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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

852 managers (865 13F filers) reported a position in HDV shares at 2026-03-31, 45,039,509 shares in all. 99 filers opened a position and 49 filers sold out during the quarter.

Managers
852
13F filers
865
New
99
Added
327
Reduced
241
Sold out
49
Shares held by filers
45,039,509

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Arax Advisory Partners19,945$2.71M0.08%-7,51913F-HRTimeline
Gerald Baker Financial Group LLC19,939$2.71M0.86%13F-HR/ATimeline
Goldstone Financial Group, LLC19,812$2.69M0.29%-53713F-HRTimeline
Advus Financial Partners, LLC19,477$2.64M1%-45,80013F-HR/ATimeline
Bernardo Wealth Planning LLC19,428$2.64M0.52%-41213F-HRTimeline
NORDEN GROUP LLC19,322$2.62M0.25%+10013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC19,277$2.62M1.44%+2,35613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC19,168$2.6M0.05%-14513F-HRTimeline
Capital Squared Financial LLC18,945$2.57M1.96%+1,67213F-HRTimeline
AE Wealth Management LLC18,857$2.56M0.01%+3,56013F-HRTimeline
Valmark Advisers, Inc.18,821$2.55M0.03%-1,20313F-HRTimeline
Sowell Financial Services LLC18,679$2.54M0.09%-51013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.18,627$2.53M0.03%-16,16413F-HRTimelineGroup
Beacon Pointe Advisors, LLC18,538$2.52M0.01%new13F-HRTimeline
TruNorth Capital Management, LLC18,487$2.51M0.48%013F-HRTimeline
Ellis Investment Partners, LLC18,483$2.51M0.44%+11213F-HRTimeline
Csenge Advisory Group18,458$2.51M0.11%-34213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC18,598$2.5M0.05%-3013F-HRTimeline
Quantinno Capital Management LP18,195$2.47M<0.01%+7,16213F-HRTimeline
Crews Bank & Trust18,157$2.46M0.36%+48513F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC18,123$2.46M0.02%+87413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,061$2.45M0.2%-9913F-HRTimeline
HFG Advisors, Inc.17,875$2.43M1.71%+19513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,644$2.39M0.08%-25613F-HRTimeline
Investment Advisory Group, LLC17,588$2.39M0.61%-5313F-HRTimeline
Fiduciary Group, LLC17,578$2.39M0.2%-16013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …17,542$2.38M0.02%-58713F-HRTimelineGroup
Apex Wealth Management, LLC17,234$2.34M1.6%new13F-HRTimeline
MCF Advisors LLC17,166$2.33M0.1%+3,63313F-HRTimeline
CHOREO, LLC17,002$2.31M0.03%+32413F-HRTimeline
Cresset Asset Management, LLC16,892$2.29M0.01%+99213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners16,821$2.28M0.3%+1,24013F-HRTimelineGroup
Aventus Investment Advisors, Inc.16,820$2.28M1.93%-63213F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC16,788$2.28M0.64%+1013F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC16,785$2.28M0.83%+6,16513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,699$2.27M0.03%-1,04513F-HRTimeline
RAELIPSKIE PARTNERSHIP16,660$2.26M0.96%+51513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,575$2.25M0.03%013F-HRTimeline
Pathfinder Wealth Consulting, Inc.16,315$2.21M1.44%-7313F-HRTimeline
Chicago Partners Investment Group LLC16,604$2.21M0.05%+54813F-HRTimeline
Targeted Financial Services LLC16,199$2.2M1.8%-26813F-HRTimeline
WOODSTOCK CORP16,180$2.2M0.2%013F-HRTimeline
LOM Asset Management Ltd16,132$2.19M0.63%-5413F-HRTimeline
Onyx Bridge Wealth Group LLC16,131$2.19M0.24%-14613F-HRTimeline
Atlas Legacy Advisors, LLC16,087$2.18M0.4%-18713F-HRTimeline
Formidable Asset Management, LLC17,827$2.17M0.33%-92413F-HRTimeline
GeoWealth Management, LLC15,860$2.15M0.08%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC15,815$2.15M0.1%-10613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC15,732$2.14M0.17%+1,02113F-HRTimeline
Rehmann Capital Advisory Group15,548$2.11M0.11%-92613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,394$2.09M0.05%+13,48813F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC14,974$2.03M0.12%-5513F-HRTimeline
Cooper Financial Group14,812$2.01M0.2%-70213F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,786$2.01M0.08%-8,21513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,747$2M0.01%+20713F-HRTimelineGroup
Triad Wealth Partners, LLC14,663$1.99M0.16%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC72,616$1.97M0.01%+56,53413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,458$1.96M0.11%-3,87713F-HRTimelineGroup
Verity Asset Management, Inc.14,405$1.96M0.82%-4,94113F-HRTimeline
Twin Tree Management, LP14,162$1.92M0.4%new13F-HRTimeline
Regal Investment Advisors LLC14,158$1.92M0.11%-1,09513F-HRTimeline
ProVise Management Group, LLC14,069$1.91M0.14%-24513F-HRTimeline
RDA Financial Network14,051$1.91M0.48%+58313F-HRTimeline
HOWE & RUSLING INC13,861$1.88M0.12%+1,25713F-HRTimeline
AFT, FORSYTH & COMPANY, INC.13,813$1.87M0.88%-17613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,790$1.87M0.42%-76513F-HRTimeline
Avail Investment Partners, LLC13,428$1.82M1.95%13F-HRTimeline
NCM Capital Management, LLC13,339$1.81M0.65%-2213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,259$1.8M0.11%013F-HRTimeline
Snowden Capital Advisors LLC13,229$1.8M0.05%+12313F-HRTimeline
PFG Investments, LLC13,115$1.78M0.08%+1,39713F-HRTimeline
S&A Financial Services, Inc.13,022$1.77M1.21%13F-HRTimeline
Argent Trust Co12,833$1.74M0.06%013F-HRTimeline
Per Stirling Capital Management, LLC.12,650$1.72M0.19%+17513F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …12,581$1.71M0.05%013F-HRTimelineGroup
Biondo Investment Advisors, LLC12,494$1.7M0.22%+13013F-HRTimeline
Mutual Advisors, LLC12,456$1.69M0.04%-1,35713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …12,366$1.68M0.26%+11013F-HRTimeline
INVESTED ADVISORS12,220$1.66M1.67%+5113F-HRTimeline
Wellspring Financial Advisors, LLC12,192$1.65M0.12%+7513F-HRTimeline
Madden Advisory Services, Inc.12,126$1.65M0.65%-1,90913F-HRTimeline
Decker Retirement Planning Inc.12,020$1.63M0.74%+81313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.11,951$1.62M0.54%+7513F-HRTimeline
Independent Wealth Advisors LLC11,869$1.61M1.58%+27113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,816$1.6M0.01%+3,71713F-HRTimeline
Anchor Investment Management, LLC11,703$1.59M0.13%+1,57313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,695$1.59M0.09%new13F-HRTimeline
SOA Wealth Advisors, LLC.11,503$1.56M0.29%-1,34113F-HRTimeline
CoreCap Advisors, LLC11,424$1.55M0.05%+1713F-HRTimeline
180 WEALTH ADVISORS, LLC11,233$1.52M0.17%-25513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC11,219$1.52M0.03%+1,15813F-HRTimelineGroup
IEQ CAPITAL, LLC11,195$1.52M0.01%+1,89513F-HRTimeline
Beacon Bank & Trust11,115$1.51M0.31%+33013F-HRTimeline
CORA CAPITAL ADVISORS LLC10,796$1.47M0.49%-16,65213F-HRTimeline
Evercore Wealth Management, LLC10,767$1.46M0.02%-3,77013F-HRTimeline
Parallel Advisors, LLC10,739$1.46M0.03%013F-HR/ATimeline
Krilogy Financial LLC10,868$1.45M0.05%-19213F-HRTimeline
Operose Advisors LLC10,627$1.44M0.33%+44213F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC10,523$1.43M0.05%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC10,505$1.43M0.17%+2,39113F-HRTimeline
Independent Advisor Alliance10,504$1.43M0.02%new13F-HRTimeline
Quadcap Wealth Management, LLC10,399$1.41M0.16%+10713F-HRTimeline
Bauman Advisory Group, LLC10,351$1.4M0.98%new13F-HRTimeline
Sequoia Financial Advisors, LLC10,338$1.4M0.01%+5,17313F-HRTimeline
CFO CAPITAL MANAGEMENT LLC10,285$1.39M1.15%+33713F-HRTimeline
Cornell Pochily Investment Advisors, In…10,079$1.37M0.4%+46413F-HRTimeline
Federation des caisses Desjardins du Qu…10,077$1.37M<0.01%+77313F-HRTimeline
One Capital Management, LLC10,002$1.36M0.04%new13F-HRTimeline
Avestar Capital, LLC10,000$1.36M0.09%013F-HRTimeline
OneDigital Investment Advisors LLC9,841$1.34M0.01%-3213F-HRTimeline
Walkner Condon Financial Advisors LLC9,789$1.33M0.18%013F-HRTimeline
Weaver Consulting Group9,734$1.32M0.31%+1613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC9,661$1.31M0.21%-37513F-HRTimeline
Prosperity Consulting Group, LLC9,636$1.31M0.06%+113F-HRTimeline
EP Wealth Advisors, LLC9,606$1.3M0.01%-8,58913F-HRTimeline
Talisman Wealth Advisors LLC9,431$1.28M1.03%-8113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.9,371$1.27M0.08%+1,10313F-HRTimelineGroup
Archer Investment Corp9,222$1.25M0.27%+113F-HRTimeline
Cove Private Wealth, LLC9,219$1.25M0.28%+2,22913F-HRTimeline
Straight Path Wealth Management9,170$1.24M0.33%+5813F-HRTimeline
Patten Group, Inc.9,160$1.24M0.22%+13613F-HRTimeline
Prospera Financial Services Inc9,129$1.24M0.02%-96913F-HRTimeline
Thompson David Blair9,135$1.24M0.71%-1,52113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI9,110$1.24M0.06%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8,893$1.21M0.12%-1,29013F-HRTimeline
ADG Wealth Management Group, LLC8,857$1.2M0.83%+68413F-HRTimeline
Claro Advisors Inc.8,839$1.2M0.14%+9413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding8,655$1.17M-56Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,551$1.16M0.02%-30713F-HRTimelineGroup
Cresta Advisors, Ltd.8,474$1.15M0.47%+76013F-HRTimeline
Caldwell Trust Co8,425$1.14M0.1%013F-HRTimeline
TD Waterhouse Canada Inc.8,492$1.14M<0.01%+50813F-HRTimeline
Lakeshore Capital Group, Inc.8,372$1.14M0.93%+6113F-HRTimeline
First Heartland Consultants, Inc.8,302$1.13M0.09%-21413F-HRTimeline
Noble Family Wealth, LLC8,245$1.12M0.23%013F-HR/ATimeline
Integrated Advisors Network LLC8,125$1.1M0.06%+2,99113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,111$1.1M<0.01%-75013F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY8,065$1.09M0.12%-7513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,050$1.09M0.02%+4,58713F-HRTimeline
SAGE FINANCIAL GROUP INC8,021$1.09M0.07%013F-HRTimeline
Teamwork Financial Advisors, LLC7,988$1.08M0.12%-12913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC7,910$1.07M0.34%-5413F-HRTimeline
Curi Capital, LLC7,898$1.07M0.02%-92013F-HRTimeline
Sunesis Advisors, LLC7,859$1.07M0.48%013F-HRTimeline
PINNACLE ASSOCIATES LTD7,841$1.06M0.01%-1513F-HRTimeline
Gateway Wealth Partners, LLC7,809$1.06M0.04%+4,71713F-HRTimeline
LongView Wealth Management7,790$1.04M0.26%+85913F-HRTimeline
Provenance Wealth Advisors, LLC7,670$1.04M0.11%-2,70513F-HRTimeline
WHITE PINE CAPITAL LLC7,473$1.01M0.28%-1,48013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC7,458$1.01M0.03%013F-HRTimelineGroup
Element Wealth, LLC7,417$1.01M0.42%-17013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers36,976$1M<0.01%+3,77313F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC7,340$996K0.02%new13F-HRTimeline
ALBION FINANCIAL GROUP /UT7,317$993K0.06%+11013F-HRTimeline
MGO ONE SEVEN LLC7,303$991K0.02%+3,66613F-HRTimeline
Collaborative Wealth Managment Inc.7,278$988K0.45%-1,98413F-HRTimeline
Cornerstone Wealth Management, LLC7,248$984K0.05%+1,16413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,219$980K<0.01%-3,15613F-HRTimelineGroup
Soltis Investment Advisors LLC7,214$979K0.06%-25013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,208$978K<0.01%+1,19513F-HRTimelineGroup
Northwest Bancshares, Inc.7,184$975K0.19%-1513F-HRTimeline
WealthShield Partners, LLC7,169$973K0.11%+1813F-HRTimeline
JSF Financial, LLC7,133$968K0.19%+4413F-HRTimeline
WealthBridge Capital Management, LLC7,081$961K0.22%+4,49713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.7,069$959K0.1%013F-HRTimeline
KINTRA WEALTH, LLC7,056$958K0.07%+3,35813F-HRTimeline
PATTEN & PATTEN INC/TN7,009$951K0.06%-36313F-HRTimeline
WEDBUSH SECURITIES INC6,991$949K0.03%-25613F-HRTimeline
Van Hulzen Asset Management, LLC6,981$947K0.07%-613F-HRTimeline
Kathmere Capital Management, LLC6,926$940K0.06%new13F-HRTimeline
KFA Private Wealth Group, LLC6,920$939K0.23%-22613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,849$930K0.04%-80513F-HRTimelineGroup
CFS Investment Advisory Services, LLC6,933$929K0.06%-1,68213F-HRTimeline
TIAAgroup of 2 filers holding6,842$929K+2,905Timeline
Tacita Capital Inc6,840$928K0.55%-41513F-HRTimeline
Amplius Wealth Advisors, LLC6,674$906K0.08%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,652$903K0.01%-50913F-HRTimelineGroup
Jacobi Capital Management LLC6,649$902K0.05%+9713F-HRTimeline
ASPIRIANT, LLC6,604$896K0.03%+22913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC6,595$895K0.09%+31613F-HRTimeline
Climber Capital SA6,500$882K0.58%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,438$874K<0.01%+1,93313F-HRTimelineGroup
EVOKE WEALTH, LLC6,430$873K0.02%013F-HRTimeline
PHILADELPHIA TRUST CO6,417$871K0.06%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,400$869K<0.01%-6,50013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,398$868K0.01%+14013F-HRTimelineGroup
NorthRock Partners, LLC31,764$862K0.01%+26,90213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,271$851K0.03%013F-HRTimeline
BETO FINANCIAL GROUP, LLC31,337$843K0.49%new13F-HRTimeline
PRIVATE TRUST CO NA6,199$841K0.08%+5213F-HRTimeline
American Wealth Advisors, LLC6,170$837K0.87%+1313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP6,127$832K0.05%+59613F-HRTimeline
Human Investing LLC6,073$824K0.12%+17213F-HRTimeline
VICUS CAPITAL6,044$820K0.06%+2513F-HRTimeline
Clearstead Advisors, LLC5,985$812K0.01%-44313F-HRTimeline
Quantum Portfolio Management LLC5,979$811K0.35%+2,96413F-HR/ATimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,969$810K0.1%+38913F-HRTimeline
Sound View Wealth Advisors Group, LLC5,948$807K0.05%+17613F-HRTimeline
LANARK FINANCIAL, INC.5,888$799K0.06%-1,75513F-HRTimeline
Black Diamond Financial, LLC5,865$796K0.09%013F-HRTimeline