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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

772 managers (781 13F filers) reported a position in HDV shares at 2025-03-31, 40,762,139 shares in all. 60 filers opened a position and 50 filers sold out during the quarter.

Managers
772
13F filers
781
New
60
Added
269
Reduced
270
Sold out
50
Shares held by filers
40,762,139

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
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,220$2.21M<0.01%-89513F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC18,136$2.2M0.84%+1113F-HRTimeline
Investment Advisory Group, LLC18,130$2.2M0.73%+713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,107$2.19M0.16%-4213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,103$2.19M0.17%+15213F-HRTimeline
CHOREO, LLC18,022$2.18M0.03%-1,23813F-HRTimeline
HARBOUR INVESTMENTS, INC.17,981$2.18M0.06%-25313F-HRTimeline
Atlas Legacy Advisors, LLC17,989$2.14M0.54%+6,61313F-HRTimeline
Fiduciary Group, LLC17,397$2.11M0.21%+2,03313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC17,215$2.09M0.04%+16613F-HRTimeline
Ironwood Financial, llc17,195$2.08M0.45%+81013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC18,527$2.08M0.17%013F-HRTimeline
Rakuten Investment Management, Inc.16,965$2.03M0.01%13F-HRTimeline
HFG Advisors, Inc.16,709$2.02M1.73%+12613F-HRTimeline
Western Wealth Management, LLC16,633$2.01M0.13%-1413F-HRTimeline
Moloney Securities Asset Management, LLC16,288$1.97M0.27%-8813F-HRTimeline
Gladstone Institutional Advisory LLC16,245$1.97M0.09%-9213F-HRTimeline
Apex Wealth Management, LLC16,212$1.96M1.77%+10713F-HRTimeline
Onyx Bridge Wealth Group LLC16,205$1.96M0.28%-10213F-HRTimeline
Cresset Asset Management, LLC16,201$1.96M0.01%-4713F-HRTimeline
WOODSTOCK CORP16,180$1.96M0.19%013F-HRTimeline
Csenge Advisory Group17,141$1.94M0.11%+1,20413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC15,663$1.9M<0.01%013F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.15,405$1.87M<0.01%-313,21913F-HRTimelineGroup
Regal Investment Advisors LLC15,369$1.86M0.15%-42313F-HRTimeline
Rehmann Capital Advisory Group15,355$1.86M0.12%+18513F-HRTimeline
HRT FINANCIAL LP15,123$1.83M0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.15,078$1.83M0.38%-13613F-HRTimeline
RAELIPSKIE PARTNERSHIP14,945$1.81M0.93%-48013F-HRTimeline
Jaffetilchin Investment Partners, LLC14,731$1.78M0.13%-1,08013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,625$1.77M0.17%+1,91713F-HRTimeline
AFT, FORSYTH & COMPANY, INC.14,345$1.74M0.94%-6413F-HRTimeline
Clarus Wealth Advisors15,290$1.72M0.92%new13F-HRTimeline
Madden Advisory Services, Inc.14,208$1.72M0.8%-4713F-HRTimeline
ProVise Management Group, LLC14,206$1.72M0.15%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners14,137$1.71M0.28%+94513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,123$1.71M0.01%-85413F-HRTimelineGroup
Mutual Advisors, LLC14,934$1.7M0.05%+88113F-HRTimeline
GTS SECURITIES LLC13,808$1.67M0.07%new13F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …13,800$1.67M0.05%-1,44313F-HR/ATimelineGroup
AE Wealth Management LLC13,720$1.66M0.01%-13113F-HRTimeline
Kingsview Wealth Management, LLC13,693$1.66M0.03%-1,45413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,593$1.65M0.09%+28613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.13,511$1.64M0.63%-38713F-HRTimeline
RDA Financial Network13,478$1.63M0.49%+14513F-HRTimeline
NCM Capital Management, LLC13,398$1.62M0.73%+213F-HRTimeline
EP Wealth Advisors, LLC13,270$1.61M0.01%-11313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,259$1.61M0.12%013F-HRTimeline
Financial Advocates Investment Manageme…13,219$1.6M0.11%-12813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …13,218$1.6M0.33%+1,19313F-HRTimeline
Per Stirling Capital Management, LLC.13,193$1.6M0.23%+7313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC13,181$1.6M0.04%-31413F-HRTimelineGroup
Walkner Condon Financial Advisors LLC13,119$1.59M0.32%-1513F-HRTimeline
LANARK FINANCIAL, INC.13,095$1.59M0.14%+13,08213F-HRTimeline
Evercore Wealth Management, LLC13,094$1.59M0.03%-24513F-HRTimeline
Argent Trust Co13,054$1.58M0.06%+18113F-HRTimeline
Intrepid Financial Planning Group LLC13,038$1.58M0.73%+3,11313F-HRTimeline
SYNOVUS FINANCIAL CORP12,932$1.57M0.02%-65613F-HRTimeline
Court Place Advisors, LLC12,646$1.53M0.51%-4513F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV12,554$1.52M0.34%+19913F-HRTimeline
Red Door Wealth Management, LLC12,550$1.52M0.22%013F-HRTimeline
Farther Finance Advisors, LLC12,608$1.52M0.04%+10,32213F-HRTimeline
TD Waterhouse Canada Inc.12,203$1.47M0.01%+2,02013F-HRTimeline
Parallel Advisors, LLC12,029$1.46M0.03%+70613F-HRTimeline
180 WEALTH ADVISORS, LLC12,083$1.46M0.23%-16513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,824$1.43M<0.01%-36913F-HRTimelineGroup
Capital Advisors Wealth Management, LLC11,802$1.43M0.25%+7,88613F-HRTimeline
PFG Investments, LLC11,747$1.42M0.09%+2113F-HRTimeline
Biondo Investment Advisors, LLC11,739$1.42M0.2%+7013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC11,565$1.4M0.02%013F-HRTimelineGroup
Wellspring Financial Advisors, LLC11,564$1.4M0.16%+7613F-HRTimeline
Snowden Capital Advisors LLC11,542$1.4M0.04%+1,26313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,489$1.39M<0.01%-26,64413F-HRTimelineGroup
Beacon Bank & Trust11,398$1.38M0.34%+81813F-HRTimeline
Arax Advisory Partners11,227$1.36M0.09%+40313F-HRTimeline
Kovack Advisors, Inc.11,212$1.36M0.14%+96913F-HRTimeline
CoreCap Advisors, LLC10,983$1.33M0.06%-63613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC10,960$1.33M0.36%+2,36513F-HRTimeline
TUDOR INVESTMENT CORP ET AL10,883$1.32M0.01%-27,77813F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC10,823$1.31M0.05%+30013F-HRTimeline
Krilogy Financial LLC10,794$1.31M0.08%-7713F-HRTimeline
1900 WEALTH MANAGEMENT LLC10,791$1.31M0.11%-24513F-HRTimeline
Quadcap Wealth Management, LLC10,734$1.3M0.19%-52213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10,698$1.3M0.14%-2113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,456$1.27M0.02%+2,19913F-HRTimelineGroup
Litman Gregory Wealth Management LLC10,355$1.25M0.11%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC10,351$1.25M0.24%-82513F-HRTimeline
OneDigital Investment Advisors LLC10,332$1.25M0.01%+1413F-HRTimeline
Teamwork Financial Advisors, LLC10,137$1.23M0.17%-94813F-HRTimeline
Collaborative Wealth Managment Inc.10,053$1.22M0.57%-56813F-HRTimeline
Avestar Capital, LLC10,000$1.21M0.12%013F-HRTimeline
Federation des caisses Desjardins du Qu…9,954$1.21M0.01%+6,63813F-HRTimeline
Anchor Investment Management, LLC9,904$1.2M0.11%+19713F-HRTimeline
Weaver Consulting Group9,893$1.2M0.36%+1713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,804$1.19M<0.01%-186,31413F-HRTimelineGroup
Lion Street Advisors, LLC9,717$1.18M0.37%+313F-HRTimeline
Patten Group, Inc.9,715$1.18M0.27%+4713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9,695$1.17M0.08%-27413F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC9,641$1.17M0.01%+1,90013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding9,540$1.16M-841Timeline
Cornell Pochily Investment Advisors, In…9,512$1.15M0.41%-55013F-HRTimeline
WHITE PINE CAPITAL LLC9,490$1.15M0.4%-5813F-HRTimeline
HOWE & RUSLING INC9,469$1.15M0.1%+15613F-HRTimeline
Valmark Advisers, Inc.9,454$1.15M0.02%-83613F-HRTimeline
Archer Investment Corp9,386$1.14M0.29%+113F-HRTimeline
MAI Capital Management9,332$1.13M0.01%+1213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC9,162$1.11M<0.01%+1,21313F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI9,110$1.1M0.06%-2,02013F-HRTimeline
Straight Path Wealth Management8,880$1.08M0.44%-53113F-HRTimeline
B. Riley Wealth Advisors, Inc.8,879$1.08M0.03%+2,04413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,817$1.07M0.03%+1813F-HRTimelineGroup
VestGen Advisors, LLC8,795$1.07M0.05%13F-HRTimeline
CFS Investment Advisory Services, LLC8,534$1.03M0.09%+4,19113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/8,530$1.03M0.06%-44013F-HRTimeline
ROMANO BROTHERS AND COMPANY8,490$1.03M0.13%+28513F-HRTimeline
Prospera Financial Services Inc8,418$1.02M0.02%+81313F-HRTimeline
First Heartland Consultants, Inc.8,383$1.02M0.1%-2813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,298$1M0.02%new13F-HRTimelineGroup
Soltis Investment Advisors LLC8,285$1M0.09%-8013F-HRTimeline
Cresta Advisors, Ltd.8,282$1M0.52%+1,21613F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC8,280$1M0.2%013F-HRTimeline
PINNACLE ASSOCIATES LTD8,266$1M0.01%-1,91813F-HRTimeline
JB Capital LLC8,265$1M0.06%+1,54413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC8,198$993K0.53%-7,81613F-HRTimeline
Prosperity Consulting Group, LLC8,148$987K0.08%+42813F-HRTimeline
Sunesis Advisors, LLC8,118$983K0.53%-26513F-HRTimeline
Sound View Wealth Advisors Group, LLC8,115$983K0.08%-73713F-HRTimeline
SAGE FINANCIAL GROUP INC8,021$972K0.08%013F-HRTimeline
Claro Advisors Inc.7,951$963K0.13%+23413F-HRTimeline
Talisman Wealth Advisors LLC7,914$959K0.98%+1113F-HRTimeline
Caldwell Trust Co7,889$956K0.1%-30013F-HRTimeline
Van Hulzen Asset Management, LLC7,834$949K0.09%013F-HRTimeline
ADG Wealth Management Group, LLC7,767$941K0.89%new13F-HRTimeline
Merit Financial Group, LLC7,634$925K0.01%+54213F-HRTimeline
Northwest Bancshares, Inc.7,578$918K0.17%-913F-HRTimeline
Prime Capital Investment Advisors, LLC7,577$918K0.01%+5,46213F-HRTimeline
PATTEN & PATTEN INC/TN7,510$910K0.06%+26013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,360$891K0.13%+613F-HRTimeline
NorthCoast Asset Management LLC7,168$868K<0.01%+413F-HR/ATimeline
Patton Albertson Miller Group, LLC7,135$864K0.13%-1,76713F-HR/ATimeline
Element Wealth, LLC7,102$860K0.46%-1,12113F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,059$855K0.03%new13F-HRTimeline
Geneos Wealth Management Inc.7,010$849K0.01%+3,43913F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.6,984$846K0.78%-33413F-HRTimeline
Wealthstar Advisors, LLC6,924$839K0.38%+3,85413F-HRTimeline
JSF Financial, LLC6,914$837K0.22%+4513F-HRTimeline
KFA Private Wealth Group, LLC6,790$822K0.29%+36413F-HRTimeline
Amplius Wealth Advisors, LLC6,765$819K0.09%013F-HRTimeline
Operose Advisors LLC6,765$819K0.27%+1,98213F-HRTimeline
PRIVATE TRUST CO NA6,759$819K0.08%-2813F-HRTimeline
Bogart Wealth, LLC6,720$814K0.04%-8,91213F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd6,608$800K0.22%013F-HR/ATimelineGroup
SAX WEALTH ADVISORS, LLC6,591$798K0.06%+15613F-HRTimeline
INVESTMENT PARTNERS, LTD.6,584$797K0.33%+1313F-HRTimeline
MCF Advisors LLC6,580$797K0.06%+24213F-HRTimeline
WealthShield Partners, LLC6,532$791K0.1%+3,26913F-HRTimeline
WEDBUSH SECURITIES INC6,485$786K0.03%-52813F-HRTimeline
PHILADELPHIA TRUST CO6,417$777K0.07%013F-HRTimeline
D'Orazio & Associates, Inc.6,399$775K0.12%-1,16013F-HRTimeline
Tacita Capital Inc6,355$770K0.55%-47413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,271$760K0.04%-5013F-HRTimeline
Integrated Advisors Network LLC6,232$755K0.04%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,186$749K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC6,139$744K0.1%+1,27213F-HRTimeline
Clearstead Advisors, LLC6,138$743K0.01%+23713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,118$741K0.03%-4013F-HRTimelineGroup
CW Advisors, LLC6,067$735K0.01%new13F-HRTimeline
FINANCIAL COUNSELORS INC6,057$734K0.01%-93413F-HRTimeline
FIRST MANHATTAN CO. LLC.6,003$727K<0.01%013F-HRTimeline
Jacobi Capital Management LLC5,979$724K0.05%-14513F-HRTimeline
ALBION FINANCIAL GROUP /UT5,875$712K0.05%-16913F-HRTimeline
Black Diamond Financial, LLC5,865$710K0.11%013F-HRTimeline
LongView Wealth Management5,850$709K0.21%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,847$708K0.1%-50013F-HRTimeline
Strategic Financial Concepts, LLC5,808$703K0.13%-7,53513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,790$701K0.01%-53413F-HRTimeline
Cornerstone Wealth Management, LLC5,658$685K0.05%+46313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,657$685K0.02%-3,40513F-HRTimeline
Investment Partners Asset Management, I…5,638$683K0.54%-4013F-HRTimeline
Sovereign Financial Group, Inc.5,542$671K0.15%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,756$666K+273Timeline
CHAPIN DAVIS, INC.5,486$664K0.23%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,466$662K0.05%-8413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,461$661K0.02%+32613F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,443$659K0.17%-1,14613F-HRTimelineGroup
Arete Wealth Advisors, LLC5,422$657K0.05%-713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,413$656K<0.01%-59813F-HRTimelineGroup
Focus Financial Network, Inc.5,407$655K0.03%-213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,384$652K0.01%013F-HRTimelineGroup
Climber Capital SA6,500$649K0.51%013F-HRTimeline
MGO ONE SEVEN LLC5,355$649K0.03%+2,09213F-HRTimeline
Baring Financial LLC5,320$644K0.54%-80713F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.5,319$644K0.47%013F-HRTimeline
Helium Advisors LLC5,294$641K0.47%-13113F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC5,300$641K<0.01%013F-HRTimelineGroup
Impact Partnership Wealth, LLC5,276$639K0.14%+68113F-HRTimeline
Inscription Capital, LLC5,764$635K0.1%13F-HRTimeline
Beacon Pointe Advisors, LLC5,182$628K0.01%+12113F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC5,147$623K0.04%-16613F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC5,095$617K0.02%-92413F-HRTimeline