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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

751 managers (762 13F filers) reported a position in HDV shares at 2025-06-30, 39,624,907 shares in all. 38 filers opened a position and 57 filers sold out during the quarter.

Managers
751
13F filers
762
New
38
Added
281
Reduced
260
Sold out
57
Shares held by filers
39,624,907

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
Crews Bank & Trust17,537$2.05M0.32%-1,34013F-HRTimeline
HFG Advisors, Inc.17,199$2.02M1.6%+49013F-HRTimeline
LOM Asset Management Ltd17,099$2M0.68%13F-HR/ATimeline
Csenge Advisory Group17,177$2M0.11%+3613F-HRTimeline
Western Wealth Management, LLC16,951$1.99M0.12%+31813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,854$1.97M0.03%-36113F-HRTimeline
Mutual Advisors, LLC16,405$1.97M0.05%+1,47113F-HRTimeline
CHOREO, LLC16,674$1.95M0.03%-1,34813F-HRTimeline
Apex Wealth Management, LLC16,337$1.91M1.54%+12513F-HRTimeline
Evercore Wealth Management, LLC16,322$1.91M0.03%+3,22813F-HRTimeline
Onyx Bridge Wealth Group LLC16,313$1.91M0.25%+10813F-HRTimeline
Moloney Securities Asset Management, LLC16,285$1.91M0.24%-313F-HRTimeline
WOODSTOCK CORP16,180$1.9M0.17%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,937$1.87M<0.01%-25,62313F-HR/ATimelineGroup
Rehmann Capital Advisory Group15,620$1.83M0.11%+26513F-HRTimeline
Cresset Asset Management, LLC15,574$1.82M0.01%-62713F-HR/ATimeline
RAELIPSKIE PARTNERSHIP15,565$1.82M0.83%+62013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC15,151$1.78M0.16%+52613F-HRTimeline
Regal Investment Advisors LLC14,938$1.75M0.13%-43113F-HRTimeline
Jaffetilchin Investment Partners, LLC14,822$1.74M0.11%+9113F-HRTimeline
Madden Advisory Services, Inc.14,663$1.72M0.73%+45513F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.14,560$1.71M<0.01%-84513F-HRTimelineGroup
AE Wealth Management LLC14,404$1.69M0.01%+68413F-HRTimeline
AFT, FORSYTH & COMPANY, INC.14,333$1.68M0.86%-1213F-HRTimeline
ProVise Management Group, LLC14,194$1.66M0.13%-1213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,141$1.66M0.04%+14,13613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,090$1.65M0.01%-3313F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.13,616$1.6M0.59%+10513F-HRTimeline
HOWE & RUSLING INC13,409$1.57M0.12%+3,94013F-HRTimeline
NCM Capital Management, LLC13,402$1.57M0.64%+413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,325$1.56M<0.01%-2,33813F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,259$1.55M0.11%013F-HRTimeline
RDA Financial Network13,213$1.55M0.42%-26513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,199$1.55M0.4%+2,23913F-HRTimeline
SOA Wealth Advisors, LLC.13,190$1.55M0.29%-1,88813F-HRTimeline
REGATTA CAPITAL GROUP, LLC13,166$1.54M0.26%new13F-HRTimeline
MCF Advisors LLC13,114$1.54M0.1%+6,53413F-HRTimeline
EP Wealth Advisors, LLC13,094$1.53M0.01%-17613F-HRTimeline
Provenance Wealth Advisors, LLC13,070$1.53M0.22%-5,39013F-HRTimeline
SYNOVUS FINANCIAL CORP13,062$1.53M0.02%+13013F-HRTimeline
Argent Trust Co13,024$1.53M0.06%-3013F-HRTimeline
Intrepid Financial Planning Group LLC12,953$1.52M0.64%-8513F-HRTimeline
Atlas Legacy Advisors, LLC12,932$1.52M0.33%-5,05713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV12,816$1.5M0.3%+26213F-HRTimeline
CW Advisors, LLC12,760$1.5M0.01%+6,69313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,711$1.49M0.03%-47013F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …12,581$1.47M0.04%-1,21913F-HRTimelineGroup
Red Door Wealth Management, LLC12,550$1.47M0.18%013F-HRTimeline
Court Place Advisors, LLC12,509$1.47M0.46%-13713F-HRTimeline
TD Waterhouse Canada Inc.12,251$1.45M0.01%+4813F-HRTimeline
Per Stirling Capital Management, LLC.12,213$1.43M0.19%-98013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …12,201$1.43M0.28%-1,01713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\12,150$1.42M<0.01%+32613F-HRTimelineGroup
LANARK FINANCIAL, INC.12,002$1.41M0.11%-1,09313F-HRTimeline
180 WEALTH ADVISORS, LLC11,988$1.4M0.2%-9513F-HRTimeline
Wellspring Financial Advisors, LLC11,905$1.39M0.14%+34113F-HRTimeline
Biondo Investment Advisors, LLC11,754$1.38M0.18%+1513F-HRTimeline
Snowden Capital Advisors LLC11,738$1.38M0.04%+19613F-HRTimeline
PFG Investments, LLC11,683$1.37M0.08%-6413F-HRTimeline
Parallel Advisors, LLC11,666$1.37M0.03%-36313F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC11,565$1.36M0.02%013F-HRTimelineGroup
CoreCap Advisors, LLC11,279$1.32M0.05%+29613F-HRTimeline
Krilogy Financial LLC11,277$1.32M0.08%+48313F-HRTimeline
Decker Retirement Planning Inc.11,196$1.31M0.76%+11,09813F-HRTimeline
Beacon Bank & Trust11,094$1.3M0.3%-30413F-HRTimeline
Arax Advisory Partners11,079$1.3M0.06%-14813F-HRTimeline
Capital Squared Financial LLC11,058$1.3M1.51%13F-HRTimeline
Kovack Advisors, Inc.10,988$1.29M0.13%-22413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,643$1.25M0.02%+5,18213F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC10,600$1.24M0.09%-19113F-HRTimeline
Walkner Condon Financial Advisors LLC10,569$1.24M0.23%-2,55013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10,526$1.23M0.13%-17213F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC10,523$1.23M0.04%-30013F-HRTimeline
Quadcap Wealth Management, LLC10,517$1.23M0.16%-21713F-HRTimeline
Anchor Investment Management, LLC10,377$1.22M0.11%+47313F-HRTimeline
OneDigital Investment Advisors LLC10,360$1.21M0.01%+2813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,320$1.21M0.01%+67913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC10,276$1.2M0.22%-7513F-HRTimeline
Litman Gregory Wealth Management LLC10,177$1.19M0.09%-17813F-HRTimeline
Avestar Capital, LLC10,000$1.17M0.09%013F-HRTimeline
Weaver Consulting Group9,912$1.16M0.32%+1913F-HRTimeline
Atwater Malick LLC9,892$1.16M0.37%+6,16813F-HRTimeline
TWO SIGMA SECURITIES, LLC9,798$1.15M0.14%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…9,777$1.15M0.37%+26513F-HRTimeline
Collaborative Wealth Managment Inc.9,725$1.14M0.5%-32813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9,674$1.13M0.08%-2113F-HRTimelineGroup
Prospera Financial Services Inc9,615$1.13M0.02%+1,19713F-HRTimeline
Teamwork Financial Advisors, LLC9,620$1.13M0.14%-51713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding9,503$1.11M-37Timeline
Talisman Wealth Advisors LLC9,502$1.11M1.02%+1,58813F-HRTimeline
Federation des caisses Desjardins du Qu…9,499$1.11M<0.01%-45513F-HRTimeline
Prosperity Consulting Group, LLC9,479$1.11M0.08%+1,33113F-HRTimeline
WHITE PINE CAPITAL LLC9,405$1.1M0.35%-8513F-HRTimeline
Archer Investment Corp9,388$1.1M0.26%+213F-HRTimeline
Patten Group, Inc.9,280$1.09M0.23%-43513F-HRTimeline
Operose Advisors LLC9,215$1.08M0.3%+2,45013F-HRTimeline
Smartleaf Asset Management LLC9,195$1.07M0.09%+8,53913F-HRTimeline
Cresta Advisors, Ltd.9,151$1.07M0.52%+86913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI9,110$1.07M0.07%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,957$1.05M<0.01%-20513F-HRTimelineGroup
Straight Path Wealth Management8,950$1.05M0.36%+7013F-HRTimeline
CFS Investment Advisory Services, LLC8,938$1.05M0.09%+40413F-HRTimeline
MAI Capital Management8,889$1.04M0.01%-44313F-HRTimeline
VestGen Advisors, LLC8,697$1.04M0.04%-9813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,829$1.03M0.02%+1213F-HRTimelineGroup
Valmark Advisers, Inc.8,821$1.03M0.01%-63313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,673$1.02M<0.01%-180,30613F-HR/ATimelineGroup
JB Capital LLC8,639$1.01M0.05%+37413F-HRTimeline
ROMANO BROTHERS AND COMPANY8,590$1.01M0.12%+10013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/8,530$999K0.05%013F-HRTimeline
First Heartland Consultants, Inc.8,455$991K0.09%+7213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC8,334$976K0.07%-10,19313F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC8,139$954K0.17%-14113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC8,097$949K0.45%-10113F-HRTimeline
Claro Advisors Inc.8,083$947K0.16%+13213F-HRTimeline
PINNACLE ASSOCIATES LTD8,061$945K0.01%-20513F-HRTimeline
SAGE FINANCIAL GROUP INC8,021$940K0.07%013F-HRTimeline
Curi Capital, LLC7,996$937K0.02%+6,24613F-HRTimeline
Soltis Investment Advisors LLC7,897$925K0.07%-38813F-HRTimeline
Caldwell Trust Co7,889$924K0.09%013F-HRTimeline
Van Hulzen Asset Management, LLC7,802$914K0.08%-3213F-HRTimeline
ADG Wealth Management Group, LLC7,755$909K0.77%-1213F-HRTimeline
PATTEN & PATTEN INC/TN7,698$902K0.06%+18813F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC7,555$885K0.04%-58,99613F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC7,554$885K0.07%-56113F-HRTimeline
Northwest Bancshares, Inc.7,526$882K0.15%-5213F-HRTimeline
Tacita Capital Inc7,255$850K0.55%+90013F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.7,207$844K0.68%+22313F-HRTimeline
NorthCoast Asset Management LLC7,172$840K<0.01%+413F-HRTimeline
JSF Financial, LLC6,966$816K0.19%+5213F-HRTimeline
ALBION FINANCIAL GROUP /UT6,954$815K0.05%+1,07913F-HRTimeline
Element Wealth, LLC6,930$812K0.37%-17213F-HRTimeline
Amplius Wealth Advisors, LLC6,765$793K0.07%013F-HRTimeline
PRIVATE TRUST CO NA6,759$792K0.08%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC6,712$786K0.1%-64813F-HRTimeline
KFA Private Wealth Group, LLC6,679$783K0.24%-11113F-HRTimeline
INVESTMENT PARTNERS, LTD.6,599$773K0.29%+1513F-HRTimeline
SAX WEALTH ADVISORS, LLC6,591$772K0.05%013F-HRTimeline
WEDBUSH SECURITIES INC6,569$770K0.03%+8413F-HRTimeline
WealthShield Partners, LLC6,467$758K0.09%-6513F-HRTimeline
Climber Capital SA6,500$757K0.49%013F-HRTimeline
PHILADELPHIA TRUST CO6,417$752K0.06%013F-HRTimeline
Lion Street Advisors, LLC6,324$741K0.22%-3,39313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,271$735K0.03%013F-HRTimeline
Integrated Advisors Network LLC6,233$730K0.03%+113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,186$725K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,153$721K<0.01%+4,21613F-HRTimelineGroup
Cornerstone Wealth Management, LLC6,118$717K0.04%+46013F-HRTimeline
Jacobi Capital Management LLC6,090$714K0.05%+11113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,069$711K<0.01%-19,70913F-HRTimelineGroup
Midwest Trust Co6,057$710K0.01%13F-HRTimeline
LongView Wealth Management5,969$699K0.21%+11913F-HRTimeline
FIRST MANHATTAN CO. LLC.5,968$699K<0.01%-3513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,869$688K0.05%+40313F-HRTimeline
Black Diamond Financial, LLC5,865$687K0.11%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,855$686K<0.01%+6513F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,847$685K0.09%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,681$684KnewTimeline
DUDLEY CAPITAL MANAGEMENT, LLC5,836$684K0.34%+1,74013F-HRTimeline
Clearstead Advisors, LLC5,804$680K0.01%-33413F-HRTimeline
Dunhill Financial, LLC5,748$674K0.2%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,698$668K0.03%-42013F-HRTimelineGroup
Investment Partners Asset Management, I…5,635$660K0.46%-313F-HRTimeline
Sovereign Financial Group, Inc.5,542$649K0.13%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,524$647K0.04%new13F-HRTimeline
CHAPIN DAVIS, INC.5,486$643K0.18%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,466$640K-290Timeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,426$636K0.04%+3,43613F-HRTimelineGroup
Human Investing LLC5,390$632K0.1%+2,35413F-HRTimeline
Beacon Pointe Advisors, LLC5,382$631K0.01%+20013F-HRTimeline
Focus Financial Network, Inc.5,366$629K0.02%-4113F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.5,319$623K0.39%013F-HRTimeline
Helium Advisors LLC5,318$623K0.39%+2413F-HRTimeline
Arete Wealth Advisors, LLC5,321$623K0.04%-10113F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,304$621K0.02%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC5,300$621K<0.01%013F-HRTimelineGroup
IEQ CAPITAL, LLC5,297$621K<0.01%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,252$615K0.17%-19113F-HRTimelineGroup
Baring Financial LLC5,250$615K0.46%-7013F-HRTimeline
GPS Wealth Strategies Group, LLC5,169$606K0.07%+1,57213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,137$602K0.02%+64713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,104$598K0.01%+913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,990$585K<0.01%013F-HRTimelineGroup
Noble Family Wealth, LLC4,989$585K0.14%new13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,944$579K0.03%-20313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.4,921$577K0.03%-3,95813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,914$576K<0.01%-49913F-HRTimelineGroup
David J Yvars Group4,903$574K0.34%+12413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,884$572K0.01%+1,80813F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…4,835$567K0.08%-25213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,792$562K<0.01%-4413F-HR/ATimelineGroup
CGN Advisors LLC4,713$552K0.05%013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA4,690$550K<0.01%013F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC4,667$547K0.02%+5813F-HRTimeline
TRUST POINT INC.4,654$545K0.05%+21313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,649$545K0.02%-1,00813F-HRTimeline
NorthRock Partners, LLC4,637$543K0.01%013F-HR/ATimeline
OBSIDIAN CIO, LLC4,635$543K0.08%-8513F-HRTimeline
Impact Partnership Wealth, LLC4,572$536K0.1%-70413F-HRTimeline
PMG Wealth Management, Inc.4,550$533K0.44%013F-HRTimeline