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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

852 managers (865 13F filers) reported a position in HDV shares at 2026-03-31, 45,039,509 shares in all. 99 filers opened a position and 49 filers sold out during the quarter.

Managers
852
13F filers
865
New
99
Added
327
Reduced
241
Sold out
49
Shares held by filers
45,039,509

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Midwest Trust Co5,816$789K0.01%-24113F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.5,802$788K0.48%+48313F-HRTimeline
SHP Wealth Management5,803$788K0.06%-25713F-HRTimeline
Gallagher Capital Advisors, LLC28,988$787K0.53%new13F-HRTimeline
FIRST MANHATTAN CO. LLC.5,793$786K<0.01%-5013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA5,729$778K<0.01%013F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC5,697$773K0.1%-15013F-HRTimeline
Breachway Investments LLC5,746$770K0.74%+25713F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC5,661$768K0.34%013F-HRTimeline
GWN SECURITIES INC.5,606$761K0.15%+25913F-HRTimeline
Milestone Asset Management Group, LLC5,543$752K0.44%+76613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC5,507$747K0.05%+10113F-HRTimeline
Crusonia Wealth Advisors LLC5,503$747K0.15%013F-HRTimeline
CHAPIN DAVIS, INC.5,486$745K0.17%013F-HRTimeline
Investment Partners Asset Management, I…5,464$742K0.46%-8513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,414$735K0.02%+1,21213F-HR/ATimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,378$730K0.07%-1,21013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC5,300$719K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management5,299$719K0.02%-3913F-HRTimelineGroup
RFG Advisory, LLC5,298$719K0.01%+62613F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,158$700K<0.01%13F-HRTimelineGroup
PFG Advisors5,097$692K0.03%+2,03313F-HRTimeline
Ausdal Financial Partners, Inc.5,091$691K0.03%+1,58113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,025$682K0.14%+83513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,990$677K<0.01%013F-HRTimelineGroup
Retirement Planning Group, LLC4,979$676K0.02%+2,62613F-HRTimeline
Focus Financial Network, Inc.4,962$673K0.02%-40613F-HRTimeline
David J Yvars Group4,947$671K0.38%-4513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,922$668K0.01%-1,29813F-HRTimelineGroup
Index Technologies Group LLC4,915$667K0.73%+2,43313F-HRTimeline
INVESTMENT PARTNERS, LTD.4,902$665K0.24%+213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,843$657K0.02%-28813F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,839$657K0.03%013F-HRTimelineGroup
Destination Wealth Management4,791$650K0.02%-8713F-HRTimeline
Helium Advisors LLC4,790$650K0.62%-28113F-HRTimeline
ShoreHaven Wealth Partners, LLC4,784$649K0.23%new13F-HRTimeline
Tannin Capital LLC4,766$647K0.47%new13F-HRTimeline
Compound Planning, Inc.4,765$647K0.02%+45713F-HRTimeline
EVERPAR ADVISORS LLC4,745$644K0.22%-33213F-HRTimeline
Sovereign Financial Group, Inc.4,711$639K0.11%-57213F-HRTimeline
CFM WEALTH PARTNERS LLC4,709$639K0.1%+1,76213F-HRTimeline
Chatterton & Associates Inc.4,679$634K0.44%+18813F-HRTimeline
TRUST POINT INC.4,622$627K0.05%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,612$626K0.01%+26213F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,557$618K0.02%+4013F-HRTimeline
Trust Co4,523$614K0.06%013F-HRTimeline
Strategic Financial Concepts, LLC4,453$604K0.15%+2,78413F-HRTimeline
PMG Wealth Management, Inc.4,440$603K0.43%-11013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,436$602K<0.01%-31213F-HRTimelineGroup
CGN Advisors LLC4,393$596K0.05%-13113F-HRTimeline
Capital Investment Advisors, LLC4,379$594K0.01%+67913F-HR/ATimeline
Symphony Financial, Ltd. Co.4,356$591K0.08%+68513F-HRTimeline
Birchcreek Wealth Management, LLC4,328$587K0.28%-13713F-HRTimeline
Olde Wealth Management, LLC4,322$586K0.19%013F-HRTimeline
Invst, LLC4,295$583K0.07%new13F-HRTimeline
Western Wealth Management, LLC21,473$583K0.02%+1,13413F-HR/ATimeline
BROOKS, MOORE & ASSOCIATES, INC.4,294$583K0.29%+10013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…4,220$573K0.14%+11213F-HRTimeline
Prime Capital Investment Advisors, LLC4,199$570K0.01%+2,03213F-HRTimeline
Beacon Financial Advisory LLC4,186$568K0.13%+2,50313F-HRTimeline
Fort Sheridan Advisors LLC4,116$559K0.07%+1413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,100$557K0.2%-53413F-HR/ATimelineGroup
Quadrant Private Wealth Management, LLC4,047$549K0.08%new13F-HRTimeline
Geneos Wealth Management Inc.4,024$546K0.01%-8213F-HRTimeline
MERIDIAN MANAGEMENT CO4,000$543K0.14%013F-HRTimeline
Navis Wealth Advisors, LLC3,984$541K0.28%013F-HRTimeline
Clear Harbor Asset Management, LLC3,964$538K0.04%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC3,940$535K0.19%+7313F-HRTimeline
GC Wealth Management RIA, LLC3,911$531K0.02%013F-HRTimeline
Pacific Sun Financial Corp3,909$531K0.26%013F-HRTimeline
Coastal Bridge Advisors, LLC3,908$530K0.04%-17713F-HRTimeline
Baring Financial LLC3,901$529K0.32%+1513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC3,831$520K0.05%+713F-HRTimeline
WealthPlan Investment Management, LLC3,775$512K0.03%new13F-HRTimeline
Apella Capital, LLC3,801$509K0.01%new13F-HRTimeline
Zullo Investment Group, Inc.3,750$509K0.19%013F-HRTimeline
Bluespring Wealth Management, LLC3,738$507K0.04%-13513F-HRTimeline
EQUITABLE TRUST CO3,738$507K0.02%013F-HRTimeline
Meridian Wealth Management, LLC3,691$501K0.02%+1413F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…3,677$499K0.1%+1,60013F-HRTimeline
HCR Wealth Advisors3,644$495K0.05%-41013F-HRTimeline
Richwood Investment Advisors, LLC18,190$494K0.38%+14,48213F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT3,636$493K0.24%-20313F-HRTimeline
RIK SAYLOR FINANCIAL, INC.3,635$493K0.37%+513F-HRTimeline
EFG International AGin group EFG International AG3,620$491K0.01%+3,42013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO3,613$490K0.01%-99213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,610$490K0.05%-19113F-HRTimeline
Abundance Wealth Counselors3,605$489K0.07%-25513F-HRTimeline
Firestone Capital Management3,600$489K0.1%013F-HRTimeline
Shum Financial Group, Inc.3,588$487K0.34%+16713F-HRTimeline
Sunbeam Capital Management, LLC3,587$487K0.28%new13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,567$484K0.04%013F-HRTimeline
Perennial Investment Advisors, LLC3,542$481K0.04%+19213F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,551$479K0.13%-2,99513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,531$479K+2Timeline
Greenline Partners, LLC3,496$474K0.05%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC3,495$474K0.28%013F-HRTimeline
Shepherd Financial Partners LLC3,490$474K0.04%-13513F-HRTimeline
SAX WEALTH ADVISORS, LLC3,866$470K0.02%013F-HRTimeline
Eley Financial Management, Inc3,459$469K0.17%-713F-HR/ATimeline
Citizens National Bank Trust Department3,454$469K0.08%+42913F-HRTimeline
Oakmont Advisory Group, LLC3,449$468K0.48%-11513F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,454$468K0.06%+11613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,436$466K0.01%+66613F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.3,436$465K0.03%-17813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,409$462K0.03%-42913F-HR/ATimeline
Interchange Capital Partners, LLC3,805$461K0.15%+59913F-HRTimeline
Larson Financial Group LLC3,390$460K0.01%+2,04413F-HRTimeline
Evelyn Partners Group Ltdgroup of 2 filers holding3,384$459K0Timeline
TrueWealth Advisors, LLC3,372$458K0.12%013F-HRTimeline
Cadent Capital Advisors, LLC3,370$457K0.12%new13F-HRTimeline
SNOWWATER INVESTMENT PARTNERS, LLC3,350$455K0.43%013F-HRTimeline
Compass Financial Services Inc3,331$452K0.2%013F-HRTimeline
Sageworth Trust Co3,321$451K0.02%013F-HRTimeline
Phoenix Wealth Advisors3,311$449K0.18%-11313F-HRTimeline
Tennessee Valley Asset Management Partn…3,290$447K0.06%-49813F-HRTimeline
Alpha Omega Wealth Management LLC3,280$445K0.07%013F-HRTimeline
OakTrust Wealth Advisors, LLC3,278$445K0.41%013F-HRTimeline
Premier Private Wealth Management LLC3,256$442K0.47%013F-HRTimeline
TSFG, LLC3,235$439K0.07%+4013F-HRTimeline
Cypress Wealth Services, LLC3,226$438K0.06%+213F-HRTimeline
Bogart Wealth, LLC3,220$437K0.02%-2,53013F-HRTimeline
HANOVER ADVISORS INC3,199$434K0.18%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC3,185$432K0.29%+9513F-HRTimeline
Washington Trust Advisors, Inc.3,182$432K0.03%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP3,154$428K0.01%013F-HRTimeline
Circle Wealth Management, LLC3,144$427K0.01%013F-HRTimeline
Mission Creek Capital Partners, Inc.3,123$424K0.08%-70313F-HRTimeline
AlphaStar Capital Management, LLC3,080$418K0.03%+713F-HRTimeline
Urban Wealth Management, LLC3,079$418K0.43%013F-HRTimeline
New England Private Wealth Advisors LLC3,077$418K0.05%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,067$416K<0.01%-26213F-HRTimelineGroup
Optivise Advisory Services LLC3,066$416K0.25%new13F-HRTimeline
SFMG, LLC3,046$413K0.03%+1713F-HRTimeline
AMERIFLEX GROUP, INC.3,039$412K0.21%-6413F-HRTimeline
Skyline Advisors, Inc.3,032$412K0.14%new13F-HRTimeline
BARRETT & COMPANY, INC.3,023$410K0.14%+813F-HRTimeline
DIVERSIFIED TRUST CO3,011$409K0.01%013F-HRTimeline
WBH ADVISORY INC3,038$407K0.03%-13713F-HRTimeline
Synergy Investment Management, LLC2,991$406K0.13%new13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC2,986$405K0.01%-35013F-HRTimeline
M3 Wealth Management, LLC2,983$405K0.31%new13F-HRTimeline
HBK Sorce Advisory LLC15,060$404K0.01%+11,92713F-HRTimeline
BRIGHTON JONES LLC2,968$403K0.01%new13F-HR/ATimeline
Penobscot Investment Management Company…2,950$400K0.03%-1,55013F-HRTimeline
Intrepid Financial Planning Group LLC2,947$400K0.16%-9,96213F-HRTimeline
Nicholas Hoffman & Company, LLC.2,946$400K0.01%+1013F-HRTimeline
Gen-Wealth Partners Inc2,904$394K0.12%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC2,862$388K0.11%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,313$388K0.17%-2813F-HRTimeline
Madison Wealth Partners, Inc2,841$386K0.06%-55913F-HRTimeline
Integrity Advisory Solutions, LLC2,828$384K0.05%+8213F-HRTimeline
ARS Wealth Advisors Group, LLC2,818$382K0.03%+413F-HRTimeline
Summit Financial, LLC2,806$381K<0.01%+38213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,805$381K0.22%013F-HRTimeline
SEEDS INVESTOR LLC2,835$379K0.05%new13F-HRTimeline
Eagle Strategies LLC2,784$378K0.05%-50813F-HRTimeline
Betterment LLC2,767$375K<0.01%+27213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,763$375K0.03%-6,75313F-HRTimeline
Maridea Wealth Management LLC2,745$373K0.05%+72013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,739$372K0.02%-113F-HRTimeline
HBW ADVISORY SERVICES LLC2,736$371K0.04%+1613F-HRTimeline
Alpha Financial Partners LLC2,734$371K0.22%+1613F-HRTimeline
SMITH, MOORE & CO.2,720$369K0.03%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC2,720$369K0.03%+1013F-HRTimeline
Main Street Financial Solutions, LLC2,704$367K0.03%+8613F-HRTimeline
CPWA, LLC13,556$367K0.44%13F-HRTimeline
Dynamic Advisor Solutions LLC2,698$366K0.01%+2213F-HRTimeline
Strategic Blueprint, LLC2,683$364K0.02%new13F-HRTimeline
NewEdge Wealth, LLC2,675$363K<0.01%-20,70613F-HRTimeline
GDS Wealth Management2,674$363K0.02%-5113F-HRTimeline
Shira Ridge Wealth Management2,636$358K0.14%013F-HRTimeline
Verdence Capital Advisors LLC2,635$358K0.02%+43813F-HRTimeline
Atlatl Advisers LLC2,613$355K0.26%013F-HRTimeline
Patriot Financial Group Insurance Agenc…2,602$353K0.02%new13F-HRTimeline
Financial Insights, Inc.2,527$343K0.11%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …2,554$342K<0.01%013F-HRTimelineGroup
LGL PARTNERS, LLC2,516$341K0.14%new13F-HRTimeline
Smith Salley Wealth Management2,512$341K0.02%+1413F-HRTimeline
SeaCrest Wealth Management, LLC2,508$340K0.04%new13F-HRTimeline
Keystone Financial Group2,500$339K0.02%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,495$339K0.02%013F-HRTimeline
Continuum Advisory, LLC2,478$336K0.03%+1913F-HRTimeline
Arta Finance Wealth Management LLC2,457$333K0.16%+66813F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.2,427$329K0.07%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.2,410$327K0.09%new13F-HRTimeline
Kingdom Financial Group LLC.2,410$327K0.09%+4313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC2,407$327K0.13%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,405$326K0.02%013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV2,372$322K0.15%+713F-HRTimeline
Rydar Equities, Inc.2,356$320K0.25%+51513F-HRTimeline
Cornerstone Wealth Group, LLC2,404$319K0.02%-1513F-HRTimeline
Edgestream Partners, L.P.2,338$317K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2,324$315K0.02%+56213F-HRTimeline
BCS Wealth Management2,319$315K0.06%-2,94613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC11,565$314K0.01%013F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC2,312$314K0.02%013F-HRTimeline
Tyche Wealth Partners LLC2,310$314K0.05%-213F-HRTimeline
Valued Retirements, Inc.2,298$312K0.3%013F-HRTimeline
UPTICK PARTNERS, LLC2,290$311K0.06%+57313F-HRTimeline