DVY ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Semus Wealth Partners LLC	1,683	$239K	0.14%	-44	13F-HR Timeline
SARD WEALTH MANAGEMENT GROUP, LLC	1,682	$239K	0.14%	+6	13F-HR Timeline
UHLMANN PRICE SECURITIES, LLC	1,680	$239K	0.15%	0	13F-HR Timeline
Francis Financial, Inc.	1,675	$238K	0.04%	0	13F-HR Timeline
MIDDLETON & CO INC/MA	1,675	$238K	0.03%	0	13F-HR Timeline
Garden State Investment Advisory Servic…	1,663	$236K	0.06%	+40	13F-HR Timeline
Insight Inv LLC	1,662	$236K	0.14%	0	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	1,661	$236K	0.06%	new	13F-HR Timeline
Pasadena Private Wealth, LLC	1,660	$236K	0.03%	+5	13F-HR Timeline
Chemistry Wealth Management LLC	1,657	$235K	0.05%	0	13F-HR Timeline
Wealth Advisory Solutions, LLC	1,648	$234K	0.06%	0	13F-HR Timeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…	1,647	$234K	0.09%	0	13F-HR Timeline Group
Ring Mountain Capital, LLC	1,649	$234K	0.13%	-59	13F-HR Timeline
Clearstead Trust, LLC	1,643	$233K	0.04%	+1,083	13F-HR Timeline
MONECO ADVISORS, LLC	1,638	$233K	0.02%	+1	13F-HR Timeline
Morton Capital Management LLC/CA	1,638	$233K	0.04%	0	13F-HR Timeline
FIRST MERCHANTS CORP	1,632	$232K	0.01%	0	13F-HR Timeline
Allred Capital Management, LLC	1,633	$232K	0.08%	0	13F-HR Timeline
Berman McAleer LLC	1,628	$231K	0.03%		13F-HR Timeline
ARS Wealth Advisors Group, LLC	1,628	$231K	0.02%	0	13F-HR Timeline
Unified Investment Management	1,627	$231K	0.23%	0	13F-HR Timeline
Duncan Williams Asset Management, LLC	1,627	$231K	0.07%	+15	13F-HR Timeline
Parkside Financial Bank & Trust	1,625	$231K	0.02%	+1	13F-HR Timeline
1 NORTH WEALTH SERVICES LLC	1,625	$231K	0.09%	-6	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	1,625	$231K	0.02%	-7	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	1,621	$230K	0.07%	+1,519	13F-HR Timeline
Visionary Wealth Advisors	1,617	$230K	0.01%	-66	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	1,616	$230K	0.01%	+22	13F-HR Timeline Group
FIDELITY D & D BANCORP INC	1,614	$229K	0.13%	0	13F-HR Timeline
SAGESPRING WEALTH PARTNERS, LLC	1,613	$229K	<0.01%	+52	13F-HR Timeline
Crumly & Associates Inc.	1,607	$228K	0.05%	new	13F-HR Timeline
TABR Capital Management, LLC	1,609	$228K	0.16%	+14	13F-HR Timeline
Firestone Capital Management	1,601	$228K	0.05%	0	13F-HR Timeline
ASHTON THOMAS SECURITIES, LLC	1,600	$227K	0.03%	new	13F-HR Timeline
CARDEROCK CAPITAL MANAGEMENT INC	1,600	$227K	0.06%	0	13F-HR Timeline
ARQ WEALTH ADVISORS, LLC	1,600	$227K	0.07%	0	13F-HR Timeline
OneAscent Family Office, LLCin group OneAscent Financial Services …	1,600	$227K	0.18%	0	13F-HR Timeline Group
MUSTICO FINANCIAL GROUP, INC.	1,595	$226K	0.23%	new	13F-HR Timeline
United Asset Strategies, Inc.	1,592	$226K	0.02%	0	13F-HR Timeline
ADAPT WEALTH ADVISORS, LLC	1,590	$226K	0.08%	0	13F-HR Timeline
KOM Wealth Management Group, LLC	1,579	$224K	0.17%	+5	13F-HR Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC	1,576	$224K	0.05%	new	13F-HR Timeline
HOWARD WEALTH MANAGEMENT, LLC	1,574	$224K	0.1%	-34	13F-HR Timeline
Wick Capital Partners, LLC	1,574	$224K	0.05%	-466	13F-HR Timeline
Seneca Financial Advisors LLC	1,573	$224K	0.07%	+9	13F-HR Timeline
Van Hulzen Asset Management, LLC	1,567	$223K	0.02%	0	13F-HR Timeline
Azimuth Capital Investment Management L…	1,567	$223K	0.01%	0	13F-HR Timeline
SCRATCH CAPITAL LLC	1,565	$222K	0.15%	new	13F-HR Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	1,672	$222K	0.03%	-368	13F-HR Timeline Group
STERLING INVESTMENT ADVISORS LLC /ADV	1,559	$222K	0.11%	-935	13F-HR Timeline
Hubbell Strickland Wealth Management, L…	1,548	$220K	0.09%	+14	13F-HR Timeline
Breakwater Investment Management	1,548	$220K	0.08%	-10	13F-HR Timeline
Manuka Financial, LLC	1,548	$220K	0.14%	-367	13F-HR Timeline
Rise Advisors, LLC	1,544	$219K	0.08%	0	13F-HR Timeline
Northstar Advisory Group, LLC	1,540	$219K	0.09%	-71	13F-HR Timeline
MRWM Advisors, LLC	1,537	$218K	0.12%	0	13F-HR Timeline
Institute for Wealth Management, LLC.	1,530	$217K	0.02%	-100	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	1,525	$217K	<0.01%	-10	13F-HR Timeline Group
GAMMA Investing LLC	1,524	$217K	0.01%	+18	13F-HR Timeline
Golden State Wealth Management, LLC	1,520	$216K	0.02%	-46	13F-HR Timeline
Dentgroup LLC	1,519	$216K	0.14%	0	13F-HR Timeline
LVM CAPITAL MANAGEMENT LTD/MI	1,516	$215K	0.02%	0	13F-HR Timeline
Community Financial Services Group, LLC	1,511	$215K	0.04%	new	13F-HR Timeline
Iron Gate Global Advisors LLC	1,511	$215K	0.02%	0	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	1,510	$215K	0.01%	-229	13F-HR Timeline Group
Nilsine Partners, LLC	1,506	$214K	0.02%	0	13F-HR Timeline
Fiduciary Alliance LLC	1,504	$214K	0.01%	-26	13F-HR Timeline
SAXON INTERESTS, INC.	1,504	$213K	0.08%	0	13F-HR Timeline
Sand Hill Global Advisors, LLC	1,500	$213K	0.01%	new	13F-HR Timeline
Summit Asset Management, LLC	1,500	$213K	0.03%	new	13F-HR Timeline
Diversified Portfolios, Inc.	1,500	$213K	0.02%	new	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	1,500	$213K	0.03%	0	13F-HR Timeline
Asio Capital, LLC	1,500	$213K	0.03%	new	13F-HR Timeline
LifeWealth Investments, LLC	1,500	$213K	0.07%	new	13F-HR/A Timeline
Intellus Advisors LLC	1,500	$213K	0.03%	new	13F-HR Timeline
Topsail Wealth Management, LLC	1,500	$213K	0.04%	0	13F-HR Timeline
Post Resch Tallon Group Inc.	1,500	$213K	0.19%	new	13F-HR Timeline
LJI Wealth Management, LLC	1,481	$210K	0.04%	new	13F-HR Timeline
Segment Wealth Management, LLC	1,480	$210K	0.01%	new	13F-HR Timeline
ELEVATION POINT WEALTH PARTNERS, LLC	1,480	$210K	0.01%	+1,450	13F-HR Timeline
Confluence Wealth Services, Inc.	1,480	$210K	0.01%	-79	13F-HR Timeline
OAK HILL WEALTH ADVISORS, LLC	1,478	$210K	0.04%	0	13F-HR Timeline
Foundations Investment Advisors, LLC	1,476	$210K	<0.01%	-2,173	13F-HR Timeline
Berger Financial Group, Inc	1,469	$209K	0.01%	new	13F-HR Timeline
COLLECTIVE FAMILY OFFICE LLC	1,463	$208K	0.05%	new	13F-HR Timeline
PARTNERS WEALTH MANAGEMENT, LLC	1,460	$208K	0.2%	new	13F-HR Timeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…	1,460	$207K	<0.01%	-300	13F-HR Timeline Group
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	1,459	$207K	0.05%	new	13F-HR Timeline
SAGE RHINO CAPITAL LLC	1,455	$207K	0.04%	new	13F-HR Timeline
Riverview Capital Advisers, LLC	1,455	$207K	0.06%	new	13F-HR Timeline
Bridgewealth Advisory Group, LLC	1,450	$206K	0.05%	new	13F-HR Timeline
Octavia Wealth Advisors, LLC	1,445	$205K	0.02%	-95	13F-HR Timeline
Harbour Capital Advisors, LLC	1,441	$205K	0.04%	new	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	1,441	$205K	0.1%	new	13F-HR Timeline
RENASANT BANK	1,440	$205K	0.13%	-545	13F-HR Timeline
FINANCIAL MANAGEMENT NETWORK INC	1,430	$204K	0.03%	new	13F-HR Timeline
Salomon & Ludwin, LLC	1,424	$204K	0.02%	+1,056	13F-HR Timeline
Measured Wealth Private Client Group, L…	1,431	$203K	0.05%	new	13F-HR Timeline
Gitterman Wealth Management, LLC	1,431	$203K	0.05%	0	13F-HR Timeline
AJ Advisors, LLC	1,423	$202K	0.08%	-171	13F-HR Timeline
Charter Oak Capital Management, LLC	1,422	$202K	0.02%	new	13F-HR Timeline
Oldfather Financial Services, LLC	1,420	$202K	0.06%	new	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	1,419	$202K	0.01%	new	13F-HR Timeline Group
RiverGlades Family Offices LLC	1,410	$200K	0.12%	new	13F-HR Timeline
Costello Asset Management, INC	1,398	$199K	0.07%	+10	13F-HR Timeline
Larson Financial Group LLC	1,394	$198K	0.01%	+6	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	1,388	$197K	0.05%	0	13F-HR Timeline Group
Armor Investment Advisors, LLC	1,362	$194K	0.06%	-1,449	13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	1,324	$188K	0.03%	+11	13F-HR Timeline Group
Tortoise Investment Management, LLC	1,285	$183K	0.02%	-64	13F-HR Timeline
Cranbrook Wealth Management, LLC	1,281	$182K	0.04%	0	13F-HR Timeline
Missouri Trust & Investment Co	1,270	$180K	0.05%	0	13F-HR Timeline
North Capital, Inc.	1,264	$180K	0.14%	+1	13F-HR Timeline
LRI Investments, LLC	1,255	$178K	0.01%	0	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	1,253	$178K	<0.01%	-62	13F-HR Timeline Group
SRH ADVISORS, LLC	1,232	$175K	0.05%	0	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	1,211	$172K	0.07%	0	13F-HR Timeline
Physician Wealth Advisors, Inc.	1,197	$170K	0.02%	0	13F-HR Timeline
Riverview Trust Co	1,196	$170K	0.21%	0	13F-HR Timeline
Westend Capital Management, LLC	1,180	$168K	0.05%	0	13F-HR Timeline
WealthShield Partners, LLC	1,179	$168K	0.02%	0	13F-HR Timeline
Cherry Tree Wealth Management, LLC	1,145	$163K	0.04%	0	13F-HR Timeline
CROWLEY WEALTH MANAGEMENT, INC.	1,145	$163K	0.13%	+225	13F-HR Timeline
Glass Jacobson Investment Advisors llc	1,138	$162K	0.06%	+10	13F-HR Timeline
Hanson & Doremus Investment Management	1,127	$160K	0.02%	0	13F-HR Timeline
NBT BANK, N.A.in group NBT BANK, N.A.	1,123	$160K	0.01%	0	13F-HR Timeline Group
CNB Bank	1,102	$157K	0.07%	0	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	1,094	$155K	0.04%	0	13F-HR Timeline
COUNTRY TRUST BANK	1,093	$155K	<0.01%	0	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	1,090	$155K	0.03%	-20	13F-HR Timeline
Rialto Wealth Management, LLC	1,087	$154K	0.04%	0	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	1,066	$151K	0.01%	-20	13F-HR Timeline Group
Blue Trust, Inc.	1,060	$151K	<0.01%	0	13F-HR Timeline
Rossmore Private Capital	1,050	$149K	0.02%	new	13F-HR Timeline
Crews Bank & Trust	1,038	$148K	0.02%	0	13F-HR Timeline
Lowe Wealth Advisors, LLC	1,017	$145K	0.05%	0	13F-HR Timeline
First Command Advisory Services, Inc.	1,015	$144K	<0.01%	new	13F-HR Timeline
Ancora Advisors LLCin group Ancora Advisors LLC	1,009	$143K	<0.01%	-323	13F-HR Timeline Group
RAFFA WEALTH MANAGEMENT, LLC	1,008	$143K	0.03%	+9	13F-HR Timeline
PEOPLES FINANCIAL SERVICES CORP.	951	$135K	0.06%	0	13F-HR Timeline
Crewe Advisors LLC	942	$134K	0.01%	+6	13F-HR Timeline
ARMSTRONG ADVISORY GROUP, INC	935	$133K	0.01%	0	13F-HR Timeline
GRAND WEALTH MANAGEMENT, LLC	899	$128K	0.06%	0	13F-HR Timeline
Financial Life Planners	870	$124K	0.08%	new	13F-HR Timeline
Gen-Wealth Partners Inc	823	$117K	0.04%	0	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	815	$116K	<0.01%	new	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	795	$113K	0.01%	new	13F-HR Timeline
MATRIX PRIVATE CAPITAL GROUP LLC	793	$113K	0.06%	0	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	788	$112K	0.01%	new	13F-HR Timeline
CALDWELL SUTTER CAPITAL, INC.	756	$107K	0.05%	0	13F-HR Timeline
Davis Capital Management	752	$107K	0.07%		13F-HR Timeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…	748	$106K	<0.01%	-30	13F-HR Timeline Group
Finley Financial, LLC	730	$104K	0.05%	0	13F-HR Timeline
Sterling Capital Management LLC	720	$102K	<0.01%	-112	13F-HR Timeline
Qube Research & Technologies Ltd	704	$100K	<0.01%	+446	13F-HR Timeline
MCF Advisors LLC	676	$96.1K	0.01%	-25	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	661	$93.8K	0.06%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	656	$93.3K	0.01%	-26	13F-HR Timeline
Key Financial Inc	647	$92.1K	0.02%	-117	13F-HR Timeline
Beaird Harris Wealth Management, LLC	642	$91.2K	0.01%	0	13F-HR Timeline
Accordant Advisory Group Inc	633	$90K	0.06%	0	13F-HR Timeline
Financial Network Wealth Advisors LLC	611	$86.8K	0.09%	-97	13F-HR Timeline
High Note Wealth, LLC	579	$82.3K	0.02%	0	13F-HR Timeline
SCHRODER INVESTMENT MANAGEMENT GROUP	570	$81K	<0.01%	0	13F-HR Timeline
Friedenthal Financial	557	$79.2K	0.04%	0	13F-HR Timeline
Coston, McIsaac & Partners	549	$78K	0.02%	0	13F-HR Timeline
Nalls Sherbakoff Group, LLC	537	$76.3K	0.05%	0	13F-HR Timeline
City State Bank	530	$75.3K	0.02%	0	13F-HR Timeline
AlphaCore Capital LLC	518	$73.7K	<0.01%	+4	13F-HR Timeline
Millstone Evans Group, LLC	518	$73.6K	0.05%	+1	13F-HR Timeline
VSM Wealth Advisory, LLC	510	$72.5K	0.02%	+4	13F-HR Timeline
Fairway Wealth LLC	500	$71K	0.02%	new	13F-HR Timeline
RICHARDSON FINANCIAL SERVICES INC.	494	$70.2K	0.04%	0	13F-HR Timeline
Financial Connections Group, Inc.	497	$70K	0.03%	0	13F-HR Timeline
Fortitude Family Office, LLC	490	$69.6K	0.02%	0	13F-HR Timeline
ORG Partners LLC	488	$69.3K	0.01%	0	13F-HR Timeline
MilWealth Group LLC	487	$69.1K	0.02%	0	13F-HR Timeline
BALLAST ADVISORS LLC	482	$68.5K	0.02%	0	13F-HR Timeline
WFA Asset Management Corp	506	$68.3K	0.04%	-414	13F-HR Timeline
N.E.W. Advisory Services LLC	480	$68.2K	0.01%	0	13F-HR Timeline
Rossby Financial, LCC	472	$67.2K	0.02%	0	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	472	$67.1K	0.02%	+3	13F-HR/A Timeline
Farmers & Merchants Trust Co of Chamber…	468	$67K	0.02%	0	13F-HR Timeline
First PREMIER Bank	447	$64K	0.01%	0	13F-HR Timeline
ADIRONDACK TRUST CO	450	$63.9K	0.02%	0	13F-HR Timeline
GHP Investment Advisors, Inc.	444	$63.1K	<0.01%	-39	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	432	$61.3K	<0.01%	0	13F-HR Timeline Group
Cornerstone National Bank & Trust Co	420	$59.7K	0.02%	0	13F-HR Timeline
MTM Investment Management, LLC	415	$59K	0.02%	-35	13F-HR Timeline
EPG Wealth Management LLC	414	$58.8K	0.02%	+1	13F-HR Timeline
IAG Wealth Partners, LLC	407	$57.9K	0.01%	+3	13F-HR Timeline
CX Institutional	399	$57K	<0.01%	+1	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	397	$56.4K	0.02%	0	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	396	$56.3K	<0.01%	0	13F-HR Timeline
Morse Asset Management, Inc	389	$55.3K	0.01%	0	13F-HR Timeline
Fairman Group, LLC	379	$53.9K	0.04%	+1	13F-HR Timeline
GPS Wealth Strategies Group, LLC	376	$53.5K	0.01%	0	13F-HR Timeline
Murphy & Mullick Capital Management Corp	382	$53.2K	0.04%	+76	13F-HR Timeline
Roxbury Financial LLC	373	$53K	0.05%	+2	13F-HR Timeline
Hopwood Financial Services, Inc.	366	$52K	0.03%	0	13F-HR Timeline