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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

772 managers (781 13F filers) reported a position in HDV shares at 2025-03-31, 40,762,139 shares in all. 60 filers opened a position and 50 filers sold out during the quarter.

Managers
772
13F filers
781
New
60
Added
269
Reduced
270
Sold out
50
Shares held by filers
40,762,139

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Christensen, King & Associates Investme…5,198$616K0.29%+1613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,047$611K<0.01%+29213F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…5,087$608K0.09%-813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,990$604K<0.01%013F-HRTimelineGroup
RFG Advisory, LLC4,868$590K0.02%-17813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd4,851$587K0.01%-57,32313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC4,836$586K<0.01%-63013F-HR/ATimelineGroup
David J Yvars Group4,779$579K0.46%+2413F-HRTimeline
Comprehensive Financial Consultants Ins…4,772$578K0.21%-4,13413F-HRTimeline
GWN SECURITIES INC.4,934$577K0.03%-2,85113F-HRTimeline
OBSIDIAN CIO, LLC4,720$572K0.09%+1,53013F-HRTimeline
CGN Advisors LLC4,713$571K0.06%-3913F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA4,690$568K<0.01%013F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management4,677$566K0.02%+113F-HRTimelineGroup
NorthRock Partners, LLC4,637$562K0.02%013F-HRTimeline
Mission Creek Capital Partners, Inc.4,630$561K0.14%+50913F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,609$558K0.02%+2813F-HRTimeline
PMG Wealth Management, Inc.4,550$551K0.59%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,497$544K0.05%-90513F-HR/ATimeline
DAYMARK WEALTH PARTNERS, LLC4,490$544K0.02%-79113F-HR/ATimeline
Creekmur Asset Management LLC4,474$542K0.11%+2613F-HRTimeline
TRUST POINT INC.4,441$538K0.05%+37313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,416$535K0.01%+8413F-HRTimelineGroup
Eagle Strategies LLC4,354$527K0.09%013F-HRTimeline
Alpha Financial Partners LLC4,327$524K0.42%-95713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,323$524K0.19%-17913F-HRTimeline
Olde Wealth Management, LLC4,322$523K0.18%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC4,312$522K0.21%new13F-HRTimeline
Compound Planning, Inc.4,293$520K0.02%+39613F-HRTimeline
Independent Wealth Network Inc.4,280$518K0.21%+7213F-HRTimeline
HCR Wealth Advisors4,255$515K0.07%-33013F-HRTimeline
1 NORTH WEALTH SERVICES LLC4,235$513K0.24%-3,90513F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.4,194$508K0.29%013F-HRTimeline
Pacific Sun Financial Corp4,179$506K0.29%013F-HRTimeline
Bluespring Wealth Management, LLC4,126$500K0.05%013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC4,096$496K0.26%+1,96413F-HRTimeline
Coastal Bridge Advisors, LLC4,073$493K0.04%new13F-HR/ATimeline
Fort Sheridan Advisors LLC4,042$490K0.07%+1613F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,023$487K0.15%+1713F-HRTimeline
VICUS CAPITAL4,021$487K0.05%-44613F-HRTimeline
MERIDIAN MANAGEMENT CO4,000$484K0.15%013F-HR/ATimeline
Richwood Investment Advisors, LLC3,988$483K0.41%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,208$482K0.04%-46513F-HRTimeline
Quantinno Capital Management LP3,900$472K<0.01%+18513F-HRTimeline
Destination Wealth Management3,896$472K0.01%-30013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,818$462K0.01%+1513F-HRTimeline
Madison Wealth Partners, Inc3,817$462K0.11%+5313F-HRTimeline
Hixon Zuercher, LLC3,814$462K0.16%-17713F-HRTimeline
Interchange Capital Partners, LLC3,805$461K0.13%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC3,802$461K0.04%+713F-HRTimeline
Crossmark Global Holdings, Inc.3,778$458K0.01%new13F-HRTimeline
Zullo Investment Group, Inc.3,750$454K0.19%013F-HRTimeline
EQUITABLE TRUST CO3,738$453K0.03%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,734$452K0.01%-13013F-HRTimeline
Atwater Malick LLC3,724$451K0.15%+13013F-HRTimeline
Sequoia Financial Advisors, LLC3,707$449K<0.01%-1,22013F-HRTimeline
Gateway Wealth Partners, LLC3,704$449K0.1%-31413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,687$447K0.04%-10013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.3,643$441K0.39%+513F-HRTimeline
Eley Financial Management, Inc3,651$440K0.18%-49713F-HRTimeline
Firestone Capital Management3,600$436K0.11%013F-HRTimeline
GPS Wealth Strategies Group, LLC3,597$436K0.06%+2,08113F-HRTimeline
Ashton Thomas Private Wealth, LLC3,572$433K0.02%+3913F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,824$432K0.17%+513F-HRTimeline
Shira Ridge Wealth Management3,563$432K0.22%-14813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,538$429K0.02%+11513F-HRTimelineGroup
GDS Wealth Management3,536$428K0.04%-1,21513F-HRTimeline
Birchcreek Wealth Management, LLC3,530$428K0.27%+45713F-HRTimeline
Greenline Partners, LLC3,496$423K0.07%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,495$423K0.26%-2,17113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,492$423K<0.01%-15,67113F-HRTimelineGroup
Trust Co3,475$421K0.05%-37013F-HRTimeline
Cove Private Wealth, LLC3,451$418K0.22%+38913F-HRTimeline
Tennessee Valley Asset Management Partn…3,448$418K0.07%+1513F-HRTimeline
Alpha Omega Wealth Management LLC3,442$417K0.08%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,384$410K0.01%+31213F-HRTimeline
SMITH, MOORE & CO.3,381$410K0.04%+413F-HRTimeline
Perennial Investment Advisors, LLC3,378$409K0.05%013F-HRTimeline
Meridian Wealth Management, LLC3,374$409K0.02%+2113F-HRTimeline
Nicholas Hoffman & Company, LLC.3,369$408K0.02%+1013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …3,337$404K0.05%013F-HRTimelineGroup
TSFG, LLC3,332$404K0.08%013F-HRTimeline
Sageworth Trust Co3,321$402K0.03%013F-HRTimeline
Capital Investment Advisors, LLC3,303$400K0.01%+20713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,301$400K0.17%+1013F-HR/ATimeline
Cypress Wealth Services, LLC3,290$398K0.08%-4513F-HRTimeline
Shum Financial Group, Inc.3,286$398K0.34%+3513F-HRTimeline
Allie Family Office LLC3,050$393K0.21%013F-HRTimeline
HANOVER ADVISORS INC3,199$387K0.17%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,198$387K<0.01%+89013F-HRTimelineGroup
Washington Trust Advisors, Inc.3,182$385K0.03%013F-HRTimeline
NWF Advisory Services Inc.3,182$385K0.05%-76813F-HRTimeline
Live Oak Investment Partners3,155$382K0.3%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,155$382K0.15%+113F-HRTimeline
WBH ADVISORY INC3,151$382K0.04%+613F-HRTimeline
Dynamic Advisor Solutions LLC3,135$380K0.01%-17013F-HRTimeline
LITTLE HOUSE CAPITAL LLC3,100$375K0.1%new13F-HRTimeline
Concentrum Wealth Management3,086$374K0.14%+1,16013F-HRTimeline
New England Private Wealth Advisors LLC3,077$373K0.06%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,076$373K0.01%-13713F-HRTimelineGroup
Vantage Financial Partners, LLC3,065$371K0.09%-1,25113F-HRTimeline
BRIGHTON JONES LLC3,049$369K0.01%+113F-HRTimeline
Human Investing LLC3,036$368K0.06%-3213F-HRTimeline
Citizens National Bank Trust Department3,025$366K0.08%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC3,012$365K0.32%+1513F-HRTimeline
Family Capital Trust Co3,000$363K0.13%013F-HRTimeline
Tyler-Stone Wealth Management2,987$362K0.06%+313F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …2,986$362K0.02%-9713F-HRTimelineGroup
BARRETT & COMPANY, INC.2,982$361K0.16%+813F-HRTimeline
Vestmark Advisory Solutions, Inc.2,978$361K0.01%-6,30013F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,977$359K0.06%+72013F-HRTimeline
CFM WEALTH PARTNERS LLC2,953$358K0.06%+11713F-HRTimeline
Penobscot Investment Management Company…2,950$357K0.03%-21313F-HRTimeline
BCS Wealth Management2,924$354K0.09%-1,59313F-HRTimeline
ARS Wealth Advisors Group, LLC2,915$353K0.05%+513F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC2,915$353K0.25%013F-HRTimeline
KELLY FINANCIAL GROUP LLC2,904$352K0.11%013F-HRTimeline
Gen-Wealth Partners Inc2,904$352K0.15%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,882$349K0.09%-2,52413F-HRTimeline
AlphaStar Capital Management, LLC2,881$349K0.04%013F-HRTimeline
MEANS INVESTMENT CO., INC.2,877$348K0.04%+1913F-HRTimeline
Compass Financial Services Inc2,843$344K0.18%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC2,827$342K0.03%-5513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,806$339K0.02%+1013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC2,735$331K0.04%+1713F-HRTimeline
JFS WEALTH ADVISORS, LLC2,719$329K0.02%+79913F-HRTimeline
KITCHING PARTNERS, LLC2,701$327K0.38%-913F-HRTimeline
HBW ADVISORY SERVICES LLC2,700$327K0.05%+1713F-HRTimeline
Vertex Planning Partners, LLC2,683$325K0.07%-4813F-HRTimeline
Atlatl Advisers LLC2,678$324K0.21%-26413F-HRTimeline
SFMG, LLC2,664$323K0.03%+1613F-HRTimeline
TrueWealth Advisors, LLC2,643$320K0.11%013F-HRTimeline
HBK Sorce Advisory LLC2,636$319K0.01%+25413F-HRTimeline
NorthCrest Asset Manangement, LLC2,636$319K0.01%+13613F-HRTimeline
Fermata Advisors, LLC2,631$319K0.06%-5713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,626$318K<0.01%-11,71613F-HRTimelineGroup
WealthBridge Capital Management, LLC2,616$317K0.09%+513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,615$317K0.02%13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,547$308K0.02%-55013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,545$308K0.24%+9013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,545$308K0.03%-1,87513F-HRTimeline
Note Advisors, LLC2,534$307K0.25%-8913F-HRTimeline
Financial Insights, Inc.2,527$306K0.12%013F-HRTimeline
ASPIRIANT, LLC2,517$305K0.01%+20313F-HRTimeline
Lowe Wealth Advisors, LLC2,510$304K0.13%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,494$302K0.01%+11313F-HRTimelineGroup
Betterment LLC2,486$301K<0.01%-3513F-HRTimeline
Consolidated Portfolio Review Corp2,477$300K0.05%+51013F-HRTimeline
Smith Salley Wealth Management2,476$300K0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC2,474$300K0.05%+5013F-HRTimeline
McCarthy & Cox2,431$294K0.13%+113F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,427$294K0.07%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB2,385$289K0.01%-5,03913F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,380$288K0.01%-1,36913F-HRTimeline
KINTRA WEALTH, LLC2,372$287K0.19%+28413F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV2,365$286K0.16%013F-HRTimeline
Huntleigh Advisors, Inc.2,342$284K0.07%new13F-HR/ATimeline
VERUS CAPITAL PARTNERS, LLC2,312$280K0.03%-16913F-HR/ATimeline
CONSILIO WEALTH ADVISORS, LLC2,297$278K0.12%-13813F-HRTimeline
Valued Retirements, Inc.2,290$277K0.36%-33113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,264$274K0.01%013F-HRTimelineGroup
Round Rock Advisors LLC2,228$270K0.05%new13F-HRTimeline
Strategic Blueprint, LLC2,208$267K0.01%new13F-HRTimeline
WESBANCO BANK INC2,204$267K0.01%013F-HRTimeline
Verdence Capital Advisors LLC2,201$267K0.02%+113F-HRTimeline
Performance Wealth Partners, LLC2,187$265K0.01%-38413F-HRTimeline
Coppell Advisory Solutions LLC5,074$258K0.04%+4,54913F-HRTimeline
CALTON & ASSOCIATES, INC.2,125$257K0.06%new13F-HR/ATimeline
Cornerstone Wealth Group, LLC2,096$254K0.02%+4413F-HRTimeline
Moors & Cabot, Inc.2,089$253K0.01%013F-HRTimeline
EPG Wealth Management LLC2,086$253K0.07%+1213F-HRTimeline
UMB Bank, n.a.2,080$252K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Visionary Wealth Advisors2,076$251K0.02%-35813F-HRTimeline
High Falls Advisors, Inc2,054$249K0.06%+1413F-HRTimeline
MATHER GROUP, LLC.2,053$249K<0.01%013F-HRTimeline
Tyche Wealth Partners LLC2,040$247K0.05%+22913F-HRTimeline
Milestone Asset Management Group, LLC2,029$246K0.22%-7513F-HRTimeline
Jackson Hole Capital Partners, LLC2,028$246K0.05%013F-HRTimeline
Realta Investment Advisors2,014$244K0.11%+16913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,009$243K0.01%+12513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,004$243K<0.01%013F-HRTimeline
Clear Harbor Asset Management, LLC2,005$243K0.02%new13F-HRTimeline
HC Advisors, LLC2,000$242K0.18%013F-HRTimeline
Marshall Financial Group, LLC2,000$242K0.05%013F-HRTimeline
NOVEM GROUP1,991$241K0.03%-8813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,990$241K0.02%-23213F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC1,987$241K0.05%+213F-HRTimeline
Stonegate Investment Group, LLC1,980$240K0.01%013F-HRTimeline
Chemistry Wealth Management LLC1,950$236K0.05%013F-HRTimeline
Monterey Private Wealth, Inc.1,948$236K0.07%-90113F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,943$235K0.06%013F-HRTimeline
Perigon Wealth Management, LLC1,941$235K0.01%+113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,933$234K<0.01%013F-HRTimelineGroup
GC Wealth Management RIA, LLC1,907$231K0.04%013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE1,905$231K0.04%13F-HRTimeline
BEACON FINANCIAL GROUP1,903$230K0.03%new13F-HRTimeline
PBMares Wealth Management LLC1,900$230K0.05%-22013F-HRTimeline
Patriot Financial Group Insurance Agenc…1,887$229K0.03%new13F-HRTimeline
TRUST CO OF VERMONT1,883$228K0.01%-22313F-HRTimeline
EVERPAR ADVISORS LLC1,855$225K0.12%-1,68613F-HRTimeline