Skip to content
Disclosery

DVY ISHARES TR

Follow

COM (fund)

1,412 managers (1,427 13F filers) reported a position in DVY shares at 2026-03-31, 68,394,940 shares in all. 98 filers opened a position and 59 filers sold out during the quarter.

Managers
1,412
13F filers
1,427
New
98
Added
458
Reduced
438
Sold out
59
Shares held by filers
68,394,940

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Missouri Trust & Investment Co1,215$184K0.05%-5513F-HRTimeline
FIRST FINANCIAL CORP /IN/1,211$183K0.07%013F-HRTimeline
Cranbrook Wealth Management, LLC1,211$183K0.04%013F-HRTimeline
Physician Wealth Advisors, Inc.1,198$181K0.03%013F-HRTimeline
WealthShield Partners, LLC1,197$181K0.02%013F-HRTimeline
Riverview Trust Co1,196$181K0.22%013F-HRTimeline
Westend Capital Management, LLC1,180$179K0.05%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,168$177K<0.01%+30013F-HRTimelineGroup
Measured Wealth Private Client Group, L…1,163$176K0.05%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,160$176K0.06%+913F-HRTimeline
Cherry Tree Wealth Management, LLC1,145$173K0.04%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC1,130$171K0.07%new13F-HRTimeline
Hanson & Doremus Investment Management1,127$171K0.02%013F-HRTimeline
TrustBankin group TrustBank1,125$170K0.07%013F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.1,108$168K0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,107$168K<0.01%+9213F-HRTimelineGroup
CNB Bank1,102$167K0.07%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,094$166K0.04%013F-HRTimeline
Rialto Wealth Management, LLC1,087$165K0.04%013F-HRTimeline
Rossmore Private Capital1,050$159K0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,040$157K0.03%-5013F-HRTimeline
Crews Bank & Trust1,038$157K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,027$156K0.02%+713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,009$153K<0.01%013F-HRTimelineGroup
Cornerstone Financial Management LLC1,000$151K0.14%013F-HR/ATimeline
COUNTRY TRUST BANK993$150K<0.01%013F-HRTimeline
Crewe Advisors LLC957$145K0.01%+613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC952$144K0.01%-60213F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.951$144K0.07%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC925$140K0.11%013F-HRTimeline
Financial Life Planners887$134K0.1%new13F-HRTimeline
Blue Trust, Inc.885$134K<0.01%-16013F-HRTimeline
RETIREMITTEN FINANCIAL LLC880$133K0.06%13F-HRTimeline
Manchester Capital Management LLC860$130K0.02%013F-HRTimeline
Key Financial Inc857$130K0.02%+21013F-HRTimeline
Gen-Wealth Partners Inc823$125K0.04%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC815$123K<0.01%-39013F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.814$123K0.01%013F-HRTimeline
Insight Inv LLC812$123K0.07%-85013F-HRTimeline
Capital Investment Counsel, Inc800$121K0.01%-23413F-HRTimeline
ENTRUST FINANCIAL LLC799$121K0.08%013F-HRTimeline
BLUELINE ADVISORS LLC799$121K0.09%-2913F-HRTimeline
Washington Trust Advisors, Inc.795$120K0.01%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC793$120K0.06%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC766$116K0.01%-16913F-HRTimeline
Davis Capital Management752$114K0.08%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…750$114K<0.01%new13F-HRTimeline
Finley Financial, LLC730$111K0.05%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.729$110K0.04%-4713F-HRTimeline
True Link Financial Advisors, LLC709$107K0.01%new13F-HR/ATimeline
Hilton Head Capital Partners, LLC691$105K0.06%013F-HRTimeline
Prosperity Bancshares Inc677$103K0.08%013F-HRTimeline
BAYBAN675$102K0.09%013F-HRTimeline
Zeit Capital LLC674$102K0.07%new13F-HRTimeline
VSM Wealth Advisory, LLC669$101K0.03%+413F-HRTimeline
Fairway Wealth LLC668$101K0.03%+16813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.660$100K0.07%013F-HRTimeline
RMG Wealth Management LLC2,210$99.4K0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC642$97.2K0.01%013F-HRTimeline
Accordant Advisory Group Inc633$95.8K0.06%013F-HRTimeline
Nalls Sherbakoff Group, LLC631$95.6K0.07%013F-HRTimeline
Financial Network Wealth Advisors LLC611$92.5K0.09%013F-HRTimeline
Essential Investment Partners LLC595$90.1K0.08%013F-HRTimeline
High Note Wealth, LLC579$87.7K0.02%013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP570$86.3K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV558$84.4K0.01%-9913F-HRTimeline
Provident Wealth Management, LLC551$83.4K0.03%-14913F-HRTimeline
BankChampaign, National Association550$83.3K0.08%-40213F-HRTimeline
Coston, McIsaac & Partners549$83K0.02%013F-HRTimeline
REAP Financial Group, LLC527$79.8K0.02%+413F-HRTimeline
Signature Equity Partners, LLC505$76.5K0.04%013F-HRTimeline
Financial Connections Group, Inc.497$75K0.03%013F-HRTimeline
Monetary Solutions, Ltd495$74.9K0.07%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.494$74.8K0.05%013F-HRTimeline
City State Bank490$74.2K0.02%-4013F-HRTimeline
Fortitude Family Office, LLC490$74.2K0.02%013F-HRTimeline
MilWealth Group LLC487$73.7K0.02%013F-HRTimeline
BALLAST ADVISORS LLC482$73K0.02%013F-HR/ATimeline
N.E.W. Advisory Services LLC480$72.7K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC478$72.3K0.03%+313F-HRTimeline
GILL CAPITAL PARTNERS, LLC460$69.6K0.02%new13F-HRTimeline
GRANVILLE CAPITAL, INC.459$69.5K0.04%013F-HRTimeline
Essential Partners LLC455$68.9K0.02%new13F-HRTimeline
GHP Investment Advisors, Inc.453$68.6K<0.01%+413F-HRTimeline
Evergreen Advisors, LLC451$68.3K0.02%new13F-HRTimeline
ADIRONDACK TRUST CO450$68.1K0.02%013F-HRTimeline
Trust Co435$65.9K0.01%+21513F-HRTimeline
Cornerstone National Bank & Trust Co420$63.4K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…418$63.3K<0.01%-1413F-HR/ATimelineGroup
MTM Investment Management, LLC415$62.8K0.02%013F-HRTimeline
EPG Wealth Management LLC415$62.8K0.02%013F-HRTimeline
Synergy Investment Management, LLC410$62K0.02%new13F-HRTimeline
CX Institutional406$61K<0.01%+313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT396$60K<0.01%013F-HRTimeline
Morse Asset Management, Inc389$58.9K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.388$58.7K0.02%-913F-HRTimeline
Princeton Global Asset Management LLC387$58.6K0.01%+31713F-HRTimeline
Murphy & Mullick Capital Management Corp385$58.3K0.04%+113F-HRTimeline
Roxbury Financial LLC384$58.1K0.05%+213F-HRTimeline
Millstone Evans Group, LLC372$56.3K0.03%-14513F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC368$55.8K0.03%new13F-HRTimeline
Horizons Wealth Management360$54.5K0.04%013F-HRTimeline
Meramec Financial Planners, LLC354$54.3K0.02%+313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …357$54K<0.01%013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…358$54K0.01%-4013F-HR/ATimeline
Legacy Bridge, LLC350$53K0.02%013F-HRTimeline
Advanced Asset Management Advisors Inc348$52.7K0.01%013F-HRTimeline
Seneschal Advisors, LLC343$51.9K0.04%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC340$51.5K0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC333$50.4K<0.01%013F-HRTimeline
Weaver Capital Management LLC325$49.2K0.01%013F-HRTimeline
NFSG Corp316$47.9K0.01%+213F-HRTimeline
Byrne Asset Management LLC315$47.7K0.03%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC311$47K0.03%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC305$46.2K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC304$46K0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST303$45.9K0.02%13F-HRTimeline
Corsicana & Co.341$45.8K0.03%013F-HRTimeline
Westside Investment Management, Inc.300$45.4K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.297$45K0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.289$43.8K0.02%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd280$42.4K0.01%013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.274$41.5K0.03%-1013F-HRTimeline
Smartleaf Asset Management LLC272$40.8K<0.01%-10913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding269$40.8K+115Timeline
Napier Financial, LLC262$39.7K0.01%new13F-HRTimeline
Cypress Capital Management LLC (WY)261$39.5K0.04%013F-HRTimeline
Clean Yield Group260$39.4K0.01%013F-HRTimeline
Friedenthal Financial259$39.2K0.02%-29813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC257$38.9K0.02%+213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST251$38K<0.01%013F-HRTimeline
Strive Financial Group ,LLC251$38K0.02%-4213F-HRTimeline
IMA Advisory Services, Inc.250$37.9K<0.01%013F-HRTimeline
Financial Freedom, LLC248$37.6K0.02%013F-HRTimeline
Vermillion Wealth Management, Inc.245$37.2K0.01%-513F-HRTimeline
Kilter Group LLC239$36.2K0.02%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP235$35.6K<0.01%013F-HRTimeline
Main Street Group, LTD218$33K0.01%new13F-HRTimeline
Miller Capital Partners, Inc.210$31.8K0.02%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…206$31.2K<0.01%+313F-HRTimelineGroup
S&T Bank/PA203$30.7K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.200$30.3K0.01%013F-HRTimeline
Creative Capital Management Investments…200$30.3K0.01%-25213F-HRTimeline
Beutel, Goodman & Co Ltd.195$29K<0.01%013F-HRTimeline
Advisors Asset Management, Inc.184$27.9K<0.01%+613F-HRTimeline
Elevated Capital Advisors, LLC184$27.9K0.01%013F-HRTimeline
Team Financial Group, LLC176$26.6K0.01%+213F-HRTimeline
McIlrath & Eck, LLC176$26.6K<0.01%013F-HRTimeline
Rice Partnership, LLC175$26.5K<0.01%013F-HRTimeline
Fairman Group, LLC167$25.3K0.02%+113F-HRTimeline
Holos Integrated Wealth LLC163$24.8K0.01%new13F-HRTimeline
JPL Wealth Management, LLC155$23.5K0.01%new13F-HR/ATimeline
Addison Advisors LLC152$23K0.01%013F-HRTimeline
Evelyn Partners Investment Management (…150$22.7K0.01%013F-HRTimeline
Catherine Avery Investment Management L…149$22.6K0.01%013F-HRTimeline
Nemes Rush Group LLC144$21.8K<0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS142$21.3K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD140$21.2K0.01%013F-HRTimeline
Strategic Wealth Advisors LLC133$20K0.02%013F-HRTimeline
Family Manage LLC131$19.8K<0.01%013F-HRTimeline
PlanVest Financial, Inc129$19.5K0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC128$19.4K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.127$19.2K0.06%013F-HRTimeline
Advantage Trust Co120$18.2K0.01%013F-HRTimeline
Financial Perspectives, Inc115$17.4K<0.01%013F-HRTimeline
TSFG, LLC110$17K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC108$16.4K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC105$15.9K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC100$15.5K0.01%013F-HRTimeline
HOWE & RUSLING INC100$15.1K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.100$15.1K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN98$14.8K<0.01%013F-HRTimeline
Hughes Financial Services, LLC97$14.7K<0.01%013F-HRTimeline
High Point Wealth Management, LLC96$14.5K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC93$14.1K<0.01%013F-HRTimeline
BIRCHBROOK, INC.90$13.6K0.01%013F-HRTimeline
Silicon Valley Capital Partners88$13.3K<0.01%013F-HRTimeline
TD Capital Management LLC76$11.5K<0.01%+113F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC75$11.4K0.01%013F-HRTimeline
Robbins Farley75$11.4K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC68$10.3K0.02%new13F-HRTimeline
Roble, Belko & Company, Inc68$10K<0.01%013F-HRTimeline
PayPay Securities Corp63$9.63K0.33%-2013F-HRTimeline
Center for Financial Planning, Inc.61$9.24K<0.01%013F-HRTimeline
Basepoint Wealth LLC61$9.23K0.01%+113F-HRTimeline
Nova Wealth Management, Inc.60$9.09K0.01%013F-HRTimeline
Register Financial Advisors LLC57$8.59K<0.01%+113F-HRTimeline
Activest Wealth Management54$8.18K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…53$8.02K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC52$7.87K<0.01%013F-HRTimeline
UMB Bank, n.a.51$7.72K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Strategic Investment Solutions, Inc. /IL50$7.57K<0.01%013F-HRTimeline
GGM Financial LLC50$7.51K<0.01%+113F-HRTimeline
Lodestone Wealth Management LLC49$7.42K<0.01%013F-HR/ATimeline
Bullock Wealth Management Group48$7.25K<0.01%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC42$5.93K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC39$5.91K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH35$5.3K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC29$4.47K<0.01%013F-HRTimeline
Cheviot Value Management, LLC27$4.09K<0.01%013F-HRTimeline