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Disclosery

DVYE ISHARES INC

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SHS (fund)

164 managers (165 13F filers) reported a position in DVYE shares at 2025-06-30, 15,508,301 shares in all. 17 filers opened a position and 11 filers sold out during the quarter.

Managers
164
13F filers
165
New
17
Added
65
Reduced
43
Sold out
11
Shares held by filers
15,508,301

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
Auto-Owners Insurance Coin group Auto-Owners Insurance Co1,750,000$50.1M1.12%-812,31013F-HRTimelineGroup
Creative Planningin group Creative Planning1,091,204$31.3M0.03%-11,98313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,055,657$30.2M<0.01%+63,78813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY893,254$25.6M<0.01%-184,90213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…836,637$24M0.09%+91,15713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…830,564$23.8M0.04%+323,81413F-HRTimelineGroup
UBS Group AGin group UBS Group AG824,572$23.6M<0.01%+43,46913F-HRTimelineGroup
Trek Financial, LLC537,629$15.4M1.03%+46,83213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC443,692$12.7M0.03%-6,90813F-HRTimelineGroup
LPL Financial LLC441,218$12.6M<0.01%+207,72813F-HRTimeline
Cresset Asset Management, LLC332,140$9.52M0.05%+315,64213F-HR/ATimeline
STATE OF WISCONSIN INVESTMENT BOARD267,953$7.68M0.02%013F-HRTimeline
Revisor Wealth Management LLC254,778$7.39M2.66%+1,31713F-HRTimeline
NewEdge Advisors, LLC256,538$7.35M0.04%+52,23513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC250,000$7.16M0.2%013F-HRTimeline
Argent Advisors, Inc.242,344$6.94M2.15%+3,13013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA232,639$6.67M<0.01%+18,09313F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp221,610$6.35M<0.01%+65,67613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC193,626$5.55M0.01%+21,40113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV192,622$5.52M0.01%-18,90713F-HRTimeline
CFS Investment Advisory Services, LLC192,192$5.51M0.45%+59,22913F-HRTimeline
3EDGE Asset Management, LP174,088$4.99M0.31%+1,26013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP169,742$4.86M0.01%+117,55513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO168,700$4.83M<0.01%+42,11313F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding166,730$4.78M+12,072Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC162,431$4.65M<0.01%-6,11513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP145,187$4.16M<0.01%-11,64513F-HRTimelineGroup
&PARTNERS134,213$3.85M0.03%+2,77913F-HRTimeline
Crescent Grove Advisors, LLC131,280$3.76M0.36%+9,05913F-HRTimeline
Steward Partners Investment Advisory, L…107,336$3.08M0.02%-6,42013F-HRTimeline
Grange Capital, LLC106,247$3.04M3.18%-1,10013F-HRTimeline
Integrated Advisors Network LLC93,558$2.68M0.12%+5,20313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments89,179$2.56M0.15%-66913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC84,822$2.43M<0.01%+5,12513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,770$2.39M<0.01%+13,79813F-HR/ATimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…82,742$2.37M0.03%+3,68013F-HRTimelineGroup
Cetera Investment Advisers81,379$2.33M<0.01%-11,36013F-HRTimeline
Sanctuary Advisors, LLC80,837$2.32M0.01%+3,06813F-HRTimeline
Thrive Capital Management, LLC78,011$2.24M0.7%new13F-HRTimeline
Ariadne Wealth Management, LP73,201$2.19M1.05%013F-HRTimeline
NorthCoast Asset Management LLC72,798$2.09M0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP65,306$1.87M<0.01%-24,13713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.64,470$1.85M0.02%+14,17013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC60,614$1.74M<0.01%-6,79013F-HRTimelineGroup
bLong Financial, LLC57,404$1.64M1.27%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…53,435$1.53M0.01%-7,95213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.52,755$1.51M<0.01%+2,37513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC52,250$1.5M0.01%-42913F-HRTimelineGroup
Wealthspire Advisors, LLC51,658$1.48M0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…47,050$1.37M<0.01%+15,46913F-HRTimeline
Ipsen Advisor Group LLC46,835$1.34M1.02%+3,74813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,368$1.3M<0.01%+32,17913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…44,807$1.28M<0.01%+913F-HR/ATimelineGroup
Anson Capital, Inc.43,529$1.25M1%-8,43313F-HRTimeline
Private Advisor Group, LLC43,417$1.24M0.01%-10,07413F-HRTimeline
Crestwood Advisors Group, LLC42,647$1.22M0.02%+1,25413F-HRTimeline
HANCOCK WHITNEY CORP42,568$1.22M0.02%-11513F-HRTimeline
180 WEALTH ADVISORS, LLC39,206$1.12M0.16%+2,55413F-HRTimeline
Peregrine Asset Advisers, Inc.38,705$1.11M0.35%-34313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…38,579$1.11M0.03%+30013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…36,806$1.05M<0.01%+10,74813F-HRTimelineGroup
Cascade Financial Partners, LLC33,399$957K0.12%+213F-HRTimeline
Vantage Financial Partners, LLC33,029$946K0.22%+78113F-HRTimeline
Wealthfront Advisers LLC32,648$935K<0.01%-3,21713F-HRTimeline
Janney Montgomery Scott LLC32,513$932K<0.01%+8,38913F-HRTimeline
DORVAL Corp30,611$877K0.31%+7,94513F-HRTimeline
Cambridge Investment Research Advisors,…29,065$833K<0.01%-1,21013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC27,256$781K0.06%new13F-HRTimeline
World Investment Advisors26,658$764K0.02%-1213F-HRTimeline
Marble Harbor Investment Counsel, LLC25,300$725K0.08%013F-HRTimeline
10Elms LLP24,006$688K0.65%+97013F-HRTimeline
BCS Private Wealth Management, Inc.23,230$666K0.25%13F-HRTimeline
Lowe Wealth Advisors, LLC22,725$651K0.25%+50013F-HRTimeline
D.A. DAVIDSON & CO.22,365$641K<0.01%+8,40513F-HRTimeline
RAELIPSKIE PARTNERSHIP21,470$615K0.28%-20013F-HRTimeline
BARRETT & COMPANY, INC.20,458$586K0.22%+17413F-HRTimeline
SWEENEY & MICHEL, LLC17,694$514K0.18%-43913F-HRTimeline
Financial Advocates Investment Manageme…16,847$483K0.04%-1,22113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,820$482K<0.01%-4,35613F-HRTimelineGroup
Eagle Strategies LLC16,310$467K0.07%-21,16113F-HRTimeline
Glenmede Investment Management, LP16,000$458K<0.01%13F-HRTimeline
Eagle Bluffs Wealth Management LLC15,709$450K0.21%+21013F-HRTimeline
MML INVESTORS SERVICES, LLC15,514$444K<0.01%-1,07513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,100$433K0.01%013F-HRTimelineGroup
Balboa Wealth Partners13,809$396K0.08%+23313F-HRTimeline
Sowa Financial Group, Inc.13,744$394K0.25%-13,75113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,584$389K0.01%new13F-HRTimelineGroup
COMERICA BANK13,368$383K<0.01%-55413F-HRTimeline
Mission Creek Capital Partners, Inc.12,391$355K0.08%+19913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…12,088$346K0.12%-5113F-HRTimeline
Joel Isaacson & Co., LLC12,071$346K0.01%+28913F-HRTimeline
Advyzon Investment Management, LLC11,783$338K0.07%+2,26813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,558$331K<0.01%+5,49813F-HR/ATimelineGroup
Ashton Thomas Private Wealth, LLC11,536$331K0.01%-1,35413F-HRTimeline
OPTIMUM INVESTMENT ADVISORS11,041$316K0.14%+1313F-HRTimeline
IHT Wealth Management, LLC10,587$303K0.01%+15013F-HRTimeline
REDW Wealth LLC10,496$301K0.12%013F-HRTimeline
Regal Investment Advisors LLC10,177$292K0.02%-87013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,159$291K<0.01%-6,96213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,116$288K<0.01%+3,74513F-HRTimelineGroup
Sigma Planning Corp9,070$260K0.01%+37413F-HRTimeline
Crumly & Associates Inc.8,630$247K0.06%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,426$241K<0.01%-1,49813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,409$241K<0.01%+113F-HRTimelineGroup
CIBC Asset Management Inc8,315$238K<0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC8,197$235K0.01%+12413F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,182$234K0.01%new13F-HRTimeline
Wedmont Private Capital8,122$234K0.01%+19413F-HRTimeline
OLD MISSION CAPITAL LLC7,919$227K0.01%new13F-HRTimeline
Abundance Wealth Counselors7,865$225K0.04%+2413F-HRTimeline
Pekin Hardy Strauss, Inc.7,735$222K0.03%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …7,321$218K0.01%new13F-HRTimelineGroup
Freedom Investment Management, Inc.7,594$218K0.02%-15213F-HRTimeline
Intrua Financial, LLC7,500$215K0.03%013F-HRTimeline
Gladstone Institutional Advisory LLC7,022$201K0.01%new13F-HRTimeline
CHOREO, LLC7,013$201K<0.01%new13F-HRTimeline
Asset Dedication, LLC6,166$177K0.01%-19313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,926$170K0.01%-1,54213F-HRTimelineGroup
Pinnacle Bancorp, Inc.5,800$166K0.05%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC5,797$166K0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,490$157K<0.01%+1,77813F-HRTimelineGroup
Security National Bank4,947$142K0.02%+3413F-HRTimeline
IFP Advisors, Inc4,280$123K<0.01%+17113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,199$91.7K<0.01%+93513F-HRTimelineGroup
Capital Investment Advisory Services, L…2,445$70K0.01%013F-HRTimeline
TFC Financial Management, Inc.2,344$67.2K0.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC1,839$52.7K0.02%new13F-HRTimeline
MAI Capital Management1,764$50.5K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,625$46.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,495$42.8K<0.01%-713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,363$39K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,012$28.8K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.939$26.9K<0.01%-10013F-HRTimeline
AE Wealth Management LLC857$24.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc806$23.1K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.630$18.1K0.06%013F-HRTimeline
FMR LLCin group FMR LLC630$18K<0.01%-55613F-HRTimelineGroup
Blume Capital Management, Inc.625$17.9K<0.01%+5013F-HRTimeline
WHITTIER TRUST CO488$14K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC350$10K<0.01%-52713F-HRTimelineGroup
Cherry Tree Wealth Management, LLC281$8.05K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC271$7.76K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC230$7K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA193$5.53K<0.01%new13F-HRTimeline
City State Bank185$5.3K<0.01%013F-HRTimeline
Painted Porch Advisors LLC185$5.3K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC184$5K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL160$4.58K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC98$2.82K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC93$2.66K<0.01%013F-HR/ATimelineGroup
Global Retirement Partners, LLC91$2.61K<0.01%13F-HRTimeline
Sound Income Strategies, LLC86$2.46K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…72$2.06K<0.01%+6313F-HR/ATimelineGroup
FSA Wealth Management LLC18$1.79K<0.01%-8013F-HRTimeline
Federation des caisses Desjardins du Qu…61$1.75K<0.01%013F-HRTimeline
Solstein Capital, LLC58$1.66K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC40$1.15K<0.01%+113F-HRTimeline
Qube Research & Technologies Ltd39$1.12K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.25$646<0.01%013F-HRTimeline
Glassman Wealth Services13$372<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC10$297<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.6$166<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1$28<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.