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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

770 managers (780 13F filers) reported a position in HDV shares at 2024-12-31, 43,605,851 shares in all. 53 filers opened a position and 52 filers sold out during the quarter.

Managers
770
13F filers
780
New
53
Added
246
Reduced
269
Sold out
52
Shares held by filers
43,605,851

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Merriman Wealth Management, LLC4,944$555K0.02%013F-HRTimeline
Sequoia Financial Advisors, LLC4,927$553K0.01%+2,34513F-HR/ATimeline
Continuum Advisory, LLC4,867$546K0.07%+68313F-HRTimeline
Operose Advisors LLC4,783$537K0.18%+24813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,755$534K<0.01%+31113F-HRTimelineGroup
David J Yvars Group4,755$534K0.33%+1,82613F-HRTimeline
CGN Advisors LLC4,752$533K0.05%+36113F-HRTimeline
GDS Wealth Management4,751$533K0.05%-56413F-HRTimeline
Annex Advisory Services, LLC4,714$529K0.02%new13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA4,690$526K<0.01%013F-HR/ATimelineGroup
Bleakley Financial Group, LLC4,681$525K0.02%+2,64913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,676$525K0.02%-2,45413F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC4,673$525K0.05%+2,68013F-HRTimeline
NorthRock Partners, LLC4,637$521K0.02%013F-HR/ATimeline
Impact Partnership Wealth, LLC4,595$516K0.1%new13F-HRTimeline
HCR Wealth Advisors4,585$515K0.06%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,581$514K0.02%+41913F-HRTimeline
PMG Wealth Management, Inc.4,550$511K0.47%13F-HRTimeline
BCS Wealth Management4,517$507K0.13%-41213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,502$505K0.2%+213F-HRTimeline
VICUS CAPITAL4,467$501K0.04%+9513F-HRTimeline
Creekmur Asset Management LLC4,448$499K0.11%-92413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,420$496K0.05%+1,87513F-HRTimeline
Eagle Strategies LLC4,354$489K0.08%+26313F-HRTimeline
CFS Investment Advisory Services, LLC4,343$488K0.04%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,332$486K0.01%+313F-HRTimelineGroup
Olde Wealth Management, LLC4,322$485K0.17%013F-HRTimeline
Vantage Financial Partners, LLC4,316$485K0.12%-34913F-HRTimeline
Tassel Capital Management, Inc.4,245$477K0.42%13F-HRTimeline
Independent Wealth Network Inc.4,208$472K0.19%+49213F-HRTimeline
Destination Wealth Management4,196$471K0.01%-91513F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.4,194$471K0.28%-72213F-HRTimeline
Pacific Sun Financial Corp4,179$469K0.26%013F-HRTimeline
Eley Financial Management, Inc4,148$466K0.18%+2813F-HRTimeline
Bluespring Wealth Management, LLC4,126$463K0.05%013F-HRTimeline
Mission Creek Capital Partners, Inc.4,121$463K0.1%-13413F-HRTimeline
TrinityPoint Wealth, LLC4,070$457K0.06%-2213F-HRTimeline
TRUST POINT INC.4,068$457K0.03%013F-HRTimeline
Fort Sheridan Advisors LLC4,026$452K0.07%+2213F-HRTimeline
Gateway Wealth Partners, LLC4,018$451K0.12%+37413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,006$450K0.14%-3913F-HRTimeline
MERIDIAN MANAGEMENT CO4,000$449K0.12%013F-HRTimeline
Hixon Zuercher, LLC3,991$448K0.17%+1,69713F-HRTimeline
Richwood Investment Advisors, LLC3,988$448K0.37%-60013F-HRTimeline
NWF Advisory Services Inc.3,950$443K0.06%+82413F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,819$442K0.14%+8813F-HRTimeline
Capital Advisors Wealth Management, LLC3,916$440K0.08%-81513F-HRTimeline
Compound Planning, Inc.3,897$437K0.02%-5,16113F-HRTimeline
TWO SIGMA SECURITIES, LLC3,868$434K0.08%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,864$434K0.01%new13F-HRTimeline
Trust Co3,845$432K0.05%+16013F-HRTimeline
Interchange Capital Partners, LLC3,805$427K0.16%-20513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,803$427K0.01%-49213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC3,795$426K0.04%+1113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,787$425K0.04%-2013F-HRTimeline
Madison Wealth Partners, Inc3,764$423K0.12%-2913F-HRTimeline
Zullo Investment Group, Inc.3,750$421K0.17%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,749$421K0.01%-79813F-HRTimeline
EQUITABLE TRUST CO3,738$420K0.02%new13F-HRTimeline
Quantinno Capital Management LP3,715$417K<0.01%-38513F-HRTimeline
Shira Ridge Wealth Management3,711$417K0.2%-2,19813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.3,638$408K0.38%13F-HRTimeline
Firestone Capital Management3,600$404K0.1%013F-HRTimeline
Atwater Malick LLC3,594$403K0.14%+31313F-HRTimeline
Thompson David Blair3,572$401K0.29%13F-HRTimeline
Geneos Wealth Management Inc.3,571$401K0.01%-8,43513F-HRTimeline
EVERPAR ADVISORS LLC3,541$398K0.2%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC3,533$397K0.02%new13F-HRTimeline
Greenline Partners, LLC3,496$392K0.05%013F-HRTimeline
Allie Family Office LLC3,050$389K0.22%013F-HRTimeline
Alpha Omega Wealth Management LLC3,442$386K0.07%-7813F-HRTimeline
Tennessee Valley Asset Management Partn…3,433$385K0.06%-1,25813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,423$384K0.02%013F-HRTimelineGroup
Perennial Investment Advisors, LLC3,378$379K0.04%+15213F-HRTimeline
SMITH, MOORE & CO.3,377$379K0.03%+213F-HRTimeline
Nicholas Hoffman & Company, LLC.3,359$377K0.02%+36513F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Meridian Wealth Management, LLC3,353$376K0.02%+3113F-HRTimeline
Cypress Wealth Services, LLC3,335$374K0.08%-12013F-HRTimeline
TSFG, LLC3,332$374K0.08%-33413F-HRTimeline
Modera Wealth Management, LLC3,323$373K<0.01%-18913F-HRTimeline
Sageworth Trust Co3,321$373K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…3,316$372K<0.01%-15013F-HRTimeline
Dynamic Advisor Solutions LLC3,305$371K0.02%-4613F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,291$369K0.22%13F-HRTimeline
Chicago Partners Investment Group LLC3,286$368K0.01%+3213F-HRTimeline
WealthShield Partners, LLC3,263$366K0.05%-3,74713F-HRTimeline
MGO ONE SEVEN LLC3,263$366K0.01%-6313F-HRTimeline
Shum Financial Group, Inc.3,251$365K0.32%+15713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,213$361K0.01%-69113F-HRTimelineGroup
HANOVER ADVISORS INC3,199$359K0.15%-15113F-HRTimeline
Icon Wealth Advisors, LLC3,193$358K0.03%new13F-HRTimeline
OBSIDIAN CIO, LLC3,190$358K0.07%new13F-HRTimeline
Washington Trust Advisors, Inc.3,182$357K0.03%013F-HRTimeline
Penobscot Investment Management Company…3,163$355K0.03%-1,55013F-HRTimeline
True North Advisors, LLC3,156$354K0.08%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,154$354K0.14%-17513F-HRTimeline
Pettinga Financial Advisors LLC3,150$354K0.08%+93513F-HRTimeline
WBH ADVISORY INC3,145$353K0.03%-19013F-HRTimeline
Evernest Financial Advisors, LLC3,128$351K0.09%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …3,337$349K0.05%013F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC3,097$348K0.02%013F-HRTimeline
Capital Investment Advisors, LLC3,096$348K0.01%-27813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,087$347K0.03%new13F-HR/ATimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,083$346K0.02%-6013F-HRTimelineGroup
New England Private Wealth Advisors LLC3,077$345K0.05%013F-HRTimeline
Birchcreek Wealth Management, LLC3,073$345K0.22%+36813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,072$345K0.01%-7113F-HRTimeline
Wealthstar Advisors, LLC3,070$345K0.15%13F-HRTimeline
Human Investing LLC3,068$344K0.06%013F-HRTimeline
Cove Private Wealth, LLC3,062$344K0.21%new13F-HRTimeline
BRIGHTON JONES LLC3,048$342K0.01%new13F-HR/ATimeline
Citizens National Bank Trust Department3,025$340K0.07%013F-HRTimeline
Family Capital Trust Co3,000$337K0.11%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC2,997$336K0.31%13F-HRTimeline
Tyler-Stone Wealth Management2,984$335K0.06%+413F-HRTimeline
BARRETT & COMPANY, INC.2,974$334K0.14%+1213F-HRTimeline
Atlatl Advisers LLC2,942$330K0.19%13F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC2,915$327K0.24%+15913F-HRTimeline
ARS Wealth Advisors Group, LLC2,910$327K0.04%-813F-HRTimeline
KELLY FINANCIAL GROUP LLC2,904$326K0.12%13F-HRTimeline
Gen-Wealth Partners Inc2,904$326K0.14%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC2,882$324K0.03%-9213F-HRTimeline
AlphaStar Capital Management, LLC2,881$323K0.03%013F-HRTimeline
MEANS INVESTMENT CO., INC.2,858$321K0.03%-2213F-HRTimeline
Monterey Private Wealth, Inc.2,849$320K0.11%-9313F-HRTimeline
Compass Financial Services Inc2,843$319K0.18%13F-HRTimeline
CFM WEALTH PARTNERS LLC2,836$318K0.05%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,796$313K0.02%+1413F-HRTimeline
Vertex Planning Partners, LLC2,731$307K0.07%-12813F-HRTimeline
Beverly Hills Private Wealth, LLC2,718$305K0.06%new13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,718$305K0.04%+2713F-HRTimeline
KITCHING PARTNERS, LLC2,710$304K0.39%-15713F-HRTimeline
Fermata Advisors, LLC2,688$302K0.06%-7213F-HRTimeline
HBW ADVISORY SERVICES LLC2,683$301K0.03%+2413F-HRTimeline
SFMG, LLC2,648$297K0.02%+2313F-HRTimeline
TrueWealth Advisors, LLC2,643$297K0.1%013F-HRTimeline
Note Advisors, LLC2,623$294K0.26%13F-HRTimeline
Valued Retirements, Inc.2,621$294K0.4%+513F-HRTimeline
WealthBridge Capital Management, LLC2,611$293K0.08%+813F-HRTimeline
Performance Wealth Partners, LLC2,571$289K0.01%-24613F-HRTimeline
Financial Insights, Inc.2,527$284K0.11%013F-HRTimeline
Betterment LLC2,521$283K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC2,510$282K0.12%013F-HRTimeline
NorthCrest Asset Manangement, LLC2,500$281K0.01%013F-HR/ATimeline
VERUS CAPITAL PARTNERS, LLC2,481$279K0.03%new13F-HR/ATimeline
SOUTH PLAINS FINANCIAL, INC.2,455$276K0.21%13F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC2,435$273K0.11%013F-HRTimeline
Visionary Wealth Advisors2,434$273K0.02%+1713F-HRTimeline
McCarthy & Cox2,430$273K0.09%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,427$272K0.07%013F-HRTimelineGroup
Glen Eagle Advisors, LLC2,424$272K0.05%+113F-HRTimeline
Fortitude Family Office, LLC2,390$268K0.1%+31013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,382$268K0.02%-279,49313F-HRTimeline
HBK Sorce Advisory LLC2,382$267K0.01%+7113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,381$267K0.01%-1,34013F-HRTimelineGroup
STERLING INVESTMENT ADVISORS LLC /ADV2,365$265K0.16%013F-HRTimeline
Private Portfolio Partners LLC2,354$264K0.05%+14513F-HRTimeline
Horizon Investments, LLC2,332$262K0.01%new13F-HRTimeline
ASPIRIANT, LLC2,314$260K0.01%-25613F-HRTimeline
TIAAgroup of 2 filers holding2,308$259K-38,708Timeline
Farther Finance Advisors, LLC2,286$257K0.01%-1,18913F-HRTimeline
Cascade Financial Partners, LLC2,280$256K0.03%013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,264$254K0.01%-1813F-HRTimelineGroup
Clarity Financial LLC2,258$254K0.03%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,257$253K0.05%+44513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,222$249K0.02%-1,06013F-HRTimelineGroup
WESBANCO BANK INC2,204$247K0.01%013F-HRTimeline
Verdence Capital Advisors LLC2,200$247K0.02%+213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,199$247K<0.01%+1,93913F-HRTimelineGroup
Bison Wealth, LLC2,187$246K0.05%-4413F-HRTimeline
SIGNATUREFD, LLC2,163$243K<0.01%new13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC2,132$239K0.12%+25013F-HRTimeline
PBMares Wealth Management LLC2,120$238K0.05%-17913F-HRTimeline
AlphaMark Advisors, LLC2,120$238K0.1%new13F-HRTimeline
Pines Wealth Management, LLC2,143$238K0.1%13F-HRTimeline
Prime Capital Investment Advisors, LLC2,115$237K<0.01%+9213F-HRTimeline
TRUST CO OF VERMONT2,106$236K0.01%+1,43113F-HRTimeline
Milestone Asset Management Group, LLC2,104$236K0.21%13F-HRTimeline
Moors & Cabot, Inc.2,089$235K0.01%+27013F-HRTimeline
KINTRA WEALTH, LLC2,088$234K0.16%-38813F-HRTimeline
UMB Bank, n.a.2,080$234K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NOVEM GROUP2,079$233K0.03%13F-HRTimeline
EPG Wealth Management LLC2,074$233K0.06%+1713F-HRTimeline
MATHER GROUP, LLC.2,053$231K<0.01%-1713F-HRTimeline
Cornerstone Wealth Group, LLC2,052$230K0.02%013F-HRTimeline
High Falls Advisors, Inc2,040$229K0.05%+2013F-HRTimeline
Jackson Hole Capital Partners, LLC2,028$228K0.05%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,004$225K<0.01%+7313F-HRTimeline
SOL Capital Management CO2,000$225K0.03%013F-HRTimeline
HC Advisors, LLC2,000$225K0.18%new13F-HRTimeline
Marshall Financial Group, LLC2,000$225K0.05%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC1,985$223K0.05%-3813F-HRTimeline
Stonegate Investment Group, LLC1,980$222K0.01%013F-HRTimeline
Perigon Wealth Management, LLC1,940$222K0.01%+12013F-HRTimeline
Consolidated Portfolio Review Corp1,967$221K0.03%new13F-HRTimeline
Chemistry Wealth Management LLC1,950$219K0.05%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,943$218K0.05%013F-HRTimeline
McAdam, LLC1,933$217K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,933$217K<0.01%+1,78513F-HRTimelineGroup
Concentrum Wealth Management1,926$216K0.08%new13F-HRTimeline