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Disclosery

DVY ISHARES TR

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COM (fund)

1,292 managers (1,302 13F filers) reported a position in DVY shares at 2025-06-30, 67,216,827 shares in all. 62 filers opened a position and 73 filers sold out during the quarter.

Managers
1,292
13F filers
1,302
New
62
Added
446
Reduced
427
Sold out
73
Shares held by filers
67,216,827

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,840,459$1.04B0.08%-372,82013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,297,236$836M0.05%-82,47513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,762,283$500M0.11%+105,36413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,750,902$498M0.32%-47,67813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,086,874$410M0.06%-6,67513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,060,605$406M0.08%+784,14913F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,827,204$243M0.05%-10,65013F-HRTimelineGroup
LPL Financial LLC1,697,751$225M0.08%+84,55013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,636,011$217M+55,845Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,524,690$202M0.01%+51,08913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,165,722$155M0.23%+15,78313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,137,906$151M0.19%+15,01913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,069,697$142M0.05%-145,61113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,050,167$139M0.03%-71,05013F-HRTimelineGroup
Howard Capital Management, LLC1,011,427$134M2.01%+26,82713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/753,003$100M0.05%-20,01813F-HRTimelineGroup
Northside Capital Management, LLC683,508$90.8M6.92%-1,38313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC659,795$87.6M0.01%-18,23313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC645,214$85.7M0.11%-18,98813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…459,678$63.5M0.14%-12,25013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC450,795$60M0.01%-34,86213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding442,604$58.8M+21,695Timeline
COMERICA BANK440,550$58.5M0.23%-9,58313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding437,849$58.2M-6,082Timeline
Mariner, LLCin group Mariner, LLC392,838$52.2M0.08%+14,37513F-HRTimelineGroup
Cetera Investment Advisers388,313$51.6M0.09%+2,84513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.352,044$46.8M0.08%+49,36713F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…344,919$45.8M0.03%-8,98313F-HRTimelineGroup
HighTower Advisors, LLC313,543$41.6M0.05%+14,55113F-HRTimeline
Creative Planningin group Creative Planning302,848$40.2M0.03%+9,15613F-HRTimelineGroup
AMG National Trust Bank299,320$39.8M1.05%+1,15213F-HRTimeline
CIBC WORLD MARKET INC.289,012$38.4M0.08%-96913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK284,971$37.8M0.22%-2,94213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP281,775$37.4M0.04%-18,72013F-HRTimelineGroup
Moment Partners, LLC252,936$33.6M6.3%-7,43813F-HRTimeline
Glenmede Investment Management, LP243,760$32.4M0.16%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp232,769$30.9M0.11%-1,60213F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC231,517$30.7M2.19%+36013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC223,334$29.7M0.07%-92613F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.216,820$28.8M0.05%-3,46113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…209,165$28.6M0.05%+8,91813F-HRTimeline
Janney Montgomery Scott LLC211,111$28M0.07%-3,34613F-HRTimeline
SYNOVUS FINANCIAL CORP204,864$27.2M0.33%+59913F-HRTimeline
Ellis Investment Partners, LLC198,306$26.3M5.12%-3,88413F-HRTimeline
St. Clair Advisors, LLC195,756$26M6.8%-8,39213F-HRTimeline
Private Advisor Group, LLC193,653$25.7M0.14%-3,70313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV175,376$23.3M0.05%+1,64013F-HRTimeline
Arcus Capital Partners, LLC173,966$23.1M9.99%+11,06413F-HRTimeline
Yukon Wealth Management, Inc.172,307$22.9M8.19%+13,01513F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…172,093$22.9M4.58%-13413F-HRTimeline
Cambridge Investment Research Advisors,…156,768$20.8M0.06%-1,31713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources156,352$20.8M0.01%+7,25513F-HRTimelineGroup
FMR LLCin group FMR LLC151,814$20.2M<0.01%+12113F-HRTimelineGroup
Valmark Advisers, Inc.150,600$20M0.28%-8,34013F-HRTimeline
CW Advisors, LLC143,998$19.1M0.19%-41413F-HRTimeline
BLAIR WILLIAM & CO/IL138,387$18.4M0.05%-18,71613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding135,678$18M+20,320Timeline
&PARTNERS133,408$17.7M0.14%+12,38713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC132,440$17.6M0.03%-4,99913F-HRTimelineGroup
HB Wealth Management, LLC129,405$17.2M0.14%+73,07913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT126,039$16.7M1.16%+5,55213F-HRTimeline
Capital Investment Advisors, LLC122,113$16.2M0.29%-2,11713F-HR/ATimeline
GW HENSSLER & ASSOCIATES LTD121,224$16.1M0.86%+4,71813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/118,558$15.7M0.02%-84,39113F-HR/ATimelineGroup
Advisory Services Network, LLC115,154$15.6M0.25%+42,17013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co116,318$15.4M<0.01%+17,96513F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.113,159$15M0.19%-1,00813F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…111,320$14.8M3.37%+3,03613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.110,866$14.7M0.08%+6,26913F-HRTimeline
IFG Advisors, LLC110,640$14.7M2.47%-3,80813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.106,851$14.7M0.37%-5,40013F-HRTimelineGroup
NTV Asset Management LLC108,866$14.5M1.73%-2,11513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC107,247$14.2M0.07%+19,27913F-HRTimelineGroup
Round Rock Advisors LLC104,661$13.9M2.4%+1,83413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.103,340$13.7M0.11%+6,33813F-HRTimelineGroup
KWMG, LLC100,616$13.4M1.25%+1,58613F-HRTimeline
Pinnacle Financial Partners Inc99,468$13.2M0.28%+96413F-HRTimeline
Powell Investment Advisors, LLC95,033$12.6M4.73%+1,19413F-HRTimeline
Beacon Pointe Advisors, LLC94,912$12.6M0.13%-79513F-HRTimeline
Steward Partners Investment Advisory, L…90,719$12M0.09%+2,23713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS90,409$12M0.03%+32813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP89,618$11.9M0.02%-106,87613F-HR/ATimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC87,896$11.7M0.14%+39713F-HRTimeline
Cresset Asset Management, LLC86,672$11.5M0.06%-62813F-HR/ATimeline
MML INVESTORS SERVICES, LLC86,631$11.5M0.03%+52,95213F-HRTimeline
JGP Wealth Management, LLC86,312$11.5M1.39%+2,13213F-HRTimeline
MAI Capital Management83,507$11.1M0.08%-1,73813F-HRTimeline
North Star Investment Management Corp.78,272$10.4M0.72%-1,58213F-HRTimeline
NewEdge Advisors, LLC77,878$10.3M0.05%+32613F-HRTimeline
GREENBERG FINANCIAL GROUP64,327$10.1M3.77%-45513F-HRTimeline
Florin Court Capital LLP73,700$9.79M10.01%-49,60013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC72,973$9.69M0.11%013F-HRTimelineGroup
Sterling Investment Advisors, Ltd.71,166$9.45M2.07%+1,82813F-HRTimeline
DAVENPORT & Co LLC70,966$9.43M0.05%+6,50013F-HRTimeline
SOA Wealth Advisors, LLC.69,692$9.26M1.74%-3,89413F-HRTimeline
Linscomb Wealth, Inc.68,011$9.03M0.42%-2,88413F-HRTimeline
OLD NATIONAL BANCORP /IN/67,798$9M0.16%-7,31813F-HRTimeline
White Lighthouse Investment Management …66,928$8.89M1.45%+2,93613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC65,835$8.74M2.28%-5013F-HRTimeline
Asset Advisors Investment Management, L…64,918$8.62M0.85%-47513F-HRTimeline
Integrated Wealth Concepts LLC64,724$8.6M0.09%-1,79213F-HRTimeline
Mutual Advisors, LLC62,114$8.58M0.21%+1,89713F-HRTimeline
Pinnacle Financial Group, LLC / IL64,226$8.53M2.86%-11413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC62,964$8.36M0.03%-4,33213F-HRTimelineGroup
BOKF, NAin group BOKF, NA62,250$8.27M0.13%-2,33513F-HRTimelineGroup
Beaumont Financial Advisors, LLC61,821$8.21M0.59%-95113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC60,165$7.99M0.2%+7,88313F-HRTimeline
Verus Financial Partners, Inc.58,321$7.93M0.81%+13613F-HRTimeline
Raab & Moskowitz Asset Management LLC59,587$7.91M1.89%+3,89413F-HRTimeline
FIRST UNITED BANK & TRUST59,519$7.9M2.76%-1,55513F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY59,492$7.9M0.25%-291,77913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.58,172$7.73M0.01%-2,26513F-HRTimelineGroup
Wealth Management Associates, Inc.57,651$7.66M2.98%+1,77013F-HRTimeline
Gunma Bank,Ltd.57,075$7.58M2.47%+3,47513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC56,816$7.55M0.6%+27,21813F-HRTimeline
Lee Financial Co56,586$7.52M1.08%-1,09513F-HRTimeline
AMARILLO NATIONAL BANK54,984$7.3M1.36%-73513F-HRTimeline
EDGEWOOD MANAGEMENT LLC54,881$7.29M0.02%-2,28113F-HRTimeline
KCM INVESTMENT ADVISORS LLC52,812$7.01M0.24%+1413F-HRTimeline
CWM, LLCin group CWM, LLC51,959$6.9M0.02%+4,27913F-HRTimelineGroup
Smithfield Trust Co51,839$6.88M0.32%-79013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…51,199$6.8M0.11%-10,69313F-HRTimelineGroup
WEDBUSH SECURITIES INC50,874$6.76M0.24%-85813F-HRTimeline
CARRET ASSET MANAGEMENT, LLC49,157$6.53M0.7%+73913F-HRTimeline
Glenview Trust Co48,853$6.49M0.11%-24413F-HRTimeline
Sanctuary Advisors, LLC48,587$6.45M0.04%+4,02213F-HRTimeline
Sequoia Financial Advisors, LLC48,410$6.43M0.04%-13,09213F-HRTimeline
Prime Capital Investment Advisors, LLC47,872$6.36M0.08%-24,20713F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC47,600$6.32M0.34%-72013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP46,311$6.15M0.92%+14,90213F-HRTimeline
Rathbones Group PLC45,999$6.11M0.03%+4,63313F-HRTimeline
GoalVest Advisory LLC45,508$6.04M1.5%+4,26613F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC44,150$5.86M0.91%013F-HRTimeline
IFP Advisors, Inc44,103$5.86M0.17%+67213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …43,846$5.82M0.08%+3,48913F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC43,429$5.77M0.01%+74513F-HRTimelineGroup
Capula Management Ltdin group Capula Management Ltd43,303$5.75M0.07%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
J.W. COLE ADVISORS, INC.43,291$5.75M0.12%+9,37113F-HRTimeline
Principle Wealth Partners LLC43,065$5.72M0.36%+4,66713F-HRTimeline
IFG Advisory, LLC42,919$5.7M0.29%+5,66613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …42,864$5.69M1.1%013F-HRTimeline
SPC Financial, Inc.41,939$5.57M0.47%-87213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO41,828$5.56M1.24%+28013F-HRTimeline
SIG BROKERAGE, LP41,063$5.45M1.5%-3,74913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.40,926$5.44M2%+49613F-HRTimeline
FOCUS Wealth Advisors, LLC40,272$5.35M2.78%+35913F-HRTimeline
Mechanics Bank Trust Department39,939$5.3M0.76%-3,84013F-HRTimeline
Stelac Advisory Services LLC39,311$5.22M1.98%-11,81313F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC39,179$5.2M0.16%+4,50013F-HRTimelineGroup
Wealthspire Advisors, LLC39,140$5.2M0.03%-108,60413F-HRTimeline
Eagle Bay Advisors LLC38,710$5.14M4.25%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…38,114$5.06M0.02%+2,70113F-HRTimelineGroup
LMG Wealth Partners, LLC37,328$4.96M1.02%-39213F-HRTimeline
Mendel Capital Management LLC37,114$4.93M2.81%-1,46313F-HRTimeline
LANDAAS & CO /WI /ADV36,895$4.9M1.17%-1,15913F-HRTimeline
NorthCoast Asset Management LLC36,744$4.88M0.02%-34,88413F-HRTimeline
Clearstead Advisors, LLC36,653$4.87M0.07%+1,40513F-HRTimeline
Ironwood Financial, llc35,711$4.8M1.03%013F-HRTimeline
Omega Financial Group, LLC35,944$4.77M1.72%-9,98513F-HRTimeline
Integrated Advisors Network LLC35,371$4.7M0.21%-38113F-HRTimeline
BANK OF HAWAII35,227$4.68M0.25%-10,78813F-HRTimeline
Wealth Quarterback LLC34,938$4.64M2.2%+1,49313F-HRTimeline
Keebeck Wealth Management34,906$4.64M0.61%013F-HRTimeline
Tradition Wealth Management, LLC34,851$4.63M0.37%-41713F-HRTimeline
Cornerstone Management, Inc.34,753$4.62M0.8%-29313F-HRTimeline
Balentine LLC34,672$4.6M0.18%+1,60313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…34,147$4.54M0.04%-2,32113F-HRTimelineGroup
SCOTIA CAPITAL INC.34,070$4.52M0.02%+79313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC33,797$4.49M0.01%+20,89813F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.33,360$4.43M0.46%-41213F-HRTimeline
ALBION FINANCIAL GROUP /UT32,985$4.38M0.29%-513F-HRTimeline
FIRST AMERICAN TRUST, FSB32,713$4.34M0.35%+74813F-HRTimeline
Klingman & Associates, LLC32,681$4.34M0.24%+913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC32,523$4.32M0.08%-4,32613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.32,178$4.32M2.42%013F-HRTimeline
PINNACLE ASSOCIATES LTD32,218$4.28M0.06%+92113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV32,115$4.27M1.54%+90713F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC31,852$4.23M<0.01%+20513F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC31,847$4.23M1.73%-87713F-HRTimeline
Prospera Financial Services Inc31,477$4.18M0.08%+1,52313F-HRTimeline
LGL PARTNERS, LLC30,293$4.11M1.82%+23513F-HRTimeline
One Wealth Advisors, LLC30,764$4.09M0.57%+22613F-HRTimeline
ALLIANCEBERNSTEIN L.P.30,425$4.04M<0.01%+1,13113F-HRTimeline
Shulman DeMeo Asset Management LLC30,339$4.03M1%-4113F-HRTimeline
Fulton Bank, N.A.29,709$3.95M0.15%+2,78913F-HRTimeline
Arax Advisory Partners26,735$3.87M0.18%-51313F-HRTimeline
HANCOCK WHITNEY CORP28,989$3.85M0.07%+29013F-HRTimeline
Graves Light Lenhart Wealth, Inc.28,740$3.82M0.45%-1,64813F-HRTimeline
Granite FO LLC28,587$3.8M2.15%-75013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…28,571$3.79M1.69%+15913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding28,309$3.76M-1,040Timeline
PKS Advisory Services, LLC27,995$3.72M0.95%-45213F-HRTimeline
FAS Wealth Partners, Inc.27,841$3.7M0.27%-31313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,803$3.67M<0.01%+8,31413F-HRTimelineGroup
Allworth Financial LP27,513$3.65M0.02%+3,51913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC27,374$3.64M0.12%-15713F-HRTimelineGroup
Banco de Sabadell, S.A27,326$3.63M2.51%+2,47013F-HRTimeline
Inman Jager Wealth Management, LLC27,273$3.62M2.45%-96613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…27,143$3.61M0.01%-12213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC27,096$3.6M0.03%+4913F-HRTimeline