DVY ISHARES TR

COM (fund)

1,292 managers (1,302 13F filers) reported a position in DVY shares at 2025-06-30, 67,216,827 shares in all. 62 filers opened a position and 73 filers sold out during the quarter.

Managers: 1,292
13F filers: 1,302
New: 62
Added: 446
Reduced: 427
Sold out: 73
Shares held by filers: 67,216,827

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Y-Intercept (Hong Kong) Ltd	5,451	$724K	0.02%	+3,581	13F-HR Timeline
Cassaday & Co Wealth Management LLC	5,448	$724K	0.02%	0	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	5,370	$713K	0.02%	-15	13F-HR Timeline Group
Quadcap Wealth Management, LLC	5,337	$709K	0.09%	-194	13F-HR Timeline
WealthPLAN Partners, LLC	5,323	$707K	0.11%	+1	13F-HR Timeline
Gotham Asset Management, LLC	5,321	$707K	<0.01%	0	13F-HR Timeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV	5,302	$704K	0.05%	+1,047	13F-HR Timeline
EXCHANGE TRADED CONCEPTS, LLC	5,296	$703K	0.01%	-56,188	13F-HR Timeline
Flywheel Private Wealth LLC	5,294	$703K	0.56%	0	13F-HR Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	5,285	$702K	<0.01%	-817	13F-HR Timeline
United Community Bankin group United Community Bank	5,275	$701K	0.24%	+15	13F-HR Timeline Group
Savvy Advisors, Inc.	5,264	$699K	0.05%	-33	13F-HR Timeline
Ocean Park Asset Management, LLC	5,200	$698K	0.02%	0	13F-HR Timeline
Versant Capital Management, Inc	5,249	$697K	0.11%	0	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	5,248	$697K	0.03%	0	13F-HR Timeline
TCP Asset Management, LLC	5,239	$696K	0.14%	+182	13F-HR Timeline
Old Mission Investment Co LLC	5,230	$695K	0.19%	-15	13F-HR Timeline
Ignite Planners, LLC	5,120	$694K	0.12%	+8	13F-HR/A Timeline
AMERICAN NATIONAL BANK & TRUST	5,201	$691K	0.07%	-400	13F-HR Timeline
Northeast Financial Consultants Inc	5,160	$685K	0.03%	0	13F-HR Timeline
Leo Wealth, LLC	5,139	$682K	0.05%	-1,639	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	5,135	$682K	0.08%	+16	13F-HR Timeline
Good Life Advisors, LLC	5,106	$678K	0.04%	-9	13F-HR Timeline
New England Private Wealth Advisors LLC	4,990	$677K	0.1%	+29	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	5,092	$676K	0.24%	+51	13F-HR Timeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…	5,069	$673K	0.01%	-1,323	13F-HR Timeline Group
CENTAURUS FINANCIAL, INC.	5,070	$673K	0.04%	+624	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	5,051	$671K	0.03%	-41	13F-HR Timeline
Jackson Hole Capital Partners, LLC	5,044	$670K	0.12%	0	13F-HR Timeline
CHAPIN DAVIS, INC.	5,039	$669K	0.18%	0	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	5,031	$668K	0.08%	+2	13F-HR Timeline
Ausdal Financial Partners, Inc.	5,006	$665K	0.04%	-52	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	5,003	$664K	0.06%	new	13F-HR Timeline
GREENLEAF TRUST	4,984	$662K	0.01%	0	13F-HR Timeline
RIK SAYLOR FINANCIAL, INC.	4,971	$660K	0.51%	-188	13F-HR Timeline
Greenfield Savings Bank	4,948	$657K	0.3%	-45	13F-HR Timeline
CoreCap Advisors, LLC	4,923	$654K	0.03%	-5,227	13F-HR Timeline
North Forty Two & Co.	4,902	$651K	0.69%	+75	13F-HR Timeline
Ledyard National Bank	4,880	$648K	0.06%	-1,250	13F-HR Timeline
NVWM, LLC	4,877	$648K	0.16%	+3,439	13F-HR Timeline
Bedel Financial Consulting, Inc.	4,851	$644K	0.09%	0	13F-HR Timeline
Warwick Investment Management, Inc.	4,851	$644K	0.12%	-44	13F-HR Timeline
SVB WEALTH LLC	4,806	$638K	0.03%	new	13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	4,788	$636K	0.08%	-116	13F-HR Timeline
TRUST CO OF VERMONT	4,781	$635K	0.03%	+601	13F-HR Timeline
Crestwood Advisors Group, LLC	4,768	$633K	0.01%	0	13F-HR Timeline
Laird Norton Wetherby Wealth Management…	4,755	$632K	0.03%		13F-HR Timeline
Portland Global Advisors LLC	4,750	$631K	0.07%	0	13F-HR Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…	4,743	$630K	0.01%	+28	13F-HR Timeline Group
CapWealth Advisors, LLC	4,731	$628K	0.06%	-127	13F-HR Timeline
OLD MISSION CAPITAL LLC	4,722	$627K	0.02%	new	13F-HR Timeline
Fusion Family Wealth, LLC	4,720	$627K	0.05%	+54	13F-HR Timeline
WEATHERLY ASSET MANAGEMENT L. P.	4,716	$626K	0.05%	0	13F-HR Timeline
Keystone Wealth Services, LLC	4,715	$626K	0.15%	+67	13F-HR Timeline
Strategies Wealth Advisors, LLC	4,683	$622K	0.07%	+44	13F-HR Timeline
Centricity Wealth Management, LLC	4,677	$621K	0.5%	+1,580	13F-HR Timeline
MGB Wealth Management, LLC	4,670	$620K	0.2%	-41	13F-HR Timeline
MainStreet Investment Advisors LLC	4,658	$619K	0.09%	+515	13F-HR Timeline
Mascoma Wealth Management LLC	4,632	$615K	0.14%	-1,777	13F-HR Timeline
Fonville Wealth Management LLC	4,628	$615K	0.16%	-137	13F-HR Timeline
Florida Trust Wealth Management Co	4,610	$612K	0.02%	0	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	4,587	$609K	<0.01%	+390	13F-HR Timeline Group
BIP Wealth, LLC	4,572	$607K	0.04%	-1,105	13F-HR Timeline
Wambolt & Associates, LLC	4,482	$607K	0.2%	-33	13F-HR Timeline
Mowery & Schoenfeld Wealth Management, …	4,545	$604K	0.98%	0	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	4,529	$601K		-32	Timeline Colonial Trust Co / SC: 2,488 (0.05%) 13F-HR Colonial Trust Advisors: 2,041 (0.02%) 13F-HR
Selective Wealth Management, Inc.	4,420	$601K	0.22%	+24	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	4,527	$601K	0.59%	-955	13F-HR Timeline
Hoese & Co LLP	4,495	$597K	0.48%	+1,220	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	4,469	$594K	0.06%	0	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	4,466	$593K	0.02%	-130	13F-HR Timeline Group
Welch Group, LLC	4,459	$592K	0.02%	+1,200	13F-HR Timeline
Investors Research Corp	4,459	$592K	0.12%	-290	13F-HR Timeline
Compass Ion Advisors, LLC	4,456	$592K	0.06%	0	13F-HR Timeline
HUB Investment Partners, LLC	4,446	$590K	0.02%	-339	13F-HR Timeline
JAMES INVESTMENT RESEARCH, INC.	4,431	$588K	0.07%	new	13F-HR Timeline
AMERIFLEX GROUP, INC.	4,447	$587K	0.31%	-864	13F-HR Timeline
DEARBORN PARTNERS LLC	4,411	$586K	0.03%	-125	13F-HR Timeline
Heartwood Wealth Advisors LLC	4,409	$586K	0.06%	-23	13F-HR Timeline
Summit Financial Strategies, Inc.	4,392	$583K	0.05%	0	13F-HR Timeline
Kingsview Wealth Management, LLC	4,391	$583K	0.01%	+4	13F-HR Timeline
SkyOak Wealth, LLC	4,369	$580K	0.12%	0	13F-HR Timeline
Apella Capital, LLC	4,234	$574K	0.02%	+2,370	13F-HR Timeline
KFG WEALTH MANAGEMENT, LLC	4,292	$570K	0.09%	-750	13F-HR Timeline
Fiduciary Group, LLC	4,264	$566K	0.05%	0	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	4,247	$564K	0.1%	+24	13F-HR Timeline
TFB Advisors LLC	4,229	$562K	0.15%	+21	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	4,214	$560K	0.27%	+12	13F-HR Timeline
Madrona Financial Services, LLC	4,174	$554K	0.13%	+234	13F-HR Timeline
ANB BANK	4,174	$554K	0.25%	-62	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	4,139	$550K	0.09%	+154	13F-HR Timeline
Charter Capital Management, LLC\DE	4,113	$546K	0.32%		13F-HR Timeline
Jaffetilchin Investment Partners, LLC	4,098	$544K	0.04%	+33	13F-HR Timeline
SeaCrest Wealth Management, LLC	4,093	$544K	0.06%	+401	13F-HR Timeline
Hurlow Wealth Management Group, Inc.	4,079	$542K	0.15%	0	13F-HR Timeline
BBR PARTNERS, LLC	4,056	$539K	0.03%	+130	13F-HR Timeline
Realta Investment Advisors	4,054	$538K	0.21%	+31	13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	4,046	$537K	0.12%	+3	13F-HR Timeline
Integris Wealth Management, LLC	4,036	$536K	0.14%	+281	13F-HR Timeline
Rockwood Wealth Management, LLC	4,016	$533K	0.05%	-235	13F-HR Timeline
GFS Advisors, LLC	3,997	$531K	0.07%	+60	13F-HR Timeline
LexAurum Advisors, LLC	3,976	$528K	0.08%	-17	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	3,972	$527K	0.33%	0	13F-HR Timeline
Samalin Investment Counsel, LLC	3,947	$524K	0.2%	-6	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	3,937	$523K	0.04%	-597	13F-HR Timeline
Mezzasalma Advisors, LLC	3,926	$521K	0.16%	-214	13F-HR Timeline
Parker Investment Management, LLC	3,850	$511K	0.08%	new	13F-HR Timeline
Breakwater Capital Group	3,847	$511K	0.08%	-101	13F-HR Timeline
Clear Harbor Asset Management, LLC	3,844	$511K	0.04%	0	13F-HR Timeline
Triangle Securities Wealth Management	3,825	$508K	0.13%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Neumann Capital Management, LLC	3,819	$507K	0.16%	0	13F-HR Timeline
Thrive Capital Management, LLC	3,797	$504K	0.16%	new	13F-HR Timeline
MAYPORT, LLC	3,723	$494K	0.12%	+4	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT LLC	3,708	$492K	0.09%	-100	13F-HR Timeline
Atria Investments, Inc	3,702	$492K	0.01%	-2,337	13F-HR Timeline
CAMDEN NATIONAL BANK	3,702	$492K	0.07%	-120	13F-HR Timeline
MMA ASSET MANAGEMENT LLC	3,695	$491K	0.19%	-26,919	13F-HR Timeline
Pines Wealth Management, LLC	3,572	$488K	0.17%	0	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	3,670	$487K	0.03%	0	13F-HR Timeline Group
Foundations Investment Advisors, LLC	3,649	$485K	0.01%	+403	13F-HR Timeline
Red Tortoise LLC	3,636	$483K	0.24%	+3	13F-HR Timeline
Bull Street Advisors, LLC	3,625	$481K	0.23%	0	13F-HR Timeline
Procyon Advisors, LLC	3,608	$479K	0.05%	0	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	3,600	$478K	0.03%	0	13F-HR Timeline
Weaver Consulting Group	3,594	$477K	0.13%	-616	13F-HR Timeline
FSA Investment Group, LLC	3,591	$477K	0.35%	+34	13F-HR Timeline
ROGCO, LP	3,590	$477K	0.18%	0	13F-HR Timeline
Trilogy Capital Inc.	3,579	$475K	0.02%	-36,496	13F-HR Timeline
Nikulski Financial, Inc.	3,567	$474K	0.13%	-250	13F-HR Timeline
TFC Financial Management, Inc.	3,567	$474K	0.06%	+80	13F-HR Timeline
Navis Wealth Advisors, LLC	3,558	$473K	0.4%	+53	13F-HR Timeline
Interchange Capital Partners, LLC	3,543	$471K	0.11%	-5	13F-HR/A Timeline
Clark Capital Management Group, Inc.	3,534	$469K	<0.01%	+124	13F-HR Timeline
Baring Financial LLC	3,518	$467K	0.35%	-139	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	3,510	$466K	0.02%	-6	13F-HR Timeline
Bangor Savings Bank	3,507	$466K	0.04%	-94	13F-HR Timeline
Bank of New Hampshire	3,500	$465K	0.12%	0	13F-HR Timeline
180 WEALTH ADVISORS, LLC	3,497	$464K	0.06%	+2	13F-HR Timeline
Summit Financial, LLC	3,495	$464K	0.01%	+29	13F-HR Timeline
WEST PACES ADVISORS INC.	3,494	$464K	0.1%	0	13F-HR Timeline
J. W. Coons Advisors, LLC	3,492	$464K	0.1%	0	13F-HR Timeline
Hixon Zuercher, LLC	3,489	$463K	0.15%	+175	13F-HR Timeline
INVESTMENT PARTNERS, LTD.	3,467	$460K	0.17%	+6	13F-HR Timeline
Insight Wealth Strategies, LLC	3,395	$460K	0.06%	+28	13F-HR Timeline
Simplicity Wealth,LLC	3,454	$459K	0.02%	+637	13F-HR Timeline
Carl P. Sherr & Co., LLC	3,432	$456K	0.23%	0	13F-HR Timeline
BARRETT & COMPANY, INC.	3,426	$455K	0.17%	+20	13F-HR Timeline
Waypoint Wealth Partners Inc.	3,410	$453K	0.11%	0	13F-HR Timeline
Litman Gregory Wealth Management LLC	3,400	$452K	0.04%	0	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	3,390	$450K	0.02%	0	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	3,388	$450K	0.01%	-1,188	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	3,387	$450K	0.03%	+250	13F-HR Timeline
Chancellor Financial Group WB LP	3,383	$449K	0.35%	+1	13F-HR Timeline
Total Clarity Wealth Management, Inc.	3,378	$449K	0.13%	-237	13F-HR Timeline
HCR Wealth Advisors	3,373	$448K	0.05%	0	13F-HR Timeline
Allie Family Office LLC	3,370	$448K	0.22%	+370	13F-HR Timeline
M. Kulyk & Associates, LLC	3,369	$447K	0.1%	-1,397	13F-HR Timeline
Provident Wealth Management, LLC	3,355	$446K	0.15%	-271	13F-HR Timeline
Sage Capital Management, LLC	3,353	$445K	0.21%	+28	13F-HR Timeline
Secure Asset Management, LLC	3,353	$445K	0.08%	+12	13F-HR Timeline
Birchcreek Wealth Management, LLC	3,347	$444K	0.25%	+3	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	3,331	$442K	0.01%	+78	13F-HR Timeline
ALERUS FINANCIAL NA	3,304	$439K	0.03%	0	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	3,294	$437K	0.01%	0	13F-HR Timeline Group
Ascent Group, LLCin group Ascent Group, LLC	3,286	$436K	0.02%	new	13F-HR Timeline Group
Purkiss Capital Advisors LLC	3,278	$435K	0.24%	+1,660	13F-HR Timeline
Smith Thornton Advisors LLC	3,275	$435K	0.25%	-143	13F-HR Timeline
Strategic Wealth Partners, Ltd.	3,264	$433K	0.03%		13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	3,251	$432K	0.11%	0	13F-HR Timeline
Cambridge Advisors Inc.	3,250	$432K	0.09%	0	13F-HR Timeline
MATHER GROUP, LLC.	3,227	$429K	<0.01%	+380	13F-HR Timeline
SlateStone Wealth, LLC	3,206	$426K	0.04%	+7	13F-HR Timeline
ProVise Management Group, LLC	3,193	$424K	0.03%	0	13F-HR Timeline
Aspire Capital Advisors LLC	3,180	$422K	0.12%	0	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	3,173	$421K	0.18%	-198	13F-HR Timeline
Grassi Investment Management	3,167	$421K	0.03%	-161	13F-HR Timeline
WFA of San Diego, LLC	3,161	$420K	0.31%		13F-HR Timeline
CONNABLE OFFICE INC	3,150	$418K	0.04%	new	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	3,138	$417K	0.02%	-3,478	13F-HR Timeline
Northstar Group, Inc.	3,126	$415K	0.06%	0	13F-HR Timeline
Vision Capital Management, Inc.	3,099	$412K	0.05%	0	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	3,086	$410K	0.06%	+5	13F-HR Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC	3,081	$409K	<0.01%	+1,483	13F-HR Timeline Group
Future Financial Wealth Managment LLC	3,065	$407K	0.28%	0	13F-HR Timeline
CONTINUUM WEALTH ADVISORS, LLC	3,058	$406K	0.2%	0	13F-HR Timeline
PRIMORIS WEALTH ADVISORS, LLC	3,051	$405K	0.28%	new	13F-HR Timeline
Thrive Wealth Management, LLC	3,047	$405K	0.07%	+10	13F-HR Timeline
Moss Adams Wealth Advisors LLC	3,013	$400K	0.04%	0	13F-HR Timeline
Providence Capital Advisors, LLC	3,012	$400K	0.07%	+298	13F-HR Timeline
TrueWealth Advisors, LLC	3,000	$398K	0.12%	0	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	2,996	$398K	0.13%	+28	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT Co	2,960	$393K	0.09%	0	13F-HR Timeline
WATERS PARKERSON & CO., LLC	2,960	$393K	0.02%	0	13F-HR Timeline
Horizon Investments, LLC	2,954	$392K	0.01%	-200	13F-HR Timeline
LEE DANNER & BASS INC	2,945	$391K	0.03%	-400	13F-HR Timeline
BALANCED WEALTH GROUP LLC	2,891	$390K	0.17%	+28	13F-HR Timeline
2UniFi Bank	2,925	$388K	0.22%	0	13F-HR Timeline
AF Advisors, Inc.	2,909	$386K	0.13%	+6	13F-HR Timeline
Busey Bank	2,897	$385K	0.01%	-920	13F-HR Timeline
Twele Capital Management, Inc.	2,894	$384K	0.08%	-169	13F-HR Timeline