HDV ISHARES TR

CORE HIGH DV ETF (fund)

775 managers (784 13F filers) reported a position in HDV shares at 2025-09-30, 40,132,598 shares in all. 64 filers opened a position and 37 filers sold out during the quarter.

Managers: 775
13F filers: 784
New: 64
Added: 292
Reduced: 250
Sold out: 37
Shares held by filers: 40,132,598

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Capital Analysts, LLCin group Capital Analysts, LLC	4,723	$578K	0.02%	+1,185	13F-HR Timeline Group
FLPUTNAM INVESTMENT MANAGEMENT CO	4,694	$575K	0.01%	+546	13F-HR Timeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA	4,690	$574K	<0.01%	0	13F-HR Timeline Group
U.S. Capital Wealth Advisors, LLC	4,667	$571K	0.02%	0	13F-HR Timeline
Coppell Advisory Solutions LLC	4,677	$570K	0.06%	+969	13F-HR Timeline
Y-Intercept (Hong Kong) Ltd	4,652	$570K	0.01%	-652	13F-HR Timeline
OBSIDIAN CIO, LLC	4,626	$567K	0.07%	-9	13F-HR Timeline
TRUST POINT INC.	4,622	$566K	0.05%	-32	13F-HR Timeline
Baring Financial LLC	4,619	$566K	0.39%	-631	13F-HR Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC	4,600	$563K	0.17%	-652	13F-HR Timeline Group
VICUS CAPITAL	4,591	$562K	0.04%	+730	13F-HR Timeline
PMG Wealth Management, Inc.	4,550	$557K	0.42%	0	13F-HR Timeline
Creekmur Asset Management LLC	4,534	$555K	0.09%	+30	13F-HR Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP	4,505	$552K	<0.01%	-409	13F-HR Timeline Group
Penobscot Investment Management Company…	4,500	$551K	0.04%	0	13F-HR Timeline
Independent Wealth Network Inc.	4,492	$550K	0.18%	+217	13F-HR Timeline
GWN SECURITIES INC.	4,458	$549K	0.13%	+1,791	13F-HR Timeline
CGN Advisors LLC	4,478	$548K	0.05%	-235	13F-HR Timeline
Spire Wealth Managementin group Spire Wealth Management	4,463	$546K	0.02%	0	13F-HR Timeline Group
SUMMIT WEALTH GROUP LLC / CO	2,022	$543K	0.06%	new	13F-HR Timeline
Mission Creek Capital Partners, Inc.	4,410	$540K	0.11%	-72	13F-HR Timeline
Ashton Thomas Private Wealth, LLC	4,373	$535K	0.01%	+954	13F-HR Timeline
RFG Advisory, LLC	4,229	$518K	0.01%	+346	13F-HR Timeline
Olde Wealth Management, LLC	4,322	$517K	0.16%		13F-HR Timeline
Ameritas Investment Partners, Inc.group of 2 filers holding	4,198	$514K		-1,268	Timeline Ameritas Advisory Services, LLC: 3,553 (0.03%) 13F-HR Ameritas Investment Partners, Inc.: 645 (<0.01%) 13F-HR
BROOKS, MOORE & ASSOCIATES, INC.	4,194	$514K	0.26%	0	13F-HR Timeline
Quantinno Capital Management LP	4,174	$511K	<0.01%	+308	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	4,173	$511K	0.13%	+13	13F-HR Timeline
B. Riley Wealth Advisors, Inc.	4,170	$511K	0.02%	-751	13F-HR Timeline
Eagle Strategies LLC	4,152	$508K	0.07%	-5	13F-HR Timeline
NFSG Corp	4,151	$508K	0.08%	+158	13F-HR Timeline
Pacific Sun Financial Corp	4,149	$508K	0.25%	-30	13F-HR Timeline
Compound Planning, Inc.	4,134	$506K	0.02%	-284	13F-HR Timeline
Trust Co	4,130	$506K	0.05%	+655	13F-HR Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA	4,093	$501K	<0.01%	+974	13F-HR Timeline Group
Coastal Bridge Advisors, LLC	4,080	$500K	0.04%	+3	13F-HR Timeline
Fort Sheridan Advisors LLC	4,078	$499K	0.07%	+18	13F-HR Timeline
HCR Wealth Advisors	4,080	$497K	0.05%	0	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	4,040	$495K	0.12%	+17	13F-HR Timeline
MERIDIAN MANAGEMENT CO	4,000	$490K	0.13%	0	13F-HR Timeline
Hixon Zuercher, LLC	3,993	$489K	0.15%	+24	13F-HR Timeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC	3,987	$488K	0.05%	+408	13F-HR Timeline
Richwood Investment Advisors, LLC	3,953	$484K	0.38%	-35	13F-HR Timeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…	3,918	$480K	0.15%	-611	13F-HR Timeline
GC Wealth Management RIA, LLC	3,911	$479K	0.02%	+2,004	13F-HR Timeline
SAX WEALTH ADVISORS, LLC	3,891	$477K	0.03%	-2,700	13F-HR Timeline
Madison Wealth Partners, Inc	3,827	$469K	0.09%	+8	13F-HR Timeline
1 NORTH WEALTH SERVICES LLC	3,818	$468K	0.19%	-570	13F-HR Timeline
HENGEHOLD CAPITAL MANAGEMENT LLC	3,812	$467K	0.04%	+9	13F-HR Timeline
STEINBERGANNA WEALTH MANAGEMENT	3,803	$466K	0.22%		13F-HR Timeline
Tennessee Valley Asset Management Partn…	3,761	$461K	0.06%	new	13F-HR Timeline
ROMAN BUTLER FULLERTON & CO	3,837	$459K	0.12%	+6	13F-HR Timeline
Zullo Investment Group, Inc.	3,750	$459K	0.17%	0	13F-HR Timeline
EQUITABLE TRUST CO	3,738	$458K	0.02%	0	13F-HR Timeline
Shepherd Financial Partners LLC	3,700	$453K	0.04%	+1,292	13F-HR Timeline
MGO ONE SEVEN LLC	3,689	$452K	0.01%	+79	13F-HR Timeline
NewEdge Wealth, LLC	3,797	$449K	0.01%	new	13F-HR Timeline
EVERPAR ADVISORS LLC	3,646	$446K	0.18%	+1,037	13F-HR Timeline
Gateway Wealth Partners, LLC	3,646	$446K	0.06%	-58	13F-HR Timeline
RIK SAYLOR FINANCIAL, INC.	3,622	$444K	0.32%	-15	13F-HR Timeline
NAPLES GLOBAL ADVISORS, LLC	3,617	$443K	0.03%	0	13F-HR Timeline
Bluespring Wealth Management, LLC	3,615	$443K	0.04%	-511	13F-HR Timeline
BECKER CAPITAL MANAGEMENT INC	3,611	$442K	0.01%	new	13F-HR Timeline
Geneos Wealth Management Inc.	3,611	$442K	0.01%	-13	13F-HR Timeline
Firestone Capital Management	3,600	$441K	0.1%	0	13F-HR Timeline
INTEGRITY ALLIANCE, LLC.	3,592	$440K	0.02%	+1,084	13F-HR Timeline
Birchcreek Wealth Management, LLC	3,591	$440K	0.23%	+118	13F-HR Timeline
Sequoia Financial Advisors, LLC	3,575	$438K	<0.01%	-27	13F-HR Timeline
Eley Financial Management, Inc	3,543	$434K	0.16%	+31	13F-HR Timeline
Capital Investment Advisors, LLC	3,522	$431K	0.01%	+213	13F-HR Timeline
Greenline Partners, LLC	3,496	$428K	0.05%	0	13F-HR Timeline
PURSUE WEALTH PARTNERS LLC	3,495	$428K	0.24%	0	13F-HR Timeline
Cove Private Wealth, LLC	3,451	$423K	0.13%	0	13F-HR Timeline
MISSION WEALTH MANAGEMENT, LP	3,442	$421K	0.01%	+42	13F-HR Timeline
Continuum Advisory, LLC	3,419	$419K	0.04%	-307	13F-HR Timeline
FOUNDERS FINANCIAL SECURITIES LLC	3,417	$418K	0.03%	-320	13F-HR Timeline
Evelyn Partners Group Ltdgroup of 2 filers holding	3,384	$414K		+80	Timeline Evelyn Partners Asset Management …: 3,304 (0.09%) 13F-HR Evelyn Partners Investment Manage…: 80 (<0.01%) 13F-HR
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC	3,380	$414K	<0.01%	+100	13F-HR Timeline Group
Perennial Investment Advisors, LLC	3,378	$414K	0.03%	0	13F-HR Timeline
Shum Financial Group, Inc.	3,378	$414K	0.31%		13F-HR Timeline
TrueWealth Advisors, LLC	3,372	$413K	0.11%	0	13F-HR Timeline
Meridian Wealth Management, LLC	3,354	$411K	0.02%	+15	13F-HR Timeline
Bravias Capital Group, LLC	3,348	$410K	0.27%	new	13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	3,325	$407K	0.13%	+12	13F-HR Timeline
Sageworth Trust Co	3,321	$407K	0.02%	0	13F-HR Timeline
Alpha Omega Wealth Management LLC	3,280	$402K	0.07%	-162	13F-HR/A Timeline
VALLEY NATIONAL ADVISERS INC	3,283	$401K	0.06%	+12	13F-HR Timeline
TSFG, LLC	3,270	$400K	0.06%	-62	13F-HR Timeline
AlphaStar Capital Management, LLC	3,254	$398K	0.03%	0	13F-HR Timeline
Cypress Wealth Services, LLC	3,222	$395K	0.06%	+2	13F-HR Timeline
Interchange Capital Partners, LLC	3,206	$393K	0.08%	+81	13F-HR Timeline
HANOVER ADVISORS INC	3,199	$392K	0.15%	0	13F-HR Timeline
Washington Trust Advisors, Inc.	3,182	$390K	0.03%	0	13F-HR Timeline
WBH ADVISORY INC	3,165	$388K	0.03%	+7	13F-HR Timeline
PEAPACK GLADSTONE FINANCIAL CORP	3,154	$386K	0.01%	+1,150	13F-HR Timeline
Dunhill Financial, LLC	3,143	$385K	0.1%	-2,605	13F-HR Timeline
Concentrum Wealth Management	3,111	$381K	0.11%	-430	13F-HR Timeline
New England Private Wealth Advisors LLC	3,077	$377K	0.05%	0	13F-HR Timeline
Vantage Financial Partners, LLC	3,071	$376K	0.08%	-13	13F-HR Timeline
Wealthstar Advisors, LLC	3,070	$376K	0.15%	0	13F-HR Timeline
CATHY PARETO & ASSOCIATES, INC	3,067	$376K	0.28%	+18	13F-HR Timeline
Citizens National Bank Trust Department	3,025	$370K	0.07%	0	13F-HR Timeline
Dynamic Advisor Solutions LLC	3,025	$370K	0.01%	-139	13F-HR Timeline
CFM WEALTH PARTNERS LLC	3,014	$369K	0.05%	0	13F-HR Timeline
Ausdal Financial Partners, Inc.	3,012	$369K	0.02%	new	13F-HR Timeline
DIVERSIFIED TRUST CO	3,011	$369K	0.01%	new	13F-HR Timeline
SFMG, LLC	3,004	$368K	0.03%	+18	13F-HR Timeline
BARRETT & COMPANY, INC.	3,002	$368K	0.13%	+10	13F-HR Timeline
Midwestern Financial, LLC /IA	2,985	$366K	0.31%	+23	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	2,920	$358K	0.01%	-461	13F-HR Timeline
Gen-Wealth Partners Inc	2,904	$356K	0.12%	0	13F-HR Timeline
BRIGHTON JONES LLC	2,889	$354K	0.01%	0	13F-HR Timeline
ARS Wealth Advisors Group, LLC	2,876	$352K	0.03%	-45	13F-HR Timeline
Brookstone Capital Managementin group Brookstone Capital Management	2,874	$352K	<0.01%	-2,010	13F-HR Timeline Group
SPIREPOINT PRIVATE CLIENT, LLC	2,864	$351K	0.04%	new	13F-HR Timeline
Retirement Planning Group, LLC	2,853	$349K	0.01%	new	13F-HR Timeline
Christensen, King & Associates Investme…	2,846	$349K	0.15%	+1	13F-HR Timeline
Compass Financial Services Inc	2,843	$348K	0.15%	0	13F-HR Timeline
Shira Ridge Wealth Management	2,832	$347K	0.15%	-404	13F-HR Timeline
SOUTH PLAINS FINANCIAL, INC.	2,805	$343K	0.21%	0	13F-HR Timeline
GDS Wealth Management	2,781	$341K	0.02%	-441	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	2,761	$338K	0.02%	+21	13F-HR Timeline
MEANS INVESTMENT CO., INC.	2,760	$338K	0.03%	-140	13F-HR Timeline
BCS Wealth Management	2,736	$335K	0.08%	-63	13F-HR Timeline
SMITH, MOORE & CO.	2,720	$333K	0.03%	0	13F-HR Timeline
KMG FIDUCIARY PARTNERS, LLC	2,720	$333K	0.02%	+25	13F-HR Timeline
SageView Advisory Group, LLC	2,703	$331K	0.01%	+868	13F-HR Timeline
HBW ADVISORY SERVICES LLC	2,693	$330K	0.04%	-8	13F-HR Timeline
Consolidated Portfolio Review Corp	2,693	$330K	0.04%	+31	13F-HR Timeline
Atlatl Advisers LLC	2,678	$328K	0.13%	0	13F-HR Timeline
Fiduciary Trust Coin group Fiduciary Trust Co	2,634	$323K	<0.01%	0	13F-HR Timeline Group
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	2,615	$320K	0.02%	0	13F-HR Timeline
KINTRA WEALTH, LLC	2,606	$319K	0.18%	+119	13F-HR Timeline
PBMares Wealth Management LLC	2,586	$317K	0.05%	+841	13F-HR Timeline
WealthBridge Capital Management, LLC	2,583	$316K	0.07%	-39	13F-HR Timeline
Patton Albertson Miller Group, LLC	2,577	$316K	0.04%	-200	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	2,572	$315K	0.01%	+22	13F-HR Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	2,554	$312K	<0.01%	+1,554	13F-HR Timeline Group
SIGMA INVESTMENT COUNSELORS INC	2,547	$312K	0.02%	-180	13F-HR Timeline
WEALTH ALLIANCE, LLC	2,547	$312K	0.03%	new	13F-HR Timeline
Financial Insights, Inc.	2,527	$309K	0.1%	0	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	2,525	$309K	0.03%	-461	13F-HR Timeline Group
HBK Sorce Advisory LLC	2,535	$308K	0.01%	-20	13F-HR/A Timeline
TRUST CO OF VERMONT	2,514	$308K	0.01%	+200	13F-HR Timeline
Lowe Wealth Advisors, LLC	2,510	$307K	0.11%	0	13F-HR Timeline
Note Advisors, LLC	2,508	$307K	0.18%	-3	13F-HR Timeline
Vertex Planning Partners, LLC	2,497	$306K	0.06%	-101	13F-HR Timeline
Pinnacle Wealth Management Advisory Gro…	2,495	$306K	0.02%	0	13F-HR Timeline
Empirical Financial Services, LLC d.b.a…	2,486	$304K	0.01%	+106	13F-HR Timeline
Smith Salley Wealth Management	2,476	$303K	0.02%	0	13F-HR Timeline
Glen Eagle Advisors, LLC	2,474	$303K	0.04%	0	13F-HR Timeline
Quintet Private Bank (Europe) S.A.	2,450	$300K	0.02%	new	13F-HR Timeline
McCarthy & Cox	2,432	$298K	0.07%	+1	13F-HR Timeline
Essex Bankin group Essex Financial Services, Inc.	2,427	$297K	0.07%	0	13F-HR Timeline Group
MAGNOLIA CAPITAL ADVISORS LLC	2,420	$296K	0.08%	+162	13F-HR Timeline
Mach-1 Financial Group, LLC	2,401	$294K	0.05%	new	13F-HR Timeline
Integrity Advisory Solutions, LLC	2,401	$294K	0.05%		13F-HR Timeline
Perigon Wealth Management, LLC	2,382	$292K	0.01%	+1	13F-HR Timeline
Summit Financial, LLC	2,374	$291K	<0.01%	new	13F-HR Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC	2,372	$290K	0.01%	-7	13F-HR Timeline Group
STERLING INVESTMENT ADVISORS LLC /ADV	2,365	$290K	0.14%	-4,176	13F-HR Timeline
Cornerstone Wealth Group, LLC	2,354	$288K	0.02%	+250	13F-HR Timeline
Gotham Asset Management, LLC	2,328	$285K	<0.01%	new	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	2,312	$283K	0.02%	0	13F-HR/A Timeline
Symphony Financial, Ltd. Co.	2,300	$280K	0.03%	-239	13F-HR Timeline
Gradient Investments LLCin group Gradient Investments LLC	2,264	$277K	<0.01%	0	13F-HR Timeline Group
Tyche Wealth Partners LLC	2,253	$276K	0.05%	+107	13F-HR Timeline
BEACON FINANCIAL GROUP	2,249	$275K	0.03%	-114	13F-HR Timeline
Performance Wealth Partners, LLC	2,244	$275K	0.01%	+96	13F-HR Timeline
SYKON CAPITAL LLC	2,242	$275K	0.09%	new	13F-HR Timeline
Comprehensive Financial Consultants Ins…	2,232	$273K	0.08%	-100	13F-HR Timeline
Round Rock Advisors LLC	2,227	$273K	0.04%	0	13F-HR Timeline
Visionary Wealth Advisors	2,212	$271K	0.01%	-202	13F-HR Timeline
WESBANCO BANK INC	2,204	$270K	0.01%	0	13F-HR Timeline
Valued Retirements, Inc.	2,294	$269K	0.3%	0	13F-HR Timeline
Verdence Capital Advisors LLC	2,194	$268K	0.02%	-148	13F-HR Timeline
Chemistry Wealth Management LLC	2,176	$266K	0.05%	0	13F-HR Timeline
NWF Advisory Services Inc.	2,167	$265K	0.03%	-1,021	13F-HR Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC	2,135	$261K	0.02%	-158	13F-HR Timeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…	2,123	$260K	0.01%	-155	13F-HR Timeline Group
Main Street Financial Solutions, LLC	2,123	$260K	0.02%	new	13F-HR Timeline
Thrive Capital Management, LLC	2,101	$257K	0.07%	-150	13F-HR Timeline
BEACON INVESTMENT ADVISORY SERVICES, IN…	2,095	$257K	0.01%	+86	13F-HR Timeline
Prime Capital Investment Advisors, LLC	2,095	$257K	<0.01%	-239	13F-HR Timeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…	2,077	$254K	0.05%	0	13F-HR Timeline
High Falls Advisors, Inc	2,076	$254K	0.05%	+16	13F-HR Timeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC	2,061	$252K	0.06%	new	13F-HR Timeline Group
MATHER GROUP, LLC.	2,053	$251K	<0.01%	0	13F-HR Timeline
Maridea Wealth Management LLC	2,038	$250K	0.04%	new	13F-HR Timeline
Milestone Asset Management Group, LLC	2,029	$248K	0.16%	-8	13F-HR Timeline
Jackson Hole Capital Partners, LLC	2,028	$248K	0.04%	0	13F-HR Timeline
Wilmington Savings Fund Society, FSB	2,024	$248K	0.01%	-346	13F-HR/A Timeline
CONSILIO WEALTH ADVISORS, LLC	2,011	$246K	0.08%	0	13F-HR Timeline
Marshall Financial Group, LLC	2,010	$246K	0.05%	-1	13F-HR Timeline
KITCHING PARTNERS, LLC	2,007	$246K	0.23%	+16	13F-HR Timeline
Clear Harbor Asset Management, LLC	2,005	$246K	0.02%	0	13F-HR/A Timeline
Stonegate Investment Group, LLC	1,980	$242K	0.01%	0	13F-HR Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO	1,948	$239K	<0.01%	+20	13F-HR Timeline Group
MARINO, STRAM & ASSOCIATES LLC	1,948	$238K	0.04%	+2	13F-HR Timeline
Strategic Blueprint, LLC	1,930	$236K	0.01%	-592	13F-HR Timeline