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Disclosery

DVY ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
SILVERCREST ASSET MANAGEMENT GROUP LLC2,764$393K<0.01%013F-HRTimeline
BALANCED WEALTH GROUP LLC2,891$391K0.17%013F-HRTimeline
SENTINEL TRUST CO LBA2,755$391K0.04%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,750$391K0.05%013F-HRTimelineGroup
Henrickson Nauta Wealth Advisors, Inc.2,741$389K0.12%-2713F-HRTimeline
Fairvoy Private Wealth, LLC2,734$389K0.09%013F-HRTimeline
OAKWORTH CAPITAL, INC.2,713$386K0.02%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,710$385K0.02%+1,00013F-HRTimeline
PMG Wealth Management, Inc.2,708$385K0.29%013F-HRTimeline
Ironwood Investment Counsel, LLC2,708$385K0.06%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,707$385K0.02%-7613F-HRTimelineGroup
Northwest Financial Advisors2,706$385K0.49%+813F-HRTimeline
INVESTED ADVISORS2,938$385K0.56%13F-HRTimeline
YANKCOM Partnership2,700$384K0.17%013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…2,691$383K0.05%-1013F-HRTimeline
CFM WEALTH PARTNERS LLC2,693$383K0.06%013F-HRTimeline
LongView Wealth Management2,690$382K0.1%+313F-HRTimeline
Patriot Financial Group Insurance Agenc…2,680$381K0.05%+513F-HRTimeline
Southland Equity Partners LLC2,680$381K0.08%-313F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,671$379K0.03%013F-HRTimeline
Donald L. Hagan, LLC2,670$379K0.19%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,664$378K<0.01%-1913F-HRTimelineGroup
NewSquare Capital LLC2,650$377K0.03%+2,65013F-HRTimeline
CAPITAL ADVISORS INC/OK2,628$373K0.01%-1013F-HRTimeline
Prepared Retirement Institute LLC2,626$373K0.19%new13F-HRTimeline
CAMDEN NATIONAL BANK2,624$373K0.05%-1,07813F-HRTimeline
Tudor Financial Inc.2,619$372K0.2%013F-HRTimeline
Wedmont Private Capital2,606$371K0.01%013F-HRTimeline
Palisade Asset Management, LLC2,590$368K0.03%013F-HRTimeline
KPP Advisory Services LLC2,588$368K0.05%013F-HRTimeline
Gainplan LLC2,578$366K0.16%-1513F-HRTimeline
Strategic Family Wealth Counselors, L.L…2,572$366K0.09%013F-HRTimeline
Glassman Wealth Services2,569$365K0.05%013F-HRTimeline
Biltmore Family Office, LLC2,567$365K0.05%013F-HRTimeline
MMA ASSET MANAGEMENT LLC2,567$365K0.12%-1,12813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC2,553$363K0.18%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.2,548$362K0.02%013F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC2,533$360K0.01%013F-HRTimelineGroup
ROCKLAND TRUST CO2,531$360K0.01%013F-HRTimeline
Commonwealth Financial Services, LLC2,528$359K0.06%-813F-HRTimeline
Soltis Investment Advisors LLC2,516$358K0.02%+11413F-HRTimeline
Marquette Asset Management, LLC2,508$356K0.05%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,504$356K0.04%+13613F-HRTimelineGroup
Mengis Capital Management, Inc.2,500$355K0.07%013F-HRTimeline
Passive Capital Management, LLC.2,500$355K0.12%013F-HRTimeline
Creekmur Asset Management LLC2,496$355K0.06%-32913F-HRTimeline
GM Advisory Group, LLC2,480$352K0.01%+23513F-HRTimeline
Arbor Investment Advisors, LLC2,478$352K0.04%+21213F-HRTimeline
AllSquare Wealth Management LLC2,476$352K0.19%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,475$352K0.01%+813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding2,475$352K-3,107Timeline
Elk River Wealth Management LLC2,471$351K0.06%013F-HRTimeline
Mystic Asset Management, Inc.2,464$350K0.08%013F-HRTimeline
Cornerstone Advisory, LLC2,453$349K0.03%+1313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,437$346K0.03%-4213F-HRTimeline
Rodgers Brothers Inc.2,422$344K0.04%013F-HRTimeline
JB Capital LLC2,407$342K0.01%+22713F-HRTimeline
BridgePort Financial Solutions, LLC2,405$342K0.09%+4513F-HRTimeline
Twele Capital Management, Inc.2,401$341K0.06%-49313F-HRTimeline
UNITED BANK2,399$341K0.04%013F-HRTimeline
Pacific Sun Financial Corp2,392$340K0.16%013F-HRTimeline
CALTON & ASSOCIATES, INC.2,386$339K0.05%-22313F-HRTimeline
PHILADELPHIA TRUST CO2,383$339K0.02%+2013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC2,379$338K0.07%-28713F-HRTimeline
Cambridge Financial Group, LLC2,359$335K0.11%new13F-HRTimeline
Capital Investment Advisory Services, L…2,358$335K0.03%+14113F-HRTimeline
Northwest Bancshares, Inc.2,353$334K0.06%-10013F-HRTimeline
GW&K Investment Management, LLC2,351$334K<0.01%+22013F-HRTimeline
Highview Capital Management LLC/DE/2,348$334K0.12%013F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.2,345$333K0.15%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT2,341$333K0.01%+16713F-HRTimeline
First Heartland Consultants, Inc.2,339$332K0.03%-11613F-HRTimeline
Pure Financial Advisors, LLC2,339$332K0.01%+47613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,333$332K0.01%013F-HRTimeline
Clarus Group, Inc.2,329$331K0.12%013F-HRTimeline
Pettinga Financial Advisors LLC2,325$330K0.06%+75013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,323$330K0.02%+18613F-HRTimeline
Coastal Bridge Advisors, LLC2,321$330K0.03%013F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.2,317$329K0.12%013F-HRTimeline
Clientfirst Wealth Management, LLC2,285$325K0.26%013F-HRTimeline
TBH Global Asset Management, LLC2,276$323K0.06%new13F-HRTimeline
Affiance Financial, LLC2,275$323K0.06%013F-HRTimeline
One Capital Management, LLC2,267$322K0.01%-113F-HRTimeline
Fairfield Financial Advisors, LTD2,267$322K0.11%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,263$322K0.21%013F-HRTimeline
Heritage Wealth Advisors2,260$321K0.01%013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA2,250$320K0.21%-40013F-HRTimeline
HWG Holdings LP2,250$320K0.08%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC2,242$319K0.11%013F-HRTimeline
Certified Advisory Corp2,240$318K0.03%013F-HRTimeline
Bouvel Investment Partners, LLC2,237$318K0.1%-9813F-HRTimeline
Grove Bank & Trust2,226$316K0.04%-22613F-HRTimeline
Pacific Capital Wealth Advisors, Inc.2,209$314K0.05%013F-HRTimeline
Grandview Asset Management LLC2,204$313K0.09%-15313F-HRTimeline
Plante Moran Financial Advisors, LLC2,187$311K0.02%-6913F-HRTimeline
American Institute for Advanced Investm…2,181$310K0.2%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,170$308K<0.01%-1,21813F-HRTimeline
Founders Financial Alliance, LLC2,162$307K0.06%+71513F-HRTimeline
Connecticut Wealth Management, LLC2,156$306K0.01%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,151$306K0.01%-23513F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,146$305K0.06%new13F-HRTimeline
Pacific Center for Financial Services2,137$304K0.08%-4013F-HRTimeline
Hoffman, Alan N Investment Management2,134$303K0.13%013F-HRTimeline
FSA Wealth Management LLC2,134$303K0.11%+113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC2,133$303K0.07%-1713F-HRTimeline
Orion Capital Management LLC2,130$303K0.11%013F-HRTimeline
First Western Trust Bank2,126$302K0.01%+1013F-HRTimeline
AdvisorNet Financial, Inc2,116$301K0.02%+613F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…2,113$300K0.13%013F-HRTimeline
Avidian Wealth Enterprises, LLC2,113$300K0.01%-27913F-HRTimeline
Gilman Hill Asset Management, LLC2,110$300K0.05%013F-HRTimeline
Harbor Asset Planning, Inc.2,107$299K0.27%+1913F-HRTimeline
Insight Advisors, LLC/ PA2,103$299K0.05%+613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,103$299K0.01%-1513F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC2,097$298K0.03%+39213F-HRTimeline
BlueChip Wealth Advisors LLC2,092$297K0.13%-25013F-HRTimeline
Avantax Planning Partners, Inc.2,082$296K0.01%013F-HRTimeline
American Trust2,080$296K0.02%+9713F-HRTimeline
Private Wealth Asset Management, LLC2,075$295K0.03%-77713F-HRTimeline
Heritage Financial Services, LLC2,064$293K0.03%013F-HRTimeline
Accelerate Investment Advisors LLC2,061$293K0.2%+413F-HRTimeline
CIBC Asset Management Inc2,050$291K<0.01%013F-HRTimeline
FIRST AMERICAN BANK2,050$291K0.02%013F-HRTimeline
Foster Group, Inc.2,050$291K0.01%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,045$291K0.02%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,044$290K<0.01%+20013F-HRTimelineGroup
Bluespring Wealth Management, LLC2,043$290K0.03%+913F-HRTimeline
STALEY CAPITAL ADVISERS INC2,041$290K0.01%013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,035$289K0.01%-55013F-HRTimelineGroup
LCNB CORP2,027$288K0.1%+6213F-HRTimeline
ABLE Financial Group, LLC2,027$288K0.06%-1413F-HRTimeline
MONTAG A & ASSOCIATES INC2,026$288K0.01%013F-HRTimeline
Stillwater Capital Advisors, LLC2,021$287K0.03%013F-HRTimeline
Carson Advisory Inc.2,009$285K0.15%013F-HRTimeline
Provenance Wealth Advisors, LLC2,008$285K0.04%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,008$285K0.18%013F-HRTimeline
BANTAMAC CAPITAL, LLC2,000$284K0.21%013F-HRTimeline
Gridiron Partners, LLC2,000$284K0.16%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC2,000$284K0.06%013F-HRTimeline
KFA Private Wealth Group, LLC1,988$282K0.08%-113F-HRTimeline
Avion Wealth1,978$281K0.06%013F-HRTimeline
Sepio Capital, LP1,975$281K0.02%013F-HRTimeline
Global Wealth Management Investment Adv…1,975$281K0.05%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,975$281K0.16%+5013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.1,970$280K0.1%-7513F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,966$279K<0.01%013F-HRTimelineGroup
Sterling Wealth Management, Inc.1,961$279K0.08%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,959$278K0.01%-18213F-HRTimeline
Perennial Investment Advisors, LLC1,957$278K0.02%-4513F-HRTimeline
Westmount Partners, LLC1,941$276K0.07%-35713F-HRTimeline
Sensible Money, LLC1,944$276K0.09%-9613F-HRTimeline
Altus Wealth Group LLC1,936$275K0.11%013F-HRTimeline
Capital Investment Counsel, LLC1,935$275K0.04%-15013F-HRTimeline
Pine Valley Investments Ltd Liability Co1,926$274K0.01%+1513F-HRTimeline
Legacy Advisors, LLC1,924$273K0.03%new13F-HRTimeline
Sterling Financial Planning, Inc.1,922$273K0.09%013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…1,905$271K0.18%-26013F-HRTimeline
CFO4Life Group, LLC1,900$270K0.04%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC1,900$270K0.12%013F-HRTimeline
GRANDFIELD & DODD, LLC1,899$270K0.02%013F-HRTimeline
VICUS CAPITAL1,888$268K0.02%-1013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,871$266K0.05%+413F-HRTimeline
Dynamic Advisor Solutions LLC1,869$266K0.01%-38013F-HRTimeline
Olistico Wealth, LLC1,863$265K0.14%-4513F-HRTimeline
Gateway Wealth Partners, LLC1,856$264K0.04%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,853$263K0.03%013F-HRTimeline
Bristlecone Advisors, LLC1,842$262K0.02%+3413F-HRTimeline
Onyx Bridge Wealth Group LLC1,842$262K0.03%new13F-HRTimeline
American Financial Advisors, LLC1,840$262K0.03%+213F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,840$261K0.01%013F-HRTimeline
Cedar Wealth Management, LLC1,840$261K0.08%-10413F-HRTimeline
Anchor Investment Management, LLC1,837$261K0.02%+1513F-HRTimeline
McKinley Carter Wealth Services, Inc.1,835$261K0.01%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,832$260K0.01%+4013F-HRTimeline
Triumph Capital Management1,826$259K0.07%new13F-HR/ATimeline
Latitude Advisors, LLC1,800$256K0.12%+23913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,800$256K<0.01%-10,20613F-HRTimelineGroup
Lauterbach Financial Advisors, LLC1,790$254K0.13%013F-HRTimeline
CoreFirst Bank & Trust1,779$253K0.14%013F-HRTimeline
NORDEN GROUP LLC1,773$252K0.03%013F-HRTimeline
Cairn Investment Group, Inc.1,742$248K0.11%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,745$248K0.07%+23813F-HRTimeline
AtlasMark Financial, Inc1,743$248K0.17%013F-HRTimeline
Allegheny Financial Group1,731$246K0.05%+513F-HRTimeline
Gray Private Wealth, LLC1,729$246K0.12%013F-HRTimeline
Diversified Enterprises, LLC1,728$245K0.02%-2613F-HRTimeline
Annex Advisory Services, LLC1,714$244K0.01%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,721$243K0.04%013F-HRTimeline
MOTCO1,711$243K0.02%013F-HRTimeline
GWN SECURITIES INC.1,706$242K0.06%-61013F-HRTimeline
DF DENT & CO INC1,705$242K<0.01%013F-HRTimeline
Maia Wealth LLC1,723$242K0.04%-14713F-HRTimeline
Vise Technologies, Inc.1,702$242K0.01%-82113F-HRTimeline
Dunhill Financial, LLC1,702$242K0.06%-6713F-HRTimeline
Hickory Point Bank & Trust1,698$241K0.18%013F-HRTimeline
Hoxton Planning & Management, LLC1,695$241K0.08%013F-HRTimeline
CHANNEL WEALTH LLC1,693$241K0.06%new13F-HRTimeline
TCV Trust & Wealth Management, Inc.1,692$240K0.02%013F-HRTimeline
BCS Private Wealth Management, Inc.1,691$240K0.09%new13F-HRTimeline
Piscataqua Savings Bank1,690$240K0.19%013F-HRTimeline