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Disclosery

DVY ISHARES TR

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COM (fund)

1,309 managers (1,319 13F filers) reported a position in DVY shares at 2025-03-31, 67,936,255 shares in all. 72 filers opened a position and 71 filers sold out during the quarter.

Managers
1,309
13F filers
1,319
New
72
Added
401
Reduced
466
Sold out
71
Shares held by filers
67,936,255

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
THURSTON, SPRINGER, MILLER, HERD & TITA…414$55.7K0.01%+22013F-HRTimeline
EPG Wealth Management LLC413$55.4K0.02%-29313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.407$54.7K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC400$53.7K0.01%new13F-HRTimeline
GKV Capital Management Co., Inc.400$53.7K0.03%-10013F-HR/ATimeline
MORRIS FINANCIAL CONCEPTS, INC.398$53.4K0.02%-3613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.396$53.2K0.03%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT396$53.2K<0.01%013F-HRTimeline
CX Institutional398$53K<0.01%-30,21413F-HRTimeline
Morse Asset Management, Inc389$52.2K0.01%-7913F-HRTimeline
Salomon & Ludwin, LLC383$51.4K0.01%013F-HRTimeline
Roxbury Financial LLC367$50.6K0.05%+10413F-HRTimeline
Fairman Group, LLC376$49.2K0.05%+113F-HRTimeline
Hopwood Financial Services, Inc.366$49.2K0.04%013F-HRTimeline
GPS Wealth Strategies Group, LLC365$49K0.01%+913F-HRTimeline
Hemington Wealth Management371$49K0.01%013F-HRTimeline
Horizons Wealth Management360$48.3K0.04%013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC355$47.7K0.03%+713F-HRTimeline
DHJJ Financial Advisors, Ltd.355$47.7K0.02%+4113F-HRTimeline
Legacy Bridge, LLC350$47K0.03%013F-HRTimeline
Advanced Asset Management Advisors Inc348$46.7K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp342$45.9K0.04%+3813F-HRTimeline
Weaver Capital Management LLC325$43.6K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC323$43.4K<0.01%-4,01513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.313$42.1K0.03%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC306$41.1K0.03%+213F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC311$41K0.03%013F-HRTimeline
Winthrop Capital Management, LLC304$41K0.01%013F-HRTimeline
NFSG Corp305$40.9K0.01%-8813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.300$40.3K0.01%013F-HRTimeline
Westside Investment Management, Inc.300$40.3K0.01%013F-HRTimeline
First Pacific Financial300$40.3K0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.300$40.3K0.02%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.289$38.8K0.02%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd280$37.6K0.01%013F-HR/ATimelineGroup
Financial Freedom, LLC279$37.5K0.02%013F-HRTimeline
Cypress Capital Management LLC (WY)261$35K0.04%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…254$34.1K0.01%-113F-HRTimelineGroup
Creative Capital Management Investments…252$33.8K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.251$33.7K0.02%+113F-HRTimeline
IMA Advisory Services, Inc.250$33.6K<0.01%new13F-HRTimeline
CGC Financial Services, LLC238$32K0.01%013F-HRTimeline
Beacon Capital Management, LLC238$32K<0.01%-1113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP235$31.6K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …221$29.7K0.01%13F-HRTimelineGroup
Trust Co220$29.5K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…203$28K<0.01%013F-HRTimelineGroup
S&T Bank/PA203$27.3K0.01%013F-HRTimeline
Rice Partnership, LLC200$26.9K0.01%013F-HRTimeline
Addison Advisors LLC182$24.4K0.01%+3013F-HRTimeline
Advisors Asset Management, Inc.178$23.9K<0.01%+6113F-HR/ATimeline
McIlrath & Eck, LLC176$23.6K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC170$23K0.01%-34113F-HRTimeline
Park Square Financial Group, LLC160$21.5K0.02%013F-HRTimeline
Evelyn Partners Investment Management (…150$20.1K0.01%013F-HR/ATimeline
Catherine Avery Investment Management L…149$20K0.02%013F-HRTimeline
Riggs Asset Managment Co. Inc.148$19.8K0.01%+113F-HRTimeline
Nemes Rush Group LLC144$19.3K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD140$18.8K0.01%013F-HRTimeline
Family Manage LLC131$17.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC128$17.2K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.127$17.1K0.06%013F-HRTimeline
HHM Wealth Advisors, LLC123$16.5K<0.01%-413F-HRTimeline
ZynergyRetirementPlanningLLC121$15.9K0.01%013F-HRTimeline
Financial Perspectives, Inc115$15.4K0.01%013F-HRTimeline
TSFG, LLC110$15K<0.01%013F-HRTimeline
Hartford Financial Management Inc.110$14.8K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC108$14.5K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…112$14.2K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC102$13.7K<0.01%013F-HRTimeline
HOWE & RUSLING INC100$13.4K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$13.4K0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.100$13.4K<0.01%-5013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN98$13.2K<0.01%+2313F-HRTimeline
Hughes Financial Services, LLC97$13K<0.01%new13F-HRTimeline
JNBA Financial Advisors91$12.2K<0.01%-11313F-HRTimeline
Atlantic Edge Private Wealth Management…90$12.1K<0.01%013F-HRTimeline
Silicon Valley Capital Partners88$11.7K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.81$10.9K<0.01%013F-HRTimeline
Bellwether Advisors, LLC77$10.3K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …75$10.1K<0.01%new13F-HRTimelineGroup
Robbins Farley75$10.1K0.01%013F-HRTimeline
Inlight Wealth Management, LLC73$9.8K0.01%new13F-HRTimeline
TD Capital Management LLC73$9.79K<0.01%+113F-HRTimeline
Stonebridge Financial Group, LLC62$8.33K<0.01%+3413F-HRTimeline
Center for Financial Planning, Inc.61$8.19K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC60$8.06K<0.01%-6013F-HRTimeline
Register Financial Advisors LLC55$7.34K<0.01%+113F-HRTimeline
Comprehensive Financial Planning, Inc./…53$7.12K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC52$6.98K<0.01%013F-HR/ATimeline
Bullock Wealth Management Group48$6.44K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC42$5.64K<0.01%013F-HR/ATimeline
WPG Advisers, LLC36$4.78K<0.01%+113F-HRTimeline
Cheviot Value Management, LLC27$3.49K<0.01%new13F-HRTimeline
Compass Planning Associates Inc25$3.39K<0.01%013F-HRTimeline
BFSG, LLC25$3.36K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC25$3.36K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division18$2.42K<0.01%013F-HRTimeline
New Millennium Group LLC16$2.15K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17$2.15K<0.01%new13F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC15$2.01K<0.01%new13F-HRTimeline
Semmax Financial Advisors Inc.10$1.25K<0.01%013F-HRTimeline
West Oak Capital, LLC650$8730.03%013F-HRTimeline
Darwin Wealth Management, LLC6$787<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.5$671<0.01%+313F-HRTimelineGroup
West Branch Capital LLC4$538<0.01%013F-HRTimeline
Transce3nd, LLC2$269<0.01%013F-HRTimeline
BIRCHBROOK, INC.90$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-17,49513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.