DVY ISHARES TR

COM (fund)

1,301 managers (1,310 13F filers) reported a position in DVY shares at 2025-09-30, 66,588,172 shares in all. 71 filers opened a position and 56 filers sold out during the quarter.

Managers: 1,301
13F filers: 1,310
New: 71
Added: 398
Reduced: 458
Sold out: 56
Shares held by filers: 66,588,172

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
DAYMARK WEALTH PARTNERS, LLC	5,149	$732K	0.02%	+98	13F-HR Timeline
Jackson Hole Capital Partners, LLC	5,128	$729K	0.12%	+84	13F-HR Timeline
Ignite Planners, LLC	5,127	$729K	0.12%	+7	13F-HR Timeline
WealthPLAN Partners, LLC	5,125	$728K	0.11%	-198	13F-HR Timeline
Greenfield Savings Bank	5,120	$728K	0.31%	+172	13F-HR Timeline
EXCHANGE TRADED CONCEPTS, LLC	5,102	$725K	0.01%	-194	13F-HR Timeline
Ocean Park Asset Management, LLC	5,069	$720K	0.03%	-131	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	5,047	$717K	0.24%	-45	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	5,034	$715K	0.07%	+3	13F-HR Timeline
New England Private Wealth Advisors LLC	5,017	$713K	0.09%	+27	13F-HR Timeline
Ausdal Financial Partners, Inc.	5,015	$713K	0.03%	+9	13F-HR Timeline
GREENLEAF TRUST	4,984	$708K	0.01%	0	13F-HR Timeline
TRUST CO OF VERMONT	4,975	$707K	0.03%	+194	13F-HR Timeline
Aspen Grove Capital, LLC	4,969	$706K	0.12%	-1,457	13F-HR Timeline
RIK SAYLOR FINANCIAL, INC.	4,948	$703K	0.51%	-23	13F-HR Timeline
North Forty Two & Co.	4,902	$697K	0.68%	0	13F-HR Timeline
Montis Financial, LLC	4,898	$696K	0.16%	new	13F-HR Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…	4,894	$696K	0.01%	+151	13F-HR Timeline Group
DIVERSIFIED TRUST CO	4,878	$693K	0.01%	+2,196	13F-HR Timeline
Bedel Financial Consulting, Inc.	4,851	$689K	0.09%	0	13F-HR Timeline
Warwick Investment Management, Inc.	4,851	$689K	0.12%	0	13F-HR Timeline
Fusion Family Wealth, LLC	4,838	$688K	0.05%	+118	13F-HR Timeline
Crestwood Advisors Group, LLC	4,768	$678K	0.01%	0	13F-HR Timeline
Portland Global Advisors LLC	4,750	$675K	0.08%	0	13F-HR Timeline
Coordinated Financial Services, Inc.	4,740	$674K	0.43%	new	13F-HR Timeline
MGB Wealth Management, LLC	4,731	$672K	0.19%	+61	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	4,719	$671K	0.07%	-416	13F-HR Timeline
Strategies Wealth Advisors, LLC	4,710	$669K	0.07%	+27	13F-HR Timeline
SVB WEALTH LLC	4,709	$669K	0.04%	-97	13F-HR Timeline
WEATHERLY ASSET MANAGEMENT L. P.	4,695	$667K	0.05%	-21	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	4,687	$666K	<0.01%	+100	13F-HR Timeline Group
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…	4,689	$666K	<0.01%	-9,681	13F-HR Timeline Group
EVERMAY WEALTH MANAGEMENT LLC	4,673	$664K	0.08%	-115	13F-HR Timeline
PRELUDE CAPITAL MANAGEMENT, LLC	4,672	$664K	0.05%	-1,642	13F-HR Timeline
Welch Group, LLC	4,662	$662K	0.03%	+203	13F-HR Timeline
Mascoma Wealth Management LLC	4,639	$659K	0.15%	+7	13F-HR Timeline
Keystone Wealth Services, LLC	4,634	$658K	0.14%	-81	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	4,630	$658K	0.01%	-1,275	13F-HR Timeline
BIP Wealth, LLC	4,572	$650K	0.03%	0	13F-HR Timeline
CONNABLE OFFICE INC	4,556	$647K	0.06%	+1,406	13F-HR Timeline
Florida Trust Wealth Management Co	4,546	$646K	0.02%	-64	13F-HR Timeline
Mowery & Schoenfeld Wealth Management, …	4,545	$646K	1.11%	0	13F-HR Timeline
Regent Peak Wealth Advisors LLC	4,517	$642K	0.13%		13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	4,466	$635K	0.02%	0	13F-HR Timeline Group
Fonville Wealth Management LLC	4,462	$634K	0.14%	-166	13F-HR Timeline
Compass Ion Advisors, LLC	4,456	$633K	0.06%	0	13F-HR Timeline
Selective Wealth Management, Inc.	4,443	$633K	0.2%	+23	13F-HR Timeline
Ledyard National Bank	4,452	$633K	0.06%	-428	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	4,447	$632K	0.03%	-1,014	13F-HR Timeline Group
Ascent Group, LLCin group Ascent Group, LLC	4,433	$630K	0.02%	+1,147	13F-HR Timeline Group
DEARBORN PARTNERS LLC	4,411	$627K	0.03%	0	13F-HR Timeline
Investors Research Corp	4,409	$627K	0.12%	-50	13F-HR Timeline
Heartwood Wealth Advisors LLC	4,409	$627K	0.06%	0	13F-HR Timeline
Kingsview Wealth Management, LLC	4,394	$624K	0.01%	+3	13F-HR Timeline
Summit Financial Strategies, Inc.	4,392	$624K	0.05%	0	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	4,389	$624K	0.08%	-80	13F-HR Timeline
SkyOak Wealth, LLC	4,369	$621K	0.12%	0	13F-HR Timeline
HUB Investment Partners, LLC	4,351	$618K	0.02%	-95	13F-HR Timeline
Purkiss Capital Advisors LLC	4,339	$617K	0.3%	+1,061	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	4,321	$614K	0.57%	-206	13F-HR Timeline
Laird Norton Wetherby Wealth Management…	4,290	$610K	0.02%	-465	13F-HR Timeline
ALERUS FINANCIAL NA	4,290	$610K	0.03%	+986	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	4,269	$607K	0.1%	+22	13F-HR Timeline
Fiduciary Group, LLC	4,264	$606K	0.05%	0	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	4,229	$601K	0.28%	+15	13F-HR Timeline
KFG WEALTH MANAGEMENT, LLC	4,223	$600K	0.09%	-69	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	4,164	$592K	0.09%	+25	13F-HR Timeline
Madrona Financial Services, LLC	4,155	$590K	0.13%	-19	13F-HR Timeline
Apella Capital, LLC	4,235	$590K	0.01%	+1	13F-HR Timeline
STEINBERGANNA WEALTH MANAGEMENT	4,121	$586K	0.28%		13F-HR Timeline
CENTAURUS FINANCIAL, INC.	4,117	$585K	0.03%	-953	13F-HR Timeline
NVWM, LLC	4,081	$580K	0.13%	-796	13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	4,048	$575K	0.12%	+2	13F-HR Timeline
BARRETT & COMPANY, INC.	4,045	$575K	0.2%	+619	13F-HR Timeline
Realta Investment Advisors	4,042	$574K	0.19%	-12	13F-HR Timeline
Integris Wealth Management, LLC	4,036	$574K	0.14%	0	13F-HR Timeline
GFS Advisors, LLC	4,033	$573K	0.07%	+36	13F-HR Timeline
Jaffetilchin Investment Partners, LLC	4,016	$571K	0.03%	-82	13F-HR Timeline
Harpswell Capital Advisors, LLC	4,000	$568K	0.54%		13F-HR Timeline
Rockwood Wealth Management, LLC	3,994	$568K	0.05%	-22	13F-HR Timeline
Ellsworth Advisors, LLC	4,000	$566K	0.12%	new	13F-HR Timeline
LexAurum Advisors, LLC	3,977	$565K	0.08%	+1	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	3,972	$564K	0.33%	0	13F-HR Timeline
MGO ONE SEVEN LLC	3,967	$564K	0.01%	-2,070	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	3,959	$563K	0.04%	+22	13F-HR Timeline
Samalin Investment Counsel, LLC	3,957	$562K	0.19%	+10	13F-HR Timeline
BBR PARTNERS, LLC	3,926	$558K	0.03%	-130	13F-HR Timeline
IRON Financial LLC	3,905	$555K	0.27%	+1,587	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	3,893	$553K	0.02%	+2,022	13F-HR Timeline
Charter Capital Management, LLC\DE	3,873	$550K	0.3%	-240	13F-HR Timeline
SIGNATUREFD, LLC	3,851	$547K	0.01%	+1,616	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	3,850	$547K	0.02%	-1,398	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	3,832	$545K	0.03%	+694	13F-HR Timeline
Triangle Securities Wealth Management	3,825	$544K	0.12%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Neumann Capital Management, LLC	3,819	$543K	0.16%	0	13F-HR Timeline
SeaCrest Wealth Management, LLC	3,823	$543K	0.06%	-270	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	3,804	$541K	0.01%	+985	13F-HR Timeline Group
Breakwater Capital Group	3,739	$531K	0.08%	-108	13F-HR Timeline
Summit Financial, LLC	3,734	$531K	0.01%	+239	13F-HR Timeline
MAYPORT, LLC	3,726	$529K	0.11%	+3	13F-HR Timeline
WEST PACES ADVISORS INC.	3,714	$528K	0.11%	+220	13F-HR Timeline
Worth Financial Advisory Group, LLC	3,702	$526K	0.3%	+925	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	3,701	$526K	0.09%		13F-HR Timeline
Hoese & Co LLP	3,695	$525K	0.4%	-800	13F-HR Timeline
Atria Investments, Inc	3,691	$525K	0.01%	-11	13F-HR Timeline
Red Tortoise LLC	3,641	$517K	0.23%	+5	13F-HR Timeline
Interchange Capital Partners, LLC	3,632	$516K	0.1%	+89	13F-HR Timeline
FSA Investment Group, LLC	3,623	$516K	0.32%	+32	13F-HR Timeline
Bull Street Advisors, LLC	3,625	$515K	0.24%	0	13F-HR Timeline
Procyon Advisors, LLC	3,608	$513K	0.03%	0	13F-HR Timeline
Clark Capital Management Group, Inc.	3,605	$512K	<0.01%	+71	13F-HR Timeline
EXENCIAL WEALTH ADVISORS, LLC	3,602	$512K	0.02%	+92	13F-HR Timeline
Thrive Capital Management, LLC	3,601	$512K	0.13%	-196	13F-HR Timeline
TFC Financial Management, Inc.	3,597	$511K	0.07%	+30	13F-HR Timeline
Weaver Consulting Group	3,594	$511K	0.13%	0	13F-HR Timeline
ROGCO, LP	3,590	$510K	0.18%	0	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	3,575	$508K		-954	Timeline Colonial Trust Advisors: 1,980 (0.02%) 13F-HR Colonial Trust Co / SC: 1,595 (0.03%) 13F-HR
Pines Wealth Management, LLC	3,572	$508K	0.17%	0	13F-HR Timeline
Navis Wealth Advisors, LLC	3,566	$507K	0.38%	+8	13F-HR Timeline
Trilogy Capital Inc.	3,556	$505K	0.02%	-23	13F-HR Timeline
ANB BANK	3,524	$501K	0.2%	-650	13F-HR Timeline
Mezzasalma Advisors, LLC	3,507	$498K	0.13%	-419	13F-HR Timeline
Bangor Savings Bank	3,506	$498K	0.04%	-1	13F-HR Timeline
Bank of New Hampshire	3,500	$497K	0.11%	0	13F-HR Timeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC	3,490	$496K	<0.01%	-13,108	13F-HR Timeline Group
Hixon Zuercher, LLC	3,482	$495K	0.15%	-7	13F-HR Timeline
INVESTMENT PARTNERS, LTD.	3,472	$493K	0.17%	+5	13F-HR Timeline
TFB Advisors LLC	3,483	$492K	0.14%	-746	13F-HR Timeline
Simplicity Wealth,LLC	3,454	$491K	0.03%	0	13F-HR Timeline
Cambridge Advisors Inc.	3,450	$490K	0.1%	+200	13F-HR Timeline
Carl P. Sherr & Co., LLC	3,432	$488K	0.23%	0	13F-HR Timeline
Insight Wealth Strategies, LLC	3,421	$486K	0.06%	+26	13F-HR Timeline
Baring Financial LLC	3,406	$484K	0.33%	-112	13F-HR Timeline
Litman Gregory Wealth Management LLC	3,400	$483K	0.04%	0	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	3,390	$482K	0.02%	0	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	3,385	$481K	0.03%	-215	13F-HR Timeline
Chancellor Financial Group WB LP	3,383	$481K	0.34%	0	13F-HR Timeline
Sage Capital Management, LLC	3,380	$480K	0.22%	+27	13F-HR Timeline
Secure Asset Management, LLC	3,365	$479K	0.08%	+12	13F-HR Timeline
Allie Family Office LLC	3,370	$479K	0.23%	0	13F-HR Timeline
MATHER GROUP, LLC.	3,363	$478K	<0.01%	+136	13F-HR Timeline
M. Kulyk & Associates, LLC	3,355	$477K	0.1%	-14	13F-HR Timeline
Birchcreek Wealth Management, LLC	3,349	$476K	0.25%	+2	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	3,318	$471K	0.01%	-13	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	3,294	$468K	0.01%	0	13F-HR Timeline Group
Smith Thornton Advisors LLC	3,275	$465K	0.24%	0	13F-HR Timeline
Clear Harbor Asset Management, LLC	3,270	$465K	0.03%	-574	13F-HR/A Timeline
180 WEALTH ADVISORS, LLC	3,267	$464K	0.06%	-230	13F-HR Timeline
Strategic Wealth Partners, Ltd.	3,264	$464K	0.03%	0	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	3,251	$462K	0.08%	0	13F-HR Timeline
Caprock Group, LLC	3,239	$459K	0.01%		13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	3,207	$456K	0.01%	-4,540	13F-HR Timeline
ProVise Management Group, LLC	3,193	$454K	0.03%	0	13F-HR Timeline
Aspire Capital Advisors LLC	3,180	$452K	0.11%	0	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	3,174	$451K	0.18%	+1	13F-HR Timeline
WFA of San Diego, LLC	3,161	$449K	0.31%	0	13F-HR Timeline
CERTUITY, LLC	3,149	$447K	0.03%	+394	13F-HR Timeline
LEE DANNER & BASS INC	3,120	$443K	0.03%	+175	13F-HR Timeline
Vision Capital Management, Inc.	3,099	$440K	0.05%	0	13F-HR Timeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	3,090	$439K	0.06%	+4	13F-HR Timeline
Total Clarity Wealth Management, Inc.	3,067	$436K	0.12%	-311	13F-HR Timeline
Future Financial Wealth Managment LLC	3,065	$436K	0.27%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
CONTINUUM WEALTH ADVISORS, LLC	3,058	$435K	0.19%	0	13F-HR Timeline
Thrive Wealth Management, LLC	3,051	$434K	0.07%	+4	13F-HR Timeline
PARSONS CAPITAL MANAGEMENT INC/RI	3,042	$432K	0.02%	-345	13F-HR Timeline
PRIMORIS WEALTH ADVISORS, LLC	3,026	$430K	0.27%	-25	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	3,023	$430K	0.14%	+27	13F-HR Timeline
Moss Adams Wealth Advisors LLC	3,013	$428K	0.03%	0	13F-HR Timeline
RFG Advisory, LLC	3,008	$427K	0.01%	+728	13F-HR Timeline
Northstar Group, Inc.	3,008	$427K	0.06%	-118	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	3,004	$427K	0.04%	-666	13F-HR Timeline Group
Horizon Investments, LLC	3,004	$427K	0.01%	+50	13F-HR Timeline
Providence Capital Advisors, LLC	3,002	$427K	0.07%	-10	13F-HR Timeline
TrueWealth Advisors, LLC	3,000	$426K	0.12%	0	13F-HR Timeline
SlateStone Wealth, LLC	2,998	$426K	0.04%	-208	13F-HR Timeline
Advisors Capital Management, LLC	2,974	$423K	0.01%	+1,185	13F-HR Timeline
Provident Wealth Management, LLC	2,964	$421K	0.13%	-391	13F-HR Timeline
Nikulski Financial, Inc.	2,961	$421K	0.11%	-606	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT Co	2,960	$421K	0.09%	0	13F-HR Timeline
WATERS PARKERSON & CO., LLC	2,960	$421K	0.02%	0	13F-HR Timeline
John Boyer, Inc.	2,962	$421K	0.42%		13F-HR Timeline
Arrowroot Family Office, LLC	2,944	$418K	0.17%	+68	13F-HR Timeline
2UniFi Bank	2,925	$416K	0.21%	0	13F-HR Timeline
AF Advisors, Inc.	2,915	$414K	0.17%	+6	13F-HR Timeline
Sage Capital Advisors,llc	2,914	$414K	0.1%	+26	13F-HR Timeline
FC Advisory LLC	2,902	$412K	0.12%	+16	13F-HR Timeline
First Fiduciary Investment Counsel, Inc.	2,872	$408K	0.08%	0	13F-HR Timeline
HCR Wealth Advisors	2,873	$408K	0.04%	-500	13F-HR Timeline
Sonora Investment Management Group, LLC	2,860	$406K	0.03%	0	13F-HR Timeline
Pflug Koory, LLC	2,852	$405K	0.19%	+4	13F-HR Timeline
Busey Bank	2,848	$405K	0.01%	-49	13F-HR Timeline
Stiles Financial Services Inc	2,848	$405K	0.13%	+13	13F-HR Timeline
Vantage Investment Partners, LLC	2,845	$404K	0.03%	0	13F-HR Timeline
STAR Financial Bank	2,840	$404K	0.24%	0	13F-HR Timeline
PBMares Wealth Management LLC	2,830	$402K	0.07%	+2	13F-HR Timeline
BLB&B Advisors, LLC	2,823	$401K	0.02%	+53	13F-HR Timeline
DIXON FNANCIAL SERVICES, INC.	2,805	$399K	0.18%	0	13F-HR Timeline
Obermeyer Wealth Partners	2,799	$398K	0.02%	0	13F-HR Timeline
Courage Miller Partners, LLC	2,796	$397K	0.12%	+1	13F-HR Timeline
Compound Planning, Inc.	2,785	$396K	0.01%	+74	13F-HR Timeline