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Disclosery

DVY ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Highview Capital Management LLC/DE/3,117$409K0.16%-52013F-HR/ATimeline
TRUST CO OF VERMONT3,108$408K0.02%+213F-HRTimeline
Sovran Advisors, LLC3,110$408K0.06%13F-HRTimeline
Palisade Asset Management, LLC3,100$407K0.04%-5713F-HRTimeline
Vision Capital Management, Inc.3,099$407K0.06%+5013F-HRTimeline
Centricity Wealth Management, LLC3,097$407K0.38%13F-HRTimeline
Twele Capital Management, Inc.3,078$404K0.09%-11513F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.3,077$404K0.06%+413F-HRTimeline
Future Financial Wealth Managment LLC3,065$402K0.29%013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC3,058$402K0.2%013F-HRTimeline
LITTLE HOUSE CAPITAL LLC3,049$400K0.11%new13F-HRTimeline
Thrive Wealth Management, LLC3,028$398K0.07%+3013F-HRTimeline
Sabal Trust CO3,015$396K0.02%-13013F-HRTimeline
Moss Adams Wealth Advisors LLC3,013$396K0.04%+76013F-HRTimeline
Gainplan LLC3,005$395K0.15%+13613F-HRTimeline
TrueWealth Advisors, LLC3,000$394K0.13%013F-HRTimeline
Allie Family Office LLC3,000$394K0.22%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co2,960$389K0.09%013F-HRTimeline
WATERS PARKERSON & CO., LLC2,960$389K0.02%+1,00013F-HRTimeline
Stiles Financial Services Inc2,958$388K0.14%-19113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,945$387K0.15%+2913F-HRTimeline
2UniFi Bank2,925$384K0.26%13F-HRTimeline
BALANCED WEALTH GROUP LLC2,841$383K0.17%+2813F-HRTimeline
Pflug Koory, LLC2,913$382K0.19%+113F-HRTimeline
Armor Investment Advisors, LLC2,910$382K0.16%-13113F-HRTimeline
Perennial Investment Advisors, LLC2,908$382K0.05%+1,10613F-HRTimeline
Sandy Spring Bank2,905$381K0.02%+513F-HRTimeline
AF Advisors, Inc.2,898$380K0.05%-9413F-HRTimeline
DAVIS R M INC2,881$378K0.01%-11813F-HRTimeline
Old Mission Investment Co LLC2,874$377K0.11%new13F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.2,870$377K0.19%013F-HRTimeline
Capital Market Strategies LLC2,864$376K0.22%013F-HRTimeline
Signal Advisors Wealth, LLC2,862$376K0.04%-46213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,864$375K<0.01%+65813F-HRTimelineGroup
Vantage Investment Partners, LLC2,845$374K0.03%013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,839$373K0.15%-7513F-HRTimeline
Sage Capital Advisors,llc2,839$373K0.1%+2913F-HRTimeline
Obermeyer Wealth Partners2,834$372K0.02%+1513F-HRTimeline
Bryn Mawr Trust Advisors, LLC2,829$371K0.02%013F-HR/ATimeline
Sonora Investment Management Group, LLC2,810$369K0.03%013F-HRTimeline
DIXON FNANCIAL SERVICES, INC.2,805$368K0.2%013F-HRTimeline
PMG Wealth Management, Inc.2,802$368K0.33%13F-HRTimeline
YANKCOM Partnership2,800$368K0.2%13F-HRTimeline
MATHER GROUP, LLC.2,797$367K<0.01%+3013F-HRTimeline
PBMares Wealth Management LLC2,794$367K0.07%+3113F-HRTimeline
O'Dell Group, LLC2,786$366K0.08%-8013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,764$363K0.01%+8613F-HRTimeline
Trivium Point Advisory, LLC2,762$363K0.05%+27913F-HRTimeline
SENTINEL TRUST CO LBA2,755$362K0.04%013F-HRTimeline
Arbor Investment Advisors, LLC2,755$362K0.05%-4113F-HRTimeline
Rockwood Wealth Management, LLC2,760$361K0.04%+86213F-HRTimeline
KPP Advisory Services LLC2,738$359K0.08%+1,06513F-HRTimeline
Fairvoy Private Wealth, LLC2,734$359K0.1%13F-HRTimeline
Pines Wealth Management, LLC2,790$359K0.16%13F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,650$358K0.2%013F-HRTimeline
Providence Capital Advisors, LLC2,722$357K0.07%-3413F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,719$357K0.01%013F-HRTimeline
Patriot Financial Group Insurance Agenc…2,715$356K0.05%+5713F-HRTimeline
Wedmont Private Capital2,772$356K0.02%013F-HRTimeline
Westmount Partners, LLC2,714$356K0.11%-30413F-HRTimeline
OAKWORTH CAPITAL, INC.2,713$356K0.02%013F-HRTimeline
CFM WEALTH PARTNERS LLC2,693$354K0.06%013F-HRTimeline
Northwest Financial Advisors2,683$352K0.29%+913F-HRTimeline
LongView Wealth Management2,682$352K0.11%+213F-HRTimeline
DIVERSIFIED TRUST CO2,682$352K0.01%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,671$351K0.03%013F-HRTimeline
Donald L. Hagan, LLC2,670$351K0.18%013F-HRTimeline
Biltmore Family Office, LLC2,667$350K0.06%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,658$349K0.01%-41413F-HRTimelineGroup
SECURITY NATIONAL BANK OF SIOUX CITY IO…2,655$349K0.24%013F-HRTimeline
Soltis Investment Advisors LLC2,621$344K0.03%+113F-HRTimeline
Tudor Financial Inc.2,618$344K0.2%+22213F-HRTimeline
PHILADELPHIA TRUST CO2,613$343K0.03%-2013F-HRTimeline
Cornerstone Advisory, LLC2,516$341K0.04%+7613F-HRTimeline
Grandview Asset Management LLC2,600$341K0.13%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,593$340K0.31%13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC2,583$339K<0.01%-4,79713F-HRTimelineGroup
Glassman Wealth Services2,569$337K0.06%013F-HRTimeline
RMR Wealth Builders2,564$337K0.03%+2513F-HR/ATimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC2,553$335K0.17%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.2,548$335K0.02%013F-HRTimelineGroup
Commonwealth Financial Services, LLC2,536$333K0.07%-10913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,533$333K0.01%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,533$333K0.02%-90013F-HRTimelineGroup
Connecticut Wealth Management, LLC2,529$332K0.02%-5313F-HRTimeline
Plante Moran Financial Advisors, LLC2,524$331K0.03%-10013F-HRTimeline
Mystic Asset Management, Inc.2,513$330K0.09%013F-HRTimeline
Marquette Asset Management, LLC2,508$329K0.05%013F-HRTimeline
Mengis Capital Management, Inc.2,500$328K0.07%013F-HRTimeline
Passive Capital Management, LLC.2,500$328K0.12%013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…2,498$328K0.05%new13F-HRTimelineGroup
AllSquare Wealth Management LLC2,476$325K0.19%013F-HRTimeline
Elk River Wealth Management LLC2,471$324K0.06%013F-HRTimeline
BLB&B Advisors, LLC2,466$324K0.02%-17713F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,465$324K0.11%+413F-HRTimeline
RFG Advisory, LLC2,453$322K0.01%+26313F-HRTimeline
Ironwood Investment Counsel, LLC2,445$321K0.05%013F-HRTimeline
White Knight Strategic Wealth Advisors,…2,439$320K0.13%new13F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC2,438$320K0.08%+54013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,438$320K<0.01%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,430$319K0.04%-2913F-HRTimelineGroup
Rodgers Brothers Inc.2,422$318K0.04%013F-HRTimeline
Northwest Bancshares, Inc.2,416$317K0.06%013F-HRTimeline
CoreFirst Bank & Trust2,411$317K0.19%013F-HRTimeline
Schechter Investment Advisors, LLC2,403$316K0.02%013F-HRTimeline
UNITED BANK2,399$315K0.04%-10013F-HRTimeline
Pacific Sun Financial Corp2,392$314K0.17%013F-HRTimeline
BridgePort Financial Solutions, LLC2,291$313K0.14%13F-HRTimeline
Elyxium Wealth, LLC2,380$312K0.19%+3013F-HRTimeline
FSA Wealth Management LLC2,379$312K0.13%-28613F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,368$311K0.04%+3713F-HRTimelineGroup
Dunhill Financial, LLC2,365$311K0.14%+86313F-HRTimeline
MJP ASSOCIATES INC /ADV2,351$309K0.06%+2313F-HRTimeline
BlueChip Wealth Advisors LLC2,342$307K0.17%013F-HRTimeline
Orion Capital Management LLC2,330$306K0.13%013F-HRTimeline
Clarus Group, Inc.2,329$306K0.11%013F-HRTimeline
Flagship Private Wealth, LLC2,317$304K0.15%+52513F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.2,316$304K0.14%-713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,314$304K0.02%-2413F-HRTimeline
OLD MISSION CAPITAL LLC2,312$304K0.01%-1,06413F-HRTimeline
MOTCO2,311$303K0.03%+60013F-HRTimeline
ROCKLAND TRUST CO2,300$302K0.02%013F-HRTimeline
IRON Financial LLC2,291$301K0.17%+1413F-HRTimeline
Clientfirst Wealth Management, LLC2,285$300K0.3%13F-HRTimeline
Affiance Financial, LLC2,275$299K0.07%new13F-HRTimeline
One Capital Management, LLC2,268$298K0.01%-62513F-HRTimeline
Heritage Wealth Advisors2,260$297K0.01%013F-HRTimeline
Pine Valley Investments Ltd Liability Co2,253$296K0.02%-33613F-HRTimeline
HWG Holdings LP2,250$295K0.1%013F-HRTimeline
GWN SECURITIES INC.2,239$294K0.08%13F-HRTimeline
Certified Advisory Corp2,240$294K0.03%013F-HRTimeline
Capital Investment Advisory Services, L…2,240$294K0.03%+113F-HRTimeline
Altus Wealth Group LLC2,236$294K0.13%013F-HRTimeline
CAPITAL CITY TRUST CO/FL2,222$292K0.07%013F-HRTimeline
Dynamic Advisor Solutions LLC2,221$292K0.01%-3,84113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,209$290K0.05%013F-HRTimeline
West Coast Financial LLC2,197$288K0.03%-5913F-HRTimeline
Allred Capital Management, LLC2,197$288K0.11%-7313F-HRTimeline
Capital Investment Counsel, LLC2,195$288K0.05%013F-HRTimeline
Aveo Capital Partners, LLC2,189$287K0.03%-28113F-HRTimeline
American Institute for Advanced Investm…2,181$286K0.21%-7513F-HRTimeline
Courage Miller Partners, LLC2,176$286K0.1%-313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK2,171$285K0.01%013F-HRTimelineGroup
Avion Wealth2,176$285K0.07%013F-HRTimeline
UMB Bank, n.a.2,150$282K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
C2C Wealth Management, LLC2,150$282K0.26%-30013F-HRTimeline
Pacific Center for Financial Services2,149$282K0.07%-20113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,142$281K0.11%-15813F-HRTimeline
Hoffman, Alan N Investment Management2,134$280K0.13%013F-HRTimeline
TrinityPoint Wealth, LLC2,131$280K0.04%013F-HRTimeline
First Western Trust Bank2,116$278K0.01%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC2,115$278K0.07%+2113F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…2,113$277K0.14%-17513F-HRTimeline
CALTON & ASSOCIATES, INC.2,104$276K0.12%-48913F-HRTimeline
Lane & Associates LLC2,037$275K0.14%-42813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,090$274K0.02%013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,087$274K0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC2,086$274K0.01%+313F-HRTimeline
Avantax Planning Partners, Inc.2,082$273K0.01%-27813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,082$273K<0.01%+1,56313F-HRTimelineGroup
Insight Advisors, LLC/ PA2,081$272K0.05%+913F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…2,053$270K0.05%-5013F-HRTimeline
CIBC Asset Management Inc2,050$269K<0.01%013F-HRTimeline
FIRST AMERICAN BANK2,050$269K0.02%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT2,047$269K0.01%013F-HRTimeline
STALEY CAPITAL ADVISERS INC2,041$268K0.01%013F-HRTimeline
CAPITAL ADVISORS INC/OK2,039$268K0.01%+513F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,038$268K0.2%13F-HRTimeline
Measured Wealth Private Client Group, L…2,031$267K0.09%+2713F-HRTimeline
Cove Private Wealth, LLC2,030$267K0.16%new13F-HRTimeline
MONTAG A & ASSOCIATES INC2,026$266K0.01%-1,17113F-HRTimeline
Bluespring Wealth Management, LLC2,018$265K0.03%+913F-HRTimeline
Provenance Wealth Advisors, LLC2,008$264K0.03%013F-HRTimeline
Sensible Money, LLC2,007$264K0.12%+22013F-HRTimeline
Institute for Wealth Management, LLC.2,006$263K0.03%013F-HRTimeline
CFO4Life Group, LLC2,004$263K0.05%-28013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,001$263K0.12%+1313F-HRTimeline
BANTAMAC CAPITAL, LLC2,000$263K0.12%013F-HRTimeline
Gridiron Partners, LLC2,000$263K0.17%013F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.1,921$261K0.23%13F-HRTimeline
RENASANT BANK1,985$261K0.17%013F-HRTimeline
TBH Global Asset Management, LLC1,978$260K0.06%new13F-HRTimeline
Sepio Capital, LP1,975$259K0.02%013F-HRTimeline
Stillwater Capital Advisors, LLC1,971$259K0.03%013F-HRTimeline
Heritage Financial Services, LLC1,970$259K0.03%013F-HRTimeline
Rialto Wealth Management, LLC1,968$258K0.09%13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,966$258K<0.01%+13513F-HR/ATimelineGroup
LCNB CORP1,965$258K0.09%-20013F-HRTimeline
Sterling Wealth Management, Inc.1,961$257K0.1%013F-HRTimeline
American Trust1,960$257K0.02%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,952$256K0.03%13F-HRTimeline
Cedar Wealth Management, LLC1,944$255K0.09%013F-HRTimeline
MONECO ADVISORS, LLC1,935$254K0.03%new13F-HR/ATimeline
Sterling Financial Planning, Inc.1,934$254K0.09%-8313F-HRTimeline
AtlasMark Financial, Inc1,928$253K0.23%-1513F-HRTimeline
Pettinga Financial Advisors LLC1,925$253K0.06%new13F-HRTimeline
Legacy Advisors, LLC1,924$253K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,919$252K0.01%-6313F-HR/ATimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,915$251K<0.01%-11413F-HRTimelineGroup
Manuka Financial, LLC1,915$251K0.17%13F-HRTimeline