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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

775 managers (784 13F filers) reported a position in HDV shares at 2025-09-30, 40,132,598 shares in all. 64 filers opened a position and 37 filers sold out during the quarter.

Managers
775
13F filers
784
New
64
Added
292
Reduced
250
Sold out
37
Shares held by filers
40,132,598

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LIBERTY SQUARE WEALTH PARTNERS LLC17,674$2.16M0.67%-47513F-HRTimeline
Houlihan Financial Resource Group, Ltd.17,643$2.16M1.9%-20,42613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,412$2.13M0.13%-63913F-HRTimeline
HFG Advisors, Inc.17,391$2.13M1.57%+19213F-HRTimeline
LOM Asset Management Ltd17,259$2.11M0.64%+16013F-HRTimeline
Crews Bank & Trust17,162$2.1M0.31%-37513F-HRTimeline
Rehmann Capital Advisory Group17,395$2.08M0.11%+1,77513F-HRTimeline
Moloney Securities Asset Management, LLC16,795$2.06M0.24%+51013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,769$2.05M0.03%-8513F-HRTimeline
Capital Squared Financial LLC16,747$2.05M1.78%+5,68913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC16,719$2.05M0.07%+9,16413F-HRTimelineGroup
Rakuten Group, Inc.group of 2 filers holding16,756$2.04M+16,540Timeline
CHOREO, LLC16,676$2.04M0.03%+213F-HRTimeline
Western Wealth Management, LLC16,651$2.04M0.11%-30013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC16,494$2.02M0.12%+12,12613F-HRTimeline
Apex Wealth Management, LLC16,463$2.02M1.44%+12613F-HRTimeline
Valmark Advisers, Inc.16,388$2.01M0.03%+7,56713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,350$2M0.09%-25,84513F-HRTimelineGroup
Onyx Bridge Wealth Group LLC16,294$2M0.22%-1913F-HRTimeline
Chicago Partners Investment Group LLC16,390$1.98M0.05%-3,03713F-HRTimeline
WOODSTOCK CORP16,180$1.98M0.17%013F-HRTimeline
Cresset Asset Management, LLC15,957$1.95M0.01%+38313F-HR/ATimeline
ASHTON THOMAS SECURITIES, LLC15,850$1.94M0.27%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC15,848$1.94M0.02%new13F-HRTimeline
RAELIPSKIE PARTNERSHIP15,745$1.93M0.83%+18013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding15,286$1.87M-16,840Timeline
HARBOR INVESTMENT ADVISORY, LLC15,127$1.85M0.15%-2413F-HRTimeline
SYNOVUS FINANCIAL CORP15,021$1.84M0.02%+1,95913F-HRTimeline
Jaffetilchin Investment Partners, LLC14,908$1.83M0.11%+8613F-HRTimeline
Regal Investment Advisors LLC14,876$1.82M0.12%-6213F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.14,858$1.82M<0.01%+29813F-HRTimelineGroup
Evercore Wealth Management, LLC14,764$1.81M0.03%-1,55813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,400$1.76M0.01%+31013F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.14,376$1.76M0.84%+4313F-HRTimeline
Mutual Advisors, LLC14,384$1.76M0.04%-2,02113F-HRTimeline
ProVise Management Group, LLC14,332$1.75M0.13%+13813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,271$1.75M0.02%+10,62313F-HRTimeline
Madden Advisory Services, Inc.13,939$1.71M0.66%-72413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,835$1.69M0.05%-30613F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.13,721$1.68M0.56%+10513F-HRTimeline
AE Wealth Management LLC13,679$1.67M0.01%-72513F-HRTimeline
NCM Capital Management, LLC13,406$1.64M0.64%+413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,259$1.62M0.11%013F-HRTimeline
RDA Financial Network13,243$1.62M0.4%+3013F-HRTimeline
MCF Advisors LLC13,205$1.62M0.1%+9113F-HRTimeline
Atlas Legacy Advisors, LLC13,136$1.61M0.31%+20413F-HRTimeline
SOA Wealth Advisors, LLC.13,108$1.61M0.28%-8213F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC12,969$1.59M0.38%-23013F-HRTimeline
Intrepid Financial Planning Group LLC12,941$1.58M0.6%-1213F-HRTimeline
Argent Trust Co12,833$1.57M0.06%-19113F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …12,581$1.54M0.04%013F-HRTimelineGroup
Court Place Advisors, LLC12,514$1.53M0.46%+513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC12,436$1.52M0.01%+2,11613F-HRTimeline
Snowden Capital Advisors LLC12,399$1.52M0.04%+66113F-HRTimeline
Per Stirling Capital Management, LLC.12,290$1.5M0.18%+7713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …12,092$1.48M0.26%-10913F-HRTimeline
Wellspring Financial Advisors, LLC11,996$1.47M0.14%+9113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,943$1.46M<0.01%-20713F-HRTimelineGroup
180 WEALTH ADVISORS, LLC11,713$1.43M0.17%-27513F-HRTimeline
Biondo Investment Advisors, LLC11,699$1.43M0.18%-5513F-HRTimeline
HOWE & RUSLING INC11,676$1.43M0.1%-1,73313F-HRTimeline
Parallel Advisors, LLC11,662$1.43M0.03%-413F-HRTimeline
PFG Investments, LLC11,638$1.43M0.07%-4513F-HRTimeline
PFG Advisors11,572$1.42M0.06%-64,28013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC11,565$1.42M0.02%013F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV11,486$1.41M0.27%-1,33013F-HRTimeline
CoreCap Advisors, LLC11,476$1.41M0.05%+19713F-HRTimeline
Provenance Wealth Advisors, LLC11,191$1.37M0.18%-1,87913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC11,053$1.35M0.03%-1,65813F-HRTimelineGroup
Krilogy Financial LLC11,296$1.34M0.05%+1913F-HRTimeline
Beacon Bank & Trust10,704$1.31M0.28%-39013F-HRTimeline
1900 WEALTH MANAGEMENT LLC10,561$1.29M0.09%-3913F-HRTimeline
Quadcap Wealth Management, LLC10,546$1.29M0.15%+2913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC10,523$1.29M0.04%013F-HRTimeline
Anchor Investment Management, LLC10,521$1.29M0.11%+14413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10,511$1.29M0.12%-1513F-HRTimeline
Decker Retirement Planning Inc.10,485$1.28M0.71%-71113F-HRTimeline
OneDigital Investment Advisors LLC10,410$1.27M0.01%+5013F-HRTimeline
Cubist Systematic Strategies, LLC10,276$1.26M0.02%new13F-HRTimeline
GENESIS PRIVATE WEALTH, LLC10,270$1.26M0.53%+2,17313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC10,261$1.26M0.21%-1513F-HRTimeline
Litman Gregory Wealth Management LLC10,177$1.25M0.09%013F-HRTimeline
Avestar Capital, LLC10,000$1.22M0.09%013F-HRTimeline
Kovack Advisors, Inc.9,920$1.21M0.11%-1,06813F-HRTimeline
Walkner Condon Financial Advisors LLC9,899$1.21M0.19%-67013F-HRTimeline
Collaborative Wealth Managment Inc.9,795$1.2M0.49%+7013F-HRTimeline
Weaver Consulting Group9,771$1.2M0.3%-14113F-HRTimeline
Cornell Pochily Investment Advisors, In…9,743$1.19M0.36%-3413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.8,513$1.18M0.08%-1,16113F-HRTimelineGroup
Operose Advisors LLC9,624$1.18M0.29%+40913F-HRTimeline
Prosperity Consulting Group, LLC9,514$1.17M0.06%+3513F-HRTimeline
Talisman Wealth Advisors LLC9,510$1.16M0.96%+813F-HRTimeline
Federation des caisses Desjardins du Qu…9,499$1.16M<0.01%013F-HRTimeline
VestGen Advisors, LLC9,458$1.16M0.04%+76113F-HRTimeline
LANARK FINANCIAL, INC.9,314$1.14M0.09%-2,68813F-HRTimeline
Archer Investment Corp9,219$1.13M0.25%-16913F-HRTimeline
Prospera Financial Services Inc9,207$1.13M0.02%-40813F-HRTimeline
TD Waterhouse Canada Inc.9,178$1.13M0.01%-3,07313F-HRTimeline
WHITE PINE CAPITAL LLC9,168$1.12M0.32%-23713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI9,110$1.12M0.06%013F-HRTimeline
Patten Group, Inc.9,099$1.11M0.22%-18113F-HRTimeline
Straight Path Wealth Management9,019$1.1M0.31%+6913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,967$1.1M<0.01%+1013F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding8,956$1.1M-547Timeline
JB Capital LLC8,878$1.09M0.05%+23913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,842$1.08M0.02%+1313F-HRTimelineGroup
MAI Capital Management8,831$1.08M0.01%-5813F-HRTimeline
Claro Advisors Inc.8,822$1.08M0.16%+73913F-HRTimeline
Curi Capital, LLC8,803$1.08M0.02%+80713F-HRTimeline
Teamwork Financial Advisors, LLC8,629$1.06M0.12%-99113F-HRTimeline
INVESTED ADVISORS9,389$1.05M1.53%13F-HRTimeline
CFS Investment Advisory Services, LLC8,603$1.05M0.08%-33513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/8,530$1.04M0.05%013F-HRTimeline
First Heartland Consultants, Inc.8,414$1.03M0.08%-4113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC8,355$1.02M0.07%+2113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,262$1.01M0.01%new13F-HRTimelineGroup
Lakeshore Capital Group, Inc.8,258$1.01M0.82%-17,55413F-HRTimeline
Noble Family Wealth, LLC8,125$995K0.22%+3,13613F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC8,118$994K0.14%-2113F-HRTimeline
SAGE FINANCIAL GROUP INC8,021$982K0.07%013F-HRTimeline
HRT FINANCIAL LP7,932$971K<0.01%+5,37813F-HRTimeline
Caldwell Trust Co7,889$966K0.09%013F-HRTimeline
Quantum Portfolio Management LLC7,860$962K0.29%new13F-HRTimeline
Sunesis Advisors, LLC7,859$962K0.45%13F-HRTimeline
PINNACLE ASSOCIATES LTD7,856$962K0.01%-20513F-HRTimeline
ROMANO BROTHERS AND COMPANY7,790$954K0.11%-80013F-HRTimeline
ADG Wealth Management Group, LLC7,655$937K0.74%-10013F-HRTimeline
Element Wealth, LLC7,612$932K0.41%+68213F-HRTimeline
Sound View Wealth Advisors Group, LLC7,601$931K0.06%+4713F-HRTimeline
PATTEN & PATTEN INC/TN7,459$913K0.05%-23913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7,454$913K0.04%+1,75613F-HRTimelineGroup
Bogart Wealth, LLC7,341$899K0.04%+5,75313F-HRTimeline
FOREFRONT WEALTH MANAGEMENT INC.7,304$894K0.66%+9713F-HRTimeline
Northwest Bancshares, Inc.7,295$893K0.15%-23113F-HRTimeline
Soltis Investment Advisors LLC7,261$889K0.06%-63613F-HRTimeline
Tacita Capital Inc7,255$888K0.54%013F-HRTimeline
ALBION FINANCIAL GROUP /UT7,247$887K0.05%+29313F-HRTimeline
TUDOR INVESTMENT CORP ET AL7,238$886K0.01%new13F-HR/ATimeline
Cresta Advisors, Ltd.7,214$883K0.39%-1,93713F-HRTimeline
NorthCoast Asset Management LLC7,176$879K<0.01%+413F-HRTimeline
Van Hulzen Asset Management, LLC7,084$867K0.06%-71813F-HRTimeline
JSF Financial, LLC7,019$859K0.19%+5313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.7,013$859K0.1%new13F-HRTimeline
LongView Wealth Management6,771$829K0.22%+80213F-HRTimeline
PRIVATE TRUST CO NA6,712$822K0.07%-4713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC6,719$819K0.1%+713F-HRTimeline
Amplius Wealth Advisors, LLC6,674$817K0.07%-9113F-HRTimeline
KFA Private Wealth Group, LLC6,620$811K0.23%-5913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,619$810K0.01%-4,02413F-HRTimelineGroup
IEQ CAPITAL, LLC6,618$810K<0.01%+1,32113F-HRTimeline
INVESTMENT PARTNERS, LTD.6,614$810K0.29%+1513F-HRTimeline
WEDBUSH SECURITIES INC6,572$805K0.03%+313F-HRTimeline
WealthShield Partners, LLC6,467$792K0.09%013F-HRTimeline
EVOKE WEALTH, LLC6,430$787K0.02%new13F-HRTimeline
PHILADELPHIA TRUST CO6,417$786K0.06%013F-HRTimeline
Live Oak Investment Partners6,354$778K0.52%+2,99913F-HR/ATimeline
Jacobi Capital Management LLC6,292$770K0.05%+20213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,271$768K0.03%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\6,234$763K<0.01%+4813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,207$760K<0.01%+35213F-HRTimeline
Integrated Advisors Network LLC6,158$754K0.03%-7513F-HRTimeline
GTS SECURITIES LLC6,154$754K0.03%new13F-HRTimeline
ASPIRIANT, LLC6,139$752K0.02%+3,62213F-HRTimeline
Cornerstone Wealth Management, LLC6,109$748K0.04%-913F-HRTimeline
American Wealth Advisors, LLC6,101$747K0.74%13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC6,347$747K0.1%+50013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,069$743K<0.01%013F-HRTimelineGroup
Midwest Trust Co6,057$742K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,003$735K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC5,985$733K0.01%+18113F-HRTimeline
Black Diamond Financial, LLC5,865$718K0.08%013F-HRTimeline
FIRST MANHATTAN CO. LLC.5,843$715K<0.01%-12513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,761$705K<0.01%-39213F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP5,724$701K0.04%-14513F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC5,661$693K0.31%-17513F-HRTimeline
Investment Partners Asset Management, I…5,631$690K0.45%-413F-HRTimeline
CHAPIN DAVIS, INC.5,486$672K0.16%013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,474$670K0.04%-5013F-HRTimeline
Sovereign Financial Group, Inc.5,446$667K0.12%-9613F-HRTimeline
Human Investing LLC5,439$666K0.1%+4913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,434$665K0.01%+1,01813F-HRTimelineGroup
GPS Wealth Strategies Group, LLC5,431$665K0.07%+26213F-HRTimeline
Crossmark Global Holdings, Inc.5,390$660K0.01%+1,30113F-HRTimeline
Focus Financial Network, Inc.5,359$656K0.02%-713F-HRTimeline
Helium Advisors LLC5,343$654K0.55%+2513F-HRTimeline
Arete Wealth Advisors, LLC5,322$652K0.04%+113F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.5,319$651K0.38%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,313$651K0.08%+47813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC5,300$649K<0.01%013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC5,141$630K0.09%-4,65713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,117$627K0.02%-2013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,112$626K0.01%+813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,990$611K<0.01%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC4,959$607K<0.01%+16713F-HR/ATimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC4,944$605K0.01%+29513F-HRTimeline
Destination Wealth Management4,878$597K0.02%+98213F-HRTimeline
NorthRock Partners, LLC4,862$595K0.01%+22513F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,839$593K0.03%-10513F-HRTimelineGroup
David J Yvars Group4,812$589K0.32%-9113F-HRTimeline
FLOW TRADERS U.S. LLC4,735$580K0.02%new13F-HRTimeline