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Disclosery

DVY ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Sage Capital Advisors,llc2,888$384K0.09%+2713F-HRTimeline
FC Advisory LLC2,886$383K0.12%+1713F-HRTimeline
DAVIS R M INC2,878$382K0.01%+18813F-HRTimeline
Arrowroot Family Office, LLC2,876$382K0.17%13F-HRTimeline
First Fiduciary Investment Counsel, Inc.2,872$381K0.08%new13F-HRTimeline
SIMPLEX TRADING, LLC2,870$381K0.01%+1,05713F-HRTimeline
Sonora Investment Management Group, LLC2,860$380K0.03%+5013F-HRTimeline
Private Wealth Asset Management, LLC2,852$379K0.05%013F-HRTimeline
Pflug Koory, LLC2,848$378K0.19%-5013F-HRTimeline
Vantage Investment Partners, LLC2,845$378K0.03%013F-HRTimeline
STAR Financial Bank2,840$377K0.24%new13F-HRTimeline
Stiles Financial Services Inc2,835$376K0.13%+1713F-HRTimeline
PBMares Wealth Management LLC2,828$376K0.07%+3413F-HRTimeline
Creekmur Asset Management LLC2,825$375K0.07%+1,49713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,819$374K0.01%new13F-HRTimelineGroup
Armor Investment Advisors, LLC2,811$373K0.14%-6413F-HRTimeline
DIXON FNANCIAL SERVICES, INC.2,805$373K0.19%013F-HRTimeline
Obermeyer Wealth Partners2,799$372K0.02%-2013F-HRTimeline
Courage Miller Partners, LLC2,795$371K0.12%+62113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,783$370K0.02%-19713F-HRTimelineGroup
Capital Market Strategies LLC2,783$370K0.26%-4613F-HRTimeline
Worth Financial Advisory Group, LLC2,777$369K0.23%+62513F-HRTimeline
BLB&B Advisors, LLC2,770$368K0.02%+20213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.2,768$368K0.13%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,764$367K<0.01%+32613F-HRTimeline
SENTINEL TRUST CO LBA2,755$366K0.04%013F-HRTimeline
CERTUITY, LLC2,755$366K0.03%-3813F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,750$365K0.06%-1,25013F-HRTimelineGroup
Fairvoy Private Wealth, LLC2,734$363K0.09%013F-HRTimeline
OAKWORTH CAPITAL, INC.2,713$360K0.02%013F-HRTimeline
Compound Planning, Inc.2,711$360K0.01%-12413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,701$360K0.05%-1,10013F-HRTimeline
Ironwood Investment Counsel, LLC2,708$360K0.06%+26313F-HRTimeline
PMG Wealth Management, Inc.2,708$360K0.3%-9413F-HRTimeline
YANKCOM Partnership2,700$359K0.18%013F-HRTimeline
Northwest Financial Advisors2,698$358K0.5%+813F-HRTimeline
HRT FINANCIAL LP2,699$358K<0.01%-4,08313F-HRTimeline
CFM WEALTH PARTNERS LLC2,693$358K0.06%013F-HRTimeline
LongView Wealth Management2,687$357K0.11%+213F-HRTimeline
Southland Equity Partners LLC2,683$356K0.08%+80813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,683$356K<0.01%+313F-HRTimelineGroup
DIVERSIFIED TRUST CO2,682$356K0.01%013F-HRTimeline
Patriot Financial Group Insurance Agenc…2,675$355K0.04%+16013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,671$355K0.03%013F-HRTimeline
Donald L. Hagan, LLC2,670$355K0.18%013F-HRTimeline
Wedmont Private Capital2,606$355K0.02%-16613F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC2,666$354K0.08%+4613F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,664$354K0.02%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,650$352K0.19%013F-HRTimeline
CAPITAL ADVISORS INC/OK2,638$350K0.01%+513F-HRTimeline
Tudor Financial Inc.2,619$348K0.2%+113F-HRTimeline
CALTON & ASSOCIATES, INC.2,609$347K0.06%+2913F-HRTimeline
Gainplan LLC2,593$344K0.16%-7413F-HRTimeline
Palisade Asset Management, LLC2,590$344K0.03%013F-HRTimeline
KPP Advisory Services LLC2,588$344K0.06%013F-HR/ATimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,585$343K0.02%-6313F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB2,580$343K0.01%+45013F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,572$342K0.1%+10413F-HRTimeline
Glassman Wealth Services2,569$341K0.05%013F-HRTimeline
Biltmore Family Office, LLC2,567$341K0.06%-10013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC2,553$339K0.18%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.2,548$338K0.02%013F-HRTimelineGroup
Passive Capital Management, LLC.2,500$338K0.11%013F-HRTimeline
Commonwealth Financial Services, LLC2,536$337K0.06%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,533$336K0.01%013F-HRTimelineGroup
ROCKLAND TRUST CO2,531$336K0.02%-17513F-HRTimeline
Vise Technologies, Inc.2,523$335K0.01%13F-HRTimeline
Marquette Asset Management, LLC2,508$333K0.06%013F-HRTimeline
Mengis Capital Management, Inc.2,500$332K0.07%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,479$329K0.03%new13F-HRTimeline
AllSquare Wealth Management LLC2,476$329K0.18%013F-HRTimeline
Elk River Wealth Management LLC2,471$328K0.06%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,467$328K0.01%+313F-HRTimeline
Mystic Asset Management, Inc.2,464$327K0.08%-1513F-HRTimeline
First Heartland Consultants, Inc.2,455$326K0.03%-3113F-HRTimeline
Northwest Bancshares, Inc.2,453$326K0.06%-2213F-HRTimeline
Grove Bank & Trust2,452$326K0.04%013F-HRTimeline
Cornerstone Advisory, LLC2,440$324K0.03%+1413F-HRTimeline
Rodgers Brothers Inc.2,422$322K0.04%013F-HRTimeline
Soltis Investment Advisors LLC2,402$319K0.03%+113F-HRTimeline
UNITED BANK2,399$319K0.04%013F-HRTimeline
Avidian Wealth Enterprises, LLC2,392$318K0.01%+18813F-HRTimeline
Pacific Sun Financial Corp2,392$318K0.17%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,386$317K0.01%-24613F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,368$314K0.04%013F-HRTimelineGroup
PHILADELPHIA TRUST CO2,363$314K0.02%-25013F-HRTimeline
BridgePort Financial Solutions, LLC2,360$313K0.1%+6913F-HRTimeline
Grandview Asset Management LLC2,357$313K0.1%+913F-HRTimeline
Highview Capital Management LLC/DE/2,348$312K0.12%013F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.2,345$311K0.17%-52513F-HRTimeline
BlueChip Wealth Advisors LLC2,342$311K0.14%013F-HRTimeline
Bouvel Investment Partners, LLC2,335$310K0.1%-17,07113F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,333$310K0.01%-20013F-HRTimeline
Clarus Group, Inc.2,329$309K0.11%013F-HRTimeline
Coastal Bridge Advisors, LLC2,321$308K0.03%013F-HRTimeline
GWN SECURITIES INC.2,316$308K0.06%-2,75913F-HRTimeline
IRON Financial LLC2,318$308K0.16%+1513F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.2,317$308K0.12%013F-HRTimeline
Westmount Partners, LLC2,298$305K0.08%-6213F-HRTimeline
Clientfirst Wealth Management, LLC2,285$303K0.31%013F-HRTimeline
RFG Advisory, LLC2,280$303K0.01%-18813F-HRTimeline
Affiance Financial, LLC2,275$302K0.06%013F-HRTimeline
One Capital Management, LLC2,268$301K0.01%013F-HRTimeline
Arbor Investment Advisors, LLC2,266$301K0.04%-4613F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,263$301K0.22%-33013F-HRTimeline
Heritage Wealth Advisors2,260$300K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC2,256$300K0.02%+13813F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,209$299K0.05%013F-HRTimeline
HWG Holdings LP2,250$299K0.09%013F-HRTimeline
Dynamic Advisor Solutions LLC2,249$299K0.01%-17213F-HRTimeline
GM Advisory Group, LLC2,245$298K0.01%+1313F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,242$298K0.11%+10013F-HRTimeline
Certified Advisory Corp2,240$297K0.03%013F-HRTimeline
SIGNATUREFD, LLC2,235$297K0.01%+45513F-HRTimeline
Capital Investment Advisory Services, L…2,217$294K0.02%-2413F-HRTimeline
Victrix Investment Advisors2,210$294K0.13%+19013F-HRTimeline
American Institute for Advanced Investm…2,181$290K0.2%013F-HRTimeline
JB Capital LLC2,180$290K0.01%new13F-HRTimeline
Pacific Center for Financial Services2,177$289K0.08%+1513F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT2,174$289K0.01%+12713F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…2,165$288K0.2%-39013F-HRTimeline
Connecticut Wealth Management, LLC2,156$286K0.01%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,150$286K0.08%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,141$284K0.01%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,137$284K0.02%-11313F-HRTimeline
Hoffman, Alan N Investment Management2,134$283K0.14%013F-HRTimeline
FSA Wealth Management LLC2,133$283K0.11%+113F-HRTimeline
GW&K Investment Management, LLC2,131$283K<0.01%+7413F-HRTimeline
Orion Capital Management LLC2,130$283K0.11%-20013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,118$281K0.01%-39613F-HRTimeline
First Western Trust Bank2,116$281K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,116$281K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TPG Financial Advisors, LLC2,115$281K0.11%new13F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…2,113$281K0.13%013F-HRTimeline
AdvisorNet Financial, Inc2,110$280K0.02%+513F-HRTimeline
Gilman Hill Asset Management, LLC2,110$280K0.05%-24913F-HRTimeline
MAIRS & POWER INC2,105$280K<0.01%-2,17513F-HRTimeline
Insight Advisors, LLC/ PA2,097$279K0.04%+713F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV2,494$278K0.14%+74913F-HRTimeline
Harbor Asset Planning, Inc.2,088$277K0.26%13F-HRTimeline
KLINGENSTEIN FIELDS & CO LP2,087$277K0.01%013F-HRTimeline
Capital Investment Counsel, LLC2,085$277K0.04%-11013F-HRTimeline
Avantax Planning Partners, Inc.2,082$277K0.01%013F-HRTimeline
Heritage Financial Services, LLC2,064$274K0.03%-2513F-HRTimeline
Accelerate Investment Advisors LLC2,057$273K0.2%new13F-HRTimeline
CIBC Asset Management Inc2,050$272K<0.01%013F-HRTimeline
FIRST AMERICAN BANK2,050$272K0.02%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,045$272K0.11%-4113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,045$272K0.01%+15513F-HRTimeline
STALEY CAPITAL ADVISERS INC2,041$271K0.01%013F-HRTimeline
ABLE Financial Group, LLC2,041$271K0.07%-1,23513F-HRTimeline
Sensible Money, LLC2,040$271K0.1%+1813F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …2,040$271K0.04%013F-HRTimelineGroup
Bluespring Wealth Management, LLC2,034$270K0.03%+813F-HRTimeline
MONTAG A & ASSOCIATES INC2,026$269K0.01%013F-HRTimeline
Stillwater Capital Advisors, LLC2,021$268K0.03%+5013F-HRTimeline
Carson Advisory Inc.2,009$267K0.17%-15013F-HRTimeline
Provenance Wealth Advisors, LLC2,008$267K0.04%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,008$267K0.19%013F-HRTimeline
Perennial Investment Advisors, LLC2,002$266K0.03%+40013F-HRTimeline
BANTAMAC CAPITAL, LLC2,000$266K0.1%013F-HRTimeline
Gridiron Partners, LLC2,000$266K0.16%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC2,000$266K0.07%-13213F-HRTimeline
KFA Private Wealth Group, LLC1,989$264K0.08%-413F-HRTimeline
RENASANT BANK1,985$264K0.18%013F-HRTimeline
American Trust1,983$263K0.02%new13F-HRTimeline
Sepio Capital, LP1,975$262K0.02%013F-HRTimeline
Avion Wealth1,978$262K0.06%-19813F-HR/ATimeline
SUMMIT INVESTMENT ADVISORS, INC.1,955$262K0.22%+1813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,966$261K<0.01%013F-HRTimelineGroup
LCNB CORP1,965$261K0.09%013F-HRTimeline
Sterling Wealth Management, Inc.1,961$260K0.09%13F-HRTimeline
Cedar Wealth Management, LLC1,944$258K0.09%013F-HRTimeline
Altus Wealth Group LLC1,936$257K0.11%+113F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,925$256K0.16%+2513F-HRTimeline
Sterling Financial Planning, Inc.1,922$255K0.09%-1213F-HRTimeline
Manuka Financial, LLC1,915$254K0.14%013F-HRTimeline
Pine Valley Investments Ltd Liability Co1,911$254K0.01%-35613F-HRTimeline
Olistico Wealth, LLC1,908$253K0.14%+1,20013F-HRTimeline
CFO4Life Group, LLC1,900$252K0.04%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC1,900$252K0.13%013F-HRTimeline
GRANDFIELD & DODD, LLC1,899$252K0.01%new13F-HRTimeline
VICUS CAPITAL1,898$252K0.02%+913F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,889$250K0.04%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,871$248K0.01%+1,81113F-HRTimeline
Maia Wealth LLC1,870$248K0.05%-1,34913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,867$248K0.09%+513F-HRTimeline
Pure Financial Advisors, LLC1,863$247K<0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC1,856$246K0.05%-11513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,853$246K0.03%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,844$245K<0.01%+3213F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC1,840$244K0.02%013F-HRTimeline
American Financial Advisors, LLC1,838$244K0.03%+213F-HRTimeline
TUDOR INVESTMENT CORP ET AL1,836$244K<0.01%new13F-HRTimeline
McKinley Carter Wealth Services, Inc.1,835$244K0.01%013F-HRTimeline
Anchor Investment Management, LLC1,822$242K0.02%+10213F-HRTimeline
Bristlecone Advisors, LLC1,808$240K0.02%-3013F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,792$238K0.01%013F-HRTimeline
Lauterbach Financial Advisors, LLC1,790$238K0.13%013F-HRTimeline
Advisors Capital Management, LLC1,789$238K<0.01%-6013F-HRTimeline