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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

770 managers (780 13F filers) reported a position in HDV shares at 2024-12-31, 43,605,851 shares in all. 53 filers opened a position and 52 filers sold out during the quarter.

Managers
770
13F filers
780
New
53
Added
246
Reduced
269
Sold out
52
Shares held by filers
43,605,851

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
Allworth Financial LP17,481$1.99M0.01%-1,33313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding17,227$1.93M-199,167Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC17,049$1.91M0.04%+513F-HRTimeline
Western Wealth Management, LLC16,647$1.87M0.12%-4613F-HR/ATimeline
HFG Advisors, Inc.16,583$1.86M1.63%-12913F-HRTimeline
Ironwood Financial, llc16,385$1.84M0.39%+91813F-HRTimeline
Moloney Securities Asset Management, LLC16,376$1.84M0.25%-30913F-HRTimeline
Gladstone Institutional Advisory LLC16,337$1.83M0.09%+5613F-HRTimeline
Onyx Bridge Wealth Group LLC16,307$1.83M0.26%+1013F-HRTimeline
Cresset Asset Management, LLC16,248$1.82M0.01%-1,99313F-HRTimeline
WOODSTOCK CORP16,180$1.82M0.17%013F-HRTimeline
Apex Wealth Management, LLC16,105$1.81M1.56%13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC16,014$1.8M0.99%13F-HRTimeline
Csenge Advisory Group15,937$1.79M0.1%+4,12613F-HRTimeline
Jaffetilchin Investment Partners, LLC15,811$1.77M0.13%+61213F-HRTimeline
Regal Investment Advisors LLC15,792$1.77M0.13%-38913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC15,663$1.76M<0.01%-70013F-HRTimelineGroup
Bogart Wealth, LLC15,632$1.75M0.08%new13F-HRTimeline
RAELIPSKIE PARTNERSHIP15,425$1.73M0.86%-2,08013F-HRTimeline
Fiduciary Group, LLC15,364$1.72M0.17%+3,89013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …15,243$1.71M0.05%-1,53713F-HRTimelineGroup
SOA Wealth Advisors, LLC.15,214$1.71M0.31%-4113F-HR/ATimeline
Rehmann Capital Advisory Group15,170$1.7M0.11%-34113F-HRTimeline
Kingsview Wealth Management, LLC15,147$1.7M0.03%+78913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,977$1.68M0.01%-28713F-HRTimelineGroup
WEALTH ALLIANCE, LLC14,507$1.63M0.19%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.14,409$1.62M0.79%-50913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,342$1.61M<0.01%+4,63713F-HRTimelineGroup
Mutual Advisors, LLC14,053$1.61M0.05%-2,61313F-HRTimeline
Madden Advisory Services, Inc.14,255$1.6M0.74%013F-HRTimeline
ProVise Management Group, LLC14,206$1.59M0.14%+113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.13,898$1.56M0.6%+13713F-HRTimeline
AE Wealth Management LLC13,851$1.55M0.01%-10,84613F-HRTimeline
SYNOVUS FINANCIAL CORP13,588$1.53M0.02%-29313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC13,495$1.51M0.03%-1,59813F-HRTimelineGroup
NCM Capital Management, LLC13,396$1.5M0.68%-9513F-HRTimeline
EP Wealth Advisors, LLC13,383$1.5M0.01%-7,47013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC13,376$1.5M0.81%+21913F-HRTimeline
Financial Advocates Investment Manageme…13,347$1.5M0.09%-3013F-HRTimeline
Strategic Financial Concepts, LLC13,343$1.5M0.29%+10,09513F-HR/ATimeline
Evercore Wealth Management, LLC13,339$1.5M0.02%-23213F-HRTimeline
RDA Financial Network13,333$1.5M0.44%-1,68513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,307$1.49M0.08%+75113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,259$1.49M0.11%-30013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners13,192$1.48M0.24%-72613F-HRTimelineGroup
Walkner Condon Financial Advisors LLC13,134$1.47M0.3%-2,19513F-HRTimeline
Per Stirling Capital Management, LLC.13,120$1.47M0.21%+1,14713F-HRTimeline
Argent Trust Co12,873$1.45M0.06%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC12,708$1.43M0.13%+3313F-HRTimeline
Court Place Advisors, LLC12,691$1.42M0.46%-1,56613F-HRTimeline
Red Door Wealth Management, LLC12,550$1.41M0.22%+55013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV12,355$1.39M0.31%+99813F-HRTimeline
180 WEALTH ADVISORS, LLC12,248$1.37M0.22%-11013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,193$1.37M<0.01%-4,26013F-HRTimelineGroup
CORNERSTONE ADVISORS ASSET MANAGEMENT, …12,025$1.35M0.29%+12013F-HRTimeline
PFG Investments, LLC11,726$1.32M0.08%-1513F-HRTimeline
Biondo Investment Advisors, LLC11,669$1.31M0.18%-40913F-HRTimeline
CoreCap Advisors, LLC11,619$1.3M0.06%-39813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC11,565$1.3M0.02%new13F-HRTimelineGroup
Wellspring Financial Advisors, LLC11,488$1.29M0.14%+11513F-HRTimeline
Atlas Legacy Advisors, LLC11,376$1.28M0.31%13F-HRTimeline
Parallel Advisors, LLC11,323$1.27M0.03%-9013F-HRTimeline
Quadcap Wealth Management, LLC11,256$1.26M0.19%-3513F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC11,176$1.25M0.23%-3313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI11,130$1.25M0.07%-3013F-HRTimeline
Teamwork Financial Advisors, LLC11,085$1.24M0.16%-5,42613F-HRTimeline
1900 WEALTH MANAGEMENT LLC11,036$1.24M0.1%+4813F-HRTimeline
Krilogy Financial LLC10,871$1.22M0.08%-96213F-HRTimeline
Arax Advisory Partners10,824$1.22M0.08%-10,35513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10,719$1.2M0.13%013F-HRTimeline
OPTIMA CAPITAL LLC10,639$1.19M0.82%13F-HRTimeline
Collaborative Wealth Managment Inc.10,621$1.19M0.54%-30313F-HRTimeline
Beacon Bank & Trust10,580$1.19M0.28%-5113F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC10,523$1.18M0.04%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding10,381$1.17M+637Timeline
Litman Gregory Wealth Management LLC10,355$1.16M0.1%013F-HRTimeline
OneDigital Investment Advisors LLC10,318$1.16M0.01%-17913F-HRTimeline
Valmark Advisers, Inc.10,290$1.16M0.02%-99713F-HRTimeline
Snowden Capital Advisors LLC10,279$1.15M0.04%+15713F-HRTimeline
Kovack Advisors, Inc.10,243$1.15M0.11%+4713F-HRTimeline
PINNACLE ASSOCIATES LTD10,184$1.14M0.02%-53613F-HRTimeline
TD Waterhouse Canada Inc.10,183$1.14M0.01%+8313F-HRTimeline
Cornell Pochily Investment Advisors, In…10,062$1.13M0.39%+10513F-HRTimeline
Avestar Capital, LLC10,000$1.12M0.1%-10013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9,969$1.12M0.08%-2213F-HRTimelineGroup
Intrepid Financial Planning Group LLC9,925$1.11M0.47%-1,75613F-HRTimeline
Weaver Consulting Group9,876$1.11M0.34%-11613F-HRTimeline
Lion Street Advisors, LLC9,714$1.09M0.35%-1,15813F-HRTimeline
Anchor Investment Management, LLC9,707$1.09M0.1%-25213F-HRTimeline
Patten Group, Inc.9,668$1.09M0.24%+1,79813F-HRTimeline
WHITE PINE CAPITAL LLC9,548$1.07M0.36%-20213F-HRTimeline
Straight Path Wealth Management9,411$1.06M0.42%+9413F-HRTimeline
Archer Investment Corp9,385$1.05M0.28%+31713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…9,191$1.05M0.06%-43313F-HRTimeline
MAI Capital Management9,320$1.05M0.01%+4,58813F-HRTimeline
HOWE & RUSLING INC9,313$1.05M0.09%-29213F-HRTimeline
Vestmark Advisory Solutions, Inc.9,278$1.04M0.04%new13F-HRTimeline
NewEdge Wealth, LLC9,278$1.04M0.02%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,062$1.02M0.03%+3513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/8,970$1.01M0.05%+2,63013F-HRTimeline
Comprehensive Financial Consultants Ins…8,906$1000K0.36%-8313F-HRTimeline
Patton Albertson Miller Group, LLC8,902$999K0.13%-3,06813F-HRTimeline
Sound View Wealth Advisors Group, LLC8,852$994K0.08%+37913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,799$988K0.02%+2613F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC8,595$965K0.26%+1,04013F-HRTimeline
Summit Investment Advisory Services, LLC8,559$961K0.5%-9013F-HRTimeline
First Heartland Consultants, Inc.8,411$944K0.1%+50113F-HRTimeline
Sunesis Advisors, LLC8,383$941K0.57%013F-HRTimeline
Soltis Investment Advisors LLC8,365$939K0.09%+1,01013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC8,280$930K0.17%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,257$927K0.01%-18,22813F-HRTimelineGroup
Element Wealth, LLC8,223$923K0.48%-56213F-HRTimeline
Independent Advisor Alliance8,206$921K0.01%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY8,205$921K0.12%013F-HRTimeline
Caldwell Trust Co8,189$919K0.1%+32113F-HRTimeline
1 NORTH WEALTH SERVICES LLC8,140$914K0.39%13F-HRTimeline
SAGE FINANCIAL GROUP INC8,021$900K0.07%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,949$892K<0.01%013F-HRTimelineGroup
GWN SECURITIES INC.7,785$891K0.24%13F-HRTimeline
Talisman Wealth Advisors LLC7,903$887K0.94%+34213F-HRTimeline
Van Hulzen Asset Management, LLC7,834$879K0.06%-113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC7,741$869K0.01%+2,40113F-HRTimeline
Prosperity Consulting Group, LLC7,720$867K0.07%+2,31413F-HRTimeline
Claro Advisors Inc.7,717$866K0.12%-3213F-HRTimeline
Prospera Financial Services Inc7,605$855K0.02%-56413F-HRTimeline
Northwest Bancshares, Inc.7,587$852K0.16%-3513F-HRTimeline
D'Orazio & Associates, Inc.7,559$849K0.13%-1,52613F-HRTimeline
Wilmington Savings Fund Society, FSB7,424$833K0.02%-813F-HRTimeline
Cresta Advisors, Ltd.7,066$831K0.43%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,354$826K0.12%+11813F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.7,318$822K0.76%13F-HRTimeline
PATTEN & PATTEN INC/TN7,250$814K0.05%-4513F-HRTimeline
NorthCoast Asset Management LLC7,164$804K<0.01%+6813F-HR/ATimeline
Merit Financial Group, LLC7,092$796K0.01%-1,63613F-HRTimeline
WEDBUSH SECURITIES INC7,013$787K0.03%-31113F-HRTimeline
FINANCIAL COUNSELORS INC6,991$785K0.01%-93113F-HRTimeline
JSF Financial, LLC6,869$771K0.21%-2,93413F-HRTimeline
B. Riley Wealth Advisors, Inc.6,835$767K0.03%-11,16113F-HRTimeline
Tacita Capital Inc6,829$767K0.55%+47413F-HRTimeline
PRIVATE TRUST CO NA6,787$762K0.08%-38313F-HRTimeline
Amplius Wealth Advisors, LLC6,765$759K0.08%-69013F-HRTimeline
JB Capital LLC6,721$754K0.04%+1,10713F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd6,608$742K0.2%13F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,589$740K0.18%+44413F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.6,571$738K0.3%-31913F-HRTimeline
Climber Capital SA6,500$729K0.6%13F-HRTimeline
SAX WEALTH ADVISORS, LLC6,435$722K0.06%013F-HRTimeline
KFA Private Wealth Group, LLC6,426$721K0.3%+29313F-HRTimeline
PHILADELPHIA TRUST CO6,417$720K0.05%013F-HRTimeline
Phoenix Wealth Advisors6,410$720K0.31%+4,17413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC6,347$712K0.1%013F-HRTimeline
MCF Advisors LLC6,338$711K0.05%+2,10013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,324$710K0.01%-40713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,321$710K0.03%-5013F-HRTimeline
Integrated Advisors Network LLC6,232$700K0.03%-21713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,186$694K<0.01%-1,92313F-HR/ATimelineGroup
Cornerstone Planning, LLC6,174$693K0.26%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,158$691K0.05%-3513F-HRTimelineGroup
Baring Financial LLC6,127$688K0.61%13F-HRTimeline
Jacobi Capital Management LLC6,124$687K0.05%-27413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,062$681K<0.01%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT6,044$678K0.05%+50913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,019$676K0.02%-11,85713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,011$675K<0.01%-12613F-HRTimelineGroup
FIRST MANHATTAN CO. LLC.6,003$674K<0.01%013F-HRTimeline
Clearstead Advisors, LLC5,901$662K0.01%-34513F-HRTimeline
Black Diamond Financial, LLC5,865$658K0.1%013F-HRTimeline
LongView Wealth Management5,850$657K0.2%-28513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,802$650K<0.01%-13013F-HRTimelineGroup
CHAPIN DAVIS, INC.5,486$645K0.21%013F-HRTimeline
Investment Partners Asset Management, I…5,678$637K0.5%+14613F-HRTimeline
PURSUE WEALTH PARTNERS LLC5,666$636K0.36%013F-HRTimeline
Sugarloaf Wealth Management, LLC5,637$633K0.12%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,550$623K0.05%+28913F-HRTimeline
Sovereign Financial Group, Inc.5,542$622K0.14%+99713F-HRTimeline
LGL PARTNERS, LLC5,488$616K0.09%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,483$615K-207Timeline
Savant Capital, LLCin group Savant Capital, LLC5,466$614K<0.01%-92213F-HRTimelineGroup
Helium Advisors LLC5,425$609K0.48%13F-HRTimeline
Arete Wealth Advisors, LLC5,429$609K0.04%+61213F-HRTimeline
Focus Financial Network, Inc.5,409$607K0.02%+413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC5,406$607K0.16%+1,91913F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC5,402$606K0.05%-9,56413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,384$604K0.01%013F-HRTimelineGroup
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.5,319$597K0.4%013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC5,313$596K0.04%-5113F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC5,300$594K<0.01%013F-HRTimelineGroup
Alpha Financial Partners LLC5,284$593K0.47%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,281$593K0.03%-99813F-HR/ATimeline
Christensen, King & Associates Investme…5,182$584K0.27%-3113F-HRTimeline
Cornerstone Wealth Management, LLC5,195$583K0.04%+36813F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC5,164$580K0.03%+2,68813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,135$576K0.02%+2,41513F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…5,095$572K0.08%+1513F-HRTimeline
Beacon Pointe Advisors, LLC5,061$568K0.01%+60613F-HRTimeline
RFG Advisory, LLC5,046$566K0.02%-82813F-HRTimeline
Zions Bancorporation, N.A.5,045$566K0.04%+2,43013F-HRTimeline
Gray Wealth Management Inc.5,032$565K0.21%-15313F-HRTimeline
SteelPeak Wealth, LLC5,000$561K0.02%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,990$560K<0.01%013F-HRTimelineGroup