HDV ISHARES TR

CORE HIGH DV ETF (fund)

751 managers (762 13F filers) reported a position in HDV shares at 2025-06-30, 39,624,907 shares in all. 38 filers opened a position and 57 filers sold out during the quarter.

Managers: 751
13F filers: 762
New: 38
Added: 281
Reduced: 260
Sold out: 57
Shares held by filers: 39,624,907

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Patriot Financial Group Insurance Agenc…	1,791	$210K	0.02%	-96	13F-HR Timeline
Southeast Asset Advisors, LLC	1,790	$210K	0.02%	0	13F-HR Timeline
Cascade Financial Partners, LLC	1,780	$209K	0.03%	0	13F-HR Timeline
AIMZ Investment Advisors, LLC	1,780	$209K	0.07%	+10	13F-HR Timeline
Dorsey & Whitney Trust CO LLC	1,775	$208K	0.01%	new	13F-HR Timeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…	1,772	$208K	0.02%	-36	13F-HR Timeline
Accel Wealth Management	1,770	$207K	0.07%	+100	13F-HR Timeline
Bison Wealth, LLC	1,732	$207K	0.02%	new	13F-HR Timeline
Financial Engines Advisors L.L.C.	1,765	$207K	<0.01%	0	13F-HR Timeline
WHITTIER TRUST CO	1,762	$206K	<0.01%	+8	13F-HR Timeline
Covenant Asset Management, LLC	1,758	$206K	0.04%	0	13F-HR Timeline
WHALEROCK POINT PARTNERS, LLC	1,756	$206K	0.04%	0	13F-HR Timeline
PBMares Wealth Management LLC	1,745	$204K	0.04%	-155	13F-HR Timeline
Shared Vision Wealth Group LLC	1,720	$203K	0.1%	new	13F-HR Timeline
Valued Wealth Advisors LLC	1,725	$202K	0.11%	-17	13F-HR Timeline
BAKER TILLY WEALTH MANAGEMENT, LLC	1,710	$200K	0.07%	0	13F-HR Timeline
Paladin Advisory Group, LLC	1,654	$194K	0.15%	+512	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	1,617	$189K		+114	Timeline Colonial Trust Co / SC: 1,304 (0.02%) 13F-HR Colonial Trust Advisors: 313 (<0.01%) 13F-HR
First Horizon Advisors, Inc.	1,599	$187K	<0.01%	-21	13F-HR Timeline
Bogart Wealth, LLC	1,588	$186K	0.01%	-5,132	13F-HR Timeline
AlphaCore Capital LLC	1,537	$180K	0.01%	+552	13F-HR Timeline
CENTAURUS FINANCIAL, INC.	1,496	$175K	0.01%	+25	13F-HR Timeline
Aptus Capital Advisors, LLC	1,478	$173K	<0.01%	-10	13F-HR Timeline
Moser Wealth Advisors, LLC	1,450	$170K	0.08%	0	13F-HR Timeline
Golden State Wealth Management, LLC	1,412	$166K	0.02%	+17	13F-HR Timeline
Signature Resources Capital Management,…	1,253	$147K	0.09%	0	13F-HR Timeline
Manchester Capital Management LLC	1,166	$137K	0.02%	0	13F-HR Timeline
Nalls Sherbakoff Group, LLC	1,150	$135K	0.1%	0	13F-HR Timeline
Register Financial Advisors LLC	1,120	$131K	0.06%	-14	13F-HR Timeline
Horizon Investments, LLC	1,076	$126K	<0.01%	-484	13F-HR Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	1,000	$119K	<0.01%	new	13F-HR Timeline Group
New Republic Capital, LLC	1,000	$117K	0.04%	0	13F-HR Timeline
Capital Investment Advisory Services, L…	973	$114K	0.01%	+3	13F-HR Timeline
Cheviot Value Management, LLC	929	$112K	0.01%	0	13F-HR Timeline
Rosenberg Matthew Hamilton	948	$111K	0.03%	0	13F-HR Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS	947	$111K	<0.01%	-8,857	13F-HR Timeline Group
Larson Financial Group LLC	944	$111K	<0.01%	0	13F-HR Timeline
Blue Trust, Inc.	938	$110K	<0.01%	+903	13F-HR Timeline
GRAND WEALTH MANAGEMENT, LLC	918	$108K	0.06%	0	13F-HR Timeline
CVA Family Office, LLC	885	$104K	0.01%	0	13F-HR Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC	880	$103K	0.01%	0	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	835	$97.8K	0.01%	-700	13F-HR Timeline
HHM Wealth Advisors, LLC	820	$96.1K	0.01%	0	13F-HR Timeline
Cornerstone Planning Group LLC	740	$88.2K	0.02%	-19	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	750	$87.9K	<0.01%	new	13F-HR Timeline Group
FSA Wealth Management LLC	893	$87.4K	0.03%	+584	13F-HR Timeline
LRI Investments, LLC	720	$84.4K	0.01%	0	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	710	$83.2K	0.01%	0	13F-HR Timeline
Nova Wealth Management, Inc.	703	$82.4K	0.06%	+5	13F-HR Timeline
North Star Investment Management Corp.	700	$82K	0.01%	0	13F-HR Timeline
Asset Dedication, LLC	695	$81.4K	0.01%	+680	13F-HR Timeline
SALEM INVESTMENT COUNSELORS INC	665	$77.9K	<0.01%	0	13F-HR/A Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	663	$77.8K	0.01%	+2	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	650	$76.2K	<0.01%	0	13F-HR Timeline
Centricity Wealth Management, LLC	622	$72.9K	0.06%	0	13F-HR Timeline
Grove Bank & Trust	610	$71.5K	0.01%	0	13F-HR Timeline
ASSETMARK, INCin group ASSETMARK, INC	606	$71K	<0.01%	-24	13F-HR Timeline Group
Glassman Wealth Services	602	$70.5K	0.01%	+5	13F-HR Timeline
Key Financial Inc	573	$67.1K	0.01%	0	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	566	$66.3K	0.01%	new	13F-HR Timeline
EASTERN BANK	545	$63.9K	<0.01%	0	13F-HR Timeline
Legacy Investment Solutions, LLC	542	$63.5K	0.03%		13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	542	$63.5K	0.03%	0	13F-HR Timeline Group
Tidemark, LLC	534	$62.6K	0.02%	0	13F-HR Timeline
Vermillion & White Wealth Management Gr…	530	$62.1K	0.04%	0	13F-HR Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV	523	$61.2K	<0.01%	-29	13F-HR Timeline
MONTAG A & ASSOCIATES INC	501	$58.8K	<0.01%	0	13F-HR Timeline
Retirement Wealth Solutions LLC	501	$58.6K	0.04%	+500	13F-HR Timeline
Choate Investment Advisors	500	$58.6K	<0.01%	new	13F-HR Timeline
CLEAR INVESTMENT RESEARCH, LLC	497	$58.3K	0.07%	-34	13F-HR Timeline
Fortitude Family Office, LLC	490	$57.4K	0.02%	0	13F-HR Timeline
Financial Connections Group, Inc.	495	$57K	0.02%	0	13F-HR Timeline
True Wealth Design, LLC	482	$56.5K	0.02%	-90	13F-HR Timeline
Marshall & Sterling Wealth Advisors Inc.	478	$56K	0.04%	+4	13F-HR Timeline
Stephens Consulting, LLC	474	$55.5K	0.01%	0	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	450	$52.7K	<0.01%	0	13F-HR Timeline Group
Harbor Asset Planning, Inc.	435	$51K	0.05%		13F-HR Timeline
FIRST COMMUNITY TRUST NA	435	$51K	0.04%	0	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	415	$48.6K	0.02%	0	13F-HR Timeline
Westside Investment Management, Inc.	406	$47.6K	0.01%	-13	13F-HR Timeline
Vermillion Wealth Management, Inc.	404	$47.3K	0.02%	+3	13F-HR Timeline
YANKCOM Partnership	400	$47K	0.02%	0	13F-HR Timeline
MGB Wealth Management, LLC	400	$46.9K	0.02%	0	13F-HR Timeline
Chung Wu Investment Group, LLC	400	$46.9K	0.05%	new	13F-HR Timeline
Roxbury Financial LLC	354	$41.5K	0.04%	+2	13F-HR Timeline
EQ WEALTH ADVISORS, LLC	328	$38.4K	0.03%	0	13F-HR Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…	326	$38.2K	<0.01%	0	13F-HR Timeline Group
AllSquare Wealth Management LLC	323	$37.8K	0.02%	0	13F-HR Timeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise	320	$37K	<0.01%	0	13F-HR Timeline Group
Avalon Trust Co	300	$35.2K	<0.01%	0	13F-HR Timeline
Financial Management Professionals, Inc.	269	$31.5K	<0.01%	0	13F-HR Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.	264	$31K	<0.01%	+2	13F-HR Timeline Group
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…	263	$30.8K	<0.01%	-30	13F-HR Timeline Group
Pinnacle Bancorp, Inc.	250	$29.3K	0.01%	0	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	250	$29.3K	0.01%	0	13F-HR Timeline
CITY HOLDING CO	225	$26.4K	<0.01%	0	13F-HR Timeline
MB, LEVIS & ASSOCIATES, LLC	223	$26.1K	0.01%	new	13F-HR Timeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.	216	$25.3K	0.01%	+109	13F-HR/A Timeline Group
Community Bank, N.A.	210	$24.6K	<0.01%	0	13F-HR Timeline
IAG Wealth Partners, LLC	200	$23.4K	<0.01%	new	13F-HR Timeline
Iron Horse Wealth Management, LLC	168	$19.7K	0.01%	+158	13F-HR Timeline
Parkworth Wealth Management, Inc.	167	$19.5K	0.01%	0	13F-HR Timeline
SYNTAX RESEARCH, INC.	165	$19.3K	0.01%	0	13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	165	$19.3K	0.01%	0	13F-HR Timeline
Hanson & Doremus Investment Management	164	$19K	<0.01%	new	13F-HR Timeline
Global Trust Asset Management, LLC	159	$18.6K	0.01%	0	13F-HR Timeline
Bear Mountain Capital, Inc.	152	$18.1K	0.01%	+1	13F-HR Timeline
Bullock Wealth Management Group	149	$17.6K	0.01%	+1	13F-HR Timeline
GAMMA Investing LLC	146	$17.1K	<0.01%	+114	13F-HR Timeline
Bangor Savings Bank	138	$16.2K	<0.01%	0	13F-HR Timeline
CENTRAL TRUST Co	133	$15.6K	<0.01%	-165	13F-HR Timeline
Clarity Asset Management, Inc.	129	$15.2K	0.01%	0	13F-HR Timeline
Founders Financial Alliance, LLC	128	$15K	<0.01%	-650	13F-HR Timeline
Medallion Wealth Advisors, LLC	120	$14.2K	0.01%	0	13F-HR Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC	116	$13.6K	<0.01%	0	13F-HR Timeline
Eukles Asset Management	113	$13.2K	0.01%	0	13F-HR Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	112	$13.1K	<0.01%	0	13F-HR Timeline Group
Towne Trust Company, N.A	109	$12.8K	<0.01%	0	13F-HR/A Timeline
PIN OAK INVESTMENT ADVISORS INC	92	$11K	0.01%	0	13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	89	$10K	<0.01%	0	13F-HR Timeline
BROWN, LISLE/CUMMINGS, INC.	83	$9.72K	<0.01%	0	13F-HR Timeline
CITIGROUP INCin group CITIGROUP INC	80	$9.37K	<0.01%	-2,546	13F-HR Timeline Group
Front Row Advisors LLC	80	$9.37K	<0.01%	0	13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	77	$9K	<0.01%	-219	13F-HR Timeline
REAP Financial Group, LLC	75	$8.79K	<0.01%	0	13F-HR Timeline
Cape Investment Advisory, Inc.	67	$7.85K	<0.01%	0	13F-HR Timeline
Physician Wealth Advisors, Inc.	64	$7.5K	<0.01%	0	13F-HR Timeline
Transce3nd, LLC	61	$7.15K	<0.01%	+4	13F-HR Timeline
SIGNATUREFD, LLC	61	$7.13K	<0.01%	-134	13F-HR Timeline
Roble, Belko & Company, Inc	60	$7K	<0.01%	0	13F-HR Timeline
Versant Capital Management, Inc	58	$6.8K	<0.01%	0	13F-HR Timeline
Aviso Financial Inc.	52	$6.09K	<0.01%	0	13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	44	$5.16K	<0.01%	0	13F-HR Timeline Group
Headlands Technologies LLC	40	$4.69K	<0.01%	-343	13F-HR Timeline
Princeton Global Asset Management LLC	32	$3.75K	<0.01%	0	13F-HR Timeline
Costello Asset Management, INC	31	$3.64K	<0.01%	0	13F-HR Timeline
Silicon Valley Capital Partners	31	$3.63K	<0.01%	0	13F-HR Timeline
Bernard Wealth Management Corp.	26	$3.05K	<0.01%	0	13F-HR Timeline
Avion Wealth	32	$3K	<0.01%	-29	13F-HR/A Timeline
Providence Capital Advisors, LLC	22	$2.58K	<0.01%	new	13F-HR Timeline
Gould Capital, LLC	18	$2.11K	<0.01%	0	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	20	$2K	<0.01%	0	13F-HR Timeline
Koesten, Hirschmann & Crabtree, INC.	17	$1.95K	<0.01%	new	13F-HR Timeline
Mountain Hill Investment Partners Corp.	16	$1.88K	<0.01%	0	13F-HR Timeline
DUNCKER STREETT & CO INC	14	$1.64K	<0.01%	0	13F-HR Timeline
Keystone Global Partners, LLC	11	$1.29K	<0.01%	new	13F-HR Timeline
Hurley Capital, LLC	5	$607	<0.01%	0	13F-HR Timeline
Private Wealth Asset Management, LLC	2	$234	<0.01%	new	13F-HR Timeline
NewSquare Capital LLC	0	$13	<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		0	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.