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Disclosery

DVY ISHARES TR

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COM (fund)

1,412 managers (1,427 13F filers) reported a position in DVY shares at 2026-03-31, 68,394,940 shares in all. 98 filers opened a position and 59 filers sold out during the quarter.

Managers
1,412
13F filers
1,427
New
98
Added
458
Reduced
438
Sold out
59
Shares held by filers
68,394,940

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CFO CAPITAL MANAGEMENT LLC2,043$288K0.24%013F-HRTimeline
Advisors Capital Management, LLC1,900$288K<0.01%-4113F-HRTimeline
BANTAMAC CAPITAL, LLC1,900$288K0.21%-6013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC1,900$288K0.13%013F-HRTimeline
Golden State Wealth Management, LLC1,888$286K0.03%+14313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,881$285K0.05%-7,34613F-HRTimeline
Olistico Wealth, LLC1,878$284K0.14%013F-HRTimeline
CALTON & ASSOCIATES, INC.1,867$283K0.04%-65213F-HRTimeline
Grandview Asset Management LLC1,866$283K0.08%-3913F-HRTimeline
CAPE ANN SAVINGS BANK1,865$282K0.14%new13F-HRTimeline
Carson Advisory Inc.1,853$281K0.15%-1713F-HRTimeline
Ironwood Investment Counsel, LLC1,849$280K0.04%-1413F-HRTimeline
Anchor Investment Management, LLC1,845$279K0.02%+1313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,845$279K0.01%-20013F-HRTimeline
Cedar Wealth Management, LLC1,840$279K0.08%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,838$278K0.03%-1513F-HRTimeline
Triumph Capital Management1,836$278K0.06%013F-HRTimeline
McKinley Carter Wealth Services, Inc.1,835$278K0.02%013F-HRTimeline
Victrix Investment Advisors1,820$276K0.1%-30013F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.1,808$275K0.19%013F-HRTimeline
Sand Hill Global Advisors, LLC1,808$274K0.01%+30813F-HRTimeline
Altus Wealth Group LLC1,807$274K0.11%-12413F-HRTimeline
Madrona Financial Services, LLC1,801$273K0.06%-2,29113F-HRTimeline
Southland Equity Partners LLC1,799$272K0.05%-91913F-HRTimeline
Kovack Advisors, Inc.1,801$272K0.01%+113F-HRTimeline
1ST SOURCE BANK1,798$272K0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,795$272K0.01%+11313F-HRTimeline
Providence Capital Advisors, LLC1,793$271K0.04%-1,47113F-HRTimeline
Wealth Advisory Solutions, LLC1,793$271K0.06%+14513F-HRTimeline
Lauterbach Financial Advisors, LLC1,790$271K0.13%013F-HRTimeline
Tulsa Wealth Advisors, INC1,789$271K0.05%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,788$271K0.16%013F-HRTimeline
Birchcreek Wealth Management, LLC1,786$270K0.13%+213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,785$270K0.01%+16913F-HRTimelineGroup
CoreFirst Bank & Trust1,779$269K0.14%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,775$269K<0.01%+1113F-HRTimeline
NORDEN GROUP LLC1,773$268K0.03%013F-HRTimeline
Dala Group, LLC1,771$268K0.22%+213F-HRTimeline
Confluence Wealth Services, Inc.1,770$268K0.01%+28013F-HRTimeline
TOWER BRIDGE ADVISORS1,750$265K0.03%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC1,749$265K0.28%new13F-HRTimeline
Cairn Investment Group, Inc.1,742$264K0.13%013F-HRTimeline
Coquina Private Wealth LLC1,742$264K0.21%+2213F-HRTimeline
Allegheny Financial Group1,741$264K0.04%+413F-HRTimeline
Gray Private Wealth, LLC1,729$262K0.13%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC1,721$261K0.04%013F-HRTimeline
Van Hulzen Asset Management, LLC1,717$260K0.02%+15013F-HRTimeline
MOTCO1,711$259K0.02%-1,04013F-HRTimeline
Semus Wealth Partners LLC1,711$259K0.14%+1213F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,709$259K0.07%013F-HRTimeline
Hickory Point Bank & Trust1,698$257K0.17%013F-HRTimeline
Strategic Blueprint, LLC1,695$257K0.01%new13F-HRTimeline
Hoxton Planning & Management, LLC1,695$257K0.08%013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC1,693$256K0.14%+513F-HRTimeline
BCS Private Wealth Management, Inc.1,691$256K0.08%013F-HRTimeline
Piscataqua Savings Bank1,690$256K0.18%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC1,680$254K0.09%+113F-HRTimeline
UHLMANN PRICE SECURITIES, LLC1,680$254K0.02%013F-HRTimeline
MIDDLETON & CO INC/MA1,675$254K0.03%013F-HRTimeline
Francis Financial, Inc.1,675$254K0.05%013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,672$253K0.09%-2513F-HRTimelineGroup
American Financial Advisors, LLC1,658$251K0.03%-18513F-HRTimeline
Onyx Bridge Wealth Group LLC1,657$251K0.03%-19413F-HRTimeline
Smith Partners Wealth Management, LLC1,650$250K0.22%013F-HRTimeline
IFG Advisory, LLC1,647$249K0.71%-42,41513F-HRTimeline
Clearstead Trust, LLC1,643$249K0.04%013F-HRTimeline
Chemistry Wealth Management LLC1,640$248K0.04%013F-HRTimeline
Morton Capital Management LLC/CA1,638$248K0.04%013F-HRTimeline
FIRST MERCHANTS CORP1,632$247K0.01%013F-HRTimeline
OFS Enterprise LLC1,631$247K0.07%13F-HRTimeline
Pacific Wealth Strategies Group, Inc.1,628$246K0.15%013F-HRTimeline
Berman McAleer LLC1,628$246K0.03%013F-HRTimeline
Allred Capital Management, LLC1,633$246K0.09%013F-HRTimeline
Unified Investment Management1,627$246K0.25%013F-HRTimeline
Crumly & Associates Inc.1,627$246K0.05%+813F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,625$246K0.09%013F-HRTimeline
AtlasMark Financial, Inc1,743$246K0.16%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,621$245K0.07%013F-HRTimeline
Canandaigua National Trust Co of Florida1,617$245K0.2%new13F-HRTimeline
Bison Wealth, LLC1,608$244K0.02%013F-HRTimeline
Visionary Wealth Advisors1,602$243K0.01%-2413F-HRTimeline
Firestone Capital Management1,601$242K0.05%013F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC1,600$242K0.06%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC1,600$242K0.04%013F-HRTimeline
Madison Wealth Partners, Inc1,600$242K0.04%-69513F-HRTimeline
Legacy Advisors, LLC1,599$242K0.03%-32513F-HRTimeline
Maia Wealth LLC1,595$241K0.04%+213F-HRTimeline
Harbour Capital Advisors, LLC1,590$241K0.05%+14913F-HRTimeline
Seneca Financial Advisors LLC1,593$241K0.07%+1213F-HRTimeline
United Asset Strategies, Inc.1,592$241K0.02%013F-HRTimeline
FIDELITY D & D BANCORP INC1,589$241K0.1%013F-HRTimeline
Green Ridge Wealth Planning LLC1,587$240K0.13%013F-HRTimeline
Empowered Funds, LLC1,578$239K<0.01%new13F-HR/ATimeline
Hubbell Strickland Wealth Management, L…1,578$239K0.1%+1213F-HRTimeline
Wick Capital Partners, LLC1,574$238K0.04%013F-HRTimeline
KOM Wealth Management Group, LLC1,573$238K0.16%-2313F-HRTimeline
Berger Financial Group, Inc1,569$238K0.01%+13613F-HRTimeline
Azimuth Capital Investment Management L…1,567$237K0.01%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC1,562$237K0.05%-1413F-HRTimeline
Indivisible Partners1,561$236K0.02%013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV1,559$236K0.11%013F-HRTimeline
KWB Wealth1,670$236K0.02%013F-HRTimeline
Duncan Williams Asset Management, LLC1,553$235K0.07%-9213F-HRTimeline
PLIMOTH TRUST CO LLC1,550$235K0.05%new13F-HRTimeline
Breakwater Investment Management1,548$234K0.09%013F-HRTimeline
Manuka Financial, LLC1,548$234K0.14%013F-HRTimeline
Braeburn Wealth Management LLC1,544$234K0.13%+113F-HRTimeline
Northstar Advisory Group, LLC1,537$233K0.09%-713F-HRTimeline
MRWM Advisors, LLC1,537$233K0.13%013F-HRTimeline
TCV Trust & Wealth Management, Inc.1,533$232K0.02%-13913F-HRTimeline
KELLY FINANCIAL GROUP LLC1,531$232K0.06%-13013F-HRTimeline
Institute for Wealth Management, LLC.1,530$232K0.02%013F-HRTimeline
Riverview Capital Advisers, LLC1,526$231K0.08%+7113F-HRTimeline
Houlihan Financial Resource Group, Ltd.1,524$231K0.09%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,521$230K<0.01%013F-HRTimelineGroup
Ring Mountain Capital, LLC1,519$230K0.13%-1413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,495$229K0.04%+6513F-HRTimeline
VICUS CAPITAL1,514$229K0.02%-38513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC1,513$229K0.1%-6313F-HRTimeline
Iron Gate Global Advisors LLC1,511$229K0.02%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,510$229K0.01%013F-HRTimelineGroup
SAXON INTERESTS, INC.1,504$228K0.08%013F-HRTimeline
Petros Family Wealth, LLC1,500$227K0.16%013F-HRTimeline
Curry Webb Wealth Management LLC1,500$227K0.11%+813F-HRTimeline
Summit Asset Management, LLC1,500$227K0.03%-5013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,500$227K0.02%013F-HRTimeline
Asio Capital, LLC1,500$227K0.03%013F-HRTimeline
LifeWealth Investments, LLC1,500$227K0.07%013F-HRTimeline
Topsail Wealth Management, LLC1,500$227K0.03%013F-HRTimeline
Post Resch Tallon Group Inc.1,500$227K0.18%013F-HRTimeline
Mission Hills Financial Advisory, LLC1,498$227K0.12%+813F-HRTimeline
American Trust1,481$224K0.02%+1813F-HRTimeline
LJI Wealth Management, LLC1,481$224K0.04%013F-HRTimeline
WFA of San Diego, LLC1,480$224K0.18%-1,58113F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC1,477$224K0.09%013F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,471$223K0.01%+5213F-HRTimelineGroup
DENVER WEALTH MANAGEMENT, INC.1,470$223K0.08%-11313F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…1,459$221K0.05%013F-HRTimeline
SAGE RHINO CAPITAL LLC1,455$220K0.04%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.1,452$220K0.1%+413F-HRTimeline
Bridgewealth Advisory Group, LLC1,450$220K0.05%013F-HRTimeline
AJ Advisors, LLC1,450$220K0.08%+1113F-HRTimeline
Dunhill Financial, LLC1,429$216K0.05%-113F-HRTimeline
Charter Oak Capital Management, LLC1,422$215K0.02%013F-HRTimeline
CONNABLE OFFICE INC1,406$213K0.02%-3,15013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,405$213K0.12%new13F-HR/ATimeline
Pasadena Private Wealth, LLC1,403$212K0.03%new13F-HRTimeline
Private Wealth Partners, LLC1,400$212K0.02%new13F-HRTimeline
HEADINVEST, LLC1,400$212K0.04%new13F-HRTimeline
Mattern Wealth Management LLC1,400$212K0.04%new13F-HRTimeline
Providence Financial Advisors, LLC1,400$212K0.12%new13F-HRTimeline
Strategies Wealth Advisors, LLC1,399$212K0.02%-3,36513F-HRTimeline
GRANDFIELD & DODD, LLC1,399$212K0.01%-50013F-HRTimeline
MONTAG A & ASSOCIATES INC1,397$212K0.01%-62913F-HRTimeline
COWA, LLC1,395$211K0.06%new13F-HRTimeline
Tortoise Investment Management, LLC1,394$211K0.02%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,389$210K0.22%new13F-HRTimeline
RiverGlades Family Offices LLC1,380$209K0.12%13F-HRTimeline
Diversified Enterprises, LLC1,378$209K0.01%-49913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,375$208K<0.01%new13F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC1,375$208K0.03%new13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…1,375$208K9.25%-20,46213F-HRTimeline
Select Asset Management & Trust1,373$208K0.06%new13F-HRTimeline
Fiduciary Alliance LLC1,367$208K0.01%new13F-HRTimeline
Jacobi Capital Management LLC1,364$206K0.01%new13F-HRTimeline
Granite Group Advisors, LLC1,358$206K0.12%new13F-HRTimeline
SFAM, LLC1,360$206K0.19%013F-HRTimeline
Advisory Alpha, LLC1,358$206K0.01%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,358$206K0.02%new13F-HRTimeline
Salomon & Ludwin, LLC1,354$205K0.02%-6613F-HRTimeline
Innova Wealth Partners1,356$205K0.1%new13F-HRTimeline
DDFG, Inc1,355$205K0.04%new13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.1,353$205K0.13%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC1,351$205K0.03%new13F-HRTimeline
TigerOak Management, L.L.C.1,351$205K0.06%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,351$205K<0.01%new13F-HRTimeline
Greenspring Advisors, LLC1,350$204K0.01%new13F-HRTimeline
National Wealth Management Group, LLC1,350$204K0.08%new13F-HRTimeline
Columbia Bank1,350$204K0.06%new13F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.1,350$204K0.08%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,350$204K0.03%+1113F-HRTimelineGroup
Cooper Financial Group1,348$204K0.02%new13F-HRTimeline
Rise Advisors, LLC1,351$204K0.07%new13F-HRTimeline
Tanglewood Wealth Management, Inc.1,347$204K0.02%new13F-HRTimeline
Roundview Capital LLC1,346$204K0.01%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC1,345$204K0.05%new13F-HRTimeline
Sargent Investment Group, LLC1,340$203K0.03%new13F-HRTimeline
RMR Wealth Builders1,339$203K0.02%new13F-HRTimeline
SAM Advisors, LLC1,337$202K0.06%new13F-HRTimeline
TRED AVON FAMILY WEALTH, LLC1,333$202K0.07%-4,25013F-HRTimeline
Community Financial Services Group, LLC1,335$202K0.04%new13F-HRTimeline
Adams Asset Advisors, LLC1,331$201K0.02%new13F-HRTimeline
Heritage Trust Co1,325$201K0.02%new13F-HRTimeline
Armor Investment Advisors, LLC1,286$195K0.07%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,280$194K0.05%013F-HRTimelineGroup
LRI Investments, LLC1,255$190K0.02%013F-HRTimeline
Innovative Asset Advisors Group, LLC1,253$190K0.11%13F-HRTimeline
John A. Wolfe & Associates, Inc.1,251$189K0.29%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,247$189K0.14%+913F-HRTimeline
SRH ADVISORS, LLC1,232$187K0.05%013F-HRTimeline