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Disclosery

DVY ISHARES TR

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COM (fund)

1,379 managers (1,389 13F filers) reported a position in DVY shares at 2025-12-31, 69,393,984 shares in all. 69 filers opened a position and 45 filers sold out during the quarter.

Managers
1,379
13F filers
1,389
New
69
Added
469
Reduced
377
Sold out
45
Shares held by filers
69,393,984

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
ARMSTRONG ADVISORY GROUP, INC935$132K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC925$131K0.1%13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…868$123K<0.01%+12013F-HRTimelineGroup
Manchester Capital Management LLC860$121K0.02%new13F-HRTimeline
OPTIMA CAPITAL LLC850$120K0.05%new13F-HRTimeline
BLUELINE ADVISORS LLC828$117K0.1%13F-HRTimeline
Gen-Wealth Partners Inc823$116K0.04%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.814$115K0.01%new13F-HRTimeline
ENTRUST FINANCIAL LLC799$113K0.08%13F-HRTimeline
Steigerwald, Gordon & Koch Inc.795$112K0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC793$112K0.06%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.776$110K0.05%+2013F-HRTimeline
Davis Capital Management752$106K0.07%013F-HRTimeline
Finley Financial, LLC730$103K0.05%013F-HRTimeline
Garton & Associates Financial Advisors …705$99.6K0.06%13F-HRTimeline
Provident Wealth Management, LLC700$98.8K0.03%-2,26413F-HRTimeline
Cape Investment Advisory, Inc.700$98.8K0.03%+50013F-HRTimeline
Hilton Head Capital Partners, LLC691$97.5K0.06%13F-HRTimeline
Prosperity Bancshares Inc677$95.6K0.09%13F-HRTimeline
MCF Advisors LLC676$95.4K0.01%013F-HRTimeline
BAYBAN675$95.3K0.08%13F-HRTimeline
VSM Wealth Advisory, LLC665$93.9K0.03%+15513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.660$93.2K0.06%-113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV657$92.7K0.01%+113F-HRTimeline
Key Financial Inc647$91.3K0.02%013F-HRTimeline
Beaird Harris Wealth Management, LLC642$90.6K0.01%013F-HRTimeline
Accordant Advisory Group Inc633$89.3K0.06%013F-HRTimeline
Nalls Sherbakoff Group, LLC631$89.1K0.06%+9413F-HRTimeline
Financial Network Wealth Advisors LLC611$86.2K0.09%013F-HRTimeline
Essential Investment Partners LLC595$84K0.08%13F-HRTimeline
High Note Wealth, LLC579$81.7K0.02%013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP570$80.5K<0.01%013F-HRTimeline
Friedenthal Financial557$78.6K0.04%013F-HRTimeline
BankChampaign, National Association952$77.6K0.08%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.548$77.3K0.03%+24813F-HRTimeline
Coston, McIsaac & Partners549$77K0.02%013F-HRTimeline
City State Bank530$74.8K0.02%013F-HRTimeline
REAP Financial Group, LLC523$73.8K0.01%new13F-HRTimeline
Millstone Evans Group, LLC517$73K0.04%-113F-HRTimeline
Signature Equity Partners, LLC505$71.2K0.04%13F-HRTimeline
Fairway Wealth LLC500$70.6K0.02%013F-HRTimeline
Financial Connections Group, Inc.497$70K0.02%013F-HRTimeline
Monetary Solutions, Ltd495$69.9K0.07%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.494$69.7K0.02%013F-HRTimeline
Fortitude Family Office, LLC490$69.2K0.02%013F-HRTimeline
ORG Partners LLC488$68.9K0.01%013F-HRTimeline
MilWealth Group LLC487$68.7K0.02%013F-HRTimeline
BALLAST ADVISORS LLC482$68K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC480$67.7K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC475$67.1K0.02%+313F-HRTimeline
Rossby Financial, LCC472$66.6K0.02%013F-HRTimeline
GRANVILLE CAPITAL, INC.459$64.7K0.03%13F-HRTimeline
Creative Capital Management Investments…452$63.8K0.02%+20013F-HRTimeline
ADIRONDACK TRUST CO450$63.5K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.449$63.4K<0.01%+513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…432$60.9K<0.01%013F-HRTimelineGroup
Cornerstone National Bank & Trust Co420$59.3K0.02%013F-HRTimeline
MTM Investment Management, LLC415$58.6K0.02%013F-HRTimeline
EPG Wealth Management LLC415$58.5K0.02%+113F-HRTimeline
IAG Wealth Partners, LLC412$58.1K0.01%+513F-HRTimeline
CX Institutional403$57K<0.01%+413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.397$56K0.02%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV400$56K0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…398$56K0.02%-7013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT396$55.9K<0.01%013F-HRTimeline
Morse Asset Management, Inc389$54.9K0.01%013F-HRTimeline
Meramec Financial Planners, LLC351$54.6K0.02%13F-HRTimeline
Smartleaf Asset Management LLC381$54.2K<0.01%+29313F-HRTimeline
Murphy & Mullick Capital Management Corp384$54.1K0.04%+213F-HRTimeline
Roxbury Financial LLC382$53.9K0.05%+913F-HRTimeline
Elyxium Wealth, LLC366$51.7K0.02%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …357$51.1K<0.01%+10013F-HRTimelineGroup
Horizons Wealth Management360$50.8K0.03%013F-HRTimeline
ARVEST INVESTMENTS, INC.356$50.2K0.01%new13F-HRTimeline
Legacy Bridge, LLC350$49.4K0.02%013F-HRTimeline
Advanced Asset Management Advisors Inc348$49.1K0.01%013F-HRTimeline
Seneschal Advisors, LLC343$48.4K0.04%013F-HRTimeline
Corsicana & Co.341$48.1K0.03%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC311$48K0.03%013F-HRTimeline
PITTENGER & ANDERSON INC333$47K<0.01%013F-HRTimeline
Weaver Capital Management LLC325$45.9K0.01%013F-HRTimeline
Byrne Asset Management LLC315$44.5K0.02%new13F-HRTimeline
NFSG Corp314$44.3K0.01%+6613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC305$43K<0.01%-1813F-HRTimeline
Winthrop Capital Management, LLC304$43K0.01%013F-HRTimeline
Westside Investment Management, Inc.300$42.3K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.297$41.9K0.01%013F-HRTimeline
Strive Financial Group ,LLC293$41.4K0.02%13F-HR/ATimeline
GABLES CAPITAL MANAGEMENT INC.289$40.8K0.02%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.284$40.1K0.03%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd280$39.5K0.01%013F-HRTimelineGroup
Jessup Wealth Management, Inc268$37.8K0.01%new13F-HRTimeline
Cypress Capital Management LLC (WY)261$36.8K0.03%013F-HRTimeline
Clean Yield Group260$36.7K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC255$36K0.02%+313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST251$35.4K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.250$35.3K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.250$35.3K0.01%-1313F-HRTimeline
Financial Freedom, LLC248$35K0.02%013F-HRTimeline
CGC Financial Services, LLC238$33.6K0.01%013F-HRTimeline
Kilter Group LLC238$33.6K0.01%+213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP235$33.2K<0.01%013F-HRTimeline
Trust Co220$31.1K<0.01%013F-HRTimeline
Miller Capital Partners, Inc.210$29.6K0.02%13F-HRTimeline
S&T Bank/PA203$28.7K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…203$28.7K<0.01%013F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.200$28.2K0.01%013F-HRTimeline
Beutel, Goodman & Co Ltd.195$27K<0.01%013F-HRTimeline
Ransom Advisory, Ltd190$26.8K0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC184$26K0.01%new13F-HRTimeline
Caitlin John, LLC180$25.5K0.02%new13F-HRTimeline
Advisors Asset Management, Inc.178$25.1K<0.01%013F-HR/ATimeline
McIlrath & Eck, LLC176$24.8K<0.01%013F-HRTimeline
Rice Partnership, LLC175$24.7K<0.01%013F-HRTimeline
Team Financial Group, LLC174$24.6K0.01%+213F-HRTimeline
Centerpoint Advisors, LLC170$24K0.01%013F-HRTimeline
Fairman Group, LLC166$23.4K0.02%-21313F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…154$21.7K0.01%-10013F-HRTimelineGroup
Addison Advisors LLC152$21.5K<0.01%013F-HRTimeline
Evelyn Partners Investment Management (…150$21.2K0.01%013F-HRTimeline
Catherine Avery Investment Management L…149$21K0.01%013F-HRTimeline
Nemes Rush Group LLC144$20.3K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS142$20K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD140$19.8K0.01%013F-HRTimeline
Family Manage LLC131$18.5K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC128$18.1K0.01%013F-HRTimeline
Strategic Wealth Advisors LLC133$18K0.02%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.127$17.9K0.05%013F-HRTimeline
Advantage Trust Co120$16.9K0.01%013F-HRTimeline
Financial Perspectives, Inc115$16.2K<0.01%013F-HRTimeline
TSFG, LLC110$16K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC108$15.2K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC105$14.8K<0.01%013F-HRTimeline
HOWE & RUSLING INC100$14.1K<0.01%-3313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$14.1K0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.100$14.1K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN98$13.8K<0.01%013F-HRTimeline
Hughes Financial Services, LLC97$13.7K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC93$13.1K<0.01%013F-HRTimeline
Root Financial Partners, LLC93$13.1K<0.01%+5613F-HRTimeline
Silicon Valley Capital Partners88$12.4K<0.01%013F-HRTimeline
PayPay Securities Corp83$11.7K0.34%+1313F-HRTimeline
TD Capital Management LLC75$10.6K<0.01%+113F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC75$10.6K0.01%013F-HRTimeline
Robbins Farley75$10.6K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC73$10.3K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc68$10K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC70$9.88K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.61$8.61K<0.01%-5013F-HRTimeline
Basepoint Wealth LLC60$8.6K0.01%new13F-HRTimeline
Nova Wealth Management, Inc.60$8.47K0.01%new13F-HRTimeline
Register Financial Advisors LLC56$7.95K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…53$7.48K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC52$7.34K<0.01%013F-HRTimeline
UMB Bank, n.a.51$7.2K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Investment Solutions, Inc. /IL50$7.06K<0.01%013F-HRTimeline
GGM Financial LLC49$6.95K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC49$6.92K<0.01%new13F-HRTimeline
Bullock Wealth Management Group48$6.78K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK42$5.93K<0.01%new13F-HRTimelineGroup
BROADWATER CAPITAL MANAGEMENT LLC42$5.93K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC39$5.5K<0.01%13F-HRTimeline
IFC & Insurance Marketing, Inc.35$5K<0.01%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH35$4.94K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.35$4.94K<0.01%+1113F-HRTimelineGroup
Darwin Wealth Management, LLC29$4.14K<0.01%new13F-HRTimeline
Cheviot Value Management, LLC27$4.05K<0.01%013F-HRTimeline
BFSG, LLC25$3.53K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…25$3.53K<0.01%-6513F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC25$3.53K<0.01%13F-HRTimeline
Atomic Invest LLC19$2.77K<0.01%13F-HRTimeline
Global Wealth Strategies & Associates19$2.68K<0.01%-813F-HRTimeline
Central Pacific Bank - Trust Division18$2.54K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC15$2.12K<0.01%013F-HRTimeline
New Millennium Group LLC14$1.98K<0.01%-213F-HRTimeline
WPG Advisers, LLC11$1.55K<0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC7$1.01K<0.01%013F-HRTimeline
West Branch Capital LLC4$565<0.01%013F-HRTimeline
BIRCHBROOK, INC.90$00%013F-HRTimelineValue filed as zero, left out of ratios.