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
TrueWealth Advisors, LLC	3,000	$403K	0.13%	0	13F-HR Timeline
Allie Family Office LLC	3,000	$403K	0.22%	0	13F-HR Timeline
StoneX Group Inc.in group StoneX Group Inc.	2,980	$400K	0.02%	+1,061	13F-HR/A Timeline Group
PENSION & WEALTH MANAGEMENT ADVISORS, I…	2,968	$399K	0.15%	+23	13F-HR Timeline
NORTHSTAR ASSET MANAGEMENT Co	2,960	$397K	0.1%	0	13F-HR Timeline
WATERS PARKERSON & CO., LLC	2,960	$397K	0.02%	0	13F-HR Timeline
AF Advisors, Inc.	2,903	$390K	0.07%	+5	13F-HR Timeline
Pflug Koory, LLC	2,898	$389K	0.22%	-15	13F-HR Timeline
Armor Investment Advisors, LLC	2,875	$386K	0.16%	-35	13F-HR Timeline
FOGEL CAPITAL MANAGEMENT, INC.	2,870	$385K	0.21%	0	13F-HR Timeline
FC Advisory LLC	2,869	$385K	0.13%	-671	13F-HR Timeline
Sandy Spring Bank	2,867	$385K	0.02%	-38	13F-HR Timeline
BALANCED WEALTH GROUP LLC	2,863	$385K	0.19%	+22	13F-HR Timeline
Sage Capital Advisors,llc	2,861	$384K	0.1%	+22	13F-HR Timeline
Private Wealth Asset Management, LLC	2,852	$383K	0.06%		13F-HR Timeline
MATHER GROUP, LLC.	2,847	$382K	<0.01%	+50	13F-HR Timeline
Vantage Investment Partners, LLC	2,845	$382K	0.03%	0	13F-HR Timeline
Signal Advisors Wealth, LLC	2,842	$382K	0.04%	-20	13F-HR Timeline
Compound Planning, Inc.	2,835	$381K	0.02%	-371	13F-HR Timeline
Capital Market Strategies LLC	2,829	$380K	0.25%	-35	13F-HR Timeline
Obermeyer Wealth Partners	2,819	$379K	0.02%	-15	13F-HR Timeline
Merit Financial Group, LLC	2,818	$378K	0.01%	-1,416	13F-HR Timeline
Stiles Financial Services Inc	2,818	$378K	0.15%	-140	13F-HR Timeline
Simplicity Wealth,LLC	2,817	$378K	0.03%	-4,081	13F-HR Timeline
Sonora Investment Management Group, LLC	2,810	$377K	0.03%	0	13F-HR Timeline
DIXON FNANCIAL SERVICES, INC.	2,805	$377K	0.2%	0	13F-HR Timeline
PMG Wealth Management, Inc.	2,802	$376K	0.4%	0	13F-HR Timeline
PBMares Wealth Management LLC	2,794	$375K	0.08%	0	13F-HR Timeline
CERTUITY, LLC	2,793	$375K	0.04%	-1,614	13F-HR Timeline
SENTINEL TRUST CO LBA	2,755	$370K	0.04%	0	13F-HR Timeline
Fairvoy Private Wealth, LLC	2,734	$367K	0.1%	0	13F-HR Timeline
Providence Capital Advisors, LLC	2,714	$364K	0.08%	-8	13F-HR Timeline
OAKWORTH CAPITAL, INC.	2,713	$364K	0.03%	0	13F-HR Timeline
ROCKLAND TRUST CO	2,706	$363K	0.02%	+406	13F-HR Timeline
YANKCOM Partnership	2,700	$363K	0.2%	-100	13F-HR Timeline
CFM WEALTH PARTNERS LLC	2,693	$362K	0.06%	0	13F-HR Timeline
DAVIS R M INC	2,690	$361K	0.01%	-191	13F-HR Timeline
Northwest Financial Advisors	2,690	$361K	0.3%	+7	13F-HR Timeline
LongView Wealth Management	2,685	$361K	0.11%	+3	13F-HR Timeline
DIVERSIFIED TRUST CO	2,682	$360K	0.01%	0	13F-HR Timeline
Brookstone Capital Managementin group Brookstone Capital Management	2,680	$360K	0.01%	+22	13F-HR Timeline Group
CARDIFF PARK ADVISORS, LLC	2,671	$359K	0.03%	0	13F-HR Timeline
Donald L. Hagan, LLC	2,670	$359K	0.19%	0	13F-HR Timeline
Gainplan LLC	2,667	$358K	0.23%	-338	13F-HR Timeline
Biltmore Family Office, LLC	2,667	$358K	0.06%	0	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	2,664	$358K	0.02%	-812	13F-HR Timeline
ORLEANS CAPITAL MANAGEMENT CORP/LA	2,650	$356K	0.21%	0	13F-HR Timeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.	2,648	$356K	0.02%	-1,551	13F-HR Timeline Group
CAPITAL ADVISORS INC/OK	2,633	$354K	0.01%	+594	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	2,632	$353K	0.01%	-87	13F-HR Timeline
BENEDICT FINANCIAL ADVISORS INC	2,620	$352K	0.08%	+182	13F-HR Timeline
Tudor Financial Inc.	2,618	$352K	0.21%	0	13F-HR Timeline
PHILADELPHIA TRUST CO	2,613	$351K	0.03%	0	13F-HR Timeline
CITY NATIONAL BANK OF FLORIDA /MSD	2,593	$348K	0.31%	0	13F-HR Timeline
Palisade Asset Management, LLC	2,590	$348K	0.04%	-510	13F-HR Timeline
KPP Advisory Services LLC	2,588	$348K	0.07%	-150	13F-HR Timeline
CALTON & ASSOCIATES, INC.	2,580	$346K	0.08%	+476	13F-HR/A Timeline
Glassman Wealth Services	2,569	$345K	0.06%	0	13F-HR Timeline
BLB&B Advisors, LLC	2,568	$345K	0.02%	+102	13F-HR Timeline
Wedmont Private Capital	2,772	$344K	0.02%	0	13F-HR Timeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…	2,555	$343K	0.25%	-100	13F-HR Timeline
AMERICAN FINANCIAL & TAX STRATEGIES INC	2,553	$343K	0.18%	0	13F-HR Timeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.	2,548	$342K	0.02%	0	13F-HR Timeline Group
Triad Wealth Partners, LLC	2,545	$342K	0.11%	new	13F-HR Timeline
Commonwealth Financial Services, LLC	2,536	$341K	0.07%	0	13F-HR Timeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC	2,533	$340K	0.01%	0	13F-HR Timeline
Calamos Wealth Management LLCin group Calamos Advisors LLC	2,533	$340K	0.02%	0	13F-HR Timeline Group
American Investment Services, Inc.	2,528	$340K	0.06%	new	13F-HR Timeline
Henrickson Nauta Wealth Advisors, Inc.	2,768	$338K	0.14%	-71	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	2,515	$338K	0.05%	-200	13F-HR Timeline
RITHOLTZ WEALTH MANAGEMENT	2,514	$338K	0.01%	-250	13F-HR Timeline
Marquette Asset Management, LLC	2,508	$337K	0.06%	0	13F-HR Timeline
Mengis Capital Management, Inc.	2,500	$336K	0.07%	0	13F-HR Timeline
Passive Capital Management, LLC.	2,500	$336K	0.11%	0	13F-HR Timeline
First Heartland Consultants, Inc.	2,486	$334K	0.03%	-16,343	13F-HR Timeline
Mystic Asset Management, Inc.	2,479	$333K	0.09%	-34	13F-HR Timeline
AllSquare Wealth Management LLC	2,476	$333K	0.2%	0	13F-HR Timeline
Northwest Bancshares, Inc.	2,475	$332K	0.06%	+59	13F-HR Timeline
Elk River Wealth Management LLC	2,471	$332K	0.06%	0	13F-HR Timeline
Strategic Family Wealth Counselors, L.L…	2,468	$331K	0.11%	+3	13F-HR Timeline
RFG Advisory, LLC	2,468	$331K	0.01%	+15	13F-HR Timeline
Gerber Kawasaki Wealth & Investment Man…	2,464	$331K	0.01%	+603	13F-HR Timeline
Grove Bank & Trust	2,452	$329K	0.04%	+2,276	13F-HR Timeline
Ironwood Investment Counsel, LLC	2,445	$328K	0.06%	0	13F-HR Timeline
SILVERCREST ASSET MANAGEMENT GROUP LLC	2,438	$327K	<0.01%	0	13F-HR Timeline
Rodgers Brothers Inc.	2,422	$325K	0.04%	0	13F-HR Timeline
Dynamic Advisor Solutions LLC	2,421	$325K	0.01%	+200	13F-HR Timeline
Schechter Investment Advisors, LLC	2,403	$323K	0.03%	0	13F-HR Timeline
Soltis Investment Advisors LLC	2,401	$322K	0.03%	-220	13F-HR Timeline
UNITED BANK	2,399	$322K	0.04%	0	13F-HR Timeline
Pacific Sun Financial Corp	2,392	$321K	0.18%	0	13F-HR Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp	2,368	$318K	0.04%	0	13F-HR Timeline Group
Westmount Partners, LLC	2,360	$317K	0.1%	-354	13F-HR Timeline
Gilman Hill Asset Management, LLC	2,359	$317K	0.06%	-159,018	13F-HR Timeline
Elyxium Wealth, LLC	2,355	$316K	0.14%	-25	13F-HR Timeline
Highview Capital Management LLC/DE/	2,348	$315K	0.13%	-769	13F-HR Timeline
Grandview Asset Management LLC	2,348	$315K	0.12%	-252	13F-HR Timeline
BlueChip Wealth Advisors LLC	2,342	$315K	0.15%	0	13F-HR Timeline
Orion Capital Management LLC	2,330	$313K	0.13%	0	13F-HR Timeline
Clarus Group, Inc.	2,329	$313K	0.12%	0	13F-HR Timeline
Cornerstone Advisory, LLC	2,426	$312K	0.04%	-90	13F-HR Timeline
Coastal Bridge Advisors, LLC	2,321	$312K	0.03%	new	13F-HR/A Timeline
ACCESS FINANCIAL SERVICES, INC.	2,317	$311K	0.13%	+1	13F-HR Timeline
Arbor Investment Advisors, LLC	2,312	$310K	0.04%	-443	13F-HR Timeline
IRON Financial LLC	2,303	$309K	0.17%	+12	13F-HR Timeline
BridgePort Financial Solutions, LLC	2,291	$308K	0.14%	0	13F-HR Timeline
Clientfirst Wealth Management, LLC	2,285	$307K	0.35%	0	13F-HR Timeline
CoreFirst Bank & Trust	2,279	$306K	0.2%	-132	13F-HR Timeline
Affiance Financial, LLC	2,275	$306K	0.07%	0	13F-HR Timeline
One Capital Management, LLC	2,268	$305K	0.01%	0	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	2,267	$304K	0.02%	+14	13F-HR Timeline
Heritage Wealth Advisors	2,260	$303K	0.02%	0	13F-HR Timeline
HWG Holdings LP	2,250	$302K	0.13%	0	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	2,250	$302K	0.02%	-64	13F-HR Timeline
Capital Investment Advisory Services, L…	2,241	$301K	0.03%	+1	13F-HR Timeline
Certified Advisory Corp	2,240	$301K	0.03%	0	13F-HR Timeline
GM Advisory Group, LLC	2,232	$300K	0.02%	new	13F-HR Timeline
GREAT LAKES ADVISORS, LLC	2,231	$300K	<0.01%	new	13F-HR Timeline
Founders Financial Alliance, LLC	2,212	$297K	0.07%	+665	13F-HR Timeline
Pacific Capital Wealth Advisors, Inc.	2,209	$297K	0.05%	0	13F-HR Timeline
Avidian Wealth Enterprises, LLC	2,204	$296K	0.01%	+118	13F-HR Timeline
Capital Investment Counsel, LLC	2,195	$295K	0.05%	0	13F-HR Timeline
Allred Capital Management, LLC	2,197	$294K	0.12%	0	13F-HR Timeline
American Institute for Advanced Investm…	2,181	$293K	0.22%	0	13F-HR Timeline
Courage Miller Partners, LLC	2,174	$292K	0.1%	-2	13F-HR Timeline
Pacific Center for Financial Services	2,162	$290K	0.08%	+13	13F-HR Timeline
Carson Advisory Inc.	2,159	$290K	0.2%	+460	13F-HR Timeline
Connecticut Wealth Management, LLC	2,156	$290K	0.02%	-373	13F-HR Timeline
West Coast Financial LLC	2,152	$289K	0.03%	-45	13F-HR Timeline
Worth Financial Advisory Group, LLC	2,152	$289K	0.18%	+333	13F-HR Timeline
UMB Bank, n.a.	2,150	$289K	<0.01%	0	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
CASTLE WEALTH MANAGEMENT LLC	2,142	$288K	0.11%	0	13F-HR Timeline
Hoffman, Alan N Investment Management	2,134	$287K	0.15%	0	13F-HR Timeline
FSA Wealth Management LLC	2,132	$286K	0.12%	-247	13F-HR Timeline
AUGUSTINE ASSET MANAGEMENT INC	2,132	$286K	0.08%	+17	13F-HR Timeline
MassMutual Private Wealth & Trust, FSB	2,130	$286K	0.01%	-1,120	13F-HR Timeline
Avion Wealth	2,176	$285K	0.07%	0	13F-HR Timeline
Plante Moran Financial Advisors, LLC	2,118	$284K	0.02%	-406	13F-HR Timeline
First Western Trust Bank	2,116	$284K	0.01%	0	13F-HR Timeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…	2,113	$284K	0.14%	0	13F-HR Timeline
AdvisorNet Financial, Inc	2,105	$283K	0.02%	+1,287	13F-HR Timeline
RENAISSANCE TECHNOLOGIES LLC	2,100	$282K	<0.01%	new	13F-HR Timeline
Heritage Financial Services, LLC	2,089	$281K	0.03%	+119	13F-HR Timeline
Insight Advisors, LLC/ PA	2,090	$280K	0.05%	+9	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	2,087	$280K	0.01%	0	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	2,086	$280K	0.13%	+85	13F-HR Timeline
Avantax Planning Partners, Inc.	2,082	$280K	0.01%	0	13F-HR Timeline
Moloney Securities Asset Management, LLC	2,079	$279K	0.04%	new	13F-HR Timeline
GW&K Investment Management, LLC	2,057	$276K	<0.01%	-45,180	13F-HR Timeline
CIBC Asset Management Inc	2,050	$275K	<0.01%	0	13F-HR Timeline
FIRST AMERICAN BANK	2,050	$275K	0.02%	0	13F-HR Timeline
NORTHEAST INVESTMENT MANAGEMENT	2,047	$275K	0.01%	0	13F-HR Timeline
STALEY CAPITAL ADVISERS INC	2,041	$274K	0.01%	0	13F-HR Timeline
Lane & Associates LLC	2,040	$274K	0.15%	+3	13F-HR Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	2,040	$274K	0.04%	0	13F-HR Timeline Group
Flagship Private Wealth, LLC	2,036	$273K	0.13%	-281	13F-HR Timeline
MONTAG A & ASSOCIATES INC	2,026	$272K	0.01%	0	13F-HR Timeline
Bluespring Wealth Management, LLC	2,026	$272K	0.03%	+8	13F-HR Timeline
Sensible Money, LLC	2,022	$272K	0.12%	+15	13F-HR Timeline
Provenance Wealth Advisors, LLC	2,008	$270K	0.04%	0	13F-HR Timeline
SOUTH PLAINS FINANCIAL, INC.	2,008	$270K	0.21%	-30	13F-HR Timeline
Institute for Wealth Management, LLC.	2,006	$269K	0.03%	0	13F-HR Timeline
BANTAMAC CAPITAL, LLC	2,000	$269K	0.13%	0	13F-HR Timeline
Gridiron Partners, LLC	2,000	$269K	0.17%	0	13F-HR Timeline
KFA Private Wealth Group, LLC	1,993	$268K	0.09%	new	13F-HR Timeline
RENASANT BANK	1,985	$267K	0.18%	0	13F-HR Timeline
Sepio Capital, LP	1,975	$265K	0.02%	0	13F-HR Timeline
Stillwater Capital Advisors, LLC	1,971	$265K	0.04%	0	13F-HR Timeline
Gateway Wealth Partners, LLC	1,971	$265K	0.06%	+61	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	1,966	$264K	<0.01%	0	13F-HR Timeline Group
LCNB CORP	1,965	$264K	0.1%	0	13F-HR Timeline
Cyndeo Wealth Partners, LLC	1,946	$261K	0.02%	new	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	1,945	$261K	0.01%	+74	13F-HR Timeline Group
Cedar Wealth Management, LLC	1,944	$261K	0.09%	0	13F-HR Timeline
Altus Wealth Group LLC	1,935	$260K	0.12%	-301	13F-HR Timeline
Sterling Financial Planning, Inc.	1,934	$260K	0.09%	0	13F-HR Timeline
Rialto Wealth Management, LLC	1,932	$259K	0.08%	-36	13F-HR Timeline
RMR Wealth Builders	1,925	$259K	0.03%	-639	13F-HR Timeline
Legacy Advisors, LLC	1,924	$258K	0.03%	0	13F-HR Timeline
Manuka Financial, LLC	1,915	$257K	0.17%	0	13F-HR Timeline
Semus Wealth Partners LLC	1,914	$257K	0.18%	+13	13F-HR Timeline
Olistico Wealth, LLC	708	$256K	0.16%	-1,205	13F-HR Timeline
Pettinga Financial Advisors LLC	1,900	$255K	0.06%	-25	13F-HR Timeline
CFO4Life Group, LLC	1,900	$255K	0.04%	-104	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	1,900	$255K	0.17%	0	13F-HR Timeline
DUDLEY CAPITAL MANAGEMENT, LLC	1,900	$255K	0.14%	0	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	1,890	$254K	0.02%	-200	13F-HR Timeline
VICUS CAPITAL	1,889	$254K	0.02%	+8	13F-HR Timeline
VALLEY NATIONAL ADVISERS INC	1,889	$253K	0.05%	0	13F-HR Timeline
Southland Equity Partners LLC	1,875	$252K	0.06%	+5	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	1,870	$251K	0.02%	0	13F-HR Timeline Group
HEADINVEST, LLC	1,870	$251K	0.05%	0	13F-HR Timeline
Y-Intercept (Hong Kong) Ltd	1,870	$251K	0.02%	-4,963	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	1,862	$250K	0.11%	-8,376	13F-HR Timeline
SUMMIT INVESTMENT ADVISORS, INC.	1,937	$249K	0.22%	+16	13F-HR Timeline
C2C Wealth Management, LLC	1,850	$248K	0.23%	-300	13F-HR Timeline
Advisors Capital Management, LLC	1,849	$248K	<0.01%	0	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	1,840	$247K	0.02%	0	13F-HR Timeline
Bristlecone Advisors, LLC	1,838	$247K	0.02%	-54	13F-HR Timeline
Charter Oak Capital Management, LLC	1,836	$247K	0.02%	-47	13F-HR Timeline