HDV ISHARES TR

CORE HIGH DV ETF (fund)

772 managers (781 13F filers) reported a position in HDV shares at 2025-03-31, 40,762,139 shares in all. 60 filers opened a position and 50 filers sold out during the quarter.

Managers: 772
13F filers: 781
New: 60
Added: 269
Reduced: 270
Sold out: 50
Shares held by filers: 40,762,139

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

Holder	Shares	Value	% of portfolio	Change	Source
San Luis Wealth Advisors LLC	1,850	$224K	0.05%	+13	13F-HR/A Timeline
Indiana Trust & Investment Management Co	1,841	$223K	0.08%	0	13F-HR Timeline
Clearstead Trust, LLC	1,836	$222K	0.05%	+12	13F-HR Timeline
SageView Advisory Group, LLC	1,835	$222K	0.01%	-48	13F-HR Timeline
Armor Investment Advisors, LLC	1,833	$222K	0.09%	0	13F-HR Timeline
Strategies Wealth Advisors, LLC	1,819	$220K	0.03%	0	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	1,808	$219K	0.02%	-574	13F-HR Timeline
Salvus Wealth Management, LLC	1,795	$217K	0.14%	0	13F-HR Timeline
Southeast Asset Advisors, LLC	1,790	$217K	0.03%	0	13F-HR Timeline
Beacon Financial Advisory LLC	1,781	$216K	0.07%	new	13F-HR Timeline
Cascade Financial Partners, LLC	1,780	$216K	0.03%	-500	13F-HR Timeline
AIMZ Investment Advisors, LLC	1,770	$214K	0.07%	new	13F-HR Timeline
Financial Engines Advisors L.L.C.	1,765	$214K	<0.01%	new	13F-HR Timeline
Covenant Asset Management, LLC	1,758	$213K	0.05%	-60	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	1,756	$213K	0.05%	new	13F-HR Timeline
WHITTIER TRUST CO	1,754	$212K	<0.01%	0	13F-HR Timeline
Curi Capital, LLC	1,750	$212K	0.01%	new	13F-HR Timeline
Valued Wealth Advisors LLC	1,742	$211K	0.13%	-9	13F-HR Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.	1,937	$210K	<0.01%	-3,865	13F-HR Timeline Group
Clayton Financial Group LLC	1,728	$209K	0.08%	new	13F-HR Timeline
Obermeyer Wealth Partners	1,718	$208K	0.01%	new	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	1,710	$207K	0.08%	new	13F-HR Timeline
PDS Planning, Inc	1,678	$203K	0.02%	new	13F-HR Timeline
Accel Wealth Management	1,670	$202K	0.07%	new	13F-HR Timeline
RWA WEALTH PARTNERS, LLC	1,666	$202K	<0.01%	new	13F-HR Timeline
Abacus Planning Group, Inc.	1,661	$201K	0.04%	new	13F-HR Timeline
First Horizon Advisors, Inc.	1,620	$196K	0.01%	-188	13F-HR Timeline
AdvisorNet Financial, Inc	1,611	$195K	0.01%	+548	13F-HR Timeline
Horizon Investments, LLC	1,560	$189K	0.01%	-772	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	1,535	$186K	0.01%	0	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	1,503	$182K		-169	Timeline Colonial Trust Co / SC: 1,240 (0.02%) 13F-HR Colonial Trust Advisors: 263 (<0.01%) 13F-HR
Aptus Capital Advisors, LLC	1,488	$180K	<0.01%	-1	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	1,471	$178K	0.01%	-10	13F-HR Timeline
Moser Wealth Advisors, LLC	1,450	$176K	0.09%	new	13F-HR Timeline
Acropolis Investment Management, LLC	1,425	$173K	0.01%	0	13F-HR Timeline
Golden State Wealth Management, LLC	1,395	$169K	0.03%	-21	13F-HR/A Timeline
Signature Resources Capital Management,…	1,253	$152K	0.13%	0	13F-HR Timeline
Manchester Capital Management LLC	1,166	$141K	0.02%	0	13F-HR Timeline
Nalls Sherbakoff Group, LLC	1,150	$139K	0.11%		13F-HR Timeline
Paladin Advisory Group, LLC	1,142	$138K	0.11%	-6	13F-HR Timeline
Register Financial Advisors LLC	1,134	$137K	0.07%	+3	13F-HR Timeline
New Republic Capital, LLC	1,000	$121K	0.05%	0	13F-HR Timeline
Centerpoint Advisors, LLC	1,000	$121K	0.04%	0	13F-HR Timeline
AlphaCore Capital LLC	985	$119K	0.01%	new	13F-HR Timeline
Capital Investment Advisory Services, L…	970	$117K	0.01%	+556	13F-HR Timeline
Sandy Spring Bank	967	$117K	<0.01%	+217	13F-HR Timeline
Rosenberg Matthew Hamilton	948	$115K	0.03%	0	13F-HR Timeline
Larson Financial Group LLC	944	$114K	0.01%	0	13F-HR Timeline
GRAND WEALTH MANAGEMENT, LLC	918	$111K	0.06%	0	13F-HR Timeline
CVA Family Office, LLC	885	$107K	0.02%	-302	13F-HR Timeline
Cheviot Value Management, LLC	929	$107K	0.01%	new	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	880	$107K	0.01%	0	13F-HR Timeline
McClarren Financial Advisors, Inc.	340	$101K	0.07%	-490	13F-HR Timeline
HHM Wealth Advisors, LLC	820	$99.3K	0.01%	0	13F-HR Timeline
Founders Financial Alliance, LLC	778	$94.2K	0.02%	+3	13F-HR Timeline
LRI Investments, LLC	720	$87.2K	0.01%	0	13F-HR Timeline
Cornerstone Planning Group LLC	759	$86.1K	0.02%	+385	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	710	$86K	0.01%	0	13F-HR Timeline
North Star Investment Management Corp.	700	$84.8K	0.01%	0	13F-HR Timeline
Nova Wealth Management, Inc.	698	$84.5K	0.07%	+4	13F-HR/A Timeline
SALEM INVESTMENT COUNSELORS INC	665	$80.5K	<0.01%	0	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	661	$80.1K	0.01%	+226	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	650	$78.7K	<0.01%	0	13F-HR Timeline
Smartleaf Asset Management LLC	656	$78.4K	0.01%	+426	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	630	$76.3K	<0.01%	-1,569	13F-HR Timeline Group
Sound Income Strategies, LLC	628	$76.1K	<0.01%	+508	13F-HR Timeline
Centricity Wealth Management, LLC	622	$75.3K	0.07%	0	13F-HR Timeline
Grove Bank & Trust	610	$73.9K	0.01%	new	13F-HR Timeline
Glassman Wealth Services	597	$72.3K	0.01%	+4	13F-HR Timeline
Synergy Investment Management, LLC	591	$71.6K	0.03%	+125	13F-HR Timeline
Key Financial Inc	573	$69.4K	0.02%	0	13F-HR Timeline
True Wealth Design, LLC	572	$69.3K	0.03%	0	13F-HR Timeline
PSI Advisors, LLC	560	$67.8K	0.02%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	552	$66.8K	0.01%	+1	13F-HR Timeline
EASTERN BANK	545	$66K	<0.01%	0	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	542	$65.6K	0.05%	0	13F-HR Timeline Group
Tidemark, LLC	534	$64.7K	0.02%	0	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	531	$64.4K	0.09%	-20	13F-HR Timeline
Vermillion & White Wealth Management Gr…	530	$64.2K	0.05%	-347	13F-HR Timeline
MONTAG A & ASSOCIATES INC	501	$60.7K	<0.01%	0	13F-HR Timeline
QUADRANT CAPITAL GROUP LLC	500	$60.6K	<0.01%	0	13F-HR Timeline
Fortitude Family Office, LLC	490	$59.3K	0.02%	-1,900	13F-HR Timeline
Financial Connections Group, Inc.	495	$59K	0.03%	0	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	474	$57.4K	0.04%	new	13F-HR Timeline
Stephens Consulting, LLC	474	$57.4K	0.01%	0	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	450	$54.5K	0.01%	0	13F-HR Timeline Group
Compass Wealth Management LLC	444	$53.8K	0.01%	0	13F-HR Timeline
FIRST COMMUNITY TRUST NA	435	$52.7K	0.05%	0	13F-HR Timeline
AMERIFLEX GROUP, INC.	433	$52.4K	0.02%	0	13F-HR Timeline
Westside Investment Management, Inc.	419	$50.7K	0.01%	+122	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	415	$50.3K	0.02%	0	13F-HR Timeline
YANKCOM Partnership	400	$48.6K	0.03%	-1	13F-HR Timeline
Vermillion Wealth Management, Inc.	401	$48.6K	0.01%	+3	13F-HR Timeline
MGB Wealth Management, LLC	400	$48.4K	0.02%	0	13F-HR Timeline
Headlands Technologies LLC	383	$46.4K	0.01%	new	13F-HR Timeline
Roxbury Financial LLC	352	$42.5K	0.04%	+2	13F-HR Timeline
EQ WEALTH ADVISORS, LLC	328	$39.7K	0.03%	new	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	326	$39.5K	<0.01%	-501	13F-HR Timeline Group
AllSquare Wealth Management LLC	323	$39.1K	0.02%	0	13F-HR Timeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise	320	$39K	<0.01%		13F-HR Timeline Group
Avalon Trust Co	300	$36.3K	<0.01%	0	13F-HR Timeline
CENTRAL TRUST Co	298	$36.1K	<0.01%	-574	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	296	$36K	0.02%	-256	13F-HR Timeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	293	$35.5K	<0.01%	+120	13F-HR Timeline Group
Financial Management Professionals, Inc.	269	$32.6K	<0.01%	0	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	262	$31.8K	<0.01%	+203	13F-HR Timeline Group
Pinnacle Bancorp, Inc.	250	$30.3K	0.01%	0	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	250	$30.3K	0.02%	0	13F-HR Timeline
NFSG Corp	242	$29.3K	0.01%	+1	13F-HR Timeline
Laurel Wealth Advisors LLC	234	$28.3K	<0.01%	0	13F-HR Timeline
CITY HOLDING CO	225	$27.3K	<0.01%	0	13F-HR Timeline
Community Bank, N.A.	210	$25.4K	<0.01%	-890	13F-HR Timeline
SIGNATUREFD, LLC	195	$23.7K	<0.01%	-1,968	13F-HR Timeline
Parkworth Wealth Management, Inc.	167	$20.2K	0.02%	0	13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	165	$20K	0.01%	0	13F-HR Timeline
SYNTAX RESEARCH, INC.	165	$20K	0.01%	0	13F-HR Timeline
Global Trust Asset Management, LLC	159	$19.3K	0.01%	0	13F-HR Timeline
FSA Wealth Management LLC	309	$17.8K	0.01%	-266	13F-HR Timeline
Bullock Wealth Management Group	148	$17.8K	0.01%	+1	13F-HR Timeline
Bear Mountain Capital, Inc.	151	$17.4K	0.01%	new	13F-HR Timeline
Bangor Savings Bank	138	$16.7K	<0.01%	0	13F-HR Timeline
Clarity Asset Management, Inc.	129	$15.6K	0.01%	0	13F-HR Timeline
Medallion Wealth Advisors, LLC	120	$14.5K	0.01%	0	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	116	$14.1K	<0.01%	0	13F-HR Timeline
Eukles Asset Management	113	$13.7K	0.01%	0	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	112	$13.6K	<0.01%	new	13F-HR Timeline Group
Towne Trust Company, N.A	109	$13.2K	<0.01%	0	13F-HR Timeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.	107	$13K	0.01%	new	13F-HR Timeline Group
Decker Retirement Planning Inc.	98	$11.9K	0.01%	-24	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	92	$11K	0.01%	0	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	83	$10.1K	<0.01%	0	13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	89	$10K	<0.01%	0	13F-HR Timeline
N.E.W. Advisory Services LLC	82	$9.93K	<0.01%	new	13F-HR Timeline
Front Row Advisors LLC	80	$9.69K	<0.01%	0	13F-HR Timeline
REAP Financial Group, LLC	75	$9.08K	<0.01%	0	13F-HR Timeline
Cape Investment Advisory, Inc.	67	$8.12K	<0.01%	0	13F-HR Timeline
Tortoise Investment Management, LLC	66	$7.99K	<0.01%	0	13F-HR/A Timeline
Peoples Bank/KS	66	$7.99K	0.01%	0	13F-HR Timeline
Physician Wealth Advisors, Inc.	64	$7.75K	<0.01%	0	13F-HR Timeline
Lindbrook Capital, LLC	59	$7.15K	<0.01%	0	13F-HR Timeline
Versant Capital Management, Inc	58	$7.03K	<0.01%	0	13F-HR Timeline
Roble, Belko & Company, Inc	60	$7K	<0.01%	0	13F-HR Timeline
Transce3nd, LLC	57	$6.9K	<0.01%	-74	13F-HR Timeline
First Command Advisory Services, Inc.	55	$6.66K	<0.01%	new	13F-HR Timeline
Aviso Financial Inc.	52	$6.29K	<0.01%	new	13F-HR Timeline
Avion Wealth	61	$6K	<0.01%	0	13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	44	$5.33K	<0.01%	0	13F-HR Timeline Group
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	38	$4.65K	<0.01%	0	13F-HR Timeline
Blue Trust, Inc.	35	$4.23K	<0.01%	0	13F-HR Timeline
Park Square Financial Group, LLC	34	$4.12K	<0.01%	0	13F-HR Timeline
Princeton Global Asset Management LLC	32	$3.88K	<0.01%	0	13F-HR Timeline
GAMMA Investing LLC	32	$3.88K	<0.01%	0	13F-HR/A Timeline
Costello Asset Management, INC	31	$3.73K	<0.01%	0	13F-HR Timeline
Silicon Valley Capital Partners	31	$3.7K	<0.01%	0	13F-HR Timeline
Bernard Wealth Management Corp.	26	$3.15K	<0.01%	0	13F-HR Timeline
Gould Capital, LLC	18	$2.18K	<0.01%	0	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	20	$2K	<0.01%	0	13F-HR Timeline
Mountain Hill Investment Partners Corp.	16	$1.93K	<0.01%	0	13F-HR Timeline
Asset Dedication, LLC	15	$1.82K	<0.01%	new	13F-HR Timeline
DUNCKER STREETT & CO INC	14	$1.7K	<0.01%	0	13F-HR Timeline
Capital A Wealth Management, LLC	14	$1.7K	<0.01%	new	13F-HR Timeline
SVB WEALTH LLC	13	$1.57K	<0.01%	new	13F-HR Timeline
Iron Horse Wealth Management, LLC	10	$1.25K	<0.01%	0	13F-HR Timeline
Hexagon Capital Partners LLC	10	$1.22K	<0.01%	new	13F-HR Timeline
Hurley Capital, LLC	5	$622	<0.01%	0	13F-HR Timeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…	5	$606	<0.01%	0	13F-HR Timeline
Nemes Rush Group LLC	5	$606	<0.01%	0	13F-HR Timeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…	5	$588	<0.01%	-2	13F-HR Timeline Group
Retirement Wealth Solutions LLC	1	$62	<0.01%	0	13F-HR Timeline
NewSquare Capital LLC	0	$14	<0.01%	0	13F-HR TimelineAmount filed as zero, left out of ratios.
Cedar Mountain Advisors, LLC	0	$2	<0.01%	0	13F-HR TimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		-9,191	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.