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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

875 managers (888 13F filers) reported a position in HDV shares at 2026-06-30, 219,504,833 shares in all. 69 filers opened a position and 48 filers sold out during the quarter.

Managers
875
13F filers
888
New
69
Added
783
Reduced
16
Sold out
48
Shares held by filers
219,504,833

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Essex Bankin group Essex Financial Services, Inc.12,135$332K0.07%+9,70813F-HRTimelineGroup
STAR Financial Bank12,040$330K0.13%+10,03213F-HRTimeline
Cornerstone Wealth Group, LLC12,020$329K0.02%+9,61613F-HRTimeline
Strategic Blueprint, LLC11,939$327K0.02%+9,25613F-HRTimeline
Advyzon Investment Management, LLC11,908$326K0.02%new13F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV11,861$325K0.15%+9,48913F-HRTimeline
Atlatl Advisers LLC11,835$324K0.08%+9,22213F-HRTimeline
Financial Partners Group, Inc11,791$323K0.03%+9,55413F-HRTimeline
Main Street Financial Solutions, LLC11,765$322K0.02%+9,06113F-HRTimeline
Interchange Capital Partners, LLC11,610$318K0.06%+7,80513F-HRTimeline
Tyche Wealth Partners LLC11,580$317K0.04%+9,27013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,560$317K0.02%+9,24813F-HRTimeline
UPTICK PARTNERS, LLC11,492$315K0.05%+9,20213F-HRTimeline
Jackson Wealth Management, LLC11,479$315K0.19%-18,01913F-HRTimeline
Bouchey Financial Group, Ltd.11,325$310K0.02%+9,05013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC11,320$310K<0.01%+9,05613F-HRTimelineGroup
AdvisorNet Financial, Inc11,262$309K0.01%+8,93813F-HRTimeline
Modern Wealth Management, LLC11,210$307K<0.01%new13F-HRTimeline
Grant Private Wealth Management Inc11,145$305K0.13%new13F-HRTimeline
Moors & Cabot, Inc.11,010$302K0.01%+8,80813F-HRTimeline
Woodward Financial Advisors, Inc.10,895$299K0.1%new13F-HRTimeline
Chemistry Wealth Management LLC10,880$298K0.05%+8,70413F-HRTimeline
Avantra Family Wealth, Inc.10,720$294K0.19%+8,63513F-HRTimeline
Hamrick Investment Counsel, llc10,685$293K0.19%+8,53513F-HRTimeline
NWF Advisory Services Inc.10,620$291K0.03%+8,49613F-HRTimeline
MONECO ADVISORS, LLC10,564$290K0.02%new13F-HRTimeline
Bison Wealth, LLC10,448$289K0.03%+713F-HRTimeline
Realta Investment Advisors10,505$288K0.09%+8,40413F-HRTimeline
Empirical Financial Services, LLC d.b.a…10,500$288K<0.01%+8,40013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\10,345$284K<0.01%+8,06913F-HRTimelineGroup
Register Financial Advisors LLC10,321$283K0.09%+8,29013F-HRTimeline
Visionary Wealth Advisors10,315$283K0.01%+8,09913F-HRTimeline
BCS Wealth Management10,215$280K0.05%+7,89613F-HRTimeline
Bluespring Wealth Management, LLC10,165$279K0.01%+6,42713F-HRTimeline
Harbor Group, Inc.10,145$278K0.03%+8,11613F-HRTimeline
MATHER GROUP, LLC.10,111$277K<0.01%+8,08913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,060$276K0.02%+8,09613F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC10,055$276K0.07%+8,04413F-HRTimeline
Marshall Financial Group, LLC10,050$275K0.04%+8,04013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC10,018$275K0.03%new13F-HRTimeline
SYKON CAPITAL LLC10,013$274K0.08%-94,47513F-HRTimeline
TOWNSQUARE CAPITAL LLC10,007$274K0.05%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp10,000$274K0.01%new13F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …9,970$273K0.01%+7,92913F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …9,890$271K0.01%+7,91213F-HRTimelineGroup
Huntleigh Advisors, Inc.9,865$270K0.04%+7,92113F-HRTimeline
Fiduciary Alliance LLC9,800$269K0.02%+7,84913F-HRTimeline
TopTier Wealth Management, LLC9,760$268K0.16%+7,80613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC9,728$267K0.04%+7,77613F-HRTimeline
Breachway Investments LLC9,685$265K0.4%+3,93913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO9,640$264K<0.01%+7,71213F-HRTimelineGroup
Impact Partnership Wealth, LLC9,638$264K0.03%+7,82213F-HRTimeline
San Luis Wealth Advisors LLC9,614$264K0.04%+7,70413F-HRTimeline
GC Wealth Management RIA, LLC9,535$261K0.02%+5,62413F-HRTimeline
SigFig Wealth Management, LLC9,406$260K0.01%+7,54113F-HRTimeline
Midwestern Financial, LLC /IA9,476$260K0.18%+7,59313F-HRTimeline
Perigon Wealth Management, LLC9,435$259K<0.01%+7,31713F-HRTimeline
Performance Wealth Partners, LLC9,402$258K0.01%+7,38913F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS9,373$257K0.03%new13F-HRTimeline
Clearstead Trust, LLC9,325$256K0.03%+7,46013F-HRTimeline
KELLY FINANCIAL GROUP LLC9,310$255K0.06%+7,44813F-HRTimeline
Note Advisors, LLC9,271$254K0.11%+7,37413F-HRTimeline
NOVEM GROUP9,193$252K0.03%+7,36613F-HRTimeline
Financial Engines Advisors L.L.C.9,190$252K<0.01%new13F-HRTimeline
Pines Wealth Management, LLC9,142$251K0.07%+7,34313F-HRTimeline
SageView Advisory Group, LLC9,123$250K0.01%+7,28813F-HRTimeline
Covenant Asset Management, LLC9,115$250K0.04%+7,29213F-HRTimeline
Salvus Wealth Management, LLC8,975$246K0.14%+7,18013F-HRTimeline
Accel Wealth Management8,966$246K0.06%+7,15513F-HRTimeline
Southeast Asset Advisors, LLC8,950$245K0.02%+7,16013F-HRTimeline
Patton Albertson Miller Group, LLC8,910$244K0.02%+6,75813F-HRTimeline
Cascade Financial Partners, LLC8,900$244K0.02%+7,12013F-HRTimeline
Resurgent Financial Advisors LLC8,886$244K0.07%new13F-HRTimeline
PDS Planning, Inc8,882$243K0.01%+7,11113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8,875$243K0.02%+7,72413F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC8,875$243K0.01%+7,10013F-HRTimeline
WHITTIER TRUST CO8,770$243K<0.01%+7,01613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,855$243K0.01%+7,08413F-HRTimelineGroup
Security Financial Services, INC.8,787$241K0.03%+7,20513F-HRTimeline
WHALEROCK POINT PARTNERS, LLC8,780$241K0.04%+7,02413F-HRTimeline
Storen Legacy Partners, LLC8,718$239K0.07%+6,98613F-HRTimeline
Convergence Financial, LLC8,715$239K0.02%-32,05913F-HRTimeline
Lantern Wealth Advisors, LLC8,650$237K0.11%+6,92013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,555$234K0.05%+6,84413F-HRTimeline
Valued Wealth Advisors LLC8,544$234K0.09%+6,83513F-HRTimeline
GeoWealth Management, LLC8,533$234K0.01%-7,32713F-HRTimeline
Gambit Capital Management, LLC8,525$234K0.14%new13F-HRTimeline
Plan A Wealth LLC8,410$231K0.1%+6,51713F-HRTimeline
Meramec Financial Planners, LLC7,967$229K0.08%+6,36013F-HRTimeline
Pure Financial Advisors, LLC8,325$228K<0.01%new13F-HRTimeline
Abacus Planning Group, Inc.8,305$228K0.03%+6,64413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,245$226K<0.01%+6,59613F-HRTimelineGroup
Brick & Kyle, Associates1,653$224K0.07%013F-HRTimeline
Shared Vision Wealth Group LLC8,184$224K0.08%+6,54713F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …8,160$224K0.02%+6,52813F-HRTimelineGroup
SWMG, LLC8,065$223K0.05%+6,45213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …8,080$221K<0.01%+6,46413F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC8,072$221K0.01%+6,50313F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC8,070$221K0.15%+6,45613F-HRTimeline
KPP Advisory Services LLC8,045$221K0.03%+6,43613F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,616$219K0.03%013F-HRTimeline
Palisade Asset Management, LLC7,945$218K0.02%+6,35613F-HRTimeline
Turtle Creek Wealth Advisors, LLC7,920$217K0.01%+6,33613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC7,901$217K0.05%+6,30813F-HRTimeline
RWA WEALTH PARTNERS, LLC7,855$215K<0.01%+6,28413F-HRTimeline
Advisory Solutions Group, LLC7,837$215K0.07%13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC7,566$214K0.03%new13F-HRTimeline
TRB Wealth Management, LLC7,791$214K0.03%+6,14513F-HRTimeline
Belpointe Asset Management LLC7,785$213K0.01%+6,22813F-HRTimeline
Patriot Financial Group Insurance Agenc…7,760$213K0.02%+5,15813F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC7,675$210K0.09%+6,14013F-HRTimeline
Comprehensive Financial Consultants Ins…7,665$210K0.06%+5,84813F-HRTimeline
Austin Wealth Management, LLC7,400$209K0.04%new13F-HRTimeline
Joel Isaacson & Co., LLC7,575$208K0.01%+6,06013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC7,550$207K0.03%new13F-HRTimeline
Seven Springs Wealth Group, LLC7,500$206K0.04%+6,00013F-HRTimeline
KTF INVESTMENTS, LLC7,500$206K0.02%+5,60613F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC7,491$205K0.08%+6,00313F-HRTimeline
TRED AVON FAMILY WEALTH, LLC7,469$205K0.06%new13F-HRTimeline
OBSIDIAN CIO, LLC7,415$203K0.15%+5,16913F-HRTimeline
United Community Bankin group United Community Bank7,400$203K0.06%new13F-HRTimelineGroup
WINCAP FINANCIAL LLC7,375$202K0.11%new13F-HRTimeline
Live Oak Investment Partners7,370$202K0.11%+5,89613F-HRTimeline
Indiana Trust & Investment Management Co7,355$202K0.06%+5,51413F-HRTimeline
GREENLEAF TRUST7,310$200K<0.01%new13F-HRTimeline
Procyon Advisors, LLC7,310$200K0.01%new13F-HRTimeline
Acropolis Investment Management, LLC7,125$195K0.01%+5,70013F-HR/ATimeline
John A. Wolfe & Associates, Inc.6,700$184K0.25%+5,36013F-HRTimeline
CENTAURUS FINANCIAL, INC.6,686$183K0.01%+5,29913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors6,365$174K0.02%+4,99013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC6,220$170K0.01%+4,97613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…6,085$167K0.06%+4,66913F-HRTimeline
Manchester Capital Management LLC5,830$160K0.02%+4,66413F-HRTimeline
Capital Investment Advisory Services, L…5,812$159K0.01%+4,73013F-HRTimeline
Paladin Advisory Group, LLC5,795$159K0.11%+4,63613F-HRTimeline
Nalls Sherbakoff Group, LLC5,767$158K0.11%+4,61713F-HRTimeline
Wilmington Savings Fund Society, FSB5,665$155K<0.01%+4,09113F-HRTimeline
Westfuller Advisors, LLC5,248$144K0.05%+4,20513F-HRTimeline
New Republic Capital, LLC5,000$137K0.03%+4,00013F-HRTimeline
Rosenberg Matthew Hamilton4,740$130K0.02%+3,79213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,719$129K<0.01%+3,77513F-HRTimelineGroup
Horizon Investments, LLC4,655$127K<0.01%+2,79313F-HRTimeline
Vision Retirement, LLC4,610$126K0.03%+3,94413F-HRTimeline
Cheviot Value Management, LLC4,470$123K0.01%+3,57613F-HRTimeline
Triumph Capital Management4,428$121K0.02%+3,56013F-HRTimeline
CVA Family Office, LLC4,425$121K0.01%+3,54013F-HRTimeline
Glen Eagle Advisors, LLC4,415$121K0.02%+3,54013F-HRTimeline
Dunhill Financial, LLC4,410$121K0.02%+3,27213F-HRTimeline
Blue Trust, Inc.4,329$119K<0.01%+3,50713F-HRTimeline
SYNTAX RESEARCH, INC.4,325$119K0.09%+3,91013F-HRTimeline
Golden State Wealth Management, LLC4,262$117K0.01%+3,20013F-HRTimeline
UMB Bank, n.a.4,200$115K<0.01%+3,36013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HHM Wealth Advisors, LLC4,100$112K0.01%+3,28013F-HRTimeline
NI ACQUISITIONS COMPANY, LLC4,005$110K0.05%13F-HRTimeline
Cornerstone Planning Group LLC3,865$110K0.01%-25313F-HRTimeline
Nova Wealth Management, Inc.3,959$109K0.06%+3,17213F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding3,874$106K+3,236Timeline
AlphaCore Capital LLC3,854$106K<0.01%+2,25313F-HRTimeline
LRI Investments, LLC3,600$98.7K0.01%+2,88013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,550$97.3K<0.01%+2,84013F-HRTimeline
North Star Investment Management Corp.3,500$95.9K0.01%+2,80013F-HRTimeline
FIRST UNITED BANK & TRUST3,385$92.8K0.03%new13F-HRTimeline
Union Bancaire Privee, UBP SA4,350$90.9K<0.01%+3,48013F-HRTimeline
Allied Private Wealth LLC3,150$87.7K0.06%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,165$86.8K<0.01%+2,53213F-HRTimeline
Salomon & Ludwin, LLC3,125$85.7K0.01%+2,50013F-HRTimeline
Glassman Wealth Services3,103$85K0.01%+2,48713F-HRTimeline
Key Financial Inc2,865$78.5K0.01%+2,29213F-HRTimeline
EASTERN BANK2,725$74.7K<0.01%+2,18013F-HRTimeline
Essential Investment Partners LLC2,625$72K0.06%+2,10013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.2,530$69.3K0.06%+2,02413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,506$68.7K0.02%+2,00013F-HRTimeline
MONTAG A & ASSOCIATES INC2,506$68.7K<0.01%+2,00513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,483$68K<0.01%+1,98713F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2,465$67.6K0.04%+1,97513F-HRTimeline
True Wealth Design, LLC2,410$66.1K0.02%+1,92813F-HRTimeline
Founders Financial Alliance, LLC2,377$65.2K0.01%+1,83313F-HRTimeline
Aventus Investment Advisors, Inc.2,350$64.4K0.05%-14,47013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,250$61.7K<0.01%+1,80013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT2,250$61.7K<0.01%+1,80013F-HRTimeline
Harbor Asset Planning, Inc.2,247$61.6K0.05%+1,80113F-HRTimeline
Dynamic Wealth Strategies, LLC2,240$61.4K0.03%+1,79213F-HRTimeline
FIRST COMMUNITY TRUST NA2,175$59.6K0.03%+1,74013F-HRTimeline
PARK NATIONAL CORP /OH/2,175$59.6K<0.01%+1,74013F-HRTimeline
Vermillion Wealth Management, Inc.2,083$57.1K0.01%+1,66913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,075$56.9K0.02%+1,66013F-HRTimeline
YANKCOM Partnership2,004$55K0.02%+1,60413F-HRTimeline
Measured Wealth Private Client Group, L…1,970$54K0.01%new13F-HRTimeline
First Command Advisory Services, Inc.1,950$53.5K<0.01%+1,56013F-HRTimeline
Westside Investment Management, Inc.1,831$50.2K0.01%+1,44413F-HRTimeline
Highland Investment Advisors LLC1,825$50K0.02%13F-HRTimeline
Roxbury Financial LLC1,797$49.3K0.04%+1,43913F-HRTimeline
Rossmore Private Capital1,750$48K<0.01%+1,40013F-HRTimeline
Caitlin John, LLC1,725$47.3K0.03%+1,38013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,600$44K<0.01%+1,28013F-HRTimelineGroup
Fortitude Family Office, LLC1,550$42.5K0.01%+1,06013F-HRTimeline
SIGNATUREFD, LLC1,529$41.9K<0.01%+1,22313F-HRTimeline
Avalon Trust Co1,500$41.1K<0.01%+1,20013F-HRTimeline
NFSG Corp1,469$40.3K<0.01%+1,22613F-HRTimeline
Bogart Wealth, LLC1,420$38.9K<0.01%-1,80013F-HRTimeline