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Disclosery

DVY ISHARES TR

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COM (fund)

1,309 managers (1,319 13F filers) reported a position in DVY shares at 2025-03-31, 67,936,255 shares in all. 72 filers opened a position and 71 filers sold out during the quarter.

Managers
1,309
13F filers
1,319
New
72
Added
401
Reduced
466
Sold out
71
Shares held by filers
67,936,255

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,213,279$1.1B0.1%-81,07813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,379,711$857M0.06%-198,42013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,798,580$510M0.27%-17,37913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,656,919$491M0.12%-218,86513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,093,549$415M0.06%+194,94113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,276,456$306M0.07%-70,23113F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,837,854$247M0.05%-43,92813F-HRTimelineGroup
LPL Financial LLC1,613,201$217M0.08%+16,80313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,580,166$212M-37,258Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,473,601$198M0.02%-221,59813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,215,308$163M0.06%+24,64313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,149,939$154M0.25%-45,14113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,122,887$151M0.2%-2,62813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,121,217$151M0.03%+8,86113F-HRTimelineGroup
Howard Capital Management, LLC984,600$132M3.32%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/773,021$104M0.05%+17,50913F-HRTimelineGroup
Northside Capital Management, LLC684,891$92M14.94%+3,41113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC678,028$91.1M0.02%+76,85513F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC664,202$89.2M0.13%+17,55813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC485,657$65.3M0.02%-5,17013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…471,928$63.4M0.16%+44,11813F-HRTimelineGroup
COMERICA BANK450,133$60.4M0.25%-43,10213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding443,931$59.6M+3,757Timeline
Focus Partners Wealthgroup of 2 filers holding420,909$56.5M+1,147Timeline
Cetera Investment Advisers385,468$51.8M0.1%-77913F-HRTimeline
Mariner, LLCin group Mariner, LLC378,463$50.8M0.08%-53413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…353,902$47.5M0.04%-31,84513F-HRTimelineGroup
MILLER HOWARD INVESTMENTS INC /NY351,271$47.2M1.5%-147,65613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.302,677$40.7M0.09%+49,54513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP300,495$40.4M0.04%-6,23013F-HRTimelineGroup
HighTower Advisors, LLC298,992$40.2M0.05%-2,49313F-HRTimeline
AMG National Trust Bank298,168$40M1.12%+2,49313F-HRTimeline
Creative Planningin group Creative Planning293,692$39.4M0.04%+17,85313F-HRTimelineGroup
CIBC WORLD MARKET INC.289,981$38.9M0.09%+43,93213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK287,913$38.7M0.25%-3,40613F-HRTimelineGroup
Moment Partners, LLC260,374$35M6.93%-4,23613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA248,961$33.4M0.18%+1,66613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp234,371$31.5M0.11%-45713F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC231,157$31M2.43%-2,69613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC224,260$30.1M0.08%-6,55613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.220,281$29.6M0.06%+89213F-HRTimelineGroup
Janney Montgomery Scott LLC214,457$28.8M0.08%+1,29613F-HRTimeline
SYNOVUS FINANCIAL CORP204,265$27.4M0.36%-9,74913F-HRTimeline
St. Clair Advisors, LLC204,148$27.4M7.68%+4,30113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/202,949$27.3M0.03%-42,52413F-HRTimelineGroup
Ellis Investment Partners, LLC202,190$27.2M5.61%-15,42513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…200,247$26.9M0.05%+9,63213F-HRTimeline
Private Advisor Group, LLC197,356$26.5M0.16%-186,64713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP196,494$26.4M0.04%+95,55513F-HRTimelineGroup
OMERS ADMINISTRATION Corp183,700$24.7M0.22%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV173,736$23.3M0.05%-42813F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…172,227$23.1M4.86%-1,35413F-HRTimeline
Arcus Capital Partners, LLC162,902$21.9M8.78%+27,70713F-HRTimeline
Yukon Wealth Management, Inc.159,292$21.4M8.88%13F-HRTimeline
Valmark Advisers, Inc.158,940$21.3M0.32%-72113F-HRTimeline
Cambridge Investment Research Advisors,…158,085$21.2M0.07%-1,55213F-HRTimeline
BLAIR WILLIAM & CO/IL157,103$21.1M0.06%+8,54513F-HRTimeline
FMR LLCin group FMR LLC151,693$20.4M<0.01%-2,73313F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources149,097$20M0.01%+4,46713F-HRTimelineGroup
Wealthspire Advisors, LLC147,744$19.8M0.12%+76,26913F-HRTimeline
CW Advisors, LLC144,412$19.4M0.23%+6,12913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC137,439$18.5M0.04%-11,24213F-HRTimelineGroup
Capital Investment Advisors, LLC124,230$16.7M0.33%-1,83613F-HRTimeline
Florin Court Capital LLP123,300$16.6M17.17%+59,50013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT120,487$16.2M1.2%-2,07813F-HRTimeline
&PARTNERS121,021$16.1M0.17%+37,75213F-HRTimeline
GW HENSSLER & ASSOCIATES LTD116,506$15.6M0.9%+19,47313F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding115,358$15.5M-23,963Timeline
IFG Advisors, LLC114,448$15.4M2.96%+5,53213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.114,167$15.3M0.21%+40913F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.112,251$15.1M0.4%-50,15513F-HRTimelineGroup
NTV Asset Management LLC110,981$14.9M1.99%-1,06013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…108,284$14.5M3.46%+4,67413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.104,597$14M0.09%+3,09313F-HRTimeline
Round Rock Advisors LLC102,827$13.8M2.56%+13,92913F-HRTimeline
KWMG, LLC99,030$13.3M1.35%+87313F-HRTimeline
Pinnacle Financial Partners Inc98,504$13.2M0.27%+1,45613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co98,353$13.2M<0.01%-190,08813F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.97,002$13M0.12%+2,24913F-HRTimelineGroup
Beacon Pointe Advisors, LLC95,707$12.9M0.14%+68913F-HRTimeline
Powell Investment Advisors, LLC93,839$12.6M6.19%+92413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS90,081$12.1M0.03%-2,56313F-HRTimeline
Steward Partners Investment Advisory, L…88,482$11.9M0.11%+2,46213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC87,968$11.8M0.07%-38813F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC87,499$11.8M0.16%+913F-HRTimeline
Cresset Asset Management, LLC87,300$11.7M0.06%+5,40513F-HRTimeline
MAI Capital Management85,245$11.4M0.09%-3,94213F-HRTimeline
JGP Wealth Management, LLC84,180$11.3M1.49%+4,32913F-HRTimeline
North Star Investment Management Corp.79,854$10.7M0.78%+22013F-HRTimeline
NewEdge Advisors, LLC77,552$10.4M0.06%+8913F-HRTimeline
OLD NATIONAL BANCORP /IN/75,116$10.1M0.27%-11,48713F-HRTimeline
SOA Wealth Advisors, LLC.73,586$9.88M2.06%-35113F-HRTimeline
GREENBERG FINANCIAL GROUP64,782$9.81M4.09%13F-HRTimeline
Advisory Services Network, LLC72,984$9.8M0.19%+44613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC72,973$9.8M0.11%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC72,079$9.68M0.11%+16,99813F-HRTimeline
NorthCoast Asset Management LLC71,628$9.62M0.05%+24,37013F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.71,398$9.59M<0.01%-96,11613F-HRTimelineGroup
Linscomb Wealth, Inc.70,895$9.52M0.47%-1,35913F-HRTimeline
Sterling Investment Advisors, Ltd.69,338$9.31M2.24%+3,27013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC67,296$9.04M0.04%-11,65113F-HRTimelineGroup
Integrated Wealth Concepts LLC66,516$8.93M0.1%+18613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC65,885$8.85M2.48%-27013F-HRTimeline
Asset Advisors Investment Management, L…65,393$8.78M0.92%-6,40013F-HRTimeline
BOKF, NAin group BOKF, NA64,585$8.67M0.15%-9,43013F-HRTimelineGroup
DAVENPORT & Co LLC64,466$8.66M0.05%+14,56513F-HRTimeline
Pinnacle Financial Group, LLC / IL64,340$8.64M3.14%+2,04113F-HRTimeline
White Lighthouse Investment Management …63,992$8.59M1.53%-2,45313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP63,809$8.57M0.02%new13F-HRTimelineGroup
Beaumont Financial Advisors, LLC62,772$8.43M0.66%-1813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…61,892$8.31M0.16%-53413F-HRTimelineGroup
Sequoia Financial Advisors, LLC61,502$8.26M0.06%-2,56813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC61,484$8.26M0.15%-163,01713F-HRTimeline
FIRST UNITED BANK & TRUST61,074$8.2M3.06%+5,53713F-HRTimeline
IEQ CAPITAL, LLC60,447$8.12M0.06%+25,31413F-HRTimeline
Lee Financial Co57,681$7.75M1.18%-4,07213F-HRTimeline
Mutual Advisors, LLC60,217$7.69M0.22%-2,14513F-HRTimeline
EDGEWOOD MANAGEMENT LLC57,162$7.68M0.03%013F-HRTimeline
HB Wealth Management, LLC56,326$7.56M0.06%+2,36613F-HRTimeline
Wealth Management Associates, Inc.55,881$7.5M3.22%+55413F-HRTimeline
AMARILLO NATIONAL BANK55,719$7.48M1.46%013F-HRTimeline
Raab & Moskowitz Asset Management LLC55,693$7.48M1.88%+10,41313F-HRTimeline
Verus Financial Partners, Inc.58,185$7.32M0.84%-1,70813F-HRTimeline
Gunma Bank,Ltd.53,600$7.2M2.32%+4,60013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.60,437$7.15M0.02%+36213F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC52,798$7.09M0.25%-11213F-HRTimeline
Smithfield Trust Co52,629$7.06M0.35%-20013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC52,282$7.02M0.19%+3,35513F-HRTimeline
Geneos Wealth Management Inc.52,086$6.99M0.1%+25,20213F-HRTimeline
WEDBUSH SECURITIES INC51,732$6.95M0.25%+3,93213F-HRTimeline
Stelac Advisory Services LLC51,124$6.87M2.83%+2,39713F-HRTimeline
Glenview Trust Co49,097$6.59M0.13%+1,78713F-HR/ATimeline
CARRET ASSET MANAGEMENT, LLC48,418$6.5M0.73%+34013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC48,320$6.49M0.39%+21513F-HRTimeline
CWM, LLCin group CWM, LLC47,680$6.4M0.03%+12,90813F-HRTimelineGroup
BANK OF HAWAII46,015$6.18M0.35%-25,38213F-HRTimeline
Omega Financial Group, LLC45,929$6.17M2.37%-2,89013F-HRTimeline
SIG BROKERAGE, LP44,812$6.02M1.75%new13F-HRTimeline
Sanctuary Advisors, LLC44,565$5.98M0.04%+78213F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC44,150$5.93M0.96%013F-HRTimeline
Mechanics Bank Trust Department43,779$5.88M0.8%+2,08513F-HRTimeline
IFP Advisors, Inc43,431$5.83M0.18%+4,99413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …42,864$5.76M1.18%013F-HRTimeline
SPC Financial, Inc.42,811$5.75M0.51%+55913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC42,684$5.73M0.01%-75013F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO41,548$5.58M1.34%-62013F-HRTimeline
Rathbones Group PLC41,366$5.56M0.03%+60013F-HRTimeline
GoalVest Advisory LLC41,242$5.54M1.52%+5,78013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.40,430$5.43M2.1%-37313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …40,357$5.42M0.08%+67413F-HRTimelineGroup
Atria Wealth Solutions, Inc.40,171$5.39M0.07%-12,41513F-HRTimeline
Trilogy Capital Inc.40,075$5.38M0.28%+14,48913F-HRTimeline
MYDA Advisors LLC40,000$5.37M1.91%-40,00013F-HRTimeline
FOCUS Wealth Advisors, LLC39,913$5.36M2.96%-5213F-HRTimeline
Eagle Bay Advisors LLC38,710$5.2M4.41%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…38,647$5.19M0.46%+5,39913F-HRTimeline
Mendel Capital Management LLC38,577$5.18M3.14%+2,44013F-HRTimeline
Principle Wealth Partners LLC38,398$5.16M0.37%-5,16813F-HRTimeline
LANDAAS & CO /WI /ADV38,054$5.11M1.41%+15113F-HRTimeline
LMG Wealth Partners, LLC37,720$5.07M1.13%-48713F-HRTimeline
IFG Advisory, LLC37,253$5M0.28%+1,66313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC36,849$4.95M0.1%+22113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…36,468$4.9M0.04%-3,13813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…35,826$4.84M0.01%+2,72513F-HR/ATimelineGroup
Integrated Advisors Network LLC35,752$4.8M0.24%-14,00313F-HRTimeline
Ironwood Financial, llc35,711$4.8M1.03%-49913F-HRTimeline
Scarborough Advisors, LLC35,514$4.77M0.68%-54213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…35,413$4.76M0.02%-48013F-HRTimelineGroup
Tradition Wealth Management, LLC35,268$4.74M0.42%-3713F-HRTimeline
Clearstead Advisors, LLC35,248$4.73M0.07%+1,89413F-HRTimeline
Cornerstone Management, Inc.35,046$4.71M0.88%-1,77913F-HRTimeline
Keebeck Wealth Management34,906$4.69M0.69%-18013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC34,679$4.66M0.35%+10013F-HRTimelineGroup
Pinion Investment Advisors, LLC34,090$4.58M1.01%+16,76213F-HRTimeline
J.W. COLE ADVISORS, INC.33,920$4.56M0.14%+62413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.33,772$4.54M0.49%-11013F-HRTimeline
MML INVESTORS SERVICES, LLC33,679$4.52M0.02%-6,96713F-HRTimeline
Wealth Quarterback LLC33,445$4.49M2.53%+7,01913F-HRTimeline
SCOTIA CAPITAL INC.33,277$4.47M0.02%+3,44513F-HRTimeline
Balentine LLC33,069$4.44M0.19%-13,70713F-HRTimeline
ALBION FINANCIAL GROUP /UT32,990$4.43M0.31%-1013F-HRTimeline
Gallagher Capital Advisors, LLC32,973$4.43M3.37%-1513F-HRTimeline
Joseph P. Lucia & Associates, LLC32,724$4.39M2.01%-38713F-HRTimeline
Klingman & Associates, LLC32,672$4.39M0.27%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.32,178$4.32M2.42%+8413F-HRTimeline
FIRST AMERICAN TRUST, FSB31,965$4.29M0.39%-29813F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC31,647$4.25M<0.01%-1113F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP31,409$4.22M0.68%+28013F-HRTimeline
PINNACLE ASSOCIATES LTD31,297$4.2M0.06%-1,17413F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV31,208$4.19M1.62%+89613F-HRTimeline
MMA ASSET MANAGEMENT LLC30,614$4.11M1.73%+2,01313F-HRTimeline
One Wealth Advisors, LLC30,538$4.1M0.61%-68613F-HRTimeline
Graves Light Lenhart Wealth, Inc.30,388$4.08M0.5%-26213F-HRTimeline
Shulman DeMeo Asset Management LLC30,380$4.08M1.15%-16313F-HRTimeline
LGL PARTNERS, LLC30,058$4.04M1.95%-2,38713F-HRTimeline
Prospera Financial Services Inc29,954$4.02M0.09%+37513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,598$3.97M0.36%-13,69913F-HR/ATimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding29,349$3.94M-74Timeline
Granite FO LLC29,337$3.94M2.24%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.29,294$3.93M<0.01%+1,53613F-HRTimeline