DVY ISHARES TR

COM (fund)

1,309 managers (1,319 13F filers) reported a position in DVY shares at 2025-03-31, 67,936,255 shares in all. 72 filers opened a position and 71 filers sold out during the quarter.

Managers: 1,309
13F filers: 1,319
New: 72
Added: 401
Reduced: 466
Sold out: 71
Shares held by filers: 67,936,255

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Avior Wealth Management, LLC	5,723	$768K	0.03%	-81	13F-HR Timeline
M1 Capital Management LLC	5,717	$768K	0.48%	+28	13F-HR Timeline
BIP Wealth, LLC	5,677	$762K	0.05%	-350	13F-HR Timeline
Alley Investment Management Company, LLC	5,636	$757K	0.09%	+61	13F-HR Timeline
AMERICAN NATIONAL BANK & TRUST	5,601	$752K	0.08%	0	13F-HR Timeline
MARCO INVESTMENT MANAGEMENT LLC	5,581	$749K	0.07%	+20	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	5,577	$749K	0.04%	+100	13F-HR Timeline Group
Quadcap Wealth Management, LLC	5,531	$743K	0.11%	-83	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	5,482	$736K	0.79%	-2,413	13F-HR Timeline
NICOLET BANKSHARES INCgroup of 2 filers holding	5,611	$734K		+1,651	Timeline NICOLET BANKSHARES INC: 3,960 (0.11%) 13F-HR NICOLET ADVISORY SERVICES, LLC: 1,651 (0.02%) 13F-HR
Cassaday & Co Wealth Management LLC	5,448	$732K	0.02%	0	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	5,385	$723K	0.02%	+56	13F-HR Timeline Group
Dorsey & Whitney Trust CO LLC	5,378	$722K	0.04%	-202	13F-HR Timeline
WealthPLAN Partners, LLC	5,322	$715K	0.1%	-245	13F-HR Timeline
Gotham Asset Management, LLC	5,321	$715K	0.01%	new	13F-HR Timeline
AMERIFLEX GROUP, INC.	5,311	$713K	0.29%	-427	13F-HR Timeline
Savvy Advisors, Inc.	5,297	$711K	0.07%	+2,076	13F-HR Timeline
Flywheel Private Wealth LLC	5,294	$711K	0.65%	0	13F-HR Timeline
United Community Bankin group United Community Bank	5,260	$706K	0.26%	-40	13F-HR Timeline Group
Versant Capital Management, Inc	5,249	$705K	0.12%	0	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	5,248	$705K	0.03%	0	13F-HR Timeline
Old Mission Investment Co LLC	5,245	$704K	0.21%	+2,371	13F-HR Timeline
Ocean Park Asset Management, LLC	5,200	$698K	0.02%	+1,560	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	5,180	$696K	<0.01%	0	13F-HR Timeline
Northeast Financial Consultants Inc	5,160	$693K	0.03%	0	13F-HR Timeline
RIK SAYLOR FINANCIAL, INC.	5,159	$693K	0.61%	+21	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	5,119	$687K	0.09%	0	13F-HR Timeline
Good Life Advisors, LLC	5,115	$687K	0.05%	-70	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	5,092	$684K	0.03%	-120	13F-HR/A Timeline
GWN SECURITIES INC.	5,075	$681K	0.04%	+2,836	13F-HR Timeline
Ausdal Financial Partners, Inc.	5,058	$679K	0.05%	+200	13F-HR Timeline
TCP Asset Management, LLC	5,057	$679K	0.15%	+6	13F-HR Timeline
Jackson Hole Capital Partners, LLC	5,044	$677K	0.13%	0	13F-HR Timeline
KFG WEALTH MANAGEMENT, LLC	5,042	$677K	0.12%	-60	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	5,041	$677K	0.26%	-109	13F-HR Timeline
CHAPIN DAVIS, INC.	5,039	$677K	0.23%	-1,100	13F-HR Timeline
Cove Private Wealth, LLC	5,030	$675K	0.36%	+3,000	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	5,029	$675K	0.08%	-28	13F-HR Timeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)	5,000	$671K	0.01%	0	13F-HR Timeline Group
Greenfield Savings Bank	4,993	$671K	0.33%	0	13F-HR Timeline
GREENLEAF TRUST	4,984	$669K	0.01%	-130	13F-HR Timeline
New England Private Wealth Advisors LLC	4,961	$666K	0.1%	+598	13F-HR Timeline
MGO ONE SEVEN LLC	4,955	$665K	0.03%	new	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	4,904	$659K	0.09%	-61	13F-HR Timeline
Warwick Investment Management, Inc.	4,895	$657K	0.14%	new	13F-HR Timeline
Ignite Planners, LLC	5,112	$655K	0.13%	new	13F-HR Timeline
CapWealth Advisors, LLC	4,858	$652K	0.07%	-25	13F-HR Timeline
North Forty Two & Co.	4,827	$648K	0.72%	+600	13F-HR Timeline
Montecito Bank & Trust	4,807	$646K	0.11%	0	13F-HR Timeline
HUB Investment Partners, LLC	4,785	$643K	0.03%	-298	13F-HR Timeline
Crestwood Advisors Group, LLC	4,768	$640K	0.01%	0	13F-HR Timeline
M. Kulyk & Associates, LLC	4,766	$640K	0.15%	-420	13F-HR Timeline
Trivium Point Advisory, LLC	4,763	$640K	0.08%	+2,001	13F-HR Timeline
Portland Global Advisors LLC	4,750	$638K	0.08%	0	13F-HR Timeline
Investors Research Corp	4,749	$638K	0.14%	0	13F-HR Timeline
WEATHERLY ASSET MANAGEMENT L. P.	4,716	$633K	0.06%	-100	13F-HR Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…	4,715	$633K	0.01%	-33	13F-HR Timeline Group
MGB Wealth Management, LLC	4,711	$633K	0.23%	+326	13F-HR Timeline
Fusion Family Wealth, LLC	4,666	$627K	0.06%	+3	13F-HR Timeline
Bedel Financial Consulting, Inc.	4,851	$625K	0.09%	0	13F-HR Timeline
Keystone Wealth Services, LLC	4,648	$624K	0.17%	-4	13F-HR Timeline
Strategies Wealth Advisors, LLC	4,639	$623K	0.08%	+50	13F-HR Timeline
Florida Trust Wealth Management Co	4,610	$619K	0.02%	+700	13F-HR Timeline
WFA Asset Management Corp	5,011	$617K	0.32%	+4,714	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	4,596	$617K	0.02%	+53	13F-HR Timeline Group
Fonville Wealth Management LLC	4,765	$615K	0.18%	+312	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	4,576	$615K	0.01%	new	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	4,562	$613K	0.03%	-1,129	13F-HR Timeline Group
Colonial Trust Advisorsgroup of 2 filers holding	4,561	$613K		+75	Timeline Colonial Trust Co / SC: 2,522 (0.05%) 13F-HR Colonial Trust Advisors: 2,039 (0.02%) 13F-HR
Mowery & Schoenfeld Wealth Management, …	4,545	$610K	1.2%	0	13F-HR Timeline
DEARBORN PARTNERS LLC	4,536	$609K	0.03%	+55	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	4,534	$609K	0.05%	+25	13F-HR Timeline
Wambolt & Associates, LLC	4,515	$606K	0.21%	-283	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	4,469	$600K	0.11%	0	13F-HR Timeline
Compass Ion Advisors, LLC	4,456	$598K	0.07%	-700	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	4,446	$597K	0.04%	-54	13F-HR Timeline
Heartwood Wealth Advisors LLC	4,432	$595K	0.07%	-89	13F-HR Timeline
Summit Financial Strategies, Inc.	4,392	$590K	0.06%	0	13F-HR Timeline
Kingsview Wealth Management, LLC	4,387	$589K	0.01%	+39	13F-HR Timeline
SkyOak Wealth, LLC	4,369	$587K	0.13%	-138	13F-HR Timeline
MAIRS & POWER INC	4,280	$575K	0.01%	0	13F-HR Timeline
Nicholson Wealth Management Group, LLC	4,273	$574K	0.38%	0	13F-HR Timeline
Fiduciary Group, LLC	4,264	$573K	0.06%	0	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	4,255	$571K	0.04%	-5	13F-HR Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC	4,253	$571K	<0.01%	new	13F-HR Timeline Group
Rockwood Wealth Management, LLC	4,251	$571K	0.06%	+1,491	13F-HR Timeline
ANB BANK	4,236	$569K	0.25%	-13	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	4,223	$567K	0.11%	-326	13F-HR Timeline
Atlas Legacy Advisors, LLC	4,222	$567K	0.14%	0	13F-HR Timeline
Weaver Consulting Group	4,210	$565K	0.17%	-84	13F-HR Timeline
Astoria Portfolio Advisors LLC.	4,454	$565K	0.19%	+163	13F-HR Timeline
TFB Advisors LLC	4,208	$565K	0.16%	+28	13F-HR Timeline
Sheaff Brock Investment Advisors, LLC	4,203	$564K	0.05%	-350	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	4,202	$564K	0.31%	+580	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	4,197	$564K	<0.01%	-625	13F-HR Timeline Group
TRUST CO OF VERMONT	4,180	$561K	0.03%	+1,072	13F-HR Timeline
MainStreet Investment Advisors LLC	4,143	$556K	0.08%	new	13F-HR Timeline
Mezzasalma Advisors, LLC	4,140	$556K	0.19%	+25	13F-HR Timeline
Hurlow Wealth Management Group, Inc.	4,079	$548K	0.17%	-90	13F-HR Timeline
Jaffetilchin Investment Partners, LLC	4,065	$546K	0.04%	+25	13F-HR Timeline
Selective Wealth Management, Inc.	4,396	$545K	0.24%	+20	13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	4,043	$543K	0.14%	-9	13F-HR Timeline
Realta Investment Advisors	4,023	$540K	0.25%	-72	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	4,014	$539K	0.04%	0	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	4,000	$537K	0.09%		13F-HR Timeline Group
LexAurum Advisors, LLC	3,993	$536K	0.1%	+5	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	3,985	$535K	0.1%	+20	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	3,972	$533K	0.39%	-261	13F-HR Timeline
Samalin Investment Counsel, LLC	3,953	$531K	0.22%	+110	13F-HR Timeline
Breakwater Capital Group	3,948	$530K	0.09%	+552	13F-HR Timeline
Madrona Financial Services, LLC	3,940	$529K	0.15%	+98	13F-HR Timeline
GFS Advisors, LLC	3,937	$529K	0.11%	+20	13F-HR Timeline
BBR PARTNERS, LLC	3,926	$527K	0.04%	0	13F-HR Timeline
Clear Harbor Asset Management, LLC	3,844	$516K	0.04%	new	13F-HR Timeline
Triangle Securities Wealth Management	3,825	$514K	0.13%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
CAMDEN NATIONAL BANK	3,822	$513K	0.08%	-536	13F-HR Timeline
Neumann Capital Management, LLC	3,819	$513K	0.18%	0	13F-HR Timeline
Nikulski Financial, Inc.	3,817	$513K	0.15%	-261	13F-HR Timeline
Busey Bank	3,817	$513K	0.02%	0	13F-HR Timeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…	3,801	$512K	0.08%	-550	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT LLC	3,808	$511K	0.11%	0	13F-HR Timeline
Integris Wealth Management, LLC	3,755	$504K	0.14%	+38	13F-HR Timeline
MAYPORT, LLC	3,719	$499K	0.14%	+3	13F-HR Timeline
SeaCrest Wealth Management, LLC	3,692	$496K	0.06%	-53	13F-HR Timeline
GeoWealth Management, LLC	3,684	$495K	0.02%	-5,246	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	3,670	$493K	0.03%	0	13F-HR Timeline Group
Sabal Trust CO	3,659	$491K	0.03%	+644	13F-HR Timeline
Baring Financial LLC	3,657	$491K	0.41%	-216	13F-HR Timeline
Red Tortoise LLC	3,633	$488K	0.25%	+3	13F-HR Timeline
Bull Street Advisors, LLC	3,625	$487K	0.23%	0	13F-HR Timeline
Provident Wealth Management, LLC	3,626	$487K	0.17%	-179	13F-HR Timeline
Procyon Advisors, LLC	3,608	$485K	0.03%	+372	13F-HR Timeline
Bangor Savings Bank	3,601	$484K	0.05%	-4	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	3,600	$483K	0.03%	0	13F-HR Timeline
ROGCO, LP	3,590	$482K	0.19%	0	13F-HR Timeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK	3,570	$479K	<0.01%	+3,565	13F-HR Timeline Group
FSA Investment Group, LLC	3,557	$478K	0.41%	+28	13F-HR Timeline
Interchange Capital Partners, LLC	3,548	$476K	0.13%	-45	13F-HR Timeline
Total Clarity Wealth Management, Inc.	3,615	$475K	0.15%	0	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	3,516	$472K	0.02%	-937	13F-HR Timeline
Main Management LLCin group Main Management ETF Advisors,…	3,505	$471K	0.04%	0	13F-HR Timeline Group
Hexagon Capital Partners LLC	3,506	$471K	0.09%	0	13F-HR Timeline
Navis Wealth Advisors, LLC	3,505	$471K	0.46%	+6	13F-HR Timeline
Bank of New Hampshire	3,500	$470K	0.12%	0	13F-HR Timeline
Monterey Private Wealth, Inc.	3,498	$470K	0.14%	-132	13F-HR Timeline
180 WEALTH ADVISORS, LLC	3,495	$469K	0.07%	-8	13F-HR Timeline
WEST PACES ADVISORS INC.	3,494	$469K	0.11%	0	13F-HR Timeline
J. W. Coons Advisors, LLC	3,492	$469K	0.12%	0	13F-HR Timeline
TFC Financial Management, Inc.	3,487	$468K	0.07%	+3,351	13F-HR Timeline
Summit Financial, LLC	3,466	$465K	0.01%	+20	13F-HR Timeline
INVESTMENT PARTNERS, LTD.	3,461	$465K	0.19%	+4	13F-HR Timeline
Vermillion & White Wealth Management Gr…	3,450	$463K	0.34%	-500	13F-HR Timeline
Carl P. Sherr & Co., LLC	3,432	$461K	0.25%	0	13F-HR Timeline
Caprock Group, LLC	3,425	$460K	0.01%	0	13F-HR Timeline
Smith Thornton Advisors LLC	3,418	$459K	0.29%	-15	13F-HR Timeline
Clark Capital Management Group, Inc.	3,410	$458K	<0.01%	-900	13F-HR Timeline
Waypoint Wealth Partners Inc.	3,410	$458K	0.13%	-175	13F-HR Timeline
BARRETT & COMPANY, INC.	3,406	$457K	0.2%	+16	13F-HR Timeline
Litman Gregory Wealth Management LLC	3,400	$457K	0.04%	-642	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	3,390	$455K	0.03%		13F-HR Timeline
Chancellor Financial Group WB LP	3,382	$454K	0.38%	0	13F-HR Timeline
HCR Wealth Advisors	3,373	$453K	0.06%	-150	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	3,371	$453K	0.21%	-86	13F-HR Timeline
Insight Wealth Strategies, LLC	3,367	$452K	0.06%	+17	13F-HR Timeline
LEE DANNER & BASS INC	3,345	$449K	0.04%	-65	13F-HR Timeline
Birchcreek Wealth Management, LLC	3,344	$449K	0.28%	-597	13F-HR Timeline
Secure Asset Management, LLC	3,341	$449K	0.09%	-447	13F-HR Timeline
Grassi Investment Management	3,328	$447K	0.04%	+7	13F-HR Timeline
Sage Capital Management, LLC	3,325	$447K	0.24%	+23	13F-HR Timeline
Peak Planning Group, LLC	3,322	$446K	0.19%	+23	13F-HR Timeline
Hixon Zuercher, LLC	3,314	$445K	0.16%	-179	13F-HR Timeline
ALERUS FINANCIAL NA	3,304	$444K	0.04%	0	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	3,294	$442K	0.01%	0	13F-HR Timeline Group
ABLE Financial Group, LLC	3,276	$440K	0.12%	0	13F-HR Timeline
Hoese & Co LLP	3,275	$440K	0.38%	0	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	3,253	$437K	0.02%	-90	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	3,251	$437K	0.12%	0	13F-HR Timeline
Cambridge Advisors Inc.	3,250	$436K	0.1%	-40	13F-HR Timeline
Foundations Investment Advisors, LLC	3,246	$436K	0.01%	-13,507	13F-HR Timeline
TWO SIGMA SECURITIES, LLC	3,223	$433K	0.07%	new	13F-HR Timeline
Welch Group, LLC	3,259	$433K	0.02%	-2,255	13F-HR Timeline
SlateStone Wealth, LLC	3,199	$430K	0.04%	+6	13F-HR Timeline
ProVise Management Group, LLC	3,193	$429K	0.04%	0	13F-HR Timeline
CAROLINAS WEALTH CONSULTING LLC	3,186	$428K	0.09%	+14	13F-HR Timeline
Aspire Capital Advisors LLC	3,180	$427K	0.13%	0	13F-HR Timeline
Horizon Investments, LLC	3,154	$424K	0.01%	-151	13F-HR Timeline
Pines Wealth Management, LLC	3,572	$423K	0.2%	+782	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	3,137	$421K	0.02%	0	13F-HR Timeline
Northstar Group, Inc.	3,126	$420K	0.07%	0	13F-HR Timeline
Vision Capital Management, Inc.	3,099	$416K	0.06%	0	13F-HR Timeline
Centricity Wealth Management, LLC	3,097	$416K	0.38%	0	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	3,081	$414K	0.06%	+4	13F-HR Timeline
Future Financial Wealth Managment LLC	3,065	$412K	0.3%	0	13F-HR Timeline
Twele Capital Management, Inc.	3,063	$411K	0.09%	-15	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	3,058	$411K	0.21%	0	13F-HR Timeline
Thrive Wealth Management, LLC	3,037	$408K	0.08%	+9	13F-HR Timeline
Clarus Wealth Advisors	3,236	$407K	0.22%	new	13F-HR Timeline
Maia Wealth LLC	3,219	$406K	0.09%	new	13F-HR Timeline
Moss Adams Wealth Advisors LLC	3,013	$405K	0.04%	0	13F-HR Timeline
2UniFi Bank	2,925	$404K	0.26%	0	13F-HR Timeline