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Disclosery

DVY ISHARES TR

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COM (fund)

1,292 managers (1,302 13F filers) reported a position in DVY shares at 2025-06-30, 67,216,827 shares in all. 62 filers opened a position and 73 filers sold out during the quarter.

Managers
1,292
13F filers
1,302
New
62
Added
446
Reduced
427
Sold out
73
Shares held by filers
67,216,827

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
NFSG Corp307$40.8K0.01%+213F-HRTimeline
Murphy & Mullick Capital Management Corp306$40.6K0.03%-3613F-HRTimeline
Winthrop Capital Management, LLC304$40K0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.300$39.8K<0.01%013F-HRTimeline
Westside Investment Management, Inc.300$39.8K0.01%013F-HRTimeline
First Pacific Financial300$39.8K0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.300$39.8K0.02%013F-HRTimeline
Silicon Valley Capital Partners292$38.8K<0.01%+20413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.289$38.4K0.02%013F-HRTimeline
Headlands Technologies LLC288$38.2K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.283$37.7K0.03%-3013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd280$37.2K0.01%013F-HR/ATimelineGroup
Cypress Capital Management LLC (WY)261$34.7K0.04%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…254$34.4K0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd258$34.3K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.253$33.6K0.02%+213F-HRTimeline
IMA Advisory Services, Inc.250$33.2K<0.01%013F-HRTimeline
Financial Freedom, LLC248$32.9K0.02%-3113F-HRTimeline
Beacon Capital Management, LLC240$31.9K<0.01%+213F-HRTimeline
CGC Financial Services, LLC238$31.6K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP235$31.2K<0.01%013F-HRTimeline
Kilter Group LLC234$31.1K0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC222$29.5K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …221$29.4K0.01%13F-HRTimelineGroup
Trust Co220$29.2K<0.01%013F-HRTimeline
Parvin Asset Management, LLC206$27.4K0.03%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.204$27.1K<0.01%-20313F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…203$27K<0.01%013F-HRTimelineGroup
S&T Bank/PA203$27K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.200$26.6K0.01%-19613F-HRTimeline
Rice Partnership, LLC200$26.6K<0.01%013F-HRTimeline
Advisors Asset Management, Inc.178$23.6K<0.01%013F-HR/ATimeline
McIlrath & Eck, LLC176$23.3K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC170$23K0.01%013F-HRTimeline
Team Financial Group, LLC171$22.7K0.01%new13F-HRTimeline
Park Square Financial Group, LLC161$21.4K0.02%+113F-HRTimeline
Addison Advisors LLC152$20.2K0.01%-3013F-HRTimeline
Evelyn Partners Investment Management (…150$19.9K0.01%013F-HR/ATimeline
Catherine Avery Investment Management L…149$19.8K0.02%013F-HRTimeline
Nemes Rush Group LLC144$19.1K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD140$18.6K0.01%013F-HRTimeline
Family Manage LLC131$17.4K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC128$17.3K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.127$16.9K0.05%013F-HRTimeline
HHM Wealth Advisors, LLC123$16.3K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC122$16.2K0.01%new13F-HRTimeline
Advantage Trust Co120$15.9K0.01%new13F-HRTimeline
Financial Perspectives, Inc115$15.3K<0.01%013F-HRTimeline
TSFG, LLC110$15K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…112$14.9K<0.01%013F-HRTimeline
Hartford Financial Management Inc.110$14.6K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC108$14.3K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC102$13.5K<0.01%013F-HRTimeline
HOWE & RUSLING INC100$13.3K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$13.3K0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.100$13.3K<0.01%013F-HRTimeline
Hughes Financial Services, LLC97$13.1K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN98$13K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…90$12K<0.01%013F-HRTimeline
Brooklyn Investment Group84$11.2K<0.01%new13F-HR/ATimeline
Vermillion Wealth Management, Inc.82$10.9K0.01%+113F-HRTimeline
Bellwether Advisors, LLC77$10.2K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …75$10.2K<0.01%013F-HRTimelineGroup
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC75$9.96K<0.01%-44613F-HRTimeline
Robbins Farley75$9.96K<0.01%013F-HRTimeline
TD Capital Management LLC74$9.78K<0.01%+113F-HRTimeline
Inlight Wealth Management, LLC73$9.7K0.01%013F-HRTimeline
Princeton Global Asset Management LLC70$9.3K<0.01%+4513F-HRTimeline
Roble, Belko & Company, Inc68$9K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.61$8.1K<0.01%013F-HRTimeline
Register Financial Advisors LLC55$7.33K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…53$7.04K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC52$6.91K<0.01%013F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL50$6.64K<0.01%new13F-HRTimeline
Bullock Wealth Management Group48$6.5K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC5,578$5.58K0.01%+5,53613F-HR/ATimeline
WPG Advisers, LLC36$4.76K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC30$3.93K<0.01%new13F-HR/ATimeline
Cheviot Value Management, LLC27$3.67K<0.01%013F-HRTimeline
Compass Planning Associates Inc26$3.39K<0.01%+113F-HRTimeline
BFSG, LLC25$3.32K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division18$2.39K<0.01%013F-HRTimeline
New Millennium Group LLC16$2.12K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC15$1.99K<0.01%013F-HRTimeline
Transce3nd, LLC14$1.86K<0.01%+1213F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.11$1.46K<0.01%+613F-HR/ATimelineGroup
Semmax Financial Advisors Inc.10$1.32K<0.01%013F-HRTimeline
West Oak Capital, LLC650$8630.03%013F-HRTimeline
West Branch Capital LLC4$532<0.01%013F-HRTimeline
NewSquare Capital LLC0$14<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
BIRCHBROOK, INC.90$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.