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Disclosery

DVY ISHARES TR

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COM (fund)

1,301 managers (1,310 13F filers) reported a position in DVY shares at 2025-09-30, 66,588,172 shares in all. 71 filers opened a position and 56 filers sold out during the quarter.

Managers
1,301
13F filers
1,310
New
71
Added
398
Reduced
458
Sold out
56
Shares held by filers
66,588,172

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Hemington Wealth Management371$52K0.01%013F-HRTimeline
Horizons Wealth Management360$51.2K0.04%013F-HRTimeline
Legacy Bridge, LLC350$49.7K0.02%013F-HRTimeline
Advanced Asset Management Advisors Inc348$49.5K0.01%013F-HRTimeline
Seneschal Advisors, LLC343$48.7K0.04%new13F-HRTimeline
Corsicana & Co.341$48.5K0.03%13F-HRTimeline
PITTENGER & ANDERSON INC333$47.3K<0.01%-17513F-HRTimeline
Weaver Capital Management LLC325$46.2K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC323$45.9K<0.01%013F-HRTimeline
Main Street Group, LTD318$45.2K0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC311$44.2K0.03%013F-HRTimeline
Winthrop Capital Management, LLC304$43K0.01%013F-HRTimeline
Westside Investment Management, Inc.300$42.6K0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.300$42.6K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.297$42.2K0.01%-2013F-HRTimeline
Kiker Wealth Management, LLC291$41.4K0.02%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.289$41.1K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.284$40.3K0.03%+113F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd280$39.8K0.01%013F-HRTimelineGroup
Vermillion Wealth Management, Inc.263$37.4K0.01%+18113F-HRTimeline
Cypress Capital Management LLC (WY)261$37.1K0.03%013F-HRTimeline
Clean Yield Group260$36.9K0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …257$36.4K<0.01%+18213F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…254$36.1K0.01%013F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC252$35.9K0.02%-5713F-HRTimeline
Creative Capital Management Investments…252$35.8K0.01%-20713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST251$35.7K<0.01%-4,95013F-HRTimeline
IMA Advisory Services, Inc.250$35.5K<0.01%013F-HRTimeline
NFSG Corp248$35.3K0.01%-5913F-HRTimeline
Financial Freedom, LLC248$35.2K0.02%013F-HRTimeline
CGC Financial Services, LLC238$33.8K0.01%013F-HRTimeline
Kilter Group LLC236$33.5K0.02%+213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP235$33.4K<0.01%013F-HRTimeline
Trust Co220$31.3K<0.01%013F-HRTimeline
S&T Bank/PA203$28.8K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…203$28.8K<0.01%013F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.200$28.4K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.200$28.4K0.03%-50013F-HRTimeline
VALLEY NATIONAL ADVISERS INC199$28K<0.01%-1,69013F-HRTimeline
Beutel, Goodman & Co Ltd.195$27K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.178$25.4K0.01%-7513F-HRTimeline
Advisors Asset Management, Inc.178$25.3K<0.01%013F-HR/ATimeline
McIlrath & Eck, LLC176$24.9K<0.01%013F-HRTimeline
Rice Partnership, LLC175$24.9K<0.01%-2513F-HRTimeline
Team Financial Group, LLC172$24.5K0.01%+113F-HRTimeline
Centerpoint Advisors, LLC170$24K0.01%013F-HRTimeline
JPL Wealth Management, LLC155$22K0.01%new13F-HRTimeline
Addison Advisors LLC152$21.6K0.01%013F-HRTimeline
Evelyn Partners Investment Management (…150$21.3K0.01%013F-HRTimeline
Catherine Avery Investment Management L…149$21.2K0.01%013F-HRTimeline
Nemes Rush Group LLC144$20.5K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS142$20.2K0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD140$19.9K0.01%013F-HRTimeline
HOWE & RUSLING INC133$18.9K<0.01%+3313F-HRTimeline
Family Manage LLC131$18.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC128$18.2K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.127$18K0.05%013F-HRTimeline
Advantage Trust Co120$17.1K0.01%013F-HRTimeline
Financial Perspectives, Inc115$16.3K<0.01%013F-HRTimeline
TSFG, LLC110$16K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.111$15.8K<0.01%+5013F-HRTimeline
Paladin Advisory Group, LLC108$15.3K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC105$14.9K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$14.2K0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.100$14.2K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN98$13.9K<0.01%013F-HRTimeline
Hughes Financial Services, LLC97$13.6K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC93$13.2K<0.01%-3013F-HRTimeline
Atlantic Edge Private Wealth Management…90$12.8K<0.01%013F-HRTimeline
Silicon Valley Capital Partners88$12.5K<0.01%-20413F-HRTimeline
Smartleaf Asset Management LLC88$12.4K<0.01%new13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC75$10.7K<0.01%013F-HRTimeline
Robbins Farley75$10.7K<0.01%013F-HRTimeline
TD Capital Management LLC74$10.6K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC73$10.4K0.01%new13F-HRTimeline
Inlight Wealth Management, LLC73$10.4K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc68$10K<0.01%013F-HRTimeline
PayPay Securities Corp70$9.96K0.36%new13F-HRTimeline
Princeton Global Asset Management LLC70$9.95K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC63$8.95K<0.01%13F-HRTimeline
Register Financial Advisors LLC56$7.91K<0.01%+113F-HRTimeline
Comprehensive Financial Planning, Inc./…53$7.53K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC52$7.39K<0.01%013F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL50$7.11K<0.01%013F-HRTimeline
GGM Financial LLC49$6.91K<0.01%new13F-HRTimeline
Bullock Wealth Management Group48$6.83K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC42$5.97K<0.01%-5,53613F-HR/ATimeline
Root Financial Partners, LLC37$5.26K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH35$4.97K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates27$3.84K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC27$3.82K<0.01%013F-HRTimeline
BFSG, LLC25$3.55K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.24$3.41K<0.01%+1313F-HRTimelineGroup
Central Pacific Bank - Trust Division18$2.56K<0.01%013F-HRTimeline
New Millennium Group LLC16$2.27K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC15$2.13K<0.01%013F-HRTimeline
WPG Advisers, LLC11$1.56K<0.01%-2513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC7$1K<0.01%-11513F-HRTimeline
West Oak Capital, LLC650$9240.04%013F-HRTimeline
West Branch Capital LLC4$569<0.01%013F-HRTimeline
BIRCHBROOK, INC.90$00%013F-HRTimelineValue filed as zero, left out of ratios.