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Disclosery

DVYE ISHARES INC

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SHS (fund)

159 managers (160 13F filers) reported a position in DVYE shares at 2025-03-31, 14,943,045 shares in all. 25 filers opened a position and 13 filers sold out during the quarter.

Managers
159
13F filers
160
New
25
Added
65
Reduced
36
Sold out
13
Shares held by filers
14,943,045

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
Auto-Owners Insurance Coin group Auto-Owners Insurance Co2,562,310$301M7.98%+492,31013F-HRTimelineGroup
Creative Planningin group Creative Planning1,103,187$30.1M0.03%+21,61313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,078,156$29.4M<0.01%+207,31313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/991,869$27.1M<0.01%+340,00113F-HRTimelineGroup
UBS Group AGin group UBS Group AG781,103$21.3M<0.01%-2,62213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…745,480$20.3M0.08%+13,96013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…506,750$13.8M0.02%-183,10313F-HRTimelineGroup
Trek Financial, LLC490,797$13.4M0.97%+56,61413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC450,600$12.3M0.03%+200,23113F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD267,953$7.31M0.02%new13F-HRTimeline
Revisor Wealth Management LLC253,461$6.92M3.08%+96,07913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC250,000$6.82M0.21%013F-HRTimeline
Argent Advisors, Inc.239,214$6.53M2.18%+11,31613F-HRTimeline
LPL Financial LLC233,490$6.37M<0.01%+24,79813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA214,546$5.86M<0.01%+49913F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV211,529$5.77M0.01%-6,60213F-HRTimeline
NewEdge Advisors, LLC204,303$5.58M0.03%+158,61413F-HRTimeline
3EDGE Asset Management, LP172,828$4.72M0.32%+100,29413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC172,225$4.7M0.01%+27,70913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC168,546$4.6M<0.01%-16,07113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP156,832$4.28M<0.01%+1,45413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp155,934$4.26M<0.01%+28,22413F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding154,658$4.17M+60,011Timeline
CFS Investment Advisory Services, LLC132,963$3.63M0.32%+73,55013F-HRTimeline
&PARTNERS131,434$3.59M0.04%+6,27913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO126,587$3.45M<0.01%+68,47613F-HRTimelineGroup
Crescent Grove Advisors, LLC122,221$3.34M0.35%+4,25013F-HRTimeline
Steward Partners Investment Advisory, L…113,756$3.1M0.03%-15,14713F-HRTimeline
Grange Capital, LLC107,347$2.93M3.41%+3,05213F-HRTimeline
Cetera Investment Advisers92,739$2.53M<0.01%-11,03913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments89,848$2.45M0.18%-187,58713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP89,443$2.44M<0.01%+18,00613F-HRTimelineGroup
Integrated Advisors Network LLC88,355$2.41M0.12%+30113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC79,697$2.17M<0.01%+36,37213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…79,062$2.16M0.03%+22,73313F-HRTimelineGroup
Sanctuary Advisors, LLC77,769$2.12M0.01%+31713F-HRTimeline
Ariadne Wealth Management, LP73,201$2.01M1.05%-5013F-HRTimeline
Transform Wealth, LLC72,073$1.97M0.12%-10,13113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.69,972$1.91M<0.01%+43,21813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC67,404$1.84M<0.01%+8,71913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…61,387$1.68M0.01%-3,78413F-HRTimelineGroup
Private Advisor Group, LLC53,491$1.46M0.01%-16213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC52,679$1.44M0.01%new13F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP52,187$1.42M<0.01%new13F-HRTimelineGroup
Anson Capital, Inc.51,962$1.42M1.22%+4,37613F-HRTimeline
Wealthspire Advisors, LLC51,658$1.41M0.01%+33013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.50,380$1.37M<0.01%+2,83613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.50,300$1.37M0.01%-3,87613F-HRTimelineGroup
Benchmark Investment Advisors LLC47,410$1.29M0.84%+2,50013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,798$1.22M<0.01%-7,55013F-HRTimelineGroup
Ipsen Advisor Group LLC43,087$1.18M1.01%+60913F-HRTimeline
HANCOCK WHITNEY CORP42,683$1.16M0.04%+61013F-HRTimeline
Crestwood Advisors Group, LLC41,393$1.13M0.02%013F-HRTimeline
Peregrine Asset Advisers, Inc.39,048$1.07M0.4%-23913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…38,279$1.04M0.03%-2,31913F-HRTimelineGroup
Eagle Strategies LLC37,471$1.02M0.18%+4,16013F-HRTimeline
180 WEALTH ADVISORS, LLC36,652$1M0.16%+2,06713F-HRTimeline
Wealthfront Advisers LLC35,865$979K<0.01%+8,24913F-HRTimeline
Cascade Financial Partners, LLC33,397$911K0.11%-16613F-HRTimeline
Vantage Financial Partners, LLC32,248$880K0.22%+3,80513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,581$862K<0.01%+2,92613F-HRTimeline
Cambridge Investment Research Advisors,…30,275$826K<0.01%+9,36113F-HRTimeline
Sowa Financial Group, Inc.27,495$750K0.49%-11,46313F-HRTimeline
World Investment Advisors26,670$728K0.02%+1,16513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,058$711K<0.01%+83513F-HRTimelineGroup
Marble Harbor Investment Counsel, LLC25,300$690K0.08%+6,00013F-HRTimeline
LRI Investments, LLC25,000$682K0.07%013F-HRTimeline
Caprock Group, LLC24,712$674K0.02%new13F-HRTimeline
Janney Montgomery Scott LLC24,124$658K<0.01%new13F-HRTimeline
10Elms LLP23,036$629K0.63%+5,16513F-HRTimeline
Lowe Wealth Advisors, LLC22,225$607K0.26%+5,02413F-HRTimeline
DORVAL Corp22,666$597K0.24%+7,57213F-HRTimeline
RAELIPSKIE PARTNERSHIP21,670$591K0.3%+84013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,176$578K<0.01%-9,01713F-HRTimelineGroup
BARRETT & COMPANY, INC.20,284$554K0.24%-18613F-HRTimeline
Financial Advocates Investment Manageme…18,068$493K0.03%+48013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,121$467K<0.01%-8,78013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC16,589$453K<0.01%new13F-HRTimeline
Cresset Asset Management, LLC16,498$450K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA16,000$437K<0.01%013F-HRTimelineGroup
SWEENEY & MICHEL, LLC18,133$434K0.19%13F-HRTimeline
Eagle Bluffs Wealth Management LLC15,499$423K0.22%+27213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,100$412K0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.13,960$381K<0.01%+2,81913F-HRTimeline
COMERICA BANK13,922$380K<0.01%+7,02413F-HRTimeline
CIBC WORLD MARKET INC.13,584$371K<0.01%new13F-HRTimeline
Balboa Wealth Partners13,576$370K0.09%-10,61513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,189$360K<0.01%new13F-HR/ATimelineGroup
Ashton Thomas Private Wealth, LLC12,890$352K0.01%new13F-HRTimeline
Mission Creek Capital Partners, Inc.12,192$333K0.08%-22013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…12,139$331K0.12%+1,21213F-HRTimeline
Joel Isaacson & Co., LLC11,782$322K0.01%+2,02613F-HRTimeline
Wharton Business Group, LLC11,140$304K0.01%013F-HRTimeline
Regal Investment Advisors LLC11,047$301K0.02%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS11,028$301K0.14%+55313F-HRTimeline
REDW Wealth LLC10,496$286K0.11%-22913F-HRTimeline
HighTower Advisors, LLC10,485$286K<0.01%-4,37813F-HRTimeline
IHT Wealth Management, LLC10,437$285K0.01%+59913F-HRTimeline
WINNACLE WEALTH LLC10,407$284K0.26%-5,49213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,924$271K0.01%+1,83713F-HRTimelineGroup
Advyzon Investment Management, LLC9,515$260K0.09%new13F-HRTimeline
Sigma Planning Corp8,696$237K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,408$229K<0.01%013F-HRTimelineGroup
CIBC Asset Management Inc8,315$227K<0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC8,073$220K0.01%-5,15613F-HRTimeline
Abundance Wealth Counselors7,841$214K0.04%-1,10413F-HRTimeline
Freedom Investment Management, Inc.7,746$211K0.02%new13F-HRTimeline
Intrua Financial, LLC7,500$205K0.03%new13F-HRTimeline
Wedmont Private Capital7,928$204K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,468$204K0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,371$174K<0.01%+3,78813F-HR/ATimelineGroup
Asset Dedication, LLC6,359$174K0.01%-4,94313F-HRTimeline
EP Wealth Advisors, LLC6,261$171K<0.01%-4,53813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,060$165K<0.01%+5,20113F-HRTimelineGroup
Pinnacle Bancorp, Inc.5,800$158K0.05%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,797$158K0.01%013F-HRTimelineGroup
Security National Bank4,913$134K0.03%+713F-HRTimeline
IFP Advisors, Inc4,109$112K<0.01%+40113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,712$101K<0.01%-1,00413F-HRTimelineGroup
HOWE & RUSLING INC3,573$97.5K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…2,445$66.7K0.01%013F-HRTimeline
TFC Financial Management, Inc.2,344$64K0.01%+1,50513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,264$61.8K<0.01%013F-HRTimelineGroup
MAI Capital Management1,764$48.1K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL1,625$44.3K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,502$41K<0.01%-23813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,363$37.2K<0.01%013F-HRTimeline
Olde Wealth Management, LLC1,304$35K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,186$32.4K<0.01%-1,89813F-HRTimelineGroup
Geneos Wealth Management Inc.1,039$28.4K<0.01%013F-HRTimeline
AE Wealth Management LLC857$23.4K<0.01%+79813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC877$22.7K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc806$22K<0.01%new13F-HRTimeline
Larson Financial Group LLC790$21.6K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.630$17.2K0.06%013F-HRTimeline
Blume Capital Management, Inc.575$15.7K<0.01%+17513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.598$14.3K<0.01%new13F-HRTimelineGroup
WOLFF WIESE MAGANA LLC500$13.6K0.01%-95313F-HRTimeline
WHITTIER TRUST CO488$13.3K<0.01%-5613F-HRTimeline
FSA Wealth Management LLC98$9.69K<0.01%-30213F-HRTimeline
Continuum Advisory, LLC299$8.16K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC281$7.67K<0.01%-18813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC271$7.39K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC230$6K<0.01%013F-HRTimelineGroup
City State Bank185$5.05K<0.01%013F-HRTimeline
Painted Porch Advisors LLC185$5.05K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL160$4.37K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC93$2.54K<0.01%013F-HR/ATimelineGroup
Sound Income Strategies, LLC86$2.35K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…61$1.67K<0.01%013F-HRTimeline
Solstein Capital, LLC58$1.58K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC39$1.07K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd39$1.06K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.25$682<0.01%013F-HRTimeline
Glassman Wealth Services13$355<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC10$277<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…9$246<0.01%new13F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.6$154<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.