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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
CoreFirst Bank & Trust1,779$236K0.13%-50013F-HRTimeline
NORDEN GROUP LLC1,773$235K0.03%013F-HRTimeline
Dunhill Financial, LLC1,769$235K0.07%+19213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,760$234K<0.01%new13F-HRTimelineGroup
Diversified Enterprises, LLC1,754$233K0.02%new13F-HRTimeline
Fisher Asset Management, LLC1,751$233K<0.01%+16413F-HRTimeline
Ring Mountain Capital, LLC1,708$232K0.14%-213F-HRTimeline
AtlasMark Financial, Inc1,743$231K0.18%013F-HRTimeline
MOTCO1,711$231K0.02%013F-HRTimeline
Cairn Investment Group, Inc.1,742$231K0.12%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,739$231K0.01%-13113F-HRTimelineGroup
Gray Private Wealth, LLC1,729$230K0.12%013F-HRTimeline
Semus Wealth Partners LLC1,727$229K0.15%-18713F-HRTimeline
Allegheny Financial Group1,726$229K0.05%+413F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,721$229K0.04%013F-HRTimeline
Annex Advisory Services, LLC1,714$228K0.01%013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,710$227K0.01%013F-HRTimeline
DF DENT & CO INC1,705$226K<0.01%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,705$226K0.02%+313F-HRTimeline
Hickory Point Bank & Trust1,698$226K0.18%013F-HRTimeline
Hoxton Planning & Management, LLC1,695$225K0.08%new13F-HRTimeline
TCV Trust & Wealth Management, Inc.1,692$225K0.02%-3513F-HRTimeline
Piscataqua Savings Bank1,690$224K0.19%013F-HRTimeline
Visionary Wealth Advisors1,683$223K0.01%+13513F-HRTimeline
UHLMANN PRICE SECURITIES, LLC1,680$223K0.16%013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC1,676$223K0.14%+613F-HRTimeline
MIDDLETON & CO INC/MA1,675$222K0.02%013F-HRTimeline
Francis Financial, Inc.1,675$222K0.05%013F-HRTimeline
Insight Inv LLC1,662$221K0.15%013F-HRTimeline
Chemistry Wealth Management LLC1,657$220K0.05%-2813F-HRTimeline
Pasadena Private Wealth, LLC1,655$220K0.04%+513F-HRTimeline
Wealth Advisory Solutions, LLC1,648$219K0.06%+4413F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,647$219K0.09%new13F-HRTimelineGroup
Morton Capital Management LLC/CA1,638$218K0.04%013F-HRTimeline
Caliber Wealth Management, LLC / KS1,638$218K0.02%new13F-HRTimeline
MONECO ADVISORS, LLC1,637$217K0.02%-17713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC1,632$217K0.02%-113F-HRTimeline
FIRST MERCHANTS CORP1,632$217K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,631$217K0.09%-14813F-HRTimeline
Allred Capital Management, LLC1,633$216K0.08%-56413F-HRTimeline
Institute for Wealth Management, LLC.1,630$216K0.02%-37613F-HRTimeline
ARS Wealth Advisors Group, LLC1,628$216K0.02%013F-HRTimeline
Unified Investment Management1,627$216K0.23%013F-HRTimeline
Garden State Investment Advisory Servic…1,623$216K0.06%+1313F-HRTimeline
Parkside Financial Bank & Trust1,624$216K0.02%-7413F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,600$215K0.07%013F-HRTimeline
FIDELITY D & D BANCORP INC1,614$214K0.13%-11513F-HRTimeline
Duncan Williams Asset Management, LLC1,612$214K0.07%+1513F-HR/ATimeline
Northstar Advisory Group, LLC1,611$214K0.1%-7613F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC1,608$213K0.11%+313F-HRTimeline
Columbia Bank1,570$213K0.07%new13F-HRTimeline
Firestone Capital Management1,601$213K0.05%013F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC1,600$212K0.05%013F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …1,600$212K0.2%013F-HRTimelineGroup
TABR Capital Management, LLC1,595$212K0.18%+1513F-HRTimeline
AJ Advisors, LLC1,594$212K0.09%+1113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,594$212K0.01%-35113F-HRTimelineGroup
United Asset Strategies, Inc.1,592$211K0.02%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC1,590$211K0.09%013F-HRTimeline
Pettinga Financial Advisors LLC1,575$209K0.05%-32513F-HRTimeline
Wick Capital Partners, LLC2,040$209K0.05%+46613F-HRTimeline
KOM Wealth Management Group, LLC1,574$209K0.17%+4313F-HRTimeline
Van Hulzen Asset Management, LLC1,567$208K0.02%013F-HRTimeline
Azimuth Capital Investment Management L…1,567$208K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,566$208K0.03%-13513F-HRTimeline
Seneca Financial Advisors LLC1,564$208K0.08%+913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,561$207K<0.01%+7113F-HRTimeline
Latitude Advisors, LLC1,561$207K0.1%+213F-HRTimeline
Confluence Wealth Services, Inc.1,559$207K0.01%new13F-HRTimeline
Breakwater Investment Management1,558$207K0.08%013F-HRTimeline
Houlihan Financial Resource Group, Ltd.1,524$206K0.09%013F-HRTimeline
Rise Advisors, LLC1,544$205K0.08%+613F-HRTimeline
GREAT LAKES ADVISORS, LLC1,540$205K<0.01%-69113F-HRTimeline
Octavia Wealth Advisors, LLC1,540$205K0.02%-15013F-HRTimeline
MRWM Advisors, LLC1,537$204K0.13%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,535$204K<0.01%new13F-HRTimelineGroup
Hubbell Strickland Wealth Management, L…1,534$204K0.09%+1413F-HRTimeline
Fiduciary Alliance LLC1,530$203K0.02%+213F-HRTimeline
SAXON INTERESTS, INC.1,504$202K0.09%013F-HRTimeline
Dentgroup LLC1,519$202K0.14%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI1,516$201K0.02%013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC1,478$201K0.04%new13F-HRTimeline
Iron Gate Global Advisors LLC1,511$201K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,507$200K0.06%013F-HRTimeline
Nilsine Partners, LLC1,506$200K0.02%013F-HRTimeline
GAMMA Investing LLC1,506$200K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,500$199K0.03%+10013F-HRTimeline
Topsail Wealth Management, LLC1,500$199K0.04%013F-HRTimeline
Founders Financial Alliance, LLC1,447$192K0.04%-76513F-HRTimeline
Gitterman Wealth Management, LLC1,431$190K0.04%new13F-HRTimeline
Larson Financial Group LLC1,388$184K0.01%+6213F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,388$184K0.05%013F-HRTimelineGroup
Costello Asset Management, INC1,388$184K0.07%+1113F-HRTimeline
Tortoise Investment Management, LLC1,349$179K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,332$177K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,315$175K<0.01%-47013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners1,313$174K0.03%+1313F-HRTimelineGroup
Morling Financial Advisors, LLC1,308$174K0.06%new13F-HRTimeline
Cranbrook Wealth Management, LLC1,281$170K0.04%013F-HRTimeline
Missouri Trust & Investment Co1,270$169K0.06%-1013F-HRTimeline
North Capital, Inc.1,263$168K0.14%013F-HRTimeline
LRI Investments, LLC1,255$167K0.01%013F-HRTimeline
SRH ADVISORS, LLC1,232$164K0.05%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,211$161K0.07%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,199$159K0.2%13F-HRTimeline
Physician Wealth Advisors, Inc.1,197$159K0.02%+113F-HRTimeline
Riverview Trust Co1,196$159K0.2%013F-HRTimeline
Westend Capital Management, LLC1,180$157K0.05%013F-HRTimeline
WealthShield Partners, LLC1,179$157K0.02%+28513F-HRTimeline
Capital Investment Counsel, Inc1,152$153K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,145$152K0.04%013F-HRTimeline
Hanson & Doremus Investment Management1,127$150K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,128$150K0.06%+1913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,123$149K0.01%-41013F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA1,110$147K0.03%-14013F-HRTimeline
CNB Bank1,102$146K0.07%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,094$145K0.04%013F-HRTimeline
COUNTRY TRUST BANK1,093$145K<0.01%+29113F-HRTimeline
Rialto Wealth Management, LLC1,087$144K0.04%-84513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,086$144K0.01%+2013F-HRTimelineGroup
Blue Trust, Inc.1,060$141K<0.01%-113F-HRTimeline
Crews Bank & Trust1,038$138K0.02%013F-HRTimeline
Lowe Wealth Advisors, LLC1,017$135K0.05%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,015$135K0.04%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC999$133K0.03%+913F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.951$126K0.06%+7413F-HRTimeline
Crewe Advisors LLC936$124K0.02%+713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC935$124K0.01%+41913F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.920$122K0.11%+3813F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC899$119K0.06%013F-HRTimeline
WFA Asset Management Corp920$111K0.06%-4,09113F-HRTimeline
Sterling Capital Management LLC832$110K<0.01%-58913F-HR/ATimeline
Gen-Wealth Partners Inc823$109K0.04%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC793$105K0.06%-30013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…778$103K<0.01%-1,35013F-HRTimelineGroup
Key Financial Inc764$101K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.756$100K0.05%013F-HRTimeline
Finley Financial, LLC730$97K0.05%013F-HRTimeline
Financial Network Wealth Advisors LLC708$94K0.11%013F-HRTimeline
MCF Advisors LLC701$93.1K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.700$93K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV682$90.5K0.01%-5913F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.661$87.7K0.06%+113F-HRTimeline
Beaird Harris Wealth Management, LLC642$85.3K0.01%013F-HRTimeline
Accordant Advisory Group Inc633$84.1K0.06%013F-HRTimeline
WINNACLE WEALTH LLC633$84.1K0.06%new13F-HRTimeline
High Note Wealth, LLC579$76.9K0.02%013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP570$75.7K<0.01%013F-HRTimeline
Garde Capital, Inc.570$75.7K<0.01%013F-HRTimeline
Berkshire Money Management, Inc.566$75.2K0.01%new13F-HRTimeline
Clearstead Trust, LLC560$74.4K0.01%013F-HRTimeline
Friedenthal Financial557$74K0.04%-1513F-HRTimeline
Coston, McIsaac & Partners549$72K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC537$71.3K0.05%013F-HRTimeline
City State Bank530$70.4K0.02%013F-HRTimeline
Elequin Capital, LP518$68.8K0.01%new13F-HRTimeline
Millstone Evans Group, LLC517$68.7K0.05%013F-HRTimeline
AlphaCore Capital LLC514$68.2K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC508$67.5K<0.01%-17513F-HRTimeline
VSM Wealth Advisory, LLC506$67.3K0.02%+413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.494$66.9K0.04%013F-HRTimeline
ORG Partners LLC488$66.1K0.01%013F-HRTimeline
Financial Connections Group, Inc.497$66K0.03%013F-HRTimeline
Fortitude Family Office, LLC490$65.1K0.02%013F-HRTimeline
MilWealth Group LLC487$64.6K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.483$64.2K<0.01%+413F-HRTimeline
BALLAST ADVISORS LLC482$64K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC480$63.7K0.01%013F-HRTimeline
Rossby Financial, LCC472$62.7K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC469$62.3K0.02%+213F-HRTimeline
Farmers & Merchants Trust Co of Chamber…468$62K0.02%013F-HRTimeline
Creative Capital Management Investments…459$61K0.02%+20713F-HRTimeline
MTM Investment Management, LLC450$59.8K0.02%013F-HRTimeline
ADIRONDACK TRUST CO450$59.8K0.02%013F-HRTimeline
First PREMIER Bank447$59K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…432$57.3K<0.01%-5013F-HRTimelineGroup
Cornerstone National Bank & Trust Co420$55.8K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…416$55.4K0.01%+213F-HRTimeline
EPG Wealth Management LLC413$54.9K0.02%013F-HRTimeline
IAG Wealth Partners, LLC404$53.6K0.01%+413F-HRTimeline
CX Institutional398$53K<0.01%013F-HR/ATimeline
MORRIS FINANCIAL CONCEPTS, INC.397$52.7K0.02%-113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT396$52.6K<0.01%013F-HRTimeline
Morse Asset Management, Inc389$51.7K0.01%013F-HRTimeline
Fairman Group, LLC378$50.1K0.04%+213F-HRTimeline
Salomon & Ludwin, LLC368$50.1K<0.01%-1513F-HRTimeline
GPS Wealth Strategies Group, LLC376$49.9K0.01%+1113F-HRTimeline
Roxbury Financial LLC371$49.2K0.05%+413F-HRTimeline
Hemington Wealth Management371$49K0.01%013F-HRTimeline
Hopwood Financial Services, Inc.366$48.6K0.04%013F-HRTimeline
Horizons Wealth Management360$47.8K0.03%013F-HRTimeline
Legacy Bridge, LLC350$46.5K0.02%013F-HRTimeline
Advanced Asset Management Advisors Inc348$46.2K0.01%013F-HRTimeline
Weaver Capital Management LLC325$43.2K0.01%013F-HRTimeline
Byrne Asset Management LLC325$43.2K0.03%-17513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC323$42.9K<0.01%013F-HRTimeline
Main Street Group, LTD318$42.2K0.01%-17513F-HRTimeline
DHJJ Financial Advisors, Ltd.317$42.1K0.02%-3813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC309$41.1K0.03%+313F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC311$41K0.03%013F-HRTimeline