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Disclosery

DVY ISHARES TR

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COM (fund)

1,322 managers (1,332 13F filers) reported a position in DVY shares at 2024-12-31, 69,301,671 shares in all. 65 filers opened a position and 63 filers sold out during the quarter.

Managers
1,322
13F filers
1,332
New
65
Added
410
Reduced
409
Sold out
63
Shares held by filers
69,301,671

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,294,357$1.09B0.1%-33,85613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,578,131$864M0.06%+364,90913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,875,784$509M0.12%+183,58913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,815,959$501M0.33%-45,45113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,898,608$381M0.05%-58,04813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,346,687$308M0.07%+100,10313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,881,782$247M0.05%+13,22813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,695,199$223M0.02%+314,35813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,617,424$212M+35,359Timeline
LPL Financial LLC1,596,398$210M0.09%+130,57313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,195,080$157M0.25%+44,50813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,190,665$156M0.06%13F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,125,515$148M0.19%-34,67113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,112,356$146M0.03%+82,54213F-HRTimelineGroup
Howard Capital Management, LLC984,600$129M2.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/755,512$99.2M0.05%-32,51613F-HRTimelineGroup
Northside Capital Management, LLC681,480$89.5M23.78%+1413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC646,644$84.9M0.12%+4,82013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC601,173$78.9M0.02%-15,21913F-HRTimelineGroup
MILLER HOWARD INVESTMENTS INC /NY498,927$65.5M2.15%+392,66713F-HRTimeline
COMERICA BANK493,235$64.8M0.26%+9,18113F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC490,827$64.3M0.02%+13,51013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding440,174$57.8M-14,433Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…427,810$56.2M0.15%+24,06513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding419,762$55.1M+357,182Timeline
Cetera Investment Advisers386,247$50.7M0.11%+62113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…385,747$50.6M0.04%-4,62013F-HRTimelineGroup
Private Advisor Group, LLC384,003$50.4M0.28%+186,05513F-HRTimeline
Mariner, LLCin group Mariner, LLC378,997$49.8M0.08%-19,32113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP306,725$40.3M0.04%+29,70313F-HRTimelineGroup
HighTower Advisors, LLC301,485$39.6M0.05%+14813F-HRTimeline
AMG National Trust Bank295,675$38.7M1.07%+1,82213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK291,319$38.2M0.24%+1,03413F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding288,441$37.9M+244,324Timeline
Creative Planningin group Creative Planning275,839$36.2M0.04%-6,87213F-HRTimelineGroup
Moment Partners, LLC264,610$34.7M6.62%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.253,132$33.3M0.07%-43,21013F-HR/ATimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA247,295$32.5M0.17%-1,10013F-HRTimelineGroup
CIBC WORLD MARKET INC.246,049$32.3M0.07%-3,78213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/245,473$32.2M0.04%+34,52013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp234,828$30.8M0.1%+4,99813F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC233,853$30.7M2.42%+1,27213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC230,816$30.3M0.08%-4,64313F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC224,501$29.5M0.6%-78,94213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.219,389$28.8M0.06%+1,89713F-HRTimelineGroup
Ellis Investment Partners, LLC217,615$28.6M5.63%-6,94913F-HRTimeline
SYNOVUS FINANCIAL CORP214,014$28.1M0.36%+6913F-HRTimeline
Janney Montgomery Scott LLC213,161$28M0.08%-54213F-HRTimeline
St. Clair Advisors, LLC199,847$26.2M7.53%+1,34213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…190,615$25M0.05%+37,35013F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV174,164$22.9M0.06%-11,60213F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…173,581$22.8M4.76%-6,69113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.167,514$22M<0.01%-27,29113F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.162,406$21.8M0.53%-1,09813F-HRTimelineGroup
Gilman Hill Asset Management, LLC161,377$21.2M3.69%+150,89213F-HRTimeline
Valmark Advisers, Inc.159,661$21M0.32%-1,56313F-HRTimeline
Cambridge Investment Research Advisors,…159,637$21M0.07%+16,01913F-HRTimeline
FMR LLCin group FMR LLC154,426$20.3M<0.01%+16,98513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC148,681$19.5M0.04%+1,30913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL148,558$19.5M0.06%+9013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources144,630$19M0.01%-4,50513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding139,321$18.3M+13,959Timeline
CW Advisors, LLC138,283$18.2M0.25%+2,95413F-HRTimeline
Arcus Capital Partners, LLC135,195$16.7M5.27%-19,44113F-HRTimeline
Capital Investment Advisors, LLC126,066$16.6M0.34%-1,54813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT122,565$16.1M1.2%-17713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.113,758$14.9M0.2%+1,27113F-HRTimelineGroup
NTV Asset Management LLC112,041$14.7M1.94%-58213F-HRTimeline
IFG Advisors, LLC108,916$14.3M2.84%+94213F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…103,610$13.6M3.36%+3,99013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.101,504$13.3M0.08%+1,25213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP100,939$13.3M0.02%-3,52313F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD97,033$13.1M0.75%-21813F-HRTimeline
KWMG, LLC98,157$12.9M1.33%-1,32613F-HRTimeline
Pinnacle Financial Partners Inc97,048$12.7M0.26%+28,66613F-HRTimeline
Beacon Pointe Advisors, LLC95,018$12.5M0.14%+78513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.94,753$12.4M0.12%+1,55013F-HRTimelineGroup
Powell Investment Advisors, LLC92,915$12.2M5.65%+36313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS92,644$12.2M0.03%-1,03813F-HRTimeline
MAI Capital Management89,187$11.7M0.09%+1,88213F-HRTimeline
Round Rock Advisors LLC88,898$11.7M2.39%+97713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC88,356$11.6M0.07%+20,79813F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC87,490$11.5M0.16%-49713F-HRTimeline
OLD NATIONAL BANCORP /IN/86,603$11.4M0.27%+23,47613F-HRTimeline
Steward Partners Investment Advisory, L…86,020$11.3M0.1%+10413F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…85,419$11.2M0.03%+64,30913F-HR/ATimeline
&PARTNERS83,269$10.9M0.13%+11,45413F-HRTimeline
Cresset Asset Management, LLC81,895$10.8M0.05%+2,88513F-HRTimeline
MYDA Advisors LLC80,000$10.5M3%new13F-HRTimeline
JGP Wealth Management, LLC79,851$10.5M1.36%+2,30413F-HRTimeline
North Star Investment Management Corp.79,634$10.5M0.73%+1,79713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC78,947$10.4M0.05%+4,09613F-HRTimelineGroup
NewEdge Advisors, LLC77,463$10.2M0.06%+1,74613F-HRTimeline
SOA Wealth Advisors, LLC.73,937$9.71M1.79%-2,05613F-HR/ATimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC72,973$9.58M0.11%013F-HRTimelineGroup
Advisory Services Network, LLC72,538$9.52M0.18%+7,03713F-HRTimeline
BOKF, NAin group BOKF, NA74,015$9.52M0.16%-2,02313F-HRTimelineGroup
Linscomb Wealth, Inc.72,254$9.49M0.47%+1,25613F-HRTimeline
Asset Advisors Investment Management, L…71,793$9.43M0.99%-3,51513F-HRTimeline
Wealthspire Advisors, LLC71,475$9.38M0.09%+54813F-HRTimeline
BANK OF HAWAII71,397$9.37M0.52%-1,74013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.67,789$8.9M0.13%+29,46313F-HRTimelineGroup
White Lighthouse Investment Management …66,445$8.72M1.53%-2,43813F-HRTimeline
Integrated Wealth Concepts LLC66,330$8.71M0.1%+1,65513F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC66,155$8.69M2.33%-14213F-HRTimeline
Sterling Investment Advisors, Ltd.66,068$8.67M2.1%-56513F-HRTimeline
Sterling Capital Management LLC65,793$8.64M0.12%new13F-HRTimeline
Sequoia Financial Advisors, LLC64,070$8.41M0.08%+16,23413F-HR/ATimeline
Florin Court Capital LLP63,800$8.38M8.7%-1,90013F-HRTimeline
Mutual Advisors, LLC62,362$8.35M0.24%-2,38813F-HRTimeline
Beaumont Financial Advisors, LLC62,790$8.24M0.62%+13813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…62,426$8.2M0.16%+2,66913F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL62,299$8.18M3.2%+2,28813F-HRTimeline
Lee Financial Co61,753$8.11M1.14%-2,31613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.60,075$7.86M0.01%-1,95413F-HRTimelineGroup
Verus Financial Partners, Inc.59,893$7.7M0.86%-2,94013F-HRTimeline
EDGEWOOD MANAGEMENT LLC57,162$7.5M0.02%013F-HRTimeline
AMARILLO NATIONAL BANK55,719$7.32M1.34%-84213F-HRTimeline
FIRST UNITED BANK & TRUST55,537$7.29M2.65%+1,86513F-HRTimeline
Wealth Management Associates, Inc.55,327$7.26M3.1%-5213F-HRTimeline
Prime Capital Investment Advisors, LLC55,081$7.23M0.11%-80713F-HRTimeline
HB Wealth Management, LLC53,960$7.08M0.07%-12113F-HRTimeline
KCM INVESTMENT ADVISORS LLC52,910$6.95M0.24%+91113F-HRTimeline
Smithfield Trust Co52,829$6.93M0.35%+6313F-HRTimeline
Atria Wealth Solutions, Inc.52,586$6.9M0.08%-1,29313F-HRTimeline
Orion Porfolio Solutions, LLC52,545$6.9M0.07%+20,06313F-HRTimeline
Orion Portfolio Solutions, LLC52,545$6.9M0.07%+20,06313F-HRTimeline
DAVENPORT & Co LLC49,901$6.55M0.04%-6,69813F-HRTimeline
Integrated Advisors Network LLC49,755$6.53M0.31%+8,08713F-HRTimeline
Gunma Bank,Ltd.49,000$6.43M2.12%-8,00013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC48,927$6.42M0.18%+2,01113F-HRTimeline
Omega Financial Group, LLC48,819$6.41M2.43%-1,42713F-HRTimeline
Stelac Advisory Services LLC48,727$6.4M2.49%+43113F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC48,105$6.32M0.36%-79513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC48,078$6.31M0.69%-78013F-HRTimeline
WEDBUSH SECURITIES INC47,800$6.28M0.22%-20,85613F-HRTimeline
NorthCoast Asset Management LLC47,258$6.23M0.03%-21,31313F-HR/ATimeline
Glenview Trust Co47,310$6.21M0.12%+79613F-HRTimeline
GW&K Investment Management, LLC47,237$6.2M0.05%+44,89513F-HRTimeline
CoreCap Advisors, LLC47,015$6.17M0.28%+15,61813F-HRTimeline
Balentine LLC46,776$6.14M0.25%-3,48713F-HRTimeline
Raab & Moskowitz Asset Management LLC45,280$5.94M1.46%+1,06513F-HRTimeline
Sanctuary Advisors, LLC43,783$5.94M0.04%-6,31313F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC44,150$5.8M0.99%013F-HRTimeline
Principle Wealth Partners LLC43,566$5.72M0.4%+14,20413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC43,434$5.7M0.01%+3,14813F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC43,297$5.68M0.43%+22,82613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …42,864$5.63M1.22%013F-HRTimeline
SPC Financial, Inc.42,252$5.55M0.48%-1,33713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO42,168$5.54M1.31%-15913F-HRTimeline
Mechanics Bank Trust Department41,694$5.47M0.73%-1,42313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.40,803$5.36M2.06%+31413F-HRTimeline
Rathbones Group PLC40,766$5.35M0.03%-1,80213F-HRTimeline
MML INVESTORS SERVICES, LLC40,646$5.34M0.02%+5,70713F-HRTimeline
FOCUS Wealth Advisors, LLC39,965$5.25M2.78%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …39,683$5.21M0.08%+67913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…39,606$5.2M0.04%-57913F-HRTimelineGroup
Eagle Bay Advisors LLC38,710$5.08M3.2%013F-HRTimeline
IFP Advisors, Inc38,437$5.05M0.17%+21,12513F-HRTimeline
LMG Wealth Partners, LLC38,207$5.02M1.09%-6113F-HRTimeline
LANDAAS & CO /WI /ADV37,903$4.98M1.38%+1,30013F-HRTimeline
Cornerstone Management, Inc.36,825$4.83M0.94%-34113F-HRTimeline
Atria Investments, Inc36,680$4.82M0.06%+34,05013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC36,628$4.81M0.09%-8613F-HRTimeline
Ironwood Financial, llc36,210$4.75M1%-2,71013F-HRTimeline
Mendel Capital Management LLC36,137$4.74M2.88%+3013F-HRTimeline
Scarborough Advisors, LLC36,056$4.73M0.67%+2,78813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…35,893$4.71M0.02%+77713F-HRTimelineGroup
IFG Advisory, LLC35,590$4.67M0.26%-2,55913F-HRTimeline
GoalVest Advisory LLC35,462$4.66M1.28%+8,12413F-HRTimeline
Tradition Wealth Management, LLC35,305$4.64M0.41%+9,20713F-HRTimeline
IEQ CAPITAL, LLC35,133$4.61M0.04%+4,42213F-HRTimeline
Keebeck Wealth Management35,086$4.61M0.66%013F-HRTimeline
CWM, LLCin group CWM, LLC34,772$4.57M0.02%+3,24913F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC34,579$4.54M0.29%-4,50013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.33,882$4.45M0.48%-14713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding33,777$4.43M+8,491Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…33,101$4.39M0.01%-91113F-HRTimelineGroup
Clearstead Advisors, LLC33,354$4.38M0.07%+313F-HRTimeline
J.W. COLE ADVISORS, INC.33,296$4.37M0.18%+85213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…33,248$4.36M0.36%-4,339,74513F-HRTimeline
Joseph P. Lucia & Associates, LLC33,111$4.35M1.93%-36313F-HRTimeline
ALBION FINANCIAL GROUP /UT33,000$4.33M0.3%013F-HRTimeline
Gallagher Capital Advisors, LLC32,988$4.33M3.16%13F-HRTimeline
Klingman & Associates, LLC32,672$4.29M0.26%013F-HRTimeline
PINNACLE ASSOCIATES LTD32,471$4.26M0.06%-85513F-HRTimeline
LGL PARTNERS, LLC32,445$4.26M0.62%+29413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP31,129$4.24M0.65%-23613F-HRTimeline
FIRST AMERICAN TRUST, FSB32,263$4.24M0.42%-41,56913F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.32,094$4.21M2.38%-43413F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC31,658$4.16M<0.01%013F-HRTimelineGroup
One Wealth Advisors, LLC31,224$4.1M0.61%-113F-HRTimeline
Graves Light Lenhart Wealth, Inc.30,650$4.02M0.5%+22413F-HRTimeline
CX Institutional30,612$4.02M0.16%+3,07913F-HRTimeline
Shulman DeMeo Asset Management LLC30,543$4.01M1.08%-1,49813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV30,312$3.98M1.45%+93313F-HRTimeline
SCOTIA CAPITAL INC.29,832$3.92M0.02%+5,21913F-HRTimeline
HANCOCK WHITNEY CORP29,825$3.92M0.12%+71013F-HRTimeline
Prospera Financial Services Inc29,579$3.88M0.09%-73513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding29,423$3.86M+2,870Timeline