DVY ISHARES TR

COM (fund)

1,379 managers (1,389 13F filers) reported a position in DVY shares at 2025-12-31, 69,393,984 shares in all. 69 filers opened a position and 45 filers sold out during the quarter.

Managers: 1,379
13F filers: 1,389
New: 69
Added: 469
Reduced: 377
Sold out: 45
Shares held by filers: 69,393,984

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Global Wealth Management Investment Adv…	1,950	$275K	0.04%	-25	13F-HR Timeline
Pine Valley Investments Ltd Liability Co	1,947	$275K	0.01%	+21	13F-HR Timeline
CITY NATIONAL BANK OF FLORIDA /MSD	1,944	$274K	0.18%	-319	13F-HR Timeline
Advisors Capital Management, LLC	1,941	$274K	<0.01%	-1,033	13F-HR Timeline
Altus Wealth Group LLC	1,931	$273K	0.11%	-5	13F-HR Timeline
Legacy Advisors, LLC	1,924	$272K	0.03%	0	13F-HR Timeline
Sterling Financial Planning, Inc.	1,922	$271K	0.08%	0	13F-HR Timeline
Birchwood Financial Partners, Inc.	1,908	$269K	0.27%		13F-HR Timeline
Capital Investment Counsel, LLC	1,907	$269K	0.04%	-28	13F-HR Timeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…	1,905	$269K	0.17%	0	13F-HR Timeline
Grandview Asset Management LLC	1,905	$269K	0.07%	-299	13F-HR Timeline
CFO4Life Group, LLC	1,900	$268K	0.04%	0	13F-HR Timeline
DUDLEY CAPITAL MANAGEMENT, LLC	1,900	$268K	0.12%	0	13F-HR Timeline
VICUS CAPITAL	1,899	$268K	0.02%	+11	13F-HR Timeline
GRANDFIELD & DODD, LLC	1,899	$268K	0.02%	0	13F-HR Timeline
MITCHELL MCLEOD PUGH & WILLIAMS INC	1,721	$268K	0.04%	0	13F-HR Timeline
Olistico Wealth, LLC	1,878	$265K	0.13%	+15	13F-HR Timeline
Diversified Enterprises, LLC	1,877	$265K	0.02%	+149	13F-HR Timeline
Charis Legacy Partners, LLC	1,871	$264K	0.39%	new	13F-HR Timeline
Carson Advisory Inc.	1,870	$264K	0.14%	-139	13F-HR Timeline
Dynamic Advisor Solutions LLC	1,869	$264K	0.01%	0	13F-HR Timeline
MUSTICO FINANCIAL GROUP, INC.	1,808	$263K	0.2%	+213	13F-HR Timeline
Ironwood Investment Counsel, LLC	1,863	$263K	0.04%	-845	13F-HR Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	1,979	$263K	0.03%	+307	13F-HR Timeline Group
SPIREPOINT PRIVATE CLIENT, LLC	1,853	$262K	0.02%	0	13F-HR Timeline
Onyx Bridge Wealth Group LLC	1,851	$261K	0.03%	+9	13F-HR Timeline
American Financial Advisors, LLC	1,843	$260K	0.03%	+3	13F-HR Timeline
Cedar Wealth Management, LLC	1,840	$260K	0.08%	0	13F-HR Timeline
Triumph Capital Management	1,836	$259K	0.06%	+10	13F-HR Timeline
McKinley Carter Wealth Services, Inc.	1,835	$259K	0.01%	0	13F-HR Timeline
Anchor Investment Management, LLC	1,832	$259K	0.02%	-5	13F-HR Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	1,825	$258K	<0.01%	new	13F-HR Timeline Group
Kovack Advisors, Inc.	1,800	$254K	0.01%	new	13F-HR/A Timeline
Duncan Williams Asset Management, LLC	1,645	$254K	0.06%	+18	13F-HR Timeline
Lauterbach Financial Advisors, LLC	1,790	$253K	0.12%	0	13F-HR Timeline
SOUTH PLAINS FINANCIAL, INC.	1,788	$252K	0.15%	-220	13F-HR Timeline
Birchcreek Wealth Management, LLC	1,784	$252K	0.12%	-1,565	13F-HR Timeline
CoreFirst Bank & Trust	1,779	$251K	0.14%	0	13F-HR Timeline
NORDEN GROUP LLC	1,773	$250K	0.02%	0	13F-HR Timeline
Dala Group, LLC	1,769	$250K	0.22%		13F-HR Timeline
Maia Wealth LLC	1,593	$249K	0.04%	-130	13F-HR Timeline
ZACKS INVESTMENT MANAGEMENT	1,764	$249K	<0.01%	new	13F-HR Timeline
WALLER FINANCIAL PLANNING GROUP, INC	1,750	$247K	0.05%	new	13F-HR Timeline
Golden State Wealth Management, LLC	1,745	$246K	0.03%	+225	13F-HR Timeline
AtlasMark Financial, Inc	1,743	$246K	0.16%	0	13F-HR Timeline
Cairn Investment Group, Inc.	1,742	$246K	0.12%	0	13F-HR Timeline
Allegheny Financial Group	1,737	$245K	0.04%	+6	13F-HR Timeline
Gray Private Wealth, LLC	1,729	$244K	0.12%	0	13F-HR Timeline
Coquina Private Wealth LLC	1,720	$243K	0.19%		13F-HR Timeline
Chatterton & Associates Inc.	1,719	$243K	0.21%		13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	1,709	$241K	0.07%	-36	13F-HR Timeline
DF DENT & CO INC	1,705	$241K	<0.01%	0	13F-HR Timeline
Semus Wealth Partners LLC	1,699	$240K	0.13%	+16	13F-HR Timeline
Hickory Point Bank & Trust	1,698	$240K	0.17%	0	13F-HR Timeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…	1,697	$240K	0.09%	+50	13F-HR Timeline Group
Hoxton Planning & Management, LLC	1,695	$239K	0.07%	0	13F-HR Timeline
BCS Private Wealth Management, Inc.	1,691	$239K	0.08%	0	13F-HR Timeline
Piscataqua Savings Bank	1,690	$239K	0.17%	0	13F-HR Timeline
SARD WEALTH MANAGEMENT GROUP, LLC	1,688	$238K	0.13%	+6	13F-HR Timeline
Y-Intercept (Hong Kong) Ltd	1,682	$237K	0.01%	new	13F-HR Timeline
UHLMANN PRICE SECURITIES, LLC	1,680	$237K	0.14%	0	13F-HR Timeline
Garden State Investment Advisory Servic…	1,677	$237K	0.06%	+14	13F-HR Timeline
ADAPT WEALTH ADVISORS, LLC	1,679	$237K	0.08%	+89	13F-HR Timeline
Francis Financial, Inc.	1,675	$236K	0.05%	0	13F-HR Timeline
MIDDLETON & CO INC/MA	1,675	$236K	0.03%	0	13F-HR Timeline
TCV Trust & Wealth Management, Inc.	1,672	$236K	0.02%	-20	13F-HR Timeline
KWB Wealth	1,670	$236K	0.02%	new	13F-HR Timeline
CITIGROUP INCin group CITIGROUP INC	1,667	$235K	<0.01%	-8,682	13F-HR Timeline Group
Bison Wealth, LLC	1,608	$235K	0.03%	new	13F-HR Timeline
BURNEY CO/	1,662	$235K	0.01%	new	13F-HR Timeline
Insight Inv LLC	1,662	$235K	0.13%	0	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	1,661	$234K	0.06%	0	13F-HR Timeline
Slagle Financial, LLC	1,658	$234K	0.08%	new	13F-HR Timeline
Smith Partners Wealth Management, LLC	1,650	$233K	0.21%		13F-HR Timeline
Wealth Advisory Solutions, LLC	1,648	$233K	0.05%	0	13F-HR Timeline
Clearstead Trust, LLC	1,643	$232K	0.04%	0	13F-HR Timeline
Chemistry Wealth Management LLC	1,640	$231K	0.04%	-17	13F-HR Timeline
MONECO ADVISORS, LLC	1,640	$231K	0.02%	+2	13F-HR Timeline
Allred Capital Management, LLC	1,633	$231K	0.08%	0	13F-HR Timeline
Morton Capital Management LLC/CA	1,638	$231K	0.04%	0	13F-HR Timeline
FIRST MERCHANTS CORP	1,632	$230K	0.01%	0	13F-HR Timeline
Oldfather Financial Services, LLC	1,631	$230K	0.07%	+211	13F-HR Timeline
Pacific Wealth Strategies Group, Inc.	1,628	$230K	0.13%	new	13F-HR Timeline
Berman McAleer LLC	1,628	$230K	0.03%	0	13F-HR Timeline
ARS Wealth Advisors Group, LLC	1,628	$230K	0.02%	0	13F-HR Timeline
Unified Investment Management	1,627	$230K	0.23%	0	13F-HR Timeline
Visionary Wealth Advisors	1,626	$230K	0.01%	+9	13F-HR Timeline
1 NORTH WEALTH SERVICES LLC	1,625	$229K	0.08%	0	13F-HR Timeline
TUCKER ASSET MANAGEMENT LLC	1,621	$229K	0.07%	0	13F-HR Timeline
Crumly & Associates Inc.	1,619	$228K	0.05%	+12	13F-HR Timeline
Houlihan Financial Resource Group, Ltd.	1,524	$228K	0.09%	new	13F-HR Timeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC	1,616	$228K	0.01%	0	13F-HR Timeline Group
TABR Capital Management, LLC	1,613	$228K	0.15%	+4	13F-HR/A Timeline
Ring Mountain Capital, LLC	1,533	$226K	0.12%	-116	13F-HR Timeline
Firestone Capital Management	1,601	$226K	0.05%	0	13F-HR Timeline
CARDEROCK CAPITAL MANAGEMENT INC	1,600	$226K	0.05%	0	13F-HR Timeline
ARQ WEALTH ADVISORS, LLC	1,600	$226K	0.06%	0	13F-HR Timeline
KOM Wealth Management Group, LLC	1,596	$225K	0.16%	+17	13F-HR Timeline
United Asset Strategies, Inc.	1,592	$225K	0.02%	0	13F-HR Timeline
FIDELITY D & D BANCORP INC	1,589	$224K	0.1%	-25	13F-HR Timeline
Green Ridge Wealth Planning LLC	1,587	$224K	0.11%		13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	1,583	$223K	0.08%	-387	13F-HR Timeline
Seneca Financial Advisors LLC	1,581	$223K	0.07%	+8	13F-HR Timeline
HOWARD WEALTH MANAGEMENT, LLC	1,576	$223K	0.1%	+2	13F-HR Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC	1,576	$222K	0.05%	0	13F-HR Timeline
Wick Capital Partners, LLC	1,574	$222K	0.04%	0	13F-HR/A Timeline
Van Hulzen Asset Management, LLC	1,567	$221K	0.02%	0	13F-HR Timeline
Azimuth Capital Investment Management L…	1,567	$221K	0.01%	0	13F-HR Timeline
Hubbell Strickland Wealth Management, L…	1,566	$221K	0.09%	+18	13F-HR Timeline
Indivisible Partners	1,561	$220K	0.02%		13F-HR Timeline
STERLING INVESTMENT ADVISORS LLC /ADV	1,559	$220K	0.11%	0	13F-HR Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC	1,554	$219K	0.01%	-71	13F-HR Timeline
Capital Square, LLC	1,553	$219K	0.11%	new	13F-HR Timeline
Summit Asset Management, LLC	1,550	$219K	0.03%	+50	13F-HR Timeline
Breakwater Investment Management	1,548	$218K	0.08%	0	13F-HR Timeline
Manuka Financial, LLC	1,548	$218K	0.14%	0	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	1,547	$218K	<0.01%	-623	13F-HR Timeline
Northstar Advisory Group, LLC	1,544	$218K	0.08%	+4	13F-HR Timeline
Braeburn Wealth Management LLC	1,543	$218K	0.11%		13F-HR Timeline
MRWM Advisors, LLC	1,537	$217K	0.12%	0	13F-HR Timeline
Institute for Wealth Management, LLC.	1,530	$216K	0.02%	0	13F-HR Timeline
GAMMA Investing LLC	1,524	$215K	0.01%	0	13F-HR Timeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC	1,521	$215K	<0.01%	-4	13F-HR Timeline Group
Dentgroup LLC	1,519	$214K	0.15%	0	13F-HR Timeline
LVM CAPITAL MANAGEMENT LTD/MI	1,516	$214K	0.02%	0	13F-HR Timeline
Iron Gate Global Advisors LLC	1,511	$213K	0.02%	0	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	1,510	$213K	0.01%	0	13F-HR Timeline Group
SAXON INTERESTS, INC.	1,504	$212K	0.08%	0	13F-HR Timeline
Petros Family Wealth, LLC	1,500	$212K	0.14%	new	13F-HR Timeline
Sand Hill Global Advisors, LLC	1,500	$212K	0.01%	0	13F-HR Timeline
Diversified Portfolios, Inc.	1,500	$212K	0.02%	0	13F-HR Timeline
Moisand Fitzgerald Tamayo, LLC	1,500	$212K	0.02%	0	13F-HR Timeline
Asio Capital, LLC	1,500	$212K	0.03%	0	13F-HR Timeline
LifeWealth Investments, LLC	1,500	$212K	0.07%	0	13F-HR Timeline
Topsail Wealth Management, LLC	1,500	$212K	0.03%	0	13F-HR Timeline
Post Resch Tallon Group Inc.	1,500	$212K	0.18%	0	13F-HR Timeline
Intellus Advisors LLC	1,499	$212K	0.03%	-1	13F-HR Timeline
Curry Webb Wealth Management LLC	1,492	$211K	0.1%		13F-HR Timeline
Mission Hills Financial Advisory, LLC	1,490	$210K	0.11%	new	13F-HR Timeline
Confluence Wealth Services, Inc.	1,490	$210K	0.01%	+10	13F-HR Timeline
LJI Wealth Management, LLC	1,481	$209K	0.03%	0	13F-HR Timeline
Segment Wealth Management, LLC	1,480	$209K	0.01%	0	13F-HR Timeline
PACES FERRY WEALTH ADVISORS, LLC	1,477	$208K	0.08%	new	13F-HR Timeline
American Trust	1,463	$206K	0.02%	-617	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	1,459	$206K	0.05%	0	13F-HR Timeline
Harbour Capital Advisors, LLC	1,441	$206K	0.04%	0	13F-HR Timeline
SAGE RHINO CAPITAL LLC	1,455	$205K	0.04%	0	13F-HR Timeline
Riverview Capital Advisers, LLC	1,455	$205K	0.06%	0	13F-HR Timeline
Bridgewealth Advisory Group, LLC	1,450	$205K	0.05%	0	13F-HR Timeline
AFT, FORSYTH & COMPANY, INC.	1,448	$204K	0.09%	+7	13F-HR Timeline
Founders Financial Alliance, LLC	1,447	$204K	0.04%	-715	13F-HR Timeline
FINANCIAL MANAGEMENT NETWORK INC	1,430	$204K	0.03%	0	13F-HR Timeline
Salomon & Ludwin, LLC	1,420	$204K	0.02%	-4	13F-HR Timeline
AJ Advisors, LLC	1,439	$203K	0.07%	+16	13F-HR Timeline
Berger Financial Group, Inc	1,433	$202K	0.01%	-36	13F-HR Timeline
Dunhill Financial, LLC	1,430	$202K	0.05%	-272	13F-HR Timeline
Charter Oak Capital Management, LLC	1,422	$201K	0.02%	0	13F-HR Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp	1,419	$200K	0.01%	0	13F-HR Timeline Group
Parkside Financial Bank & Trust	1,409	$199K	0.01%	-216	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	1,390	$196K	0.01%	-450	13F-HR Timeline
SFAM, LLC	1,360	$192K	0.18%		13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	1,339	$189K	0.02%	+15	13F-HR Timeline Group
Armor Investment Advisors, LLC	1,286	$182K	0.07%	-76	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	1,280	$181K	0.05%	-108	13F-HR Timeline Group
Missouri Trust & Investment Co	1,270	$179K	0.05%	0	13F-HR Timeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC	1,266	$179K	0.01%	+200	13F-HR Timeline Group
GRAND WEALTH MANAGEMENT, LLC	1,256	$177K	0.08%	+357	13F-HR Timeline
LRI Investments, LLC	1,255	$177K	0.01%	0	13F-HR Timeline
Qube Research & Technologies Ltd	1,248	$176K	<0.01%	+544	13F-HR Timeline
EVOLUTION WEALTH MANAGEMENT INC.	1,238	$175K	0.14%	new	13F-HR Timeline
SRH ADVISORS, LLC	1,232	$174K	0.05%	0	13F-HR Timeline
FIRST FINANCIAL CORP /IN/	1,211	$171K	0.06%	0	13F-HR Timeline
Cranbrook Wealth Management, LLC	1,211	$171K	0.03%	-70	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	1,205	$170K	0.01%	+390	13F-HR Timeline
Physician Wealth Advisors, Inc.	1,198	$169K	0.02%	+1	13F-HR Timeline
WealthShield Partners, LLC	1,197	$169K	0.02%	+18	13F-HR Timeline
Riverview Trust Co	1,196	$169K	0.2%	0	13F-HR Timeline
Westend Capital Management, LLC	1,180	$167K	0.05%	0	13F-HR Timeline
Measured Wealth Private Client Group, L…	1,163	$164K	0.04%	-268	13F-HR Timeline
Glass Jacobson Investment Advisors llc	1,151	$162K	0.06%	+13	13F-HR Timeline
Cherry Tree Wealth Management, LLC	1,145	$162K	0.03%	0	13F-HR Timeline
Hanson & Doremus Investment Management	1,127	$159K	0.02%	0	13F-HR Timeline
TrustBankin group TrustBank	1,125	$159K	0.07%		13F-HR Timeline Group
NBT BANK, N.A.in group NBT BANK, N.A.	1,108	$156K	0.01%	-15	13F-HR Timeline Group
CNB Bank	1,102	$156K	0.06%	0	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	1,094	$154K	0.04%	0	13F-HR Timeline
OLD SECOND NATIONAL BANK OF AURORA	1,090	$154K	0.03%	0	13F-HR Timeline
SageView Advisory Group, LLC	1,088	$154K	0.01%	new	13F-HR Timeline
Rialto Wealth Management, LLC	1,087	$153K	0.04%	0	13F-HR Timeline
Rossmore Private Capital	1,050	$148K	0.01%	0	13F-HR Timeline
Blue Trust, Inc.	1,045	$147K	<0.01%	-15	13F-HR Timeline
Crews Bank & Trust	1,038	$147K	0.02%	0	13F-HR Timeline
Capital Investment Counsel, Inc	1,034	$146K	0.02%	new	13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	1,020	$144K	0.02%	+12	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	1,015	$143K	<0.01%	-238	13F-HR Timeline Group
Ancora Advisors LLCin group Ancora Advisors LLC	1,009	$142K	<0.01%	0	13F-HR Timeline Group
Cornerstone Financial Management LLC	1,000	$141K	0.13%		13F-HR/A Timeline
COUNTRY TRUST BANK	993	$140K	<0.01%	-100	13F-HR Timeline
PEOPLES FINANCIAL SERVICES CORP.	951	$134K	0.06%	0	13F-HR Timeline
Crewe Advisors LLC	951	$134K	0.01%	+9	13F-HR Timeline