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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
Olistico Wealth, LLC1,913$251K0.15%+1,20013F-HRTimeline
Gateway Wealth Partners, LLC1,910$251K0.06%+14313F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,906$250K<0.01%-4113F-HRTimeline
Kiely Wealth Advisory Group, Inc.1,859$250K0.16%-76013F-HRTimeline
Semus Wealth Partners LLC1,901$250K0.17%-9513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.1,900$249K0.17%-20013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC1,900$249K0.13%013F-HRTimeline
McKinley Carter Wealth Services, Inc.1,899$249K0.02%+6413F-HRTimeline
Bristlecone Advisors, LLC1,892$248K0.02%-25513F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,889$248K0.04%-5013F-HRTimeline
Charter Oak Capital Management, LLC1,883$247K0.02%+24913F-HRTimeline
VICUS CAPITAL1,881$247K0.02%-9813F-HRTimeline
Apella Capital, LLC1,879$247K0.01%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,871$246K0.01%+5713F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co1,870$246K0.02%013F-HRTimelineGroup
HEADINVEST, LLC1,870$246K0.05%013F-HRTimeline
Southland Equity Partners LLC1,870$245K0.06%-12913F-HRTimeline
Town & Country Bank & Trust CO dba Firs…1,868$245K0.1%-10013F-HRTimeline
Sunbeam Capital Management, LLC1,865$245K0.23%13F-HR/ATimeline
Gerber Kawasaki Wealth & Investment Man…1,861$244K0.01%+13013F-HRTimeline
Advisors Capital Management, LLC1,849$243K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,840$242K0.02%013F-HRTimeline
American Financial Advisors, LLC1,834$241K0.03%+313F-HRTimeline
FORTE CAPITAL LLC /ADV1,820$239K0.03%013F-HRTimeline
Worth Financial Advisory Group, LLC1,819$239K0.15%+21013F-HRTimeline
Parkside Financial Bank & Trust1,811$238K0.03%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,811$238K0.1%13F-HRTimeline
Piscataqua Savings Bank1,810$238K0.2%-25013F-HRTimeline
Lauterbach Financial Advisors, LLC1,790$235K0.14%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,780$234K0.01%013F-HRTimeline
NORDEN GROUP LLC1,773$233K0.03%013F-HRTimeline
DAVIDSON TRUST CO1,769$232K0.12%013F-HRTimeline
Gray Private Wealth, LLC1,768$232K0.14%013F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC1,766$232K0.06%013F-HRTimeline
Azimuth Capital Investment Management L…1,763$231K0.01%-10013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …1,789$230K0.01%new13F-HRTimelineGroup
Columbia Bank1,750$229K0.08%013F-HRTimeline
TCV Trust & Wealth Management, Inc.1,747$229K0.02%013F-HRTimeline
Cairn Investment Group, Inc.1,742$229K0.13%013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV1,739$228K0.13%-11013F-HRTimeline
Unified Investment Management1,735$228K0.26%13F-HRTimeline
Ring Mountain Capital, LLC1,723$226K0.15%13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,721$226K0.05%013F-HRTimeline
Northstar Advisory Group, LLC1,720$226K0.12%+413F-HRTimeline
Allegheny Financial Group1,718$226K0.06%-17413F-HRTimeline
Anchor Investment Management, LLC1,716$225K0.02%+413F-HRTimeline
Annex Advisory Services, LLC1,714$225K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,712$225K0.03%13F-HRTimeline
Relyea Zuckerberg Hanson LLC1,711$225K0.03%+113F-HRTimeline
Richard P Slaughter Associates Inc1,711$225K0.05%new13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,710$225K0.01%013F-HRTimeline
Latitude Advisors, LLC1,708$224K0.13%-513F-HRTimeline
DF DENT & CO INC1,705$224K<0.01%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,700$223K0.02%+313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT1,700$223K0.01%new13F-HRTimeline
Carson Advisory Inc.1,699$223K0.16%-3213F-HRTimeline
Hickory Point Bank & Trust1,698$223K0.2%13F-HRTimeline
Octavia Wealth Advisors, LLC1,690$222K0.03%013F-HRTimeline
Chemistry Wealth Management LLC1,685$221K0.05%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC1,680$221K0.17%013F-HRTimeline
ARS Wealth Advisors Group, LLC1,678$220K0.03%013F-HRTimeline
Cyrus J. Lawrence, LLC1,680$220K0.04%+1,48013F-HRTimeline
MIDDLETON & CO INC/MA1,675$220K0.02%013F-HRTimeline
Francis Financial, Inc.1,675$220K0.06%013F-HRTimeline
SIGNATUREFD, LLC1,674$220K<0.01%013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC1,665$219K0.15%+613F-HRTimeline
Insight Inv LLC1,662$218K0.15%new13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC1,658$218K0.06%13F-HRTimeline
RiverGlades Family Offices LLC1,650$217K0.15%013F-HRTimeline
Confluence Wealth Services, Inc.1,612$216K0.01%new13F-HRTimeline
Sand Hill Global Advisors, LLC1,647$216K0.01%013F-HRTimeline
Pasadena Private Wealth, LLC1,645$216K0.04%+513F-HRTimeline
Gitterman Wealth Management, LLC1,643$216K0.09%new13F-HRTimeline
Morton Capital Management LLC/CA1,638$215K0.04%013F-HRTimeline
FIDELITY D & D BANCORP INC1,636$215K0.14%+1713F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,633$214K0.02%-96113F-HRTimeline
FIRST MERCHANTS CORP1,632$214K0.01%013F-HRTimeline
Capasso Planning Partners LLC1,630$214K0.09%+1613F-HRTimeline
Wealth Advisory Solutions, LLC1,629$214K0.06%+3513F-HRTimeline
WILKINS INVESTMENT COUNSEL INC1,625$213K0.03%new13F-HRTimeline
IBEX WEALTH ADVISORS1,624$213K0.03%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC1,604$211K0.11%+213F-HRTimeline
Firestone Capital Management1,601$210K0.05%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,600$210K0.08%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …2,040$210K0.03%013F-HRTimelineGroup
OneAscent Family Office, LLCin group OneAscent Financial Services …1,600$210K0.38%13F-HRTimelineGroup
Rise Advisors, LLC1,597$210K0.1%-7013F-HRTimeline
Treynor Bancshares, Inc.1,594$209K0.22%-10713F-HRTimeline
United Asset Strategies, Inc.1,592$209K0.02%-7313F-HRTimeline
Duncan Williams Asset Management, LLC1,591$209K0.08%new13F-HRTimeline
ADAPT WEALTH ADVISORS, LLC1,590$209K0.1%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC1,577$207K0.01%013F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC1,571$206K0.1%013F-HRTimeline
TABR Capital Management, LLC1,568$206K0.18%13F-HRTimeline
Van Hulzen Asset Management, LLC1,567$206K0.02%-35013F-HRTimeline
Breakwater Investment Management1,558$205K0.09%-52413F-HR/ATimeline
POTENTIA WEALTH1,557$204K0.09%13F-HRTimeline
HC Advisors, LLC1,547$203K0.16%new13F-HRTimeline
Kovack Advisors, Inc.1,547$203K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC1,547$203K0.06%-1,24013F-HRTimeline
Seneca Financial Advisors LLC1,547$203K0.1%+1013F-HRTimeline
KOM Wealth Management Group, LLC1,543$203K0.15%+1613F-HRTimeline
Tortoise Investment Management, LLC1,540$202K0.02%+25513F-HR/ATimeline
Coppell Advisory Solutions LLC1,543$202K0.03%-11013F-HRTimeline
MRWM Advisors, LLC1,537$202K0.16%13F-HRTimeline
Santori & Peters, Inc.1,535$202K0.08%+1513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,533$201K0.01%-18013F-HRTimelineGroup
TigerOak Management, L.L.C.1,531$201K0.07%13F-HRTimeline
Houlihan Financial Resource Group, Ltd.1,524$200K0.09%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,507$198K0.06%013F-HRTimeline
Topsail Wealth Management, LLC1,500$197K0.04%13F-HRTimeline
Runnymede Capital Advisors, Inc.1,445$190K0.17%13F-HRTimeline
Element Wealth, LLC1,431$188K0.1%013F-HRTimeline
NVWM, LLC1,411$185K0.05%-8413F-HRTimeline
Capital Investment Counsel, Inc1,408$185K0.03%-17013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,400$184K0.03%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,388$182K0.06%13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,332$175K<0.01%-14313F-HRTimelineGroup
Larson Financial Group LLC1,311$172K0.01%+1313F-HRTimeline
Farther Finance Advisors, LLC1,304$171K0.01%+4813F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,300$171K0.04%-11713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,290$169K0.03%+1313F-HRTimelineGroup
Cranbrook Wealth Management, LLC1,281$168K0.04%013F-HRTimeline
LRI Investments, LLC1,255$165K0.02%013F-HRTimeline
SRH ADVISORS, LLC1,232$162K0.05%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,211$159K0.07%013F-HRTimeline
Riverview Trust Co1,196$157K0.14%013F-HRTimeline
Physician Wealth Advisors, Inc.1,196$157K0.03%new13F-HRTimeline
Westend Capital Management, LLC1,180$155K0.05%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,145$150K0.04%013F-HRTimeline
Crewe Advisors LLC1,133$149K0.02%+713F-HRTimeline
Hanson & Doremus Investment Management1,127$148K0.02%+19513F-HRTimeline
Missouri Trust & Investment Co1,125$148K0.05%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,109$146K0.05%+1113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CNB Bank1,102$145K0.07%013F-HRTimeline
Quent Capital, LLC1,100$144K0.01%-1,02213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,094$144K0.04%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,093$144K0.08%013F-HRTimeline
Synergy Investment Management, LLC1,084$142K0.06%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,066$140K0.01%013F-HRTimelineGroup
Elequin Capital, LP1,048$138K0.02%new13F-HRTimeline
Crews Bank & Trust1,038$136K0.02%13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.1,010$136K0.1%013F-HRTimeline
Blue Trust, Inc.1,035$136K<0.01%-53213F-HR/ATimeline
FWL INVESTMENT MANAGEMENT, LLC1,015$133K0.05%013F-HRTimeline
Balefire, LLC1,015$133K0.05%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC982$129K0.03%+1013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC899$118K0.07%013F-HRTimeline
AlphaMark Advisors, LLC890$117K0.05%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.882$116K0.1%13F-HRTimeline
Global Financial Private Client, LLC868$114K0.04%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV840$110K0.01%+2713F-HRTimeline
Bray Capital Advisors837$110K0.03%013F-HRTimeline
Gen-Wealth Partners Inc823$108K0.05%013F-HRTimeline
WealthShield Partners, LLC822$108K0.02%013F-HRTimeline
AdvisorNet Financial, Inc818$107K0.01%-10813F-HRTimeline
QUADRANT CAPITAL GROUP LLC815$107K0.01%013F-HRTimeline
COUNTRY TRUST BANK802$105K<0.01%+1713F-HRTimeline
Davis Capital Management767$101K0.08%-2613F-HRTimeline
Key Financial Inc764$100K0.02%-13913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.756$99.3K0.05%013F-HRTimeline
Finley Financial, LLC730$96.9K0.05%13F-HRTimeline
Financial Network Wealth Advisors LLC708$93K0.17%-32113F-HRTimeline
EPG Wealth Management LLC706$92.7K0.02%-49713F-HRTimeline
MCF Advisors LLC701$92K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.700$91.9K0.04%+20013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.696$91.4K0.04%+2913F-HRTimeline
PITTENGER & ANDERSON INC683$89.7K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC667$87.6K0.04%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.661$86.7K0.06%13F-HRTimeline
GHP Investment Advisors, Inc.648$85.1K<0.01%+313F-HRTimeline
Beaird Harris Wealth Management, LLC642$84.3K0.01%+52513F-HRTimeline
Accordant Advisory Group Inc633$83.1K0.08%013F-HRTimeline
Pineridge Advisors LLC600$78.8K0.03%new13F-HRTimeline
Creekmur Asset Management LLC595$78.2K0.02%+213F-HRTimeline
High Note Wealth, LLC579$76K0.02%new13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP570$74.8K<0.01%013F-HRTimeline
Friedenthal Financial561$73.7K0.04%013F-HRTimeline
Clearstead Trust, LLC560$73.5K0.02%013F-HRTimeline
Coston, McIsaac & Partners549$72K0.02%013F-HRTimeline
City State Bank530$69.6K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC516$67.7K0.01%+34713F-HRTimeline
Atlatl Advisers LLC514$67.5K0.04%13F-HRTimeline
Centerpoint Advisors, LLC511$67K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton500$65.6K0.02%013F-HRTimeline
GKV Capital Management Co., Inc.500$65.6K0.03%13F-HRTimeline
VSM Wealth Advisory, LLC499$65.5K0.02%13F-HRTimeline
Financial Connections Group, Inc.497$65K0.03%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.494$64.7K0.05%+7513F-HRTimeline
Fortitude Family Office, LLC490$64.3K0.02%013F-HRTimeline
ORG Partners LLC488$64.1K0.01%+37513F-HRTimeline
MilWealth Group LLC487$63.9K0.02%013F-HRTimeline
BALLAST ADVISORS LLC482$63.3K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…482$63.2K<0.01%013F-HRTimelineGroup
Morse Asset Management, Inc468$61.4K0.01%-21413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…468$61K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC464$61K0.03%+213F-HRTimeline
MTM Investment Management, LLC450$59.1K0.02%013F-HRTimeline
ADIRONDACK TRUST CO450$59.1K0.02%013F-HRTimeline
First PREMIER Bank447$59K0.02%013F-HRTimeline