.05%	-617	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	4,549	$597K	0.11%	-373	13F-HR Timeline
Mowery & Schoenfeld Wealth Management, …	4,545	$597K	1.16%	0	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	4,543	$596K	0.02%	-1,197	13F-HR Timeline Group
Heartwood Wealth Advisors LLC	4,521	$594K	0.07%	0	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	4,509	$592K	0.05%	+32	13F-HR Timeline
SkyOak Wealth, LLC	4,507	$592K	0.13%	0	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	4,500	$591K	0.04%	-316	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	4,486	$589K		+696	Timeline Colonial Trust Co / SC: 2,522 (0.05%) 13F-HR Colonial Trust Advisors: 1,964 (0.02%) 13F-HR
DEARBORN PARTNERS LLC	4,481	$588K	0.02%	-10	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	4,469	$587K	0.11%	-1,045	13F-HR Timeline
Arrowroot Family Office, LLC	4,460	$586K	0.3%	-268	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	4,453	$585K	0.02%	+53	13F-HR Timeline
Fonville Wealth Management LLC	4,453	$585K	0.19%	-176	13F-HR Timeline
CERTUITY, LLC	4,407	$579K	0.06%	-417	13F-HR Timeline
Summit Financial Strategies, Inc.	4,392	$577K	0.06%	0	13F-HR Timeline
MGB Wealth Management, LLC	4,385	$576K	0.18%	0	13F-HR Timeline
Selective Wealth Management, Inc.	4,376	$574K	0.23%	+25	13F-HR Timeline
New England Private Wealth Advisors LLC	4,363	$573K	0.09%	+516	13F-HR Timeline
CAMDEN NATIONAL BANK	4,358	$572K	0.09%	-822	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…	4,351	$572K	0.09%	-125	13F-HR Timeline
Kingsview Wealth Management, LLC	4,348	$571K	0.01%	-4,500	13F-HR Timeline
BluePointe Capital Management, LLC	4,340	$570K	0.33%	-420	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	4,338	$570K	0.04%	0	13F-HR Timeline
Clark Capital Management Group, Inc.	4,310	$566K	<0.01%	-1,740	13F-HR Timeline
Weaver Consulting Group	4,294	$564K	0.17%	-53	13F-HR Timeline
Astoria Portfolio Advisors LLC.	4,291	$563K	0.2%	new	13F-HR Timeline
MAIRS & POWER INC	4,280	$562K	0.01%	0	13F-HR Timeline
Nicholson Wealth Management Group, LLC	4,273	$561K	0.37%	new	13F-HR Timeline
Fiduciary Group, LLC	4,264	$560K	0.06%	0	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	4,260	$559K	0.04%	+98	13F-HR Timeline
ANB BANK	4,249	$558K	0.24%		13F-HR Timeline
Riggs Capital Management LLC	4,245	$557K	0.55%		13F-HR Timeline
Merit Financial Group, LLC	4,234	$556K	0.01%	-1,467	13F-HR Timeline
Strategic Wealth Partners, Ltd.	4,094	$556K	0.05%	-59	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	4,233	$556K	0.38%	0	13F-HR Timeline
North Forty Two & Co.	4,227	$555K	0.64%		13F-HR Timeline
Atlas Legacy Advisors, LLC	4,222	$554K	0.13%		13F-HR Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	4,199	$551K	0.03%	+508	13F-HR Timeline Group
TFB Advisors LLC	4,180	$549K	0.16%	-34	13F-HR Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC	4,177	$548K	<0.01%	-1,134	13F-HR Timeline Group
Hurlow Wealth Management Group, Inc.	4,169	$547K	0.17%	0	13F-HR Timeline
Mezzasalma Advisors, LLC	4,115	$540K	0.17%	new	13F-HR Timeline
Realta Investment Advisors	4,095	$540K	0.22%	+284	13F-HR Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS	4,105	$539K	<0.01%	-346	13F-HR Timeline Group
Global Retirement Partners, LLC	4,103	$539K	0.02%	-129	13F-HR Timeline
Nikulski Financial, Inc.	4,078	$535K	0.16%	-34,309	13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	4,052	$532K	0.13%	-851	13F-HR Timeline
Litman Gregory Wealth Management LLC	4,042	$531K	0.05%	+642	13F-HR Timeline
Jaffetilchin Investment Partners, LLC	4,040	$530K	0.04%	+24	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	4,014	$527K	0.04%	0	13F-HR Timeline
LexAurum Advisors, LLC	3,988	$524K	0.1%	-34	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	3,965	$521K	0.1%	+250	13F-HR Timeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC	3,960	$520K	0.12%	0	13F-HR Timeline Group
Vermillion & White Wealth Management Gr…	3,950	$519K	0.38%	0	13F-HR Timeline
Birchcreek Wealth Management, LLC	3,941	$517K	0.33%	+29	13F-HR Timeline
BBR PARTNERS, LLC	3,926	$515K	0.04%	0	13F-HR Timeline
GFS Advisors, LLC	3,917	$514K	0.08%	+148	13F-HR Timeline
Florida Trust Wealth Management Co	3,910	$513K	0.02%	+1,200	13F-HR Timeline
Baring Financial LLC	3,873	$508K	0.45%		13F-HR Timeline
Samalin Investment Counsel, LLC	3,843	$505K	0.22%	+60	13F-HR Timeline
Madrona Financial Services, LLC	3,842	$504K	0.14%	-156	13F-HR Timeline
Triangle Securities Wealth Management	3,825	$502K	0.13%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Neumann Capital Management, LLC	3,819	$501K	0.17%	-219	13F-HR Timeline
Busey Bank	3,817	$501K	0.02%	+385	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT LLC	3,808	$500K	0.1%	-40	13F-HR Timeline
Provident Wealth Management, LLC	3,805	$500K	0.17%	-95	13F-HR Timeline
Secure Asset Management, LLC	3,788	$497K	0.08%	-317	13F-HR Timeline
SeaCrest Wealth Management, LLC	3,745	$492K	0.05%	+31	13F-HR Timeline
Integris Wealth Management, LLC	3,717	$488K	0.14%	-208	13F-HR Timeline
MAYPORT, LLC	3,716	$488K	0.14%	+4	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	3,670	$482K	0.03%	-70	13F-HR Timeline Group
Ocean Park Asset Management, LLC	3,640	$478K	0.02%	new	13F-HR Timeline
Red Tortoise LLC	3,630	$477K	0.25%	+3	13F-HR Timeline
Monterey Private Wealth, Inc.	3,630	$477K	0.16%	-295	13F-HR Timeline
Bull Street Advisors, LLC	3,625	$476K	0.23%	0	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	3,622	$476K	0.25%	+6	13F-HR Timeline
Total Clarity Wealth Management, Inc.	3,615	$475K	0.15%	-15	13F-HR Timeline
Bangor Savings Bank	3,605	$473K	0.04%	-8	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	3,600	$473K	0.03%	0	13F-HR Timeline
Interchange Capital Partners, LLC	3,593	$472K	0.17%	-168	13F-HR Timeline
ROGCO, LP	3,590	$471K	0.19%	-84	13F-HR Timeline
Waypoint Wealth Partners Inc.	3,585	$471K	0.13%	0	13F-HR Timeline
FC Advisory LLC	3,540	$465K	0.16%	-119	13F-HR Timeline
FSA Investment Group, LLC	3,529	$463K	0.4%		13F-HR Timeline
HCR Wealth Advisors	3,523	$463K	0.06%	0	13F-HR Timeline
Hexagon Capital Partners LLC	3,506	$460K	0.08%	0	13F-HR Timeline
Main Management LLCin group Main Management ETF Advisors,…	3,505	$460K	0.04%	0	13F-HR Timeline Group
180 WEALTH ADVISORS, LLC	3,503	$460K	0.07%	-41	13F-HR Timeline
Bank of New Hampshire	3,500	$460K	0.12%	0	13F-HR Timeline
Navis Wealth Advisors, LLC	3,499	$459K	0.5%	+7	13F-HR Timeline
WEST PACES ADVISORS INC.	3,494	$459K	0.11%	0	13F-HR Timeline
Hixon Zuercher, LLC	3,493	$459K	0.18%	+1,437	13F-HR Timeline
J. W. Coons Advisors, LLC	3,492	$458K	0.12%	0	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	3,476	$456K	0.02%	-1,500	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	3,457	$454K	0.2%	-499	13F-HR Timeline
INVESTMENT PARTNERS, LTD.	3,457	$454K	0.19%	+6	13F-HR Timeline
Summit Financial, LLC	3,446	$452K	0.02%	+404	13F-HR Timeline
Smith Thornton Advisors LLC	3,433	$451K	0.28%	0	13F-HR Timeline
Carl P. Sherr & Co., LLC	3,432	$451K	0.24%	0	13F-HR Timeline
Caprock Group, LLC	3,425	$450K	0.01%	0	13F-HR Timeline
LEE DANNER & BASS INC	3,410	$448K	0.04%	+1,000	13F-HR Timeline
Breakwater Capital Group	3,396	$446K	0.09%	-1	13F-HR Timeline
Zions Bancorporation, N.A.	3,390	$445K	0.03%	0	13F-HR Timeline
BARRETT & COMPANY, INC.	3,390	$445K	0.19%	+22	13F-HR Timeline
Chancellor Financial Group WB LP	3,382	$444K	0.36%		13F-HR Timeline
Paulson Wealth Management Inc.	3,358	$441K	0.12%	-1,558	13F-HR Timeline
Insight Wealth Strategies, LLC	3,350	$440K	0.06%	+24	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	3,343	$439K	0.02%	+754	13F-HR Timeline
Grassi Investment Management	3,321	$436K	0.04%	+9	13F-HR/A Timeline
Horizon Investments, LLC	3,305	$434K	0.01%	+3,301	13F-HR Timeline
ALERUS FINANCIAL NA	3,304	$434K	0.03%	0	13F-HR Timeline
Sage Capital Management, LLC	3,302	$433K	0.22%	+30	13F-HR Timeline
Peak Planning Group, LLC	3,299	$433K	0.18%	+9	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	3,294	$432K	0.01%	0	13F-HR Timeline Group
Cambridge Advisors Inc.	3,290	$432K	0.1%	0	13F-HR Timeline
ABLE Financial Group, LLC	3,276	$430K	0.13%	+14	13F-HR Timeline
Hoese & Co LLP	3,275	$430K	0.37%	0	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	3,251	$427K	0.12%	0	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	3,250	$427K	0.01%	0	13F-HR Timeline
Procyon Advisors, LLC	3,236	$425K	0.03%	+374	13F-HR Timeline
Savvy Advisors, Inc.	3,221	$423K	0.05%	new	13F-HR Timeline
STEEL GROVE CAPITAL ADVISORS, LLC	3,220	$423K	0.06%	-2,319	13F-HR Timeline
Compound Planning, Inc.	3,206	$421K	0.02%	-171	13F-HR Timeline
ProVise Management Group, LLC	3,193	$419K	0.04%	0	13F-HR Timeline
SlateStone Wealth, LLC	3,193	$419K	0.04%	-151	13F-HR Timeline
Aspire Capital Advisors LLC	3,180	$418K	0.12%	0	13F-HR Timeline
CAROLINAS WEALTH CONSULTING LLC	3,172	$416K	0.08%	-140	13F-HR Timeline
Accredited Investors Inc.	3,141	$412K	0.02%	+853	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	3,137	$412K	0.02%	-86	13F-HR Timeline
Northstar Group, Inc.	3,126	$410K	0.07%	0	13F-HR Timeline