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Disclosery

DVY ISHARES TR

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COM (fund)

1,322 managers (1,332 13F filers) reported a position in DVY shares at 2024-12-31, 69,301,671 shares in all. 65 filers opened a position and 63 filers sold out during the quarter.

Managers
1,322
13F filers
1,332
New
65
Added
410
Reduced
409
Sold out
63
Shares held by filers
69,301,671

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
Financial Life Planners444$58.3K0.05%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.434$56.9K0.02%013F-HRTimeline
Windsor Advisory Group, LLC422$55.4K0.06%new13F-HRTimeline
Cornerstone National Bank & Trust Co420$55.1K0.03%013F-HRTimeline
Compass Wealth Management LLC416$54.6K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC411$54K0.01%+40713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.407$53.4K<0.01%013F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.396$52K0.03%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT396$52K<0.01%013F-HRTimeline
Fairfield Financial Advisors, LTD394$51.7K0.02%+313F-HRTimeline
NFSG Corp393$51.6K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC383$50.3K0.01%-2013F-HRTimeline
Fairman Group, LLC375$49.2K0.04%+213F-HRTimeline
Hopwood Financial Services, Inc.366$48.1K0.04%13F-HRTimeline
Hemington Wealth Management371$48K0.01%013F-HRTimeline
Horizons Wealth Management360$47.3K0.04%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC348$47.1K0.03%13F-HRTimeline
GPS Wealth Strategies Group, LLC356$46.8K0.01%+213F-HRTimeline
Legacy Bridge, LLC350$46K0.02%013F-HRTimeline
Advanced Asset Management Advisors Inc348$45.7K0.01%013F-HRTimeline
Main Street Group, LTD340$44.6K0.02%013F-HRTimeline
Clean Yield Group328$43.1K0.01%013F-HRTimeline
Weaver Capital Management LLC325$42.7K0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC311$42K0.04%013F-HRTimeline
DHJJ Financial Advisors, Ltd.314$41.2K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.313$41.1K0.03%+6713F-HRTimeline
Winthrop Capital Management, LLC304$40K0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC304$39.9K0.03%13F-HRTimeline
Murphy & Mullick Capital Management Corp304$39.9K0.04%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.300$39.4K0.01%013F-HRTimeline
Westside Investment Management, Inc.300$39.4K0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.300$39.4K0.02%013F-HRTimeline
JDM Financial Group LLC300$39.4K0.02%013F-HRTimeline
WFA Asset Management Corp297$38.9K0.02%-28913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.289$37.9K0.02%013F-HRTimeline
Roxbury Financial LLC263$37.7K0.04%13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd280$36.8K0.01%13F-HRTimelineGroup
Financial Freedom, LLC279$36.6K0.02%013F-HRTimeline
Millstone Evans Group, LLC273$35.8K0.02%13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…255$33.5K0.01%-913F-HRTimelineGroup
Creative Capital Management Investments…252$33.1K0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.250$32.8K0.02%+513F-HRTimeline
Beacon Capital Management, LLC249$32.7K<0.01%+213F-HRTimeline
CGC Financial Services, LLC238$31.3K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP235$30.9K<0.01%013F-HRTimeline
GAMMA Investing LLC232$30.5K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …221$29K0.01%new13F-HRTimelineGroup
WINTRUST INVESTMENTS LLC227$29K0.03%-33113F-HRTimeline
Trust Co220$28.9K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…203$27K<0.01%new13F-HRTimelineGroup
JNBA Financial Advisors204$26.8K<0.01%013F-HRTimeline
S&T Bank/PA203$26.7K0.01%new13F-HRTimeline
Rice Partnership, LLC200$26.3K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…194$25.5K0.01%+15013F-HRTimeline
Ransom Advisory, Ltd190$24.9K0.01%013F-HRTimeline
Grove Bank & Trust176$23.1K<0.01%+5013F-HRTimeline
McIlrath & Eck, LLC176$23K<0.01%013F-HRTimeline
Park Square Financial Group, LLC160$21K0.01%13F-HRTimeline
Addison Advisors LLC152$20K0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.151$19.8K0.02%13F-HRTimeline
Quintet Private Bank (Europe) S.A.150$19.7K<0.01%013F-HRTimeline
Evelyn Partners Investment Management (…150$19.7K0.01%13F-HRTimeline
Catherine Avery Investment Management L…149$19.6K0.02%13F-HR/ATimeline
Mountain Hill Investment Partners Corp.148$19.4K0.02%13F-HRTimeline
Riggs Asset Managment Co. Inc.147$19.2K0.01%+213F-HRTimeline
Nemes Rush Group LLC144$18.9K<0.01%013F-HRTimeline
Transcendent Capital Group LLC142$18.7K0.01%+113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD140$18.4K0.01%013F-HRTimeline
TFC Financial Management, Inc.136$17.9K<0.01%+113F-HRTimeline
Family Manage LLC131$17.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC128$16.8K0.01%13F-HRTimeline
HHM Wealth Advisors, LLC127$16.7K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.127$16.7K0.08%new13F-HRTimeline
ZynergyRetirementPlanningLLC121$16.3K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC120$15.8K<0.01%013F-HRTimeline
Sound Income Strategies, LLC120$15.8K<0.01%013F-HRTimeline
Advisors Asset Management, Inc.117$15.4K<0.01%013F-HR/ATimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…112$15.2K<0.01%013F-HRTimeline
Financial Perspectives, Inc115$15.1K0.01%013F-HRTimeline
Hartford Financial Management Inc.110$14.4K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC108$14.2K0.01%013F-HRTimeline
TSFG, LLC110$14K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC102$13.4K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.102$13.4K0.01%13F-HR/ATimeline
OARSMAN CAPITAL, INC.100$13.1K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$13.1K0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC98$12.9K0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…95$12K0.01%-11,27113F-HRTimeline
Atlantic Edge Private Wealth Management…90$11.8K<0.01%013F-HRTimeline
Silicon Valley Capital Partners88$11.6K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.81$10.6K0.01%13F-HRTimeline
Bellwether Advisors, LLC77$10.1K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN75$9.85K<0.01%013F-HRTimeline
Robbins Farley75$9.85K<0.01%013F-HRTimeline
TD Capital Management LLC72$9.5K<0.01%013F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC67$8.8K0.01%013F-HRTimeline
Center for Financial Planning, Inc.61$8.01K<0.01%013F-HRTimeline
Register Financial Advisors LLC54$7.12K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…53$6.96K0.01%13F-HRTimeline
Prestige Wealth Management Group LLC52$6.83K<0.01%013F-HR/ATimeline
Bullock Wealth Management Group48$6.3K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC42$5.51K<0.01%013F-HR/ATimeline
WPG Advisers, LLC35$4.65K<0.01%13F-HRTimeline
Stonebridge Financial Group, LLC28$3.68K<0.01%13F-HRTimeline
Compass Planning Associates Inc25$3.29K<0.01%13F-HRTimeline
BFSG, LLC25$3.28K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC25$3.28K<0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA24$3.11K0.01%13F-HRTimeline
Central Pacific Bank - Trust Division18$2.36K<0.01%013F-HRTimeline
New Millennium Group LLC16$2.1K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC15$2.03K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.13$1.82K0.17%-14,03413F-HRTimeline
Raleigh Capital Management Inc.10$1.36K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.10$1.31K<0.01%013F-HRTimeline
Mainstream Capital Management LLC9$1.18K<0.01%new13F-HRTimeline
West Oak Capital, LLC650$8530.03%013F-HR/ATimeline
Darwin Wealth Management, LLC6$787<0.01%013F-HR/ATimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK5$656<0.01%new13F-HR/ATimelineGroup
West Branch Capital LLC4$526<0.01%013F-HRTimeline
Rakuten Securities, Inc.2$263<0.01%new13F-HRTimeline
Transce3nd, LLC2$263<0.01%13F-HRTimeline
BIRCHBROOK, INC.90$00%013F-HRTimelineValue filed as zero, left out of ratios.