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Disclosery

DVYE ISHARES INC

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SHS (fund)

146 managers (147 13F filers) reported a position in DVYE shares at 2024-12-31, 13,114,668 shares in all. 12 filers opened a position and 17 filers sold out during the quarter.

Managers
146
13F filers
147
New
12
Added
50
Reduced
44
Sold out
17
Shares held by filers
13,114,668

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
Auto-Owners Insurance Coin group Auto-Owners Insurance Co2,070,000$53.5M1.22%+320,00013F-HRTimelineGroup
Creative Planningin group Creative Planning1,081,574$27.9M0.03%-3,87013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY870,843$22.5M<0.01%+3,61013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG783,725$20.2M<0.01%-38,40613F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…731,520$18.9M0.07%-5,80213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…689,853$17.8M0.03%+37,81313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/651,868$16.8M<0.01%-280,64313F-HRTimelineGroup
Trek Financial, LLC434,183$11.2M0.84%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments277,435$7.17M0.45%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC250,369$6.47M0.02%-1,38313F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC250,000$6.46M0.19%013F-HRTimeline
Argent Advisors, Inc.227,898$5.89M2.18%+25,02513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV218,131$5.63M0.01%-6,93513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA214,047$5.53M<0.01%-12,71713F-HRTimelineGroup
LPL Financial LLC208,692$5.39M<0.01%-2,90213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC184,617$4.77M<0.01%-6,07413F-HRTimelineGroup
Revisor Wealth Management LLC157,382$4.07M3.76%-108,02913F-HRTimeline
OLD MISSION CAPITAL LLC156,024$4.03M0.09%-287,92413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP155,378$4.01M<0.01%+60,29513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC144,516$3.73M0.01%+72,63513F-HRTimeline
Steward Partners Investment Advisory, L…128,903$3.33M0.03%-55,67713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp127,710$3.3M<0.01%+39,41213F-HRTimelineGroup
&PARTNERS125,155$3.23M0.04%+40,24313F-HRTimeline
Crescent Grove Advisors, LLC117,971$3.05M0.3%+13,74213F-HRTimeline
SANDERS MORRIS HARRIS LLC114,505$2.96M0.44%new13F-HRTimeline
Grange Capital, LLC104,295$2.69M2.82%13F-HRTimeline
Cetera Investment Advisers103,778$2.68M0.01%-3,30413F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding94,647$2.44M+44,191Timeline
Integrated Advisors Network LLC88,054$2.27M0.11%-9,99313F-HRTimeline
Transform Wealth, LLC82,204$2.12M0.12%new13F-HRTimeline
Sanctuary Advisors, LLC77,452$2.07M0.01%-1,20413F-HRTimeline
Ariadne Wealth Management, LP73,251$1.94M0.89%013F-HRTimeline
3EDGE Asset Management, LP72,534$1.87M0.12%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP71,437$1.85M<0.01%-7,74313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…65,171$1.68M0.01%-4,42313F-HRTimelineGroup
CFS Investment Advisory Services, LLC59,413$1.53M0.14%+4,08013F-HRTimeline
Mariner, LLCin group Mariner, LLC58,685$1.52M<0.01%+39,76213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO58,111$1.5M<0.01%-17,64113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…57,724$1.49M<0.01%-10,90013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…56,329$1.45M0.02%+2,42313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.54,176$1.4M0.01%-2,32513F-HRTimelineGroup
Private Advisor Group, LLC53,653$1.39M0.01%+4,36613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…52,348$1.35M<0.01%-1,00013F-HRTimelineGroup
Wealthspire Advisors, LLC51,328$1.33M0.01%+2,67813F-HRTimeline
Independent Advisor Alliance48,417$1.25M0.02%new13F-HRTimeline
Anson Capital, Inc.47,586$1.23M1.07%+1,38313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.47,544$1.23M<0.01%+1,68413F-HRTimelineGroup
NewEdge Advisors, LLC45,689$1.18M0.01%-57713F-HRTimeline
Benchmark Investment Advisors LLC44,910$1.16M0.75%+5,53813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,325$1.12M<0.01%13F-HR/ATimelineGroup
Ipsen Advisor Group LLC42,478$1.1M0.94%13F-HRTimeline
HANCOCK WHITNEY CORP42,073$1.09M0.03%+2,91813F-HRTimeline
Crestwood Advisors Group, LLC41,393$1.07M0.02%+92713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…40,598$1.05M0.03%+61713F-HRTimelineGroup
Peregrine Asset Advisers, Inc.39,287$1.01M0.37%-28613F-HRTimeline
Sowa Financial Group, Inc.38,958$1.01M0.63%-75,42313F-HRTimeline
180 WEALTH ADVISORS, LLC34,585$893K0.14%+2,32613F-HRTimeline
Cascade Financial Partners, LLC33,563$867K0.11%+413F-HRTimeline
Eagle Strategies LLC33,311$860K0.15%+1,81113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,193$780K<0.01%-32,91013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,655$740K<0.01%+17,37113F-HR/ATimeline
Vantage Financial Partners, LLC28,443$735K0.18%+6,49113F-HRTimeline
Wealthfront Advisers LLC27,616$713K<0.01%+1,59113F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,754$691K<0.01%-2,46913F-HR/ATimelineGroup
Thrive Capital Management, LLC26,259$678K0.31%+11,31013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC25,901$669K<0.01%-60513F-HRTimelineGroup
World Investment Advisors25,505$659K0.02%+10513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,223$652K<0.01%+86713F-HRTimelineGroup
LRI Investments, LLC25,000$646K0.06%013F-HRTimeline
Balboa Wealth Partners24,191$625K0.14%-9,78613F-HRTimeline
Cambridge Investment Research Advisors,…20,914$540K<0.01%-41,24713F-HRTimeline
RAELIPSKIE PARTNERSHIP20,830$538K0.27%-3,12513F-HRTimeline
BARRETT & COMPANY, INC.20,470$529K0.22%+37413F-HRTimeline
Marble Harbor Investment Counsel, LLC19,300$499K0.05%013F-HRTimeline
10Elms LLP17,871$462K0.48%13F-HRTimeline
Financial Advocates Investment Manageme…17,588$454K0.03%+25213F-HRTimeline
Lowe Wealth Advisors, LLC17,201$444K0.19%+2,10113F-HRTimeline
Cresset Asset Management, LLC16,498$426K<0.01%+30013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA16,000$413K<0.01%013F-HRTimelineGroup
WINNACLE WEALTH LLC15,899$410K0.41%13F-HRTimeline
Eagle Bluffs Wealth Management LLC15,227$393K0.21%+4,34613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,100$390K0.01%013F-HRTimelineGroup
DORVAL Corp15,094$390K0.15%013F-HRTimeline
HighTower Advisors, LLC14,863$384K<0.01%-1,38913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,520$375K0.01%+60013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC13,229$342K0.01%-1,62813F-HRTimeline
Mission Creek Capital Partners, Inc.12,412$321K0.07%+43413F-HRTimeline
Asset Dedication, LLC11,302$292K0.02%-6,13113F-HRTimeline
Wharton Business Group, LLC11,140$288K0.01%-92013F-HRTimeline
D.A. DAVIDSON & CO.11,141$288K<0.01%+2,34613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…10,927$282K0.11%+28913F-HRTimeline
EP Wealth Advisors, LLC10,799$279K<0.01%new13F-HRTimeline
REDW Wealth LLC10,725$277K0.1%+113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD10,564$273K<0.01%013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS10,475$271K0.12%-97213F-HRTimeline
IHT Wealth Management, LLC9,838$254K0.01%-4,36513F-HRTimeline
Joel Isaacson & Co., LLC9,756$252K0.01%+50913F-HRTimeline
Abundance Wealth Counselors8,945$231K0.05%-4513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,408$217K<0.01%-113F-HRTimelineGroup
CIBC Asset Management Inc8,315$215K<0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,087$209K<0.01%new13F-HRTimelineGroup
COMERICA BANK6,898$178K<0.01%+1,25013F-HR/ATimeline
Pinnacle Bancorp, Inc.5,800$150K0.05%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,797$150K0.01%013F-HRTimelineGroup
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …5,470$142K0.02%new13F-HRTimelineGroup
Security National Bank4,906$127K0.02%013F-HRTimeline
Element Wealth, LLC4,729$122K0.06%-83013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,716$122K<0.01%-13813F-HRTimelineGroup
IFP Advisors, Inc3,708$95.8K<0.01%+1,67513F-HRTimeline
FMR LLCin group FMR LLC3,084$79.6K<0.01%+40813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,583$66.7K<0.01%+2,31613F-HRTimelineGroup
Capital Investment Advisory Services, L…2,445$63.2K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,264$58.5K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,740$45K<0.01%+1,09513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,625$42K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC1,453$37.5K0.02%+35713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,363$35.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,039$26.8K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC877$22.7K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/859$22.2K<0.01%+49113F-HRTimelineGroup
TFC Financial Management, Inc.839$21.7K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.630$16.3K0.08%013F-HRTimeline
WHITTIER TRUST CO544$14K<0.01%-5013F-HRTimeline
Cherry Tree Wealth Management, LLC469$12.1K<0.01%013F-HRTimeline
Blume Capital Management, Inc.400$10.3K<0.01%new13F-HRTimeline
FSA Wealth Management LLC400$10.3K<0.01%013F-HRTimeline
Continuum Advisory, LLC299$7.72K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC271$7K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC258$6.67K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC230$6K<0.01%-15013F-HRTimelineGroup
City State Bank185$4.78K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL160$4.13K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO151$3.9K<0.01%013F-HRTimelineGroup
Synergy Investment Management, LLC151$3.9K<0.01%13F-HRTimeline
Noble Wealth Management PBC110$2.84K<0.01%13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC93$2.4K<0.01%013F-HR/ATimelineGroup
Sound Income Strategies, LLC86$2.22K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…61$1.58K<0.01%013F-HRTimeline
AE Wealth Management LLC59$1.52K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd39$1.01K<0.01%-10013F-HRTimeline
GPS Wealth Strategies Group, LLC39$1.01K<0.01%-3713F-HRTimeline
Sunbelt Securities, Inc.25$646<0.01%013F-HRTimeline
Glassman Wealth Services13$336<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC10$260<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.6$145<0.01%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.