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Disclosery

DVYE ISHARES INC

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SHS (fund)

Filings received so far for Q3 2026: 16 13F filers report a position in DVYE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Cooper Financial Group147,810$5.03M0.4%-32,15613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…134,014$4.67M0.01%+3,10613F-HRTimeline
Bouvel Investment Partners, LLC54,631$1.86M0.43%+1,18213F-HRTimeline
Stonebridge Wealth Management, LLC53,419$1.82M1.62%+11,61913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…41,115$1.4M0.02%+76813F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC36,293$1.23M0.07%-76813F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC20,782$707K0.67%+3,74113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,228$518K0.01%-29,21213F-HRTimeline
First Heartland Consultants, Inc.13,653$464K0.03%+4,14613F-HRTimeline
Crumly & Associates Inc.13,416$456K0.08%+1,18113F-HRTimeline
Wedmont Private Capital9,157$319K0.01%+16713F-HRTimeline
ROCKLAND TRUST CO6,319$215K0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,488$50.6K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton839$28.5K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC600$20.4K<0.01%new13F-HRTimeline
GK Wealth Management LLC70$2.38K<0.01%new13F-HRTimeline