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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

875 managers (888 13F filers) reported a position in HDV shares at 2026-06-30, 219,504,833 shares in all. 69 filers opened a position and 48 filers sold out during the quarter.

Managers
875
13F filers
888
New
69
Added
783
Reduced
16
Sold out
48
Shares held by filers
219,504,833

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SHP Wealth Management29,891$819K0.06%+24,08813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC29,483$808K0.01%+12,78413F-HRTimeline
Sound View Wealth Advisors Group, LLC29,375$805K0.05%+23,42713F-HRTimeline
Black Diamond Financial, LLC29,325$804K0.07%+23,46013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.29,011$795K0.43%+23,20913F-HRTimeline
FIRST MANHATTAN CO. LLC.28,965$794K<0.01%+23,17213F-HRTimeline
Milestone Asset Management Group, LLC28,891$792K0.4%+23,34813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA28,645$785K<0.01%+22,91613F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…28,094$770K0.09%+22,12513F-HRTimeline
Concentrum Wealth Management27,903$765K0.18%+26,22213F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…27,861$764K0.16%+23,64113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC27,533$755K0.04%+22,02613F-HRTimeline
Crusonia Wealth Advisors LLC27,515$754K0.12%+22,01213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC27,483$753K0.09%+21,78613F-HRTimeline
CHAPIN DAVIS, INC.27,430$752K0.13%+21,94413F-HRTimeline
Raleigh Capital Management Inc.27,420$752K0.24%new13F-HRTimeline
Ausdal Financial Partners, Inc.26,821$735K0.03%+21,73013F-HRTimeline
WEDBUSH SECURITIES INC26,749$733K0.02%+19,75813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management26,495$726K0.02%+21,19613F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC26,415$724K0.22%+22,31513F-HRTimelineGroup
TRUST POINT INC.25,819$708K0.06%+21,19713F-HRTimeline
LGL PARTNERS, LLC25,742$706K0.26%+23,22613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp25,707$705K<0.01%+18,49913F-HRTimelineGroup
NewEdge Wealth, LLC25,638$703K0.01%+22,96313F-HRTimeline
Focus Financial Network, Inc.25,198$691K0.02%+20,23613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC25,132$689K0.02%+20,28913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.25,078$687K<0.01%+19,92013F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC24,880$682K0.06%new13F-HRTimeline
RFG Advisory, LLC24,715$677K0.01%+19,41713F-HRTimeline
Quantum Portfolio Management LLC24,687$677K0.24%+18,70813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …24,551$673K0.01%+19,62913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC24,540$673K<0.01%+20,10413F-HRTimelineGroup
INVESTMENT PARTNERS, LTD.24,516$672K0.21%+19,61413F-HRTimeline
Prime Capital Investment Advisors, LLC24,467$671K0.01%+20,26813F-HRTimeline
Capital Investment Advisors, LLC24,455$670K0.01%+20,07613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC24,112$661K0.13%+19,08713F-HRTimeline
Helium Advisors LLC24,091$660K0.55%+19,30113F-HRTimeline
David J Yvars Group24,022$658K0.32%+19,07513F-HRTimeline
Destination Wealth Management23,955$657K0.02%+19,16413F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC23,805$652K0.03%+18,96613F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC23,725$650K0.2%+18,94113F-HRTimeline
Midwest Trust Co23,570$646K0.01%+17,75413F-HRTimeline
Sovereign Financial Group, Inc.23,555$646K0.1%+18,84413F-HRTimeline
Chatterton & Associates Inc.23,395$645K0.38%+18,71613F-HRTimeline
Compound Planning, Inc.23,512$644K0.02%+18,74713F-HRTimeline
WorthPointe, LLC23,276$638K0.16%new13F-HRTimeline
Birchcreek Wealth Management, LLC23,235$637K0.25%+18,90713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC23,000$630K<0.01%+16,60013F-HRTimeline
Cadent Capital Advisors, LLC22,782$624K0.13%+19,41213F-HRTimeline
Tannin Capital LLC22,701$622K0.41%+17,93513F-HRTimeline
Ashton Thomas Private Wealth, LLC22,637$620K0.01%+18,02513F-HRTimeline
WealthPlan Investment Management, LLC22,491$616K0.03%+18,71613F-HRTimeline
Trust Co22,400$614K0.06%+17,87713F-HRTimeline
Beacon Financial Advisory LLC22,306$611K0.12%+18,12013F-HRTimeline
PMG Wealth Management, Inc.22,200$609K0.38%+17,76013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC22,189$608K0.04%+16,81113F-HRTimeline
CGN Advisors LLC22,080$605K0.04%+17,68713F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC21,981$603K0.07%13F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.21,670$594K0.27%+17,37613F-HRTimeline
Olde Wealth Management, LLC21,610$592K0.17%+17,28813F-HRTimeline
Invst, LLC21,367$586K0.06%+17,07213F-HRTimeline
Rossby Financial, LCC21,289$584K0.11%+19,82813F-HRTimeline
Roehl & Yi Investment Advisors, LLC393,167$576K0.19%new13F-HRTimeline
Oakmont Advisory Group, LLC20,931$574K0.48%+17,48213F-HRTimeline
CFM WEALTH PARTNERS LLC20,810$570K0.07%+16,10113F-HRTimeline
SAX WEALTH ADVISORS, LLC4,187$568K0.02%+32113F-HRTimeline
Fort Sheridan Advisors LLC20,663$566K0.06%+16,54713F-HRTimeline
Quadrant Private Wealth Management, LLC20,560$564K0.13%+16,51313F-HRTimeline
Gateway Wealth Partners, LLC20,384$559K0.03%+12,57513F-HRTimeline
Purewater Capital LLC20,345$558K0.4%new13F-HRTimeline
Index Technologies Group LLC20,276$556K0.44%+15,36113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…20,055$550K0.1%+16,37813F-HRTimeline
1 NORTH WEALTH SERVICES LLC20,025$549K0.18%+16,08513F-HRTimeline
PFG Advisors20,013$549K0.03%+14,91613F-HRTimeline
MERIDIAN MANAGEMENT CO20,000$548K0.12%+16,00013F-HRTimeline
Signal Advisors Wealth, LLC19,930$546K0.03%+17,66213F-HRTimeline
Navis Wealth Advisors, LLC19,920$546K0.21%+15,93613F-HRTimeline
Clear Harbor Asset Management, LLC19,820$543K0.03%+15,85613F-HRTimeline
Retirement Planning Group, LLC19,592$537K0.01%+14,61313F-HRTimeline
Baring Financial LLC19,582$537K0.3%+15,68113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO18,868$536K0.01%+15,25513F-HRTimeline
Coastal Bridge Advisors, LLC19,557$536K0.03%+15,64913F-HRTimeline
Pacific Sun Financial Corp19,545$536K0.22%+15,63613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…19,490$534K0.01%+13,09213F-HRTimelineGroup
Apella Capital, LLC18,960$533K0.01%+15,15913F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC19,196$526K0.16%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,994$521K0.01%+15,55813F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC18,993$521K0.04%+15,16213F-HRTimeline
Zullo Investment Group, Inc.18,750$514K0.18%+15,00013F-HRTimeline
EQUITABLE TRUST CO18,690$512K0.02%+14,95213F-HRTimeline
Meridian Wealth Management, LLC18,518$508K0.02%+14,82713F-HRTimeline
B. Riley Wealth Advisors, Inc.18,216$504K0.03%+14,78013F-HRTimeline
Geneos Wealth Management Inc.18,295$501K0.01%+14,27113F-HRTimeline
HCR Wealth Advisors18,220$499K0.04%+14,57613F-HRTimeline
Richwood Investment Advisors, LLC18,190$499K0.35%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC18,162$498K0.04%+14,55213F-HRTimeline
ROMAN BUTLER FULLERTON & CO17,785$497K0.12%+14,23413F-HRTimeline
Shum Financial Group, Inc.18,101$496K0.3%+14,51313F-HRTimeline
Abundance Wealth Counselors18,025$494K0.03%+14,42013F-HRTimeline
Firestone Capital Management18,000$493K0.09%+14,40013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding17,917$491K+14,386Timeline
STEINBERGANNA WEALTH MANAGEMENT17,785$487K0.2%+14,14913F-HRTimeline
Arete Wealth Advisors, LLC17,762$487K0.03%new13F-HR/ATimeline
Detalus Advisors, LLC17,756$487K0.09%+16,07113F-HRTimeline
Bleakley Financial Group, LLC17,730$486K0.01%new13F-HRTimeline
Composition Wealth, LLC17,635$483K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC17,584$482K0.05%+14,13013F-HRTimeline
Greenline Partners, LLC17,480$479K0.05%+13,98413F-HRTimeline
PURSUE WEALTH PARTNERS LLC17,475$479K0.27%+13,98013F-HRTimeline
Shepherd Financial Partners LLC17,450$478K0.04%+13,96013F-HRTimeline
Eley Financial Management, Inc17,445$478K0.15%+13,98613F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC17,435$478K0.03%+13,86813F-HRTimeline
Perennial Investment Advisors, LLC17,400$477K0.03%+13,85813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.17,275$474K0.31%+13,64013F-HRTimeline
Citizens National Bank Trust Department17,270$473K0.07%+13,81613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC17,045$467K0.02%+13,63613F-HRTimeline
Synergy Investment Management, LLC17,041$467K0.11%+14,05013F-HRTimeline
Larson Financial Group LLC17,018$466K0.01%+13,62813F-HRTimeline
TrueWealth Advisors, LLC16,860$462K0.1%+13,48813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC16,811$461K0.1%+13,49813F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC16,750$459K0.32%+13,40013F-HRTimeline
SeaCrest Wealth Management, LLC16,666$457K0.05%+14,15813F-HRTimeline
GDS Wealth Management16,572$454K0.02%+13,89813F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.16,567$454K0.11%new13F-HRTimeline
ARWA LLC15,913$451K0.19%new13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC16,265$446K0.09%new13F-HRTimeline
Phoenix Wealth Advisors16,265$446K0.15%+12,95413F-HRTimeline
TSFG, LLC16,176$443K0.06%+12,94113F-HRTimeline
Alpha Omega Wealth Management LLC16,150$443K0.07%+12,87013F-HRTimeline
New England Private Wealth Advisors LLC15,394$443K0.04%+12,31713F-HRTimeline
TRUST CO OF VERMONT16,135$442K0.02%13F-HRTimeline
Tennessee Valley Asset Management Partn…16,122$442K0.05%+12,83213F-HRTimeline
LANARK FINANCIAL, INC.16,081$441K0.03%+10,19313F-HRTimeline
Cypress Wealth Services, LLC16,054$440K0.05%+12,82813F-HRTimeline
WEALTH ALLIANCE, LLC16,036$440K0.04%new13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC16,000$439K0.26%+12,81513F-HRTimeline
HANOVER ADVISORS INC15,995$438K0.16%+12,79613F-HRTimeline
OakTrust Wealth Advisors, LLC15,953$437K0.38%+12,67513F-HRTimeline
Washington Trust Advisors, Inc.15,910$436K0.03%+12,72813F-HRTimeline
Compass Financial Services Inc15,840$434K0.16%+12,50913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP15,770$433K<0.01%+12,61613F-HRTimeline
FIRST AMERICAN BANK15,750$432K0.02%new13F-HRTimeline
Circle Wealth Management, LLC15,720$431K0.01%+12,57613F-HRTimeline
Saxony Capital Management, LLC15,684$430K0.2%new13F-HRTimeline
Integrity Advisory Solutions, LLC15,662$429K0.04%+12,83413F-HRTimeline
Summit Financial, LLC15,659$429K<0.01%+12,85313F-HRTimeline
Valued Retirements, Inc.15,577$427K0.38%+13,27913F-HRTimeline
Maridea Wealth Management LLC15,532$426K0.05%+12,78713F-HRTimeline
HBK Sorce Advisory LLC14,830$425K0.01%-23013F-HRTimeline
AlphaStar Capital Management, LLC15,484$424K0.03%+12,40413F-HRTimeline
AMERIFLEX GROUP, INC.15,289$419K0.17%+12,25013F-HRTimeline
SFMG, LLC15,252$418K0.03%+12,20613F-HRTimeline
Premier Private Wealth Management LLC15,214$417K0.36%+11,95813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC15,157$415K0.11%+12,29513F-HRTimeline
BARRETT & COMPANY, INC.15,157$415K0.12%+12,13413F-HRTimeline
DIVERSIFIED TRUST CO15,055$413K0.01%+12,04413F-HRTimeline
Urban Wealth Management, LLC15,020$412K0.36%+11,94113F-HRTimeline
SUCCESSION FINANCIAL, INC.14,938$409K0.4%13F-HRTimeline
BRIGHTON JONES LLC14,859$407K0.01%+11,89113F-HRTimeline
Nicholas Hoffman & Company, LLC.14,782$405K0.01%+11,83613F-HRTimeline
Penobscot Investment Management Company…14,750$404K0.03%+11,80013F-HRTimeline
Fisher Asset Management, LLC14,631$401K<0.01%new13F-HRTimeline
Intrepid Financial Planning Group LLC14,570$399K0.14%+11,62313F-HRTimeline
Gen-Wealth Partners Inc14,520$398K0.11%+11,61613F-HRTimeline
Foundations Investment Advisors, LLC14,338$393K<0.01%+12,37013F-HRTimeline
Madison Wealth Partners, Inc14,221$390K0.05%+11,38013F-HRTimeline
HBW ADVISORY SERVICES LLC14,120$387K0.04%+11,38413F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC14,047$385K0.02%+11,28413F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.14,025$384K0.21%+11,22013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …13,770$383K<0.01%+11,21613F-HRTimelineGroup
Betterment LLC13,987$383K<0.01%+11,22013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC13,933$382K0.04%+11,21313F-HRTimeline
HUB Investment Partners, LLC13,925$382K0.01%+12,34013F-HRTimeline
Eagle Strategies LLC13,921$382K0.04%+11,13713F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC13,900$381K0.14%+11,49313F-HRTimeline
Dynamic Advisor Solutions LLC13,871$380K0.01%+11,17313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co13,775$378K<0.01%+10,70813F-HRTimelineGroup
Alpha Financial Partners LLC13,755$377K0.2%+11,02113F-HRTimeline
ARS Wealth Advisors Group, LLC13,615$373K0.03%+10,79713F-HRTimeline
SMITH, MOORE & CO.13,600$373K0.02%+10,88013F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC13,550$371K0.3%new13F-HRTimeline
CPWA, LLC13,547$371K0.43%-913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,489$370K<0.01%-11,00513F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC13,445$369K0.01%+10,45913F-HRTimeline
Mission Creek Capital Partners, Inc.13,339$366K0.06%+10,21613F-HRTimeline
JFS WEALTH ADVISORS, LLC13,239$363K0.02%+10,50013F-HRTimeline
Verdence Capital Advisors LLC13,182$361K0.02%+10,54713F-HRTimeline
EFG International AGin group EFG International AG13,170$361K0.01%+9,55013F-HRTimelineGroup
SEEDS INVESTOR LLC12,945$355K0.04%+10,11013F-HRTimeline
Rydar Equities, Inc.12,549$354K0.2%+10,19313F-HRTimeline
Skyline Advisors, Inc.12,862$353K0.11%+9,83013F-HRTimeline
WBH ADVISORY INC12,839$352K0.02%+9,80113F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…12,835$352K0.01%+10,76213F-HRTimeline
Financial Insights, Inc.12,635$346K0.09%+10,10813F-HRTimeline
Smith Salley Wealth Management12,633$346K0.02%+10,12113F-HRTimeline
Keystone Financial Group12,500$343K0.02%+10,00013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…12,475$342K0.02%+9,98013F-HRTimeline
Arta Finance Wealth Management LLC12,463$342K0.15%+10,00613F-HRTimeline
Shira Ridge Wealth Management12,444$341K0.12%+9,80813F-HRTimeline
Kingdom Financial Group LLC.12,241$336K0.09%+9,83113F-HRTimeline