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Disclosery

DVY ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
American Financial Advisors, LLC1,836$247K0.04%+213F-HRTimeline
McKinley Carter Wealth Services, Inc.1,835$246K0.02%-6413F-HRTimeline
MONECO ADVISORS, LLC1,814$244K0.03%-12113F-HR/ATimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,812$243K<0.01%-10313F-HRTimelineGroup
SIMPLEX TRADING, LLC1,813$243K0.01%new13F-HRTimeline
Bremer Bank National Association1,800$242K0.04%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,792$241K0.01%-1,03713F-HRTimeline
Lauterbach Financial Advisors, LLC1,790$240K0.15%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,785$240K<0.01%-29713F-HRTimelineGroup
SIGNATUREFD, LLC1,780$239K<0.01%+10613F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,779$239K0.11%-3213F-HRTimeline
NORDEN GROUP LLC1,773$238K0.03%013F-HRTimeline
Victrix Investment Advisors2,020$238K0.12%new13F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,747$235K<0.01%-15913F-HRTimeline
Apella Capital, LLC1,864$234K0.01%-1513F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV1,745$234K0.13%+613F-HRTimeline
AtlasMark Financial, Inc1,743$234K0.22%-18513F-HRTimeline
Cairn Investment Group, Inc.1,742$234K0.13%013F-HRTimeline
Gray Private Wealth, LLC1,729$232K0.14%-3913F-HRTimeline
FIDELITY D & D BANCORP INC1,729$232K0.15%+9313F-HRTimeline
TCV Trust & Wealth Management, Inc.1,727$232K0.02%-2013F-HRTimeline
Allegheny Financial Group1,722$231K0.06%+413F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,721$231K0.05%013F-HRTimeline
Anchor Investment Management, LLC1,720$231K0.02%+413F-HRTimeline
Annex Advisory Services, LLC1,714$230K0.01%013F-HRTimeline
MOTCO1,711$230K0.02%-60013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,710$230K0.01%013F-HRTimeline
Ring Mountain Capital, LLC1,710$230K0.17%-1313F-HRTimeline
DF DENT & CO INC1,705$229K<0.01%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,702$229K0.02%+213F-HRTimeline
Golden State Wealth Management, LLC1,701$228K0.03%-1113F-HR/ATimeline
Parkside Financial Bank & Trust1,698$228K0.03%-11313F-HRTimeline
Hickory Point Bank & Trust1,698$228K0.2%013F-HRTimeline
Octavia Wealth Advisors, LLC1,690$227K0.03%013F-HRTimeline
Piscataqua Savings Bank1,690$227K0.2%-12013F-HRTimeline
Northstar Advisory Group, LLC1,687$227K0.15%-3313F-HRTimeline
Chemistry Wealth Management LLC1,685$226K0.05%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC1,680$226K0.17%013F-HRTimeline
MIDDLETON & CO INC/MA1,675$225K0.03%013F-HRTimeline
Francis Financial, Inc.1,675$225K0.05%013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC1,670$224K0.15%+513F-HRTimeline
Insight Inv LLC1,662$223K0.15%013F-HRTimeline
CAPITAL CITY TRUST CO/FL1,652$222K0.06%-57013F-HRTimeline
RiverGlades Family Offices LLC1,650$222K0.16%013F-HRTimeline
Pasadena Private Wealth, LLC1,650$222K0.04%+513F-HRTimeline
Sand Hill Global Advisors, LLC1,647$221K0.01%013F-HRTimeline
FORTE CAPITAL LLC /ADV1,645$221K0.03%-17513F-HRTimeline
Capasso Planning Partners LLC1,643$221K0.09%+1313F-HRTimeline
Morton Capital Management LLC/CA1,638$220K0.04%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,633$219K0.02%013F-HRTimeline
FIRST MERCHANTS CORP1,632$219K0.01%013F-HRTimeline
ARS Wealth Advisors Group, LLC1,628$219K0.03%-5013F-HRTimeline
Unified Investment Management1,627$218K0.26%-10813F-HRTimeline
Purkiss Capital Advisors LLC1,618$217K0.16%new13F-HRTimeline
Garden State Investment Advisory Servic…1,610$217K0.07%new13F-HRTimeline
Paulson Wealth Management Inc.1,611$216K0.06%-1,74713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC1,605$216K0.12%+113F-HRTimeline
Wealth Advisory Solutions, LLC1,604$215K0.06%-2513F-HRTimeline
Perennial Investment Advisors, LLC1,602$215K0.02%-1,30613F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …1,600$215K0.2%013F-HRTimelineGroup
Firestone Capital Management1,601$215K0.06%013F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC1,600$215K0.06%-16613F-HRTimeline
WILKINS INVESTMENT COUNSEL INC1,600$215K0.03%-2513F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,600$215K0.08%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,598$215K<0.01%-8,16113F-HRTimelineGroup
Duncan Williams Asset Management, LLC1,597$215K0.08%+613F-HRTimeline
United Asset Strategies, Inc.1,592$214K0.02%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC1,590$214K0.1%013F-HRTimeline
Fisher Asset Management, LLC1,587$213K<0.01%new13F-HRTimeline
AJ Advisors, LLC1,583$213K0.11%new13F-HRTimeline
TABR Capital Management, LLC1,580$212K0.22%+1213F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,128$212K<0.01%-3,21013F-HRTimelineGroup
Dunhill Financial, LLC1,577$212K0.1%-78813F-HRTimeline
Wick Capital Partners, LLC1,574$211K0.06%new13F-HRTimeline
Van Hulzen Asset Management, LLC1,567$210K0.02%013F-HRTimeline
Azimuth Capital Investment Management L…1,567$210K0.01%-19613F-HRTimeline
Latitude Advisors, LLC1,559$209K0.12%-14913F-HRTimeline
POTENTIA WEALTH1,559$209K0.1%+213F-HRTimeline
Breakwater Investment Management1,558$209K0.09%013F-HRTimeline
Seneca Financial Advisors LLC1,555$209K0.1%+813F-HRTimeline
Cullen Capital Management, LLC1,550$208K<0.01%-24,55013F-HRTimeline
Visionary Wealth Advisors1,548$208K0.01%new13F-HRTimeline
HC Advisors, LLC1,548$208K0.16%+113F-HRTimeline
Rise Advisors, LLC1,538$207K0.09%-5913F-HRTimeline
MRWM Advisors, LLC1,537$206K0.14%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,533$206K0.01%013F-HRTimelineGroup
KOM Wealth Management Group, LLC1,531$206K0.18%-1213F-HRTimeline
TigerOak Management, L.L.C.1,531$206K0.08%013F-HRTimeline
Fiduciary Alliance LLC1,528$205K0.02%new13F-HRTimeline
Houlihan Financial Resource Group, Ltd.1,524$205K0.09%013F-HRTimeline
Hubbell Strickland Wealth Management, L…1,520$204K0.1%new13F-HRTimeline
EQUITABLE TRUST CO1,520$204K0.01%new13F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI1,516$204K0.02%new13F-HRTimeline
Dentgroup LLC1,519$204K0.15%new13F-HRTimeline
Iron Gate Global Advisors LLC1,511$203K0.03%new13F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC1,507$202K0.07%013F-HRTimeline
Nilsine Partners, LLC1,506$202K0.02%new13F-HRTimeline
GAMMA Investing LLC1,506$202K0.02%+1,27413F-HR/ATimeline
Ullmann Wealth Partners Group, LLC1,505$202K0.03%new13F-HRTimeline
SAXON INTERESTS, INC.1,504$202K0.09%new13F-HRTimeline
Summit Asset Management, LLC1,500$201K0.03%new13F-HRTimeline
Triumph Capital Management1,500$201K0.07%new13F-HRTimeline
Asio Capital, LLC1,500$201K0.04%new13F-HRTimeline
LifeWealth Investments, LLC1,500$201K0.1%new13F-HR/ATimeline
Topsail Wealth Management, LLC1,500$201K0.04%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC1,497$201K0.06%-16113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,490$200K0.01%new13F-HRTimeline
Post Resch Tallon Group Inc.1,500$200K0.2%new13F-HRTimeline
NVWM, LLC1,438$193K0.05%+2713F-HRTimeline
Runnymede Capital Advisors, Inc.1,425$191K0.18%-2013F-HRTimeline
Sterling Capital Management LLC1,421$191K<0.01%-64,37213F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,400$188K0.03%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,388$186K0.06%013F-HRTimelineGroup
Costello Asset Management, INC1,377$185K0.08%new13F-HRTimeline
Tortoise Investment Management, LLC1,349$181K0.02%-19113F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,332$179K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC1,328$178K0.04%+73313F-HRTimeline
Larson Financial Group LLC1,326$178K0.01%+1513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,300$175K0.03%+1013F-HRTimelineGroup
Cranbrook Wealth Management, LLC1,281$172K0.04%013F-HRTimeline
Missouri Trust & Investment Co1,280$172K0.06%+15513F-HRTimeline
North Capital, Inc.1,263$170K0.16%13F-HRTimeline
LRI Investments, LLC1,255$169K0.02%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,250$168K0.04%-5013F-HRTimeline
SRH ADVISORS, LLC1,232$165K0.05%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,211$163K0.08%013F-HRTimeline
Riverview Trust Co1,196$161K0.16%013F-HRTimeline
Physician Wealth Advisors, Inc.1,196$161K0.03%013F-HRTimeline
Westend Capital Management, LLC1,180$158K0.06%013F-HRTimeline
Capital Investment Counsel, Inc1,152$155K0.02%-25613F-HRTimeline
Cherry Tree Wealth Management, LLC1,145$154K0.04%013F-HRTimeline
Hanson & Doremus Investment Management1,127$151K0.02%013F-HRTimeline
CNB Bank1,102$148K0.07%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,094$147K0.04%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,093$147K0.09%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,109$146K0.05%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,066$143K0.01%013F-HRTimelineGroup
Blue Trust, Inc.1,061$142K<0.01%+2613F-HRTimeline
Crews Bank & Trust1,038$139K0.02%013F-HRTimeline
Lowe Wealth Advisors, LLC1,017$137K0.06%+35013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,015$136K0.05%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC990$133K0.03%+813F-HRTimeline
Crewe Advisors LLC929$125K0.02%-20413F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC899$121K0.07%013F-HRTimeline
WealthShield Partners, LLC894$120K0.02%+7213F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.882$118K0.11%013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.877$118K0.06%+18113F-HRTimeline
Global Financial Private Client, LLC868$117K0.04%013F-HRTimeline
Gen-Wealth Partners Inc823$111K0.05%013F-HRTimeline
Financial Life Planners818$110K0.11%+37413F-HRTimeline
QUADRANT CAPITAL GROUP LLC815$109K<0.01%013F-HRTimeline
COUNTRY TRUST BANK802$108K<0.01%013F-HR/ATimeline
Davis Capital Management790$106K0.08%+2313F-HRTimeline
Key Financial Inc764$103K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.756$102K0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV741$99.5K0.01%-9913F-HRTimeline
Financial Network Wealth Advisors LLC708$95.1K0.12%013F-HRTimeline
MCF Advisors LLC701$94.1K0.01%013F-HRTimeline
Finley Financial, LLC730$94.1K0.05%013F-HRTimeline
Cape Investment Advisory, Inc.700$94K0.04%013F-HRTimeline
PITTENGER & ANDERSON INC683$91.7K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.660$88.7K0.06%-113F-HRTimeline
Beaird Harris Wealth Management, LLC642$86.2K0.01%013F-HRTimeline
Accordant Advisory Group Inc633$85K0.08%013F-HR/ATimeline
High Note Wealth, LLC579$77.8K0.02%013F-HRTimeline
Friedenthal Financial572$76.8K0.05%+1113F-HRTimeline
Garde Capital, Inc.570$76.5K<0.01%new13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP570$76.5K<0.01%013F-HRTimeline
Clearstead Trust, LLC560$75.2K0.02%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC545$73.2K0.03%new13F-HRTimeline
Wayfinding Financial, LLC549$73K0.03%new13F-HRTimeline
Coston, McIsaac & Partners549$73K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC537$72.1K0.06%13F-HRTimeline
City State Bank530$71.2K0.02%013F-HRTimeline
Synergy Investment Management, LLC524$70.3K0.03%-56013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC521$70K0.03%-20,54113F-HRTimeline
Millstone Evans Group, LLC517$69.4K0.05%+24413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC516$67.7K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC502$67.4K0.02%+313F-HRTimeline
Rosenberg Matthew Hamilton500$67.1K0.02%013F-HRTimeline
Byrne Asset Management LLC500$67.1K0.05%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.494$66.3K0.05%013F-HRTimeline
Main Street Group, LTD493$66.2K0.03%+15313F-HRTimeline
Financial Connections Group, Inc.497$66K0.03%013F-HRTimeline
Fortitude Family Office, LLC490$65.8K0.02%013F-HRTimeline
ORG Partners LLC488$65.5K0.02%013F-HRTimeline
MilWealth Group LLC487$65.3K0.02%013F-HRTimeline
BALLAST ADVISORS LLC482$64.7K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…482$64.7K<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC480$64.5K<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.479$64.4K<0.01%-16913F-HRTimeline
Farmers & Merchants Trust Co of Chamber…468$63K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC467$62.1K0.03%+313F-HRTimeline
ADIRONDACK TRUST CO450$60.4K0.02%013F-HRTimeline
MTM Investment Management, LLC450$60.4K0.02%013F-HRTimeline
Rossby Financial, LCC472$60.3K0.03%new13F-HRTimeline
First PREMIER Bank447$60K0.02%013F-HRTimeline
Windsor Advisory Group, LLC422$56.7K0.07%013F-HRTimeline
Cornerstone National Bank & Trust Co420$56.4K0.03%013F-HRTimeline
Compass Wealth Management LLC416$55.9K0.01%013F-HRTimeline