DVY ISHARES TR

COM (fund)

1,379 managers (1,389 13F filers) reported a position in DVY shares at 2025-12-31, 69,393,984 shares in all. 69 filers opened a position and 45 filers sold out during the quarter.

Managers: 1,379
13F filers: 1,389
New: 69
Added: 469
Reduced: 377
Sold out: 45
Shares held by filers: 69,393,984

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
AMERIFLEX GROUP, INC.	5,986	$845K	0.44%	-5,442	13F-HR Timeline
TFC Financial Management, Inc.	5,935	$838K	0.11%	+2,338	13F-HR Timeline
Argyle Capital Partners, LLC	5,929	$837K	0.61%	-1,402	13F-HR Timeline
First Citizens Financial Corp	5,914	$835K	0.41%	-49	13F-HR Timeline
GENTRY PRIVATE WEALTH, LLC	5,900	$833K	0.52%	0	13F-HR Timeline
Capula Management Ltdin group Capula Management Ltd	5,889	$831K	0.01%	-39,396	13F-HR Timeline GroupThe filing omitted confidential holdings, a later amendment may add them.
Cornerstone Wealth Management, LLC	5,852	$826K	0.04%	+88	13F-HR Timeline
Trace Wealth Advisors, LLC	5,804	$819K	0.59%	0	13F-HR Timeline
Texas Yale Capital Corp.	5,795	$818K	0.02%	0	13F-HR Timeline
M1 Capital Management LLC	5,757	$813K	0.34%	+42	13F-HR Timeline
Dupree Financial Group, LLC	5,754	$812K	0.3%	-36	13F-HR Timeline
Urban Wealth Management, LLC	5,743	$811K	0.75%		13F-HR Timeline
United Community Bankin group United Community Bank	5,720	$807K	0.31%	-1,355	13F-HR Timeline Group
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…	5,717	$807K	0.01%	-34	13F-HR Timeline Group
ASL Financial, LLC	5,716	$807K	0.63%		13F-HR Timeline
Modera Wealth Management, LLC	5,686	$803K	0.01%	0	13F-HR Timeline
Alley Investment Management Company, LLC	5,668	$800K	0.09%	-19	13F-HR Timeline
Avior Wealth Management, LLC	5,662	$799K	0.02%	-902	13F-HR Timeline
DIVERSIFIED TRUST CO	5,638	$796K	0.01%	+760	13F-HR Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	5,635	$795K	<0.01%	-65	13F-HR Timeline
MARIETTA INVESTMENT PARTNERS LLC	5,600	$790K	0.16%	-4,000	13F-HR Timeline
MARCO INVESTMENT MANAGEMENT LLC	5,591	$789K	0.06%	+10	13F-HR Timeline
TRED AVON FAMILY WEALTH, LLC	5,583	$788K	0.26%	new	13F-HR Timeline
Montecito Bank & Trust	5,582	$788K	0.13%	0	13F-HR Timeline
Venturi Wealth Management, LLC	5,580	$788K	0.03%	-1,310	13F-HR Timeline
Henrickson Nauta Wealth Advisors, Inc.	5,426	$787K	0.12%	+2,685	13F-HR Timeline
Choate Investment Advisors	5,490	$775K	0.02%	0	13F-HR Timeline
SageGuard Financial Group, LLC	5,477	$773K	0.12%		13F-HR Timeline
Retirement Planning Group, LLC	5,475	$773K	0.03%	-564	13F-HR Timeline
Cassaday & Co Wealth Management LLC	5,448	$769K	0.02%	0	13F-HR Timeline
TRUST CO OF VERMONT	5,405	$763K	0.03%	+430	13F-HR Timeline
Ignite Planners, LLC	5,045	$759K	0.12%	-82	13F-HR Timeline
Quadcap Wealth Management, LLC	5,318	$751K	0.09%	-46	13F-HR Timeline
VestGen Advisors, LLC	5,313	$750K	0.03%	-8,622	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	5,306	$749K	0.02%	+39	13F-HR Timeline Group
Flywheel Private Wealth LLC	5,294	$747K	0.47%	0	13F-HR Timeline
Clear Harbor Asset Management, LLC	5,270	$744K	0.05%	+2,000	13F-HR Timeline
Apella Capital, LLC	5,266	$743K	0.01%	+1,031	13F-HR Timeline
TCP Asset Management, LLC	5,255	$742K	0.12%	+9	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	5,253	$741K	0.06%	0	13F-HR Timeline
Versant Capital Management, Inc	5,249	$741K	0.09%	0	13F-HR Timeline
Ausdal Financial Partners, Inc.	5,245	$740K	0.03%	+230	13F-HR Timeline
Leo Wealth, LLC	5,206	$735K	0.05%	+39	13F-HR Timeline
WJ Financial Advisors LLC	5,188	$732K	0.65%	0	13F-HR Timeline
FIRST MANHATTAN CO. LLC.	5,180	$731K	<0.01%	0	13F-HR Timeline
Jackson Hole Capital Partners, LLC	5,128	$724K	0.12%	0	13F-HR Timeline
WealthPLAN Partners, LLC	5,127	$724K	0.11%	+2	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	5,119	$722K	0.02%	-30	13F-HR Timeline
CapWealth Advisors, LLC	5,085	$718K	0.05%	-126	13F-HR/A Timeline
New England Private Wealth Advisors LLC	5,052	$713K	0.09%	+35	13F-HR/A Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	5,037	$711K	0.07%	+3	13F-HR Timeline
Fusion Family Wealth, LLC	5,032	$710K	0.05%	+194	13F-HR Timeline
Aspen Grove Capital, LLC	5,025	$709K	0.12%	+56	13F-HR Timeline
55 North Private Wealth, LLC	5,000	$706K	0.19%		13F-HR Timeline
Sculati Wealth Management, LLC	4,999	$706K	0.25%	-1,999	13F-HR Timeline
Montis Financial, LLC	4,991	$704K	0.14%	+93	13F-HR Timeline
Ellsworth Advisors, LLC	4,750	$702K	0.14%	+750	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	4,960	$700K	0.05%	-5,015	13F-HR Timeline Group
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…	4,956	$700K	0.01%	+62	13F-HR Timeline Group
ALERUS FINANCIAL NA	4,948	$698K	0.03%	+658	13F-HR Timeline
North Forty Two & Co.	4,902	$692K	0.65%	0	13F-HR Timeline
Brookstone Capital Managementin group Brookstone Capital Management	4,867	$687K	0.01%	+2,203	13F-HR Timeline Group
RIK SAYLOR FINANCIAL, INC.	4,852	$685K	0.5%	-96	13F-HR Timeline
Bedel Financial Consulting, Inc.	4,851	$685K	0.07%	0	13F-HR Timeline
Waldron Private Wealth LLC	4,845	$684K	0.03%	-1,719	13F-HR Timeline
Greenfield Savings Bank	4,840	$683K	0.29%	-280	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	4,833	$682K	0.22%	-214	13F-HR Timeline
INVESTED ADVISORS	4,825	$681K	0.71%	+1,887	13F-HR Timeline
MAYPORT, LLC	4,768	$673K	0.14%	+1,042	13F-HR Timeline
Strategies Wealth Advisors, LLC	4,764	$672K	0.07%	+54	13F-HR Timeline
DEARBORN PARTNERS LLC	4,761	$672K	0.03%	+350	13F-HR Timeline
Portland Global Advisors LLC	4,750	$670K	0.07%	0	13F-HR Timeline
MGB Wealth Management, LLC	4,745	$670K	0.19%	+14	13F-HR Timeline
Ocean Park Asset Management, LLC	4,740	$669K	0.03%	-329	13F-HR Timeline
Crestwood Advisors Group, LLC	4,738	$669K	0.01%	-30	13F-HR Timeline
Warwick Investment Management, Inc.	4,712	$665K	0.1%	-139	13F-HR Timeline
WEATHERLY ASSET MANAGEMENT L. P.	4,695	$663K	0.05%	0	13F-HR Timeline
Lakeridge Wealth Management LLC	4,689	$662K	0.3%	-1,970	13F-HR Timeline
Selective Wealth Management, Inc.	4,473	$661K	0.21%	+30	13F-HR Timeline
Pinion Investment Advisors, LLC	4,679	$660K	0.16%	new	13F-HR Timeline
Hyposwiss Advisors SA	4,675	$660K	0.65%		13F-HR Timeline
EVERMAY WEALTH MANAGEMENT LLC	4,673	$660K	0.07%	0	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	4,630	$653K	0.01%	0	13F-HR Timeline
SHRIER WEALTH MANAGEMENT, LLC	4,618	$652K	0.26%		13F-HR Timeline
Jaffetilchin Investment Partners, LLC	4,616	$652K	0.04%	+600	13F-HR Timeline
GREENLEAF TRUST	4,609	$651K	0.01%	-375	13F-HR Timeline
Trivium Point Advisory, LLC	4,592	$648K	0.07%	-638	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	4,587	$647K	<0.01%	-100	13F-HR Timeline Group
BEARING POINT CAPITAL, LLC	4,585	$647K	0.1%	new	13F-HR Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…	4,551	$647K	<0.01%	-138	13F-HR Timeline Group
Keystone Wealth Services, LLC	4,568	$645K	0.14%	-66	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	4,566	$644K	0.02%	+100	13F-HR Timeline Group
CONNABLE OFFICE INC	4,556	$643K	0.06%	0	13F-HR Timeline
Florida Trust Wealth Management Co	4,546	$642K	0.02%	0	13F-HR Timeline
Mowery & Schoenfeld Wealth Management, …	4,545	$641K	0.93%	0	13F-HR Timeline
Mascoma Wealth Management LLC	4,522	$638K	0.14%	-117	13F-HR Timeline
Ascent Group, LLCin group Ascent Group, LLC	4,510	$637K	0.02%	+77	13F-HR Timeline Group
Fonville Wealth Management LLC	4,482	$633K	0.13%	+20	13F-HR Timeline
Kingsview Wealth Management, LLC	4,463	$630K	0.01%	+69	13F-HR Timeline
Compass Ion Advisors, LLC	4,456	$629K	0.06%	0	13F-HR Timeline
Heartwood Wealth Advisors LLC	4,403	$621K	0.06%	-6	13F-HR Timeline
Summit Financial Strategies, Inc.	4,392	$620K	0.05%	0	13F-HR Timeline
CATALYST FINANCIAL PARTNERS LLC	4,389	$619K	0.07%	0	13F-HR Timeline
SouthState Bank Corpin group SouthState Bank Corp	4,366	$616K	0.03%	-81	13F-HR Timeline Group
Investors Research Corp	4,334	$612K	0.11%	-75	13F-HR Timeline
SkyOak Wealth, LLC	4,334	$612K	0.11%	-35	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	4,313	$609K	0.03%	+196	13F-HR Timeline
Quest 10 Wealth Builders, Inc.	4,313	$609K	0.54%	-8	13F-HR Timeline
Ledyard National Bank	4,310	$608K	0.05%	-142	13F-HR Timeline
Summit Financial, LLC	4,300	$607K	0.01%	+566	13F-HR Timeline
Nilsine Partners, LLC	4,289	$605K	0.05%	+2,783	13F-HR Timeline
LEAVELL INVESTMENT MANAGEMENT, INC.	4,276	$604K	0.03%	+426	13F-HR Timeline
2UniFi Bank	4,275	$603K	0.29%	+1,350	13F-HR Timeline
Fiduciary Group, LLC	4,264	$602K	0.05%	0	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	4,251	$600K	0.19%	+22	13F-HR Timeline
Realta Investment Advisors	4,218	$595K	0.2%	+176	13F-HR Timeline
Procyon Advisors, LLC	4,179	$590K	0.03%	+571	13F-HR Timeline
KFG WEALTH MANAGEMENT, LLC	4,178	$590K	0.08%	-45	13F-HR Timeline
Foundations Investment Advisors, LLC	4,175	$589K	0.01%	+2,699	13F-HR Timeline
BIP Wealth, LLC	4,147	$585K	0.02%	-425	13F-HR Timeline
REGATTA CAPITAL GROUP, LLC	4,123	$582K	0.09%	-41	13F-HR Timeline
Atria Investments, Inc	4,122	$582K	0.01%	+431	13F-HR Timeline
Madrona Financial Services, LLC	4,092	$578K	0.12%	-63	13F-HR Timeline
TRUST CO OF TOLEDO NA /OH/	4,080	$576K	0.06%	-639	13F-HR Timeline
BARRETT & COMPANY, INC.	4,077	$575K	0.19%	+32	13F-HR Timeline
Integris Wealth Management, LLC	4,036	$570K	0.13%	0	13F-HR Timeline
ARTHUR M. COHEN & ASSOCIATES, LLC	4,004	$565K	0.09%	-265	13F-HR Timeline
Harpswell Capital Advisors, LLC	4,000	$565K	0.45%	0	13F-HR Timeline
Heck Capital Advisors, LLC	4,000	$565K	0.04%	new	13F-HR Timeline
Rockwood Wealth Management, LLC	3,994	$564K	0.04%	0	13F-HR Timeline
STEINBERGANNA WEALTH MANAGEMENT	3,988	$563K	0.26%	-133	13F-HR Timeline
CAHABA WEALTH MANAGEMENT, INC.	3,987	$563K	0.04%	+28	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	3,972	$561K	0.33%	0	13F-HR Timeline
NVWM, LLC	3,970	$560K	0.12%	-111	13F-HR Timeline
IRON Financial LLC	3,940	$556K	0.26%	+35	13F-HR Timeline
BBR PARTNERS, LLC	3,926	$554K	0.03%	0	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	3,893	$549K	0.02%	0	13F-HR Timeline
Charter Capital Management, LLC\DE	3,873	$547K	0.28%	0	13F-HR Timeline
Purkiss Capital Advisors LLC	3,871	$546K	0.26%	-468	13F-HR Timeline
SeaCrest Wealth Management, LLC	3,824	$546K	0.06%	+1	13F-HR Timeline
Worth Financial Advisory Group, LLC	3,863	$545K	0.26%	+161	13F-HR Timeline
SIGNATUREFD, LLC	3,851	$544K	0.01%	0	13F-HR Timeline
Triangle Securities Wealth Management	3,825	$540K	0.11%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Neumann Capital Management, LLC	3,819	$539K	0.16%	0	13F-HR Timeline
WELLINGTON-ALTUS USA INC.	3,800	$536K	0.4%		13F-HR Timeline
Samalin Investment Counsel, LLC	3,796	$536K	0.19%	-161	13F-HR Timeline
Costello Asset Management, INC	3,740	$528K	0.17%	+2,342	13F-HR Timeline
Regent Peak Wealth Advisors LLC	3,740	$528K	0.1%	-777	13F-HR Timeline
Breakwater Capital Group	3,738	$528K	0.07%	-1	13F-HR Timeline
Cambridge Financial Group, LLC	3,700	$525K	0.18%	+1,341	13F-HR Timeline
WEST PACES ADVISORS INC.	3,714	$524K	0.1%	0	13F-HR Timeline
MGO ONE SEVEN LLC	3,713	$524K	0.01%	-254	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.	3,701	$522K	0.08%	0	13F-HR Timeline
Hoese & Co LLP	3,695	$522K	0.37%	0	13F-HR Timeline
Trilogy Capital Inc.	3,691	$521K	0.02%	+135	13F-HR Timeline
Litman Gregory Wealth Management LLC	3,685	$520K	0.04%	+285	13F-HR Timeline
StoneX Group Inc.in group StoneX Group Inc.	3,663	$518K	0.02%	+956	13F-HR Timeline Group
Carl P. Sherr & Co., LLC	3,432	$516K	0.23%	0	13F-HR Timeline
Interchange Capital Partners, LLC	3,649	$515K	0.1%	+17	13F-HR Timeline
Red Tortoise LLC	3,646	$515K	0.22%	+5	13F-HR Timeline
Bull Street Advisors, LLC	3,625	$512K	0.24%	0	13F-HR Timeline
Global Trust Wealth Management LLC	3,626	$512K	0.38%		13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	3,624	$511K	0.03%	+620	13F-HR Timeline Group
Clark Capital Management Group, Inc.	3,605	$509K	<0.01%	0	13F-HR Timeline
QRG CAPITAL MANAGEMENT, INC.	3,602	$508K	0.01%	+395	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	3,601	$508K		+26	Timeline Colonial Trust Advisors: 2,006 (0.02%) 13F-HR Colonial Trust Co / SC: 1,595 (0.03%) 13F-HR
ROGCO, LP	3,590	$507K	0.17%	0	13F-HR Timeline
Navis Wealth Advisors, LLC	3,577	$505K	0.21%	+11	13F-HR Timeline
Mezzasalma Advisors, LLC	3,537	$504K	0.12%	+30	13F-HR Timeline
Strategic Wealth Partners, Ltd.	3,574	$504K	0.03%	+310	13F-HR Timeline
Pines Wealth Management, LLC	3,572	$504K	0.16%	0	13F-HR Timeline
TFB Advisors LLC	3,510	$495K	0.14%	+27	13F-HR Timeline
Bank of New Hampshire	3,500	$494K	0.11%	0	13F-HR Timeline
Hixon Zuercher, LLC	3,499	$494K	0.15%	+17	13F-HR Timeline
ANB BANK	3,489	$492K	0.2%	-35	13F-HR Timeline
INVESTMENT PARTNERS, LTD.	3,478	$491K	0.17%	+6	13F-HR Timeline
truNorth Financial Services, Inc.	3,470	$490K	0.53%		13F-HR Timeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.	3,460	$488K	<0.01%	new	13F-HR Timeline Group
Cambridge Advisors Inc.	3,450	$487K	0.09%	0	13F-HR Timeline
Sage Capital Management, LLC	3,403	$481K	0.22%	+23	13F-HR Timeline
Baring Financial LLC	3,391	$479K	0.29%	-15	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	3,390	$478K	0.02%	0	13F-HR Timeline
Bangor Savings Bank	3,388	$478K	0.04%	-118	13F-HR Timeline
MOODY LYNN LIEBERSON & WALKER, LLC	3,385	$478K	0.03%	0	13F-HR Timeline
Chancellor Financial Group WB LP	3,383	$478K	0.33%	0	13F-HR Timeline
Secure Asset Management, LLC	3,379	$477K	0.08%	+14	13F-HR Timeline
CERTUITY, LLC	3,376	$476K	0.03%	+227	13F-HR Timeline
JOURNEY STRATEGIC WEALTH LLC	3,373	$476K	0.01%	+55	13F-HR Timeline
Allie Family Office LLC	3,370	$476K	0.22%	0	13F-HR Timeline
Total Clarity Wealth Management, Inc.	3,367	$475K	0.11%	+300	13F-HR Timeline
M. Kulyk & Associates, LLC	3,358	$474K	0.09%	+3	13F-HR Timeline
Kelsey Financial, LLC	3,354	$473K	0.41%		13F-HR Timeline
Weaver Consulting Group	3,347	$472K	0.12%	-247	13F-HR Timeline
MATHER GROUP, LLC.	3,343	$472K	<0.01%	-20	13F-HR Timeline
TBH Global Asset Management, LLC	3,324	$469K	0.08%	+1,048	13F-HR Timeline
Peak Planning Group, LLC	3,313	$468K	0.13%	new	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	3,294	$465K	0.01%	0	13F-HR Timeline Group
Smith Thornton Advisors LLC	3,275	$462K	0.24%	0	13F-HR Timeline
Ritter Daniher Financial Advisory LLC /…	3,270	$462K	0.08%	+19	13F-HR Timeline
180 WEALTH ADVISORS, LLC	3,264	$461K	0.05%	-3	13F-HR Timeline