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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

868 managers (881 13F filers) reported a position in HDV shares at 2026-06-30, 218,535,921 shares in all. 69 filers opened a position and 48 filers sold out during the quarter.

Managers
868
13F filers
881
New
69
Added
775
Reduced
15
Sold out
48
Shares held by filers
218,535,921

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Bernardo Wealth Planning LLC97,153$2.66M0.45%+77,72513F-HRTimeline
WCG Wealth Advisors LLC96,758$2.65M0.06%+76,28613F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC96,107$2.63M0.89%+79,32213F-HRTimeline
Western Wealth Management, LLC95,580$2.62M0.09%+74,10713F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC95,357$2.61M1.26%+76,08013F-HRTimeline
Broussard Financial Group LLC94,829$2.6M2.08%+57,00213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC94,810$2.6M0.02%+76,68713F-HRTimeline
Keystone Financial Planning, Inc.94,568$2.59M0.67%+74,03813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC91,490$2.57M0.05%+72,89213F-HRTimeline
Goldstone Financial Group, LLC92,907$2.55M0.23%+73,09513F-HRTimeline
EP Wealth Advisors, LLC92,653$2.54M0.01%+83,04713F-HRTimeline
Ellis Investment Partners, LLC92,478$2.53M0.38%+73,99513F-HRTimeline
TruNorth Capital Management, LLC92,435$2.53M0.41%+73,94813F-HRTimeline
Sowell Financial Services LLC91,501$2.51M0.08%+72,82213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC91,477$2.51M0.04%+72,30913F-HRTimeline
KOM Wealth Management Group, LLC91,188$2.5M1.51%+69,57313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC90,304$2.48M0.17%+72,24313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…89,609$2.46M0.02%+82,95713F-HRTimelineGroup
Beacon Pointe Advisors, LLC89,134$2.44M0.01%+70,59613F-HRTimeline
Sowa Financial Group, Inc.89,118$2.44M1.14%+68,31213F-HRTimeline
Crews Bank & Trust89,015$2.44M0.32%+70,85813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners87,377$2.4M0.27%+70,55613F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC86,893$2.38M0.04%+69,24913F-HRTimeline
Apex Wealth Management, LLC86,747$2.38M1.45%+69,51313F-HRTimeline
Cresset Asset Management, LLC86,690$2.38M0.01%+69,79813F-HRTimeline
Chicago Partners Investment Group LLC83,336$2.37M0.05%+66,73213F-HRTimeline
Investment Advisory Group, LLC86,195$2.36M0.51%+68,60713F-HRTimeline
HFG Advisors, Inc.86,061$2.36M1.47%+68,18613F-HRTimeline
CHOREO, LLC85,021$2.33M0.03%+68,01913F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC84,000$2.3M0.55%+67,21213F-HRTimeline
Quantinno Capital Management LP83,497$2.29M<0.01%+65,30213F-HRTimeline
RAELIPSKIE PARTNERSHIP83,065$2.28M0.86%+66,40513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC82,875$2.27M0.03%+66,30013F-HRTimeline
Fiduciary Group, LLC82,665$2.27M0.18%+65,08713F-HRTimeline
MCF Advisors LLC82,131$2.25M0.08%+64,96513F-HRTimeline
AMG National Trust Bank81,541$2.24M0.05%+52,75113F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding80,527$2.23M+47,147Timeline
LOM Asset Management Ltd81,234$2.23M0.58%+65,10213F-HRTimeline
Targeted Financial Services LLC80,995$2.22M1.64%+64,79613F-HRTimeline
WOODSTOCK CORP80,900$2.22M0.18%+64,72013F-HRTimeline
Onyx Bridge Wealth Group LLC80,241$2.2M0.2%+64,11013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.79,220$2.17M0.09%+64,76213F-HRTimelineGroup
S&A Financial Services, Inc.78,203$2.14M1.31%+65,18113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC78,002$2.14M0.09%+62,18713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …77,332$2.12M0.01%+59,79013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.76,921$2.11M0.07%+62,13513F-HRTimeline
AE Wealth Management LLC76,633$2.1M0.01%+57,77613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC76,627$2.1M0.15%+60,89513F-HRTimeline
Rehmann Capital Advisory Group76,705$2.1M0.1%+61,15713F-HRTimeline
HOWE & RUSLING INC74,185$2.03M0.12%+60,32413F-HRTimeline
Cooper Financial Group73,773$2.02M0.17%+58,96113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC72,265$1.98M0.01%-35113F-HRTimeline
Kovack Advisors, Inc.72,251$1.98M0.1%+42,52713F-HRTimeline
Verity Asset Management, Inc.71,523$1.96M0.74%+57,11813F-HRTimeline
ProVise Management Group, LLC70,013$1.92M0.13%+55,94413F-HRTimeline
RDA Financial Network69,838$1.91M0.42%+55,78713F-HRTimeline
Regal Investment Advisors LLC69,566$1.91M0.1%+55,40813F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…67,676$1.85M0.05%+42,29313F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC67,650$1.85M0.38%+53,86013F-HRTimeline
Decker Retirement Planning Inc.67,029$1.84M0.63%+55,00913F-HRTimeline
NCM Capital Management, LLC66,711$1.83M0.56%+53,37213F-HRTimeline
Snowden Capital Advisors LLC66,471$1.82M0.04%+53,24213F-HRTimeline
Avail Investment Partners, LLC66,424$1.82M1.4%+52,99613F-HRTimeline
Argent Trust Co66,165$1.81M0.05%+53,33213F-HRTimeline
Continuum Advisory, LLC65,507$1.8M0.15%+63,02913F-HRTimeline
Atlas Legacy Advisors, LLC64,780$1.78M0.26%+48,69313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC64,757$1.77M0.04%+49,36313F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …64,136$1.76M0.09%+52,44113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…63,925$1.75M0.1%+50,66613F-HRTimeline
Biondo Investment Advisors, LLC63,838$1.75M0.21%+51,34413F-HRTimeline
Per Stirling Capital Management, LLC.63,605$1.74M0.17%+50,95513F-HRTimeline
Mutual Advisors, LLC63,300$1.74M0.03%+50,84413F-HRTimeline
PFG Investments, LLC62,940$1.73M0.07%+49,82513F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …62,438$1.71M0.22%+50,07213F-HRTimeline
Bauman Advisory Group, LLC62,313$1.71M0.9%+51,96213F-HRTimeline
Straight Path Wealth Management62,143$1.7M0.4%+52,97313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.61,677$1.69M0.81%+47,86413F-HRTimeline
Independent Wealth Advisors LLC61,449$1.68M1.52%+49,58013F-HRTimeline
Wellspring Financial Advisors, LLC61,365$1.68M0.11%+49,17313F-HRTimeline
FLOW TRADERS U.S. LLC61,189$1.68M0.07%new13F-HRTimeline
INVESTED ADVISORS60,948$1.67M1.48%+48,72813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.60,152$1.65M0.51%+48,20113F-HRTimeline
M3 Wealth Management, LLC59,889$1.64M1.07%+56,90613F-HRTimeline
Madden Advisory Services, Inc.58,990$1.62M0.58%+46,86413F-HRTimeline
Evercore Wealth Management, LLC58,960$1.62M0.02%+48,19313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC58,144$1.59M0.01%+46,32813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC57,825$1.58M0.05%+46,26013F-HRTimelineGroup
Parallel Advisors, LLC56,551$1.55M0.02%+45,81213F-HRTimeline
Triad Wealth Partners, LLC53,817$1.54M0.09%+39,15413F-HRTimeline
IEQ CAPITAL, LLC56,111$1.54M0.01%+44,91613F-HRTimeline
CoreCap Advisors, LLC56,087$1.54M0.05%+44,66313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC55,683$1.53M0.03%+44,46413F-HRTimelineGroup
SOA Wealth Advisors, LLC.55,349$1.52M0.26%+43,84613F-HRTimeline
Operose Advisors LLC55,276$1.52M0.29%+44,64913F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …55,261$1.51M0.04%+42,68013F-HRTimelineGroup
180 WEALTH ADVISORS, LLC54,616$1.5M0.15%+43,38313F-HRTimeline
OneDigital Investment Advisors LLC54,133$1.48M0.01%+44,29213F-HRTimeline
Krilogy Financial LLC54,053$1.48M0.04%+43,18513F-HRTimeline
CORA CAPITAL ADVISORS LLC53,971$1.48M0.42%+43,17513F-HRTimeline
Beacon Bank & Trust52,660$1.44M0.28%+41,54513F-HR/ATimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC52,615$1.44M0.05%+42,09213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding51,885$1.42M+43,230Timeline
Quadcap Wealth Management, LLC51,507$1.41M0.14%+41,10813F-HRTimeline
Cornell Pochily Investment Advisors, In…50,421$1.38M0.37%+40,34213F-HRTimeline
Federation des caisses Desjardins du Qu…50,385$1.38M<0.01%+40,30813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC50,061$1.37M<0.01%+50,04413F-HRTimelineGroup
Avestar Capital, LLC50,000$1.37M0.08%+40,00013F-HRTimeline
One Capital Management, LLC10,002$1.36M0.04%013F-HRTimeline
Patten Group, Inc.49,400$1.35M0.21%+40,24013F-HRTimeline
Walkner Condon Financial Advisors LLC48,590$1.33M0.15%+38,80113F-HRTimeline
Prosperity Consulting Group, LLC48,334$1.32M0.05%+38,69813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC48,100$1.32M0.19%+38,43913F-HRTimeline
Sequoia Financial Advisors, LLC47,889$1.31M0.01%+37,55113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC47,868$1.31M0.14%+37,36313F-HRTimeline
Weaver Consulting Group47,228$1.29M0.27%+37,49413F-HRTimeline
Talisman Wealth Advisors LLC47,161$1.29M0.96%+37,73013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.46,521$1.28M0.11%+37,62813F-HR/ATimeline
Archer Investment Corp46,118$1.26M0.24%+36,89613F-HR/ATimeline
Cove Private Wealth, LLC46,095$1.26M0.24%+36,87613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,609$1.25M<0.01%-7,08313F-HRTimelineGroup
Prospera Financial Services Inc45,281$1.24M0.02%+36,15213F-HRTimeline
Y-Intercept (Hong Kong) Ltd45,186$1.24M0.02%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI45,050$1.23M0.06%+35,94013F-HRTimeline
ADG Wealth Management Group, LLC45,039$1.23M0.78%+36,18213F-HRTimeline
MISSION WEALTH MANAGEMENT, LP45,030$1.23M0.02%+36,98013F-HRTimeline
KFA Private Wealth Group, LLC44,146$1.21M0.29%+37,22613F-HRTimeline
Integrated Advisors Network LLC43,862$1.2M0.06%+35,73713F-HRTimeline
Claro Advisors Inc.43,670$1.2M0.13%+34,83113F-HRTimeline
Sunbeam Capital Management, LLC43,229$1.18M0.54%+39,64213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.42,920$1.18M<0.01%new13F-HRTimelineGroup
Planning Strategies Inc.42,918$1.18M0.74%13F-HRTimeline
First Heartland Consultants, Inc.42,143$1.16M0.07%+33,84113F-HRTimeline
Caldwell Trust Co42,125$1.15M0.09%+33,70013F-HRTimeline
Noble Family Wealth, LLC41,975$1.15M0.21%+33,73013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC41,774$1.15M0.02%+36,36013F-HRTimeline
Thompson David Blair41,382$1.13M0.57%+32,24713F-HRTimeline
Lakeshore Capital Group, Inc.41,247$1.13M0.84%+32,87513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.40,790$1.12M0.07%+31,41913F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY40,325$1.11M0.11%+32,26013F-HRTimeline
SAGE FINANCIAL GROUP INC40,106$1.1M0.06%+32,08513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC39,824$1.09M<0.01%+31,71313F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC39,685$1.09M0.31%+31,77513F-HRTimeline
Curi Capital, LLC39,488$1.08M0.02%+31,59013F-HRTimeline
Cornerstone Wealth Management, LLC39,456$1.08M0.05%+32,20813F-HRTimeline
LongView Wealth Management39,380$1.08M0.28%+31,59013F-HRTimeline
Teamwork Financial Advisors, LLC39,336$1.08M0.1%+31,34813F-HRTimeline
Advus Financial Partners, LLC39,311$1.08M0.31%+19,83413F-HR/ATimeline
Sunesis Advisors, LLC39,295$1.08M0.45%+31,43613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…39,235$1.08M<0.01%new13F-HRTimelineGroup
Cresta Advisors, Ltd.39,053$1.07M0.38%+30,57913F-HRTimeline
KINTRA WEALTH, LLC36,392$1.06M0.06%+29,33613F-HRTimeline
WealthShield Partners, LLC38,627$1.06M0.16%+31,45813F-HRTimeline
PINNACLE ASSOCIATES LTD38,495$1.06M0.01%+30,65413F-HRTimeline
TD Waterhouse Canada Inc.38,460$1.05M<0.01%+29,96813F-HRTimeline
Provenance Wealth Advisors, LLC38,350$1.05M0.1%+30,68013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp37,710$1.03M0.04%+30,86113F-HRTimelineGroup
Tacita Capital Inc37,700$1.03M0.56%+30,86013F-HRTimeline
MGO ONE SEVEN LLC37,628$1.03M0.02%+30,32513F-HRTimeline
WHITE PINE CAPITAL LLC37,465$1.03M0.24%+29,99213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC37,290$1.02M0.02%+29,83213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\37,062$1.02M<0.01%+29,84313F-HRTimelineGroup
WealthBridge Capital Management, LLC36,950$1.01M0.2%+29,86913F-HRTimeline
Collaborative Wealth Managment Inc.36,305$995K0.42%+29,02713F-HRTimeline
JSF Financial, LLC35,899$984K0.16%+28,76613F-HRTimeline
Soltis Investment Advisors LLC35,752$980K0.06%+28,53813F-HRTimeline
Northwest Bancshares, Inc.35,735$979K0.18%+28,55113F-HRTimeline
ALBION FINANCIAL GROUP /UT35,643$977K0.06%+28,32613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.35,345$969K0.09%+28,27613F-HRTimeline
Vise Technologies, Inc.35,178$964K0.01%new13F-HRTimeline
PATTEN & PATTEN INC/TN35,045$961K0.05%+28,03613F-HRTimeline
Van Hulzen Asset Management, LLC34,840$955K0.07%+27,85913F-HRTimeline
Kathmere Capital Management, LLC34,630$949K0.05%+27,70413F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC34,544$947K0.38%+28,88313F-HRTimeline
Element Wealth, LLC34,446$944K0.36%+27,02913F-HRTimeline
CFS Investment Advisory Services, LLC33,550$941K0.06%+26,61713F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA34,181$937K<0.01%+27,33913F-HRTimelineGroup
Simplicity Wealth,LLC34,082$934K0.03%new13F-HRTimeline
ASPIRIANT, LLC33,701$924K0.02%+27,09713F-HRTimeline
Amplius Wealth Advisors, LLC33,370$915K0.07%+26,69613F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC32,980$904K0.07%+26,38513F-HRTimeline
Jacobi Capital Management LLC32,930$903K0.04%+26,28113F-HRTimeline
Climber Capital SA32,500$889K0.54%+26,00013F-HRTimeline
GWN SECURITIES INC.32,374$887K0.15%+26,76813F-HRTimeline
PHILADELPHIA TRUST CO32,085$879K0.06%+25,66813F-HRTimeline
BETO FINANCIAL GROUP, LLC31,172$878K0.46%-16513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding31,982$877K+29,862Timeline
ELEVATION POINT WEALTH PARTNERS, LLC31,948$876K0.02%+24,60813F-HRTimeline
NorthRock Partners, LLC31,940$875K0.01%+17613F-HRTimeline
EVERPAR ADVISORS LLC31,690$869K0.25%+26,94513F-HRTimeline
BEAM WEALTH ADVISORS, INC.31,246$856K0.19%new13F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP31,195$855K<0.01%+24,75713F-HRTimelineGroup
VICUS CAPITAL31,084$852K0.06%+25,04013F-HRTimeline
American Wealth Advisors, LLC31,044$851K0.8%+24,87413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.30,655$840K0.03%+24,38413F-HRTimeline
Symphony Financial, Ltd. Co.30,237$837K0.09%+25,88113F-HRTimeline
Investment Partners Asset Management, I…30,429$834K0.47%+24,96513F-HRTimeline
Human Investing LLC30,366$832K0.11%+24,29313F-HR/ATimeline
PRIVATE TRUST CO NA30,358$832K0.07%+24,15913F-HRTimeline
Clearstead Advisors, LLC29,925$820K0.01%+23,94013F-HRTimeline
SHP Wealth Management29,891$819K0.06%+24,08813F-HRTimeline