HDV ISHARES TR

CORE HIGH DV ETF (fund)

751 managers (762 13F filers) reported a position in HDV shares at 2025-06-30, 39,624,907 shares in all. 38 filers opened a position and 57 filers sold out during the quarter.

Managers: 751
13F filers: 762
New: 38
Added: 281
Reduced: 260
Sold out: 57
Shares held by filers: 39,624,907

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
PENSION & WEALTH MANAGEMENT ADVISORS, I…	4,529	$531K	0.18%	+206	13F-HR Timeline
Creekmur Asset Management LLC	4,504	$528K	0.09%	+30	13F-HR Timeline
Penobscot Investment Management Company…	4,500	$527K	0.05%	+1,550	13F-HR Timeline
Mission Creek Capital Partners, Inc.	4,482	$525K	0.12%	-148	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	4,463	$523K	0.02%	-214	13F-HR Timeline Group
Compound Planning, Inc.	4,418	$518K	0.02%	+125	13F-HR Timeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …	4,416	$517K	0.01%	0	13F-HR Timeline Group
1 NORTH WEALTH SERVICES LLC	4,388	$514K	0.2%	+153	13F-HR Timeline
KINGSWOOD WEALTH ADVISORS, LLC	4,368	$512K	0.04%	-129	13F-HR Timeline
Independent Wealth Network Inc.	4,275	$501K	0.18%	-5	13F-HR Timeline
BROOKS, MOORE & ASSOCIATES, INC.	4,194	$496K	0.27%	0	13F-HR Timeline
Pacific Sun Financial Corp	4,179	$490K	0.26%	0	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	4,160	$487K	0.14%	new	13F-HR Timeline
Eagle Strategies LLC	4,157	$487K	0.07%	-197	13F-HR Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO	4,148	$486K	0.01%	+414	13F-HR Timeline
Bluespring Wealth Management, LLC	4,126	$483K	0.05%	0	13F-HR Timeline
Crossmark Global Holdings, Inc.	4,089	$479K	0.01%	+311	13F-HR Timeline
HCR Wealth Advisors	4,080	$478K	0.06%	-175	13F-HR Timeline
Coastal Bridge Advisors, LLC	4,077	$478K	0.04%	+4	13F-HR Timeline
Fort Sheridan Advisors LLC	4,060	$476K	0.07%	+18	13F-HR Timeline
Financial Advocates Investment Manageme…	4,053	$475K	0.04%	-9,166	13F-HR Timeline
MERIDIAN MANAGEMENT CO	4,000	$473K	0.13%	0	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	4,023	$471K	0.13%	0	13F-HR Timeline
NFSG Corp	3,993	$468K	0.08%	+3,751	13F-HR Timeline
Richwood Investment Advisors, LLC	3,988	$467K	0.38%	0	13F-HR Timeline
Hixon Zuercher, LLC	3,969	$465K	0.15%	+155	13F-HR Timeline
ROMAN BUTLER FULLERTON & CO	3,831	$459K	0.14%	+7	13F-HR Timeline
D'Orazio & Associates, Inc.	3,899	$457K	0.06%	-2,500	13F-HR Timeline
Destination Wealth Management	3,896	$457K	0.01%	0	13F-HR Timeline
RFG Advisory, LLC	3,883	$455K	0.01%	-985	13F-HR Timeline
Quantinno Capital Management LP	3,866	$453K	<0.01%	-34	13F-HR Timeline
VICUS CAPITAL	3,861	$452K	0.04%	-160	13F-HR Timeline
Madison Wealth Partners, Inc	3,819	$447K	0.1%	+2	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	3,803	$446K	0.04%	+1	13F-HR Timeline
Zullo Investment Group, Inc.	3,750	$439K	0.18%	0	13F-HR Timeline
EQUITABLE TRUST CO	3,738	$438K	0.02%	0	13F-HR Timeline
FOUNDERS FINANCIAL SECURITIES LLC	3,737	$438K	0.03%	-471	13F-HR Timeline
Continuum Advisory, LLC	3,726	$437K	0.05%	-2,413	13F-HR Timeline
Gateway Wealth Partners, LLC	3,704	$434K	0.08%	0	13F-HR Timeline
Coppell Advisory Solutions LLC	3,708	$433K	0.05%	-1,366	13F-HR/A Timeline
COLDSTREAM CAPITAL MANAGEMENT INC	3,648	$427K	0.01%	-170	13F-HR Timeline
RIK SAYLOR FINANCIAL, INC.	3,637	$426K	0.33%	-6	13F-HR Timeline
Geneos Wealth Management Inc.	3,624	$425K	0.01%	-3,386	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	3,617	$424K	0.04%	-70	13F-HR Timeline
MGO ONE SEVEN LLC	3,610	$423K	0.01%	-1,745	13F-HR Timeline
Sequoia Financial Advisors, LLC	3,602	$422K	<0.01%	-105	13F-HR Timeline
Firestone Capital Management	3,600	$422K	0.1%	0	13F-HR Timeline
Tyler-Stone Wealth Management	3,590	$421K	0.07%	+603	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	3,579	$419K	0.05%	+844	13F-HR Timeline
Concentrum Wealth Management	3,541	$415K	0.13%	+455	13F-HR Timeline
Capital Analysts, LLCin group Capital Analysts, LLC	3,538	$414K	0.01%	0	13F-HR Timeline Group
Eley Financial Management, Inc	3,512	$412K	0.16%	-139	13F-HR Timeline
Greenline Partners, LLC	3,496	$410K	0.06%	0	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	3,495	$410K	0.23%	0	13F-HR Timeline
Trust Co	3,475	$407K	0.05%	0	13F-HR Timeline
Birchcreek Wealth Management, LLC	3,473	$407K	0.23%	-57	13F-HR Timeline
Cove Private Wealth, LLC	3,451	$404K	0.14%	0	13F-HR Timeline
Alpha Omega Wealth Management LLC	3,442	$403K	0.07%	0	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	3,419	$401K	0.01%	-153	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	3,400	$398K	0.01%	+16	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	3,381	$396K	0.01%	+12	13F-HR Timeline
Perennial Investment Advisors, LLC	3,378	$396K	0.04%	0	13F-HR Timeline
TrueWealth Advisors, LLC	3,372	$395K	0.12%	+729	13F-HR Timeline
Live Oak Investment Partners	3,355	$393K	0.3%	+200	13F-HR Timeline
Meridian Wealth Management, LLC	3,339	$391K	0.02%	-35	13F-HR Timeline
TSFG, LLC	3,332	$390K	0.07%	0	13F-HR Timeline
Sageworth Trust Co	3,321	$389K	0.02%	0	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	3,313	$388K	0.15%	+12	13F-HR Timeline
Capital Investment Advisors, LLC	3,309	$388K	0.01%	+6	13F-HR/A Timeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd	3,304	$387K	0.1%	-3,304	13F-HR/A Timeline Group
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC	3,280	$384K	<0.01%	-1,767	13F-HR Timeline Group
VALLEY NATIONAL ADVISERS INC	3,271	$382K	0.06%	+294	13F-HR Timeline
AlphaStar Capital Management, LLC	3,254	$381K	0.03%	+373	13F-HR Timeline
Shira Ridge Wealth Management	3,236	$379K	0.17%	-327	13F-HR Timeline
GDS Wealth Management	3,222	$378K	0.03%	-314	13F-HR Timeline
Cypress Wealth Services, LLC	3,220	$377K	0.07%	-70	13F-HR Timeline
HANOVER ADVISORS INC	3,199	$375K	0.15%	0	13F-HR Timeline
NWF Advisory Services Inc.	3,188	$374K	0.04%	+6	13F-HR Timeline
STERLING INVESTMENT ADVISORS LLC /ADV	6,541	$373K	0.19%	+4,176	13F-HR Timeline
Washington Trust Advisors, Inc.	3,182	$373K	0.03%	0	13F-HR Timeline
Dynamic Advisor Solutions LLC	3,164	$371K	0.01%	+29	13F-HR Timeline
WBH ADVISORY INC	3,158	$370K	0.03%	+7	13F-HR Timeline
New England Private Wealth Advisors LLC	3,077	$367K	0.05%	0	13F-HR Timeline
Interchange Capital Partners, LLC	3,125	$366K	0.08%	-680	13F-HR/A Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA	3,119	$365K	<0.01%	-79	13F-HR Timeline Group
Vantage Financial Partners, LLC	3,084	$361K	0.08%	+19	13F-HR Timeline
Wealthstar Advisors, LLC	3,070	$360K	0.14%	-3,854	13F-HR Timeline
CATHY PARETO & ASSOCIATES, INC	3,049	$357K	0.3%	+37	13F-HR Timeline
CLIENT 1ST ADVISORY GROUP, LLC	3,037	$356K	0.13%	-118	13F-HR Timeline
Citizens National Bank Trust Department	3,025	$354K	0.07%	0	13F-HR Timeline
CFM WEALTH PARTNERS LLC	3,014	$353K	0.06%	+61	13F-HR Timeline
Family Capital Trust Co	3,000	$352K	0.12%	0	13F-HR Timeline
BARRETT & COMPANY, INC.	2,992	$351K	0.13%	+10	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	2,986	$350K	0.02%	0	13F-HR Timeline Group
SFMG, LLC	2,986	$350K	0.03%	+322	13F-HR Timeline
Midwestern Financial, LLC /IA	2,962	$347K	0.33%		13F-HR Timeline
ARS Wealth Advisors Group, LLC	2,921	$342K	0.04%	+6	13F-HR Timeline
Gen-Wealth Partners Inc	2,904	$340K	0.13%	0	13F-HR Timeline
MEANS INVESTMENT CO., INC.	2,900	$340K	0.03%	+23	13F-HR Timeline
BRIGHTON JONES LLC	2,889	$338K	0.01%	-160	13F-HR Timeline
Christensen, King & Associates Investme…	2,845	$333K	0.15%	-2,353	13F-HR Timeline
Compass Financial Services Inc	2,843	$333K	0.16%	0	13F-HR Timeline
SOUTH PLAINS FINANCIAL, INC.	2,805	$329K	0.23%	+260	13F-HR Timeline
BCS Wealth Management	2,799	$328K	0.07%	-125	13F-HR Timeline
Patton Albertson Miller Group, LLC	2,777	$325K	0.04%	-4,358	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	2,740	$321K	0.02%	+21	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	2,727	$320K	0.02%	+180	13F-HR Timeline
SMITH, MOORE & CO.	2,720	$319K	0.03%	-661	13F-HR Timeline
HBW ADVISORY SERVICES LLC	2,701	$316K	0.04%	+1	13F-HR Timeline
KMG FIDUCIARY PARTNERS, LLC	2,695	$316K	0.02%	-132	13F-HR Timeline
GWN SECURITIES INC.	2,667	$314K	0.06%	-2,267	13F-HR Timeline
Atlatl Advisers LLC	2,678	$314K	0.15%	0	13F-HR Timeline
Consolidated Portfolio Review Corp	2,662	$312K	0.04%	+185	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	2,634	$309K	<0.01%	-2,750	13F-HR Timeline Group
Fermata Advisors, LLC	2,631	$308K	0.08%	0	13F-HR Timeline
WealthBridge Capital Management, LLC	2,622	$307K	0.08%	+6	13F-HR Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	2,615	$306K	0.02%	0	13F-HR Timeline
EVERPAR ADVISORS LLC	2,609	$306K	0.14%	+754	13F-HR Timeline
Vertex Planning Partners, LLC	2,598	$304K	0.06%	-85	13F-HR Timeline
Symphony Financial, Ltd. Co.	2,539	$302K	0.04%	new	13F-HR/A Timeline
HBK Sorce Advisory LLC	2,555	$299K	0.01%	-81	13F-HR Timeline
HRT FINANCIAL LP	2,554	$299K	<0.01%	-12,569	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	2,550	$299K	<0.01%	-428	13F-HR Timeline
Financial Insights, Inc.	2,527	$296K	0.11%	0	13F-HR Timeline
Strategic Blueprint, LLC	2,522	$296K	0.01%	+314	13F-HR Timeline
ASPIRIANT, LLC	2,517	$295K	0.01%	0	13F-HR Timeline
Note Advisors, LLC	2,511	$294K	0.2%	-23	13F-HR Timeline
Lowe Wealth Advisors, LLC	2,510	$294K	0.11%	0	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	2,508	$294K	0.02%	-4,551	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	2,495	$292K	0.02%	-50	13F-HR Timeline
KINTRA WEALTH, LLC	2,487	$291K	0.18%	+115	13F-HR Timeline
Smith Salley Wealth Management	2,476	$290K	0.02%	0	13F-HR Timeline
Glen Eagle Advisors, LLC	2,474	$290K	0.04%	0	13F-HR Timeline
McCarthy & Cox	2,431	$285K	0.07%	0	13F-HR Timeline
Essex Bankin group Essex Financial Services, Inc.	2,427	$284K	0.07%	0	13F-HR Timeline Group
Visionary Wealth Advisors	2,414	$283K	0.01%	+338	13F-HR Timeline
Shepherd Financial Partners LLC	2,408	$282K	0.03%	new	13F-HR Timeline
Huntleigh Advisors, Inc.	2,395	$281K	0.05%	+53	13F-HR Timeline
Perigon Wealth Management, LLC	2,381	$279K	0.01%	+440	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	2,380	$279K	0.01%	0	13F-HR Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC	2,379	$279K	0.01%	-115	13F-HR Timeline Group
Wilmington Savings Fund Society, FSB	2,370	$278K	<0.01%	-15	13F-HR Timeline
Sound Income Strategies, LLC	2,365	$277K	0.02%	+1,737	13F-HR Timeline
BEACON FINANCIAL GROUP	2,363	$277K	0.03%	+460	13F-HR Timeline
Verdence Capital Advisors LLC	2,342	$274K	0.02%	+141	13F-HR Timeline
Prime Capital Investment Advisors, LLC	2,334	$274K	<0.01%	-5,243	13F-HR Timeline
Comprehensive Financial Consultants Ins…	2,332	$273K	0.09%	-2,440	13F-HR Timeline
TRUST CO OF VERMONT	2,314	$271K	0.01%	+431	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	2,312	$271K	0.02%	0	13F-HR/A Timeline
Valued Retirements, Inc.	2,294	$269K	0.3%	+4	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	2,293	$268K	0.02%	-513	13F-HR Timeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…	2,278	$267K	0.01%	new	13F-HR Timeline Group
Gradient Investments LLCin group Gradient Investments LLC	2,264	$265K	<0.01%	0	13F-HR Timeline Group
MAGNOLIA CAPITAL ADVISORS LLC	2,258	$265K	0.07%	-624	13F-HR Timeline
Thrive Capital Management, LLC	2,251	$264K	0.08%	new	13F-HR Timeline
Round Rock Advisors LLC	2,227	$261K	0.05%	-1	13F-HR Timeline
WESBANCO BANK INC	2,204	$258K	0.01%	0	13F-HR Timeline
Chemistry Wealth Management LLC	2,176	$255K	0.05%	+226	13F-HR Timeline
Performance Wealth Partners, LLC	2,148	$252K	0.01%	-39	13F-HR Timeline
Tyche Wealth Partners LLC	2,146	$251K	0.05%	+106	13F-HR Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	2,122	$249K	0.03%	-1,215	13F-HR Timeline Group
Cornerstone Wealth Group, LLC	2,104	$247K	0.02%	+8	13F-HR Timeline
NOVEM GROUP	2,097	$246K	0.03%	+106	13F-HR Timeline
Moors & Cabot, Inc.	2,089	$245K	0.01%	0	13F-HR Timeline
UMB Bank, n.a.	2,080	$244K	<0.01%	0	13F-HR/A Timeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…	2,077	$243K	0.06%	+134	13F-HR Timeline
High Falls Advisors, Inc	2,060	$241K	0.05%	+6	13F-HR Timeline
MATHER GROUP, LLC.	2,053	$241K	<0.01%	0	13F-HR Timeline
Milestone Asset Management Group, LLC	2,037	$239K	0.18%	+8	13F-HR Timeline
Marshall Financial Group, LLC	2,011	$239K	0.05%	+11	13F-HR Timeline
Carnegie Investment Counsel	2,034	$238K	<0.01%	new	13F-HR Timeline
Jackson Hole Capital Partners, LLC	2,028	$238K	0.04%	0	13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	2,009	$235K	0.01%	0	13F-HR Timeline
PEAPACK GLADSTONE FINANCIAL CORP	2,004	$235K	<0.01%	0	13F-HR Timeline
Clear Harbor Asset Management, LLC	2,005	$235K	0.02%	0	13F-HR Timeline
CONSILIO WEALTH ADVISORS, LLC	2,011	$235K	0.08%	-286	13F-HR Timeline
Pure Financial Advisors, LLC	1,993	$234K	<0.01%	new	13F-HR Timeline
KITCHING PARTNERS, LLC	1,991	$233K	0.24%	-710	13F-HR Timeline
Stonegate Investment Group, LLC	1,980	$232K	0.01%	0	13F-HR Timeline
Fiduciary Alliance LLC	1,962	$230K	0.02%	new	13F-HR Timeline
MARINO, STRAM & ASSOCIATES LLC	1,946	$228K	0.05%	-41	13F-HR Timeline
CALTON & ASSOCIATES, INC.	1,932	$226K	0.04%	-193	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	1,928	$226K	<0.01%	-5	13F-HR Timeline Group
Pines Wealth Management, LLC	1,882	$224K	0.08%	new	13F-HR Timeline
GC Wealth Management RIA, LLC	1,907	$223K	0.02%	0	13F-HR Timeline
Beacon Financial Advisory LLC	1,904	$223K	0.06%	+123	13F-HR Timeline
Rydar Equities, Inc.	1,869	$219K	0.17%		13F-HR Timeline
SageView Advisory Group, LLC	1,835	$219K	0.01%	0	13F-HR Timeline
KELLY FINANCIAL GROUP LLC	1,862	$218K	0.06%	-1,042	13F-HR Timeline
San Luis Wealth Advisors LLC	1,864	$218K	0.05%	+14	13F-HR Timeline
Clearstead Trust, LLC	1,851	$217K	0.04%	+15	13F-HR Timeline
Realta Investment Advisors	1,845	$216K	0.09%	-169	13F-HR Timeline
Indiana Trust & Investment Management Co	1,841	$216K	0.07%	0	13F-HR Timeline
Watts Gwilliam & Co., LLC	1,755	$214K	0.04%	new	13F-HR Timeline
Strategies Wealth Advisors, LLC	1,819	$213K	0.02%	0	13F-HR Timeline
Plan A Wealth LLC	1,808	$212K	0.12%	new	13F-HR Timeline
AdvisorNet Financial, Inc	1,808	$212K	0.01%	+197	13F-HR Timeline
Phoenix Wealth Advisors	1,806	$212K	0.09%	-25,596	13F-HR Timeline
Salvus Wealth Management, LLC	1,795	$210K	0.12%	0	13F-HR Timeline
Vision Capital Management, Inc.	1,791	$210K	0.03%	new	13F-HR Timeline