Skip to content
Disclosery

DVY ISHARES TR

Follow

COM (fund)

1,301 managers (1,310 13F filers) reported a position in DVY shares at 2025-09-30, 66,588,172 shares in all. 71 filers opened a position and 56 filers sold out during the quarter.

Managers
1,301
13F filers
1,310
New
71
Added
398
Reduced
458
Sold out
56
Shares held by filers
66,588,172

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/8,096,893$1.15B0.09%+256,43413F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,282,669$893M0.05%-14,56713F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,738,297$531M0.11%-23,98613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…3,670,670$522M0.32%-80,23213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,082,311$438M0.06%-4,56313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,959,287$421M0.07%-101,31813F-HRTimelineGroup
LPL Financial LLC1,723,775$245M0.07%+26,02413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,672,304$238M0.04%-154,90013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,549,408$220M0.01%+24,71813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,447,582$206M-188,429Timeline
UBS Group AGin group UBS Group AG1,155,033$164M0.03%+104,86613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,142,768$162M0.22%-22,95413F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,130,142$161M0.19%-7,76413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,059,442$151M0.05%-10,25513F-HRTimelineGroup
Howard Capital Management, LLC1,011,427$144M1.9%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/745,590$106M0.04%-7,41313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC690,350$98.1M0.01%+30,55513F-HRTimelineGroup
Northside Capital Management, LLC659,657$93.7M8.56%-23,85113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC636,733$90.5M0.12%-8,48113F-HRTimeline
Cetera Investment Advisers504,655$71.7M0.08%+116,34213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…477,614$67.9M0.13%+17,93613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC445,600$63.3M0.01%-5,19513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding437,165$62.1M-684Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.437,514$62.1M0.09%+85,47013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding435,350$61.8M-7,254Timeline
COMERICA BANK433,305$61.6M0.23%-7,24513F-HRTimeline
Mariner, LLCin group Mariner, LLC406,282$57.7M0.07%+13,44413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…341,192$48.5M0.03%-3,72713F-HRTimelineGroup
HighTower Advisors, LLC329,839$46.9M0.05%+16,29613F-HRTimeline
Creative Planningin group Creative Planning310,097$44.1M0.03%+7,24913F-HRTimelineGroup
AMG National Trust Bank306,318$43.5M1.06%+6,99813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP296,469$42.1M0.04%+14,69413F-HRTimelineGroup
CIBC WORLD MARKET INC.288,502$41M0.08%-51013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK283,675$40.3M0.22%-1,29613F-HRTimelineGroup
Moment Partners, LLC250,408$35.6M6.29%-2,52813F-HRTimeline
Glenmede Investment Management, LP241,400$34.3M0.17%-2,36013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp237,649$33.8M0.11%+4,88013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC228,942$32.5M2.07%-2,57513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.227,204$32.3M0.05%+10,38413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC220,547$31.3M0.07%-2,78713F-HRTimelineGroup
Janney Montgomery Scott LLC217,362$30.9M0.07%+6,25113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…207,240$29.5M0.04%-1,92513F-HRTimeline
SYNOVUS FINANCIAL CORP207,249$29.5M0.34%+2,38513F-HRTimeline
Private Advisor Group, LLC191,452$27.2M0.13%-2,20113F-HRTimeline
Ellis Investment Partners, LLC190,224$27M4.88%-8,08213F-HRTimeline
Yukon Wealth Management, Inc.177,573$25.2M8.27%+5,26613F-HRTimeline
Arcus Capital Partners, LLC175,114$24.9M10.89%+1,14813F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…171,155$24.3M4.61%-93813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources162,107$23M0.01%+5,75513F-HRTimelineGroup
Cambridge Investment Research Advisors,…160,515$22.8M0.06%+3,74713F-HRTimeline
FMR LLCin group FMR LLC160,406$22.8M<0.01%+8,59213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV158,068$22.5M0.04%-17,30813F-HRTimeline
Valmark Advisers, Inc.152,046$21.6M0.28%+1,44613F-HRTimeline
BLAIR WILLIAM & CO/IL147,170$20.9M0.06%+8,78313F-HRTimeline
&PARTNERS140,008$19.9M0.13%+6,60013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC131,128$18.6M0.03%-1,31213F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD130,831$18.6M0.93%+9,60713F-HRTimeline
Advisory Services Network, LLC128,690$18.3M0.27%+13,53613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/126,997$18M0.02%+8,43913F-HRTimelineGroup
HB Wealth Management, LLC126,753$18M0.12%-2,65213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding126,537$18M-9,141Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co125,345$17.8M<0.01%+9,02713F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT123,041$17.5M1.14%-2,99813F-HRTimeline
Capital Investment Advisors, LLC120,917$17.2M0.28%-1,19613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…117,230$16.7M3.53%+5,91013F-HRTimeline
IFG Advisors, LLC112,906$16M2.62%+2,26613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC112,686$16M0.07%+5,43913F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.111,387$15.8M0.18%-1,77213F-HRTimelineGroup
Round Rock Advisors LLC108,036$15.4M2.43%+3,37513F-HRTimeline
NTV Asset Management LLC107,336$15.3M1.66%-1,53013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.105,492$15M0.11%+2,15213F-HRTimelineGroup
KWMG, LLC102,880$14.6M1.28%+2,26413F-HRTimeline
Pinnacle Financial Partners Inc99,950$14.2M0.34%+48213F-HRTimeline
Powell Investment Advisors, LLC95,570$13.6M4.75%+53713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.95,401$13.6M0.32%-11,45013F-HRTimelineGroup
Beacon Pointe Advisors, LLC91,895$13.1M0.11%-3,01713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS90,619$12.9M0.03%+21013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC89,558$12.7M0.1%+1,66213F-HRTimeline
Cresset Asset Management, LLC89,007$12.6M0.06%+2,33513F-HR/ATimeline
Steward Partners Investment Advisory, L…88,219$12.5M0.07%-2,50013F-HRTimeline
MML INVESTORS SERVICES, LLC85,892$12.2M0.03%-73913F-HRTimeline
JGP Wealth Management, LLC84,988$12.1M1.34%-1,32413F-HRTimeline
MAI Capital Management84,450$12M0.08%+94313F-HRTimeline
DAVENPORT & Co LLC84,366$12M0.06%+13,40013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP83,926$11.9M0.02%-5,69213F-HRTimelineGroup
NewEdge Advisors, LLC81,831$11.6M0.05%+3,95313F-HRTimeline
North Star Investment Management Corp.78,249$11.1M0.71%-2313F-HRTimeline
NorthCoast Asset Management LLC74,395$10.6M0.04%+37,65113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC72,973$10.4M0.12%013F-HRTimelineGroup
Sterling Investment Advisors, Ltd.71,278$10.1M1.97%+11213F-HRTimeline
Sanctuary Advisors, LLC68,858$9.78M0.06%+20,27113F-HR/ATimeline
OLD NATIONAL BANCORP /IN/68,614$9.75M0.17%+81613F-HRTimeline
Integrated Wealth Concepts LLC68,130$9.68M0.09%+3,40613F-HRTimeline
White Lighthouse Investment Management …67,787$9.63M1.47%+85913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC66,545$9.46M0.04%+3,58113F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC65,662$9.33M2.26%-17313F-HRTimeline
Linscomb Wealth, Inc.65,654$9.33M0.4%-2,35713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC64,568$9.18M0.21%+4,40313F-HRTimeline
Pinnacle Financial Group, LLC / IL63,595$9.04M2.73%-63113F-HRTimeline
Asset Advisors Investment Management, L…63,263$8.99M0.85%-1,65513F-HRTimeline
Raab & Moskowitz Asset Management LLC63,021$8.96M2%+3,43413F-HRTimeline
SOA Wealth Advisors, LLC.62,755$8.92M1.53%-6,93713F-HRTimeline
Beaumont Financial Advisors, LLC60,648$8.62M0.58%-1,17313F-HRTimeline
Mutual Advisors, LLC60,779$8.6M0.19%-1,33513F-HRTimeline
FIRST UNITED BANK & TRUST60,327$8.57M2.78%+80813F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY59,779$8.49M0.26%+28713F-HRTimeline
BOKF, NAin group BOKF, NA59,301$8.43M0.13%-2,94913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.58,940$8.38M0.01%+76813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS58,900$8.37M0.01%+45,31713F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC58,710$8.34M0.5%+1,89413F-HRTimeline
Wealth Management Associates, Inc.58,647$8.33M2.96%+99613F-HRTimeline
Gunma Bank,Ltd.57,075$8.11M2.54%013F-HRTimeline
Verus Financial Partners, Inc.56,970$8.1M0.78%-1,35113F-HRTimeline
Lee Financial Co55,168$7.84M0.98%-1,41813F-HRTimeline
Florin Court Capital LLP54,900$7.8M6.11%-18,80013F-HRTimeline
AMARILLO NATIONAL BANK54,540$7.75M1.36%-44413F-HRTimeline
CWM, LLCin group CWM, LLC54,513$7.75M0.02%+2,55413F-HRTimelineGroup
Sequoia Financial Advisors, LLC53,411$7.59M0.05%+5,00113F-HRTimeline
KCM INVESTMENT ADVISORS LLC52,826$7.51M0.24%+1413F-HRTimeline
EDGEWOOD MANAGEMENT LLC51,926$7.38M0.03%-2,95513F-HRTimeline
Smithfield Trust Co51,650$7.33M0.33%-18913F-HRTimeline
CARRET ASSET MANAGEMENT, LLC48,836$6.94M0.68%-32113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…47,479$6.75M0.09%-3,72013F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC47,353$6.73M0.34%-24713F-HRTimeline
Glenview Trust Co47,227$6.71M0.11%-1,62613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP45,869$6.52M0.92%-44213F-HRTimeline
Stelac Advisory Services LLC45,752$6.5M2.25%+6,44113F-HRTimeline
Prime Capital Investment Advisors, LLC45,630$6.48M0.08%-2,24213F-HRTimeline
Rathbones Group PLC45,629$6.48M0.03%-37013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …45,313$6.44M0.08%+1,46713F-HRTimelineGroup
Capula Management Ltdin group Capula Management Ltd45,285$6.43M0.05%+1,98213F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Principle Wealth Partners LLC43,265$6.15M0.36%+20013F-HRTimeline
IFP Advisors, Inc43,174$6.14M0.16%-92913F-HR/ATimeline
J.W. COLE ADVISORS, INC.43,057$6.12M0.12%-23413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …43,027$6.11M1.07%+16313F-HRTimeline
IFG Advisory, LLC42,913$6.1M0.28%-613F-HRTimeline
Prospera Financial Services Inc42,016$5.97M0.1%+10,53913F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC41,679$5.92M0.19%+2,50013F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO41,248$5.86M1.26%-58013F-HRTimeline
Wealthspire Advisors, LLC41,066$5.84M0.03%+1,92613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.40,852$5.81M1.94%-7413F-HRTimeline
Quantinno Capital Management LP40,652$5.78M0.02%+16,10913F-HRTimeline
FOCUS Wealth Advisors, LLC40,371$5.74M2.76%+9913F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC39,750$5.65M0.74%-4,40013F-HRTimeline
Rede Wealth, LLC38,710$5.5M4.32%new13F-HRTimeline
Eagle Bay Advisors LLC38,710$5.5M4.32%013F-HRTimeline
LMG Wealth Partners, LLC38,022$5.4M1%+69413F-HRTimeline
Wealth Quarterback LLC36,985$5.26M2.03%+2,04713F-HRTimeline
Keebeck Wealth Management36,491$5.19M0.61%+1,58513F-HRTimeline
Ironwood Financial, llc36,361$5.17M0.92%+65013F-HRTimeline
Mendel Capital Management LLC36,361$5.17M2.71%-75313F-HRTimeline
LANDAAS & CO /WI /ADV35,916$5.1M1.16%-97913F-HRTimeline
SCOTIA CAPITAL INC.35,531$5.05M0.02%+1,46113F-HRTimeline
BANK OF HAWAII35,411$5.03M0.25%+18413F-HRTimeline
Integrated Advisors Network LLC35,200$5M0.21%-17113F-HRTimeline
Omega Financial Group, LLC35,031$4.98M1.67%-91313F-HRTimeline
SIG BROKERAGE, LP34,954$4.97M1.25%-6,10913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,074$4.96M<0.01%+7,27113F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…34,884$4.96M0.02%-3,23013F-HRTimelineGroup
Balentine LLC34,675$4.93M0.18%+313F-HRTimeline
Clearstead Advisors, LLC34,509$4.9M0.07%-2,14413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.33,557$4.77M2.33%+1,37913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.33,307$4.73M0.45%-5313F-HRTimeline
ALBION FINANCIAL GROUP /UT33,108$4.7M0.28%+12313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC32,485$4.62M0.07%-3813F-HRTimeline
Tradition Wealth Management, LLC32,330$4.59M0.34%-2,52113F-HRTimeline
Klingman & Associates, LLC32,281$4.59M0.23%-40013F-HRTimeline
PINNACLE ASSOCIATES LTD32,273$4.59M0.06%+5513F-HRTimeline
Mechanics Bank Trust Department32,109$4.56M0.64%-7,83013F-HRTimeline
Cornerstone Management, Inc.32,017$4.55M0.75%-2,73613F-HRTimeline
Gallagher Capital Advisors, LLC32,982$4.54M2.61%+19,76913F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC31,853$4.53M<0.01%+113F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB31,690$4.5M0.33%-1,02313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…31,606$4.49M0.03%-2,54113F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC31,601$4.49M1.69%-24613F-HRTimeline
FAS Wealth Partners, Inc.31,308$4.45M0.3%+3,46713F-HRTimeline
LGL PARTNERS, LLC30,558$4.34M1.85%+26513F-HRTimeline
St. Clair Advisors, LLC30,487$4.33M1.15%-165,26913F-HRTimeline
Fulton Bank, N.A.30,471$4.33M0.15%+76213F-HRTimeline
Shulman DeMeo Asset Management LLC30,268$4.3M0.99%-7113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC30,166$4.29M0.01%-13,26313F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV29,849$4.24M1.51%-2,26613F-HRTimeline
One Wealth Advisors, LLC29,622$4.21M0.53%-1,14213F-HRTimeline
HANCOCK WHITNEY CORP29,384$4.18M0.08%+39513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding29,195$4.15M+886Timeline
Composition Wealth, LLC28,968$4.12M0.06%+4,32413F-HRTimeline
SPC Financial, Inc.28,845$4.1M0.32%-13,09413F-HRTimeline
Mine & Arao Wealth Creation & Managemen…28,747$4.09M1.66%+17613F-HRTimeline
ALLIANCEBERNSTEIN L.P.28,694$4.08M<0.01%-1,73113F-HRTimeline
Granite FO LLC28,587$4.06M2.21%013F-HRTimeline
Allworth Financial LP28,188$4.01M0.02%+67513F-HRTimeline
Graves Light Lenhart Wealth, Inc.28,180$4M0.44%-56013F-HRTimeline
Taylor Financial Group, Inc.28,154$4M2.3%+1,73313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC28,083$3.99M0.12%+70913F-HRTimelineGroup
PKS Advisory Services, LLC28,027$3.98M0.83%+3213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC27,727$3.94M0.03%+63113F-HRTimeline
Banco de Sabadell, S.A27,528$3.91M2.59%+20213F-HRTimeline
D.A. DAVIDSON & CO.27,250$3.87M0.02%+2,36513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,790$3.81M0.2%+70713F-HRTimelineGroup
Argent Trust Co26,147$3.72M0.13%-11913F-HRTimeline