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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

770 managers (780 13F filers) reported a position in HDV shares at 2024-12-31, 43,605,851 shares in all. 53 filers opened a position and 52 filers sold out during the quarter.

Managers
770
13F filers
780
New
53
Added
246
Reduced
269
Sold out
52
Shares held by filers
43,605,851

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
JFS WEALTH ADVISORS, LLC1,920$216K0.01%-1,25713F-HRTimeline
Symphony Financial, Ltd. Co.1,862$215K0.03%-10513F-HRTimeline
GC Wealth Management RIA, LLC1,907$214K0.04%013F-HRTimeline
Parcion Private Wealth LLC1,900$213K0.02%013F-HRTimeline
Kades & Cheifetz LLC1,886$212K0.11%+1913F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,884$211K0.01%013F-HRTimeline
SageView Advisory Group, LLC1,883$211K0.01%-88813F-HRTimeline
Strategies Wealth Advisors, LLC1,819$211K0.03%013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC1,915$208K0.13%013F-HRTimeline
Realta Investment Advisors1,845$208K0.09%-1,04513F-HRTimeline
Vision Capital Management, Inc.1,848$207K0.03%+1013F-HRTimeline
Indiana Trust & Investment Management Co1,841$207K0.07%-3613F-HRTimeline
San Luis Wealth Advisors LLC1,837$206K0.04%+1813F-HRTimeline
Conservest Capital Advisors, Inc.1,835$206K0.02%new13F-HRTimeline
Armor Investment Advisors, LLC1,833$206K0.08%013F-HRTimeline
Concorde Asset Management, LLC1,831$206K0.11%-1,85713F-HRTimeline
Clearstead Trust, LLC1,824$205K0.04%+1813F-HRTimeline
Covenant Asset Management, LLC1,818$204K0.05%-20413F-HRTimeline
Tyche Wealth Partners LLC1,811$203K0.04%new13F-HRTimeline
First Horizon Advisors, Inc.1,808$203K0.01%+43613F-HRTimeline
Salvus Wealth Management, LLC1,795$202K0.13%013F-HRTimeline
Southeast Asset Advisors, LLC1,790$201K0.02%013F-HRTimeline
WHITTIER TRUST CO1,754$197K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC1,751$197K0.12%+1,73513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,672$188K-193Timeline
OXFORD FINANCIAL GROUP, LTD. LLC1,535$172K0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,516$170K0.02%+9913F-HRTimeline
Aptus Capital Advisors, LLC1,489$167K<0.01%+1113F-HRTimeline
CENTAURUS FINANCIAL, INC.1,481$166K0.01%-513F-HRTimeline
Acropolis Investment Management, LLC1,425$160K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,416$159K0.02%13F-HRTimeline
Measured Risk Portfolios, Inc.1,302$146K0.16%13F-HRTimeline
Signature Resources Capital Management,…1,253$141K0.13%013F-HRTimeline
CVA Family Office, LLC1,187$133K0.02%013F-HRTimeline
Manchester Capital Management LLC1,166$131K0.02%013F-HRTimeline
Paladin Advisory Group, LLC1,148$129K0.1%-4113F-HRTimeline
Register Financial Advisors LLC1,131$127K0.06%-2313F-HRTimeline
Community Bank, N.A.1,100$123K0.02%013F-HRTimeline
AdvisorNet Financial, Inc1,063$119K0.01%+213F-HRTimeline
New Republic Capital, LLC1,000$112K0.07%013F-HRTimeline
Centerpoint Advisors, LLC1,000$112K0.04%013F-HRTimeline
Rosenberg Matthew Hamilton948$106K0.03%013F-HRTimeline
Larson Financial Group LLC944$106K0.01%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC918$103K0.06%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC880$98.8K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…877$98.5K0.07%+713F-HRTimeline
CENTRAL TRUST Co872$97.9K<0.01%-33113F-HRTimeline
McClarren Financial Advisors, Inc.830$93K0.26%+49713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…827$92.9K0.01%+9013F-HRTimelineGroup
HHM Wealth Advisors, LLC820$92.1K0.01%013F-HRTimeline
Founders Financial Alliance, LLC775$87K0.02%+313F-HRTimeline
Sandy Spring Bank750$84.2K<0.01%013F-HRTimeline
WR Wealth Planners, LLC732$82.2K0.03%-92613F-HRTimeline
LRI Investments, LLC720$80.8K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC710$79.7K0.01%013F-HRTimeline
North Star Investment Management Corp.700$78.6K0.01%013F-HRTimeline
Nova Wealth Management, Inc.694$77.9K0.07%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC665$74.7K<0.01%-10013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOLLENCREST CAPITAL MANAGEMENT650$73K<0.01%013F-HRTimeline
Centricity Wealth Management, LLC622$69.8K0.07%13F-HRTimeline
Glassman Wealth Services593$66.6K0.01%+613F-HRTimeline
FSA Wealth Management LLC575$64.5K0.03%+1213F-HRTimeline
Key Financial Inc573$64.3K0.01%013F-HRTimeline
True Wealth Design, LLC572$64.2K0.02%013F-HRTimeline
PSI Advisors, LLC560$62.9K0.02%013F-HRTimeline
Legacy Investment Solutions, LLC542$62.3K0.04%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…542$62.3K0.04%013F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC551$61.9K0.08%+1413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV551$61.8K0.01%+113F-HRTimeline
EASTERN BANK545$61.2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.552$61K0.03%+26113F-HRTimeline
Tidemark, LLC534$59.9K0.02%013F-HRTimeline
Coppell Advisory Solutions LLC525$58.6K0.01%+5013F-HRTimeline
MONTAG A & ASSOCIATES INC501$56.3K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC500$56.1K<0.01%013F-HRTimeline
Financial Connections Group, Inc.495$55K0.03%-1313F-HRTimeline
Stephens Consulting, LLC474$53.2K0.01%013F-HRTimeline
Synergy Investment Management, LLC466$52.3K0.02%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP450$50.5K<0.01%013F-HRTimelineGroup
Compass Wealth Management LLC444$49.8K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.433$49.6K0.02%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…435$48.9K0.01%+9713F-HRTimeline
FIRST COMMUNITY TRUST NA435$48.8K0.03%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.415$46.6K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…414$46.5K<0.01%-52813F-HRTimeline
YANKCOM Partnership401$45K0.02%13F-HRTimeline
MGB Wealth Management, LLC400$44.9K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.398$44.7K0.02%13F-HRTimeline
Cornerstone Planning Group LLC374$43.3K0.01%-3113F-HRTimeline
Roxbury Financial LLC350$42.5K0.04%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.356$40K0.02%013F-HRTimeline
Caitlin John, LLC345$38.7K0.03%013F-HRTimeline
AllSquare Wealth Management LLC323$36.3K0.02%013F-HRTimeline
Avalon Trust Co300$33.7K<0.01%013F-HRTimeline
Westside Investment Management, Inc.297$33.3K0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC285$32K0.01%013F-HRTimeline
Providence First Trust Co270$30.3K0.01%new13F-HRTimeline
Financial Management Professionals, Inc.269$30.2K<0.01%-4013F-HRTimeline
Pinnacle Bancorp, Inc.250$28.1K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC250$28.1K0.01%013F-HRTimeline
NFSG Corp241$27.1K0.01%013F-HRTimeline
Laurel Wealth Advisors LLC234$26.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC230$25.7K<0.01%013F-HRTimeline
CITY HOLDING CO225$25.3K<0.01%013F-HRTimeline
Castleview Partners, LLC212$23.8K0.01%013F-HR/ATimeline
2UniFi Bank200$22.5K0.01%13F-HRTimeline
OARSMAN CAPITAL, INC.175$19.6K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…173$19.4K<0.01%-15413F-HRTimelineGroup
Parkworth Wealth Management, Inc.167$18.7K0.02%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC165$18.5K0.01%013F-HRTimeline
SYNTAX RESEARCH, INC.165$18.5K0.01%-22213F-HRTimeline
Global Trust Asset Management, LLC159$17.8K0.01%013F-HRTimeline
Bullock Wealth Management Group147$16.5K0.01%+213F-HRTimeline
Bangor Savings Bank138$15.5K<0.01%013F-HRTimeline
Transce3nd, LLC131$14.7K<0.01%13F-HRTimeline
Clarity Asset Management, Inc.129$14.5K0.01%+113F-HRTimeline
Decker Retirement Planning Inc.122$13.7K0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC120$13.5K0.01%13F-HRTimeline
Sound Income Strategies, LLC120$13.4K<0.01%+8613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC116$13K<0.01%-5813F-HRTimeline
Eukles Asset Management113$12.7K0.01%013F-HRTimeline
Towne Trust Company, N.A109$12.2K<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC106$11.9K0.01%13F-HRTimeline
Alexis Investment Partners, LLC103$11.6K0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC92$11K0.01%013F-HRTimeline
Venturi Wealth Management, LLC91$10.3K<0.01%013F-HRTimeline
LEE DANNER & BASS INC87$9.82K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.83$9.32K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV89$9K<0.01%013F-HRTimeline
Front Row Advisors LLC80$8.98K<0.01%-313F-HRTimeline
REAP Financial Group, LLC75$8.42K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.67$7.52K<0.01%-2413F-HRTimeline
Tortoise Investment Management, LLC66$7.41K<0.01%new13F-HR/ATimeline
Peoples Bank/KS66$7.41K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.64$7.18K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc60$7K<0.01%013F-HRTimeline
Lindbrook Capital, LLC59$6.62K<0.01%-8013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.59$6.61K<0.01%+1213F-HRTimelineGroup
Versant Capital Management, Inc58$6.51K<0.01%013F-HRTimeline
Clark Wealth Partners54$6.06K<0.01%13F-HRTimeline
Avion Wealth61$6K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC54$5.95K<0.01%+113F-HRTimeline
Avior Wealth Management, LLC47$5.28K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …44$4.94K<0.01%new13F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV38$4.28K<0.01%013F-HRTimeline
Blue Trust, Inc.35$3.9K<0.01%new13F-HR/ATimeline
Park Square Financial Group, LLC34$3.82K<0.01%13F-HRTimeline
Princeton Global Asset Management LLC32$3.59K<0.01%013F-HRTimeline
GAMMA Investing LLC32$3.59K<0.01%013F-HRTimeline
Silicon Valley Capital Partners31$3.48K<0.01%013F-HRTimeline
Costello Asset Management, INC31$3.44K<0.01%+113F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC30$3.37K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.26$2.92K<0.01%13F-HR/ATimeline
Eagle Bay Advisors LLC18$2.02K<0.01%013F-HRTimeline
Gould Capital, LLC18$2.02K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV20$2K<0.01%-5013F-HRTimeline
Mountain Hill Investment Partners Corp.16$1.78K<0.01%13F-HRTimeline
DUNCKER STREETT & CO INC14$1.57K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.13$1.53K0.14%-7,31413F-HRTimeline
Iron Horse Wealth Management, LLC10$1.15K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$786<0.01%+613F-HRTimelineGroup
Mainstream Capital Management LLC7$786<0.01%new13F-HRTimeline
Hurley Capital, LLC5$576<0.01%13F-HRTimeline
Nemes Rush Group LLC5$561<0.01%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…5$558<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC1$56<0.01%13F-HRTimeline
GeoWealth Management, LLC0$36<0.01%-13413F-HRTimelineAmount filed as zero, left out of ratios.
NewSquare Capital LLC0$13<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Cedar Mountain Advisors, LLC0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Plante Moran Financial Advisors, LLC0$00%-19613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.