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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

775 managers (784 13F filers) reported a position in HDV shares at 2025-09-30, 40,132,598 shares in all. 64 filers opened a position and 37 filers sold out during the quarter.

Managers
775
13F filers
784
New
64
Added
292
Reduced
250
Sold out
37
Shares held by filers
40,132,598

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Phoenix Wealth Advisors1,926$236K0.09%+12013F-HRTimeline
Huntleigh Advisors, Inc.1,886$231K0.04%-50913F-HRTimeline
Realta Investment Advisors1,883$231K0.08%+3813F-HRTimeline
San Luis Wealth Advisors LLC1,879$230K0.04%+1513F-HR/ATimeline
Beacon Financial Advisory LLC1,876$230K0.05%-2813F-HRTimeline
Clearstead Trust, LLC1,865$228K0.04%+1413F-HRTimeline
KELLY FINANCIAL GROUP LLC1,862$228K0.06%013F-HRTimeline
Rydar Equities, Inc.1,855$228K0.18%-1413F-HRTimeline
Indiana Trust & Investment Management Co1,841$225K0.07%013F-HRTimeline
CALTON & ASSOCIATES, INC.1,836$225K0.03%-9613F-HRTimeline
Pines Wealth Management, LLC1,824$223K0.08%-5813F-HRTimeline
Fiduciary Alliance LLC1,822$223K0.01%-14013F-HRTimeline
Moors & Cabot, Inc.1,819$223K0.01%-27013F-HRTimeline
Register Financial Advisors LLC1,811$222K0.09%+69113F-HRTimeline
Plan A Wealth LLC1,808$221K0.11%013F-HRTimeline
Salvus Wealth Management, LLC1,795$220K0.12%013F-HRTimeline
Southeast Asset Advisors, LLC1,790$219K0.02%013F-HRTimeline
Cascade Financial Partners, LLC1,780$218K0.02%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,779$218K0.01%-3,64713F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC1,775$217K0.01%013F-HRTimeline
NOVEM GROUP1,775$217K0.03%-32213F-HRTimeline
Financial Engines Advisors L.L.C.1,765$216K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,763$216K0.01%-4513F-HRTimeline
WHITTIER TRUST CO1,762$216K<0.01%013F-HRTimeline
Covenant Asset Management, LLC1,758$215K0.04%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,756$215K0.04%013F-HRTimeline
Watts Gwilliam & Co., LLC1,755$215K0.03%013F-HRTimeline
Accel Wealth Management1,750$214K0.06%-2013F-HRTimeline
WealthPLAN Partners, LLC1,743$213K0.03%new13F-HRTimeline
Larson Financial Group LLC1,729$212K0.01%+78513F-HRTimeline
Shared Vision Wealth Group LLC1,721$211K0.09%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,772$210K0.02%013F-HRTimeline
Keystone Wealth Services, LLC1,714$210K0.05%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,710$209K0.05%013F-HRTimeline
UPTICK PARTNERS, LLC1,709$209K0.05%new13F-HRTimeline
Valued Wealth Advisors LLC1,709$209K0.1%-1613F-HRTimeline
PDS Planning, Inc1,691$207K0.01%new13F-HRTimeline
Bison Wealth, LLC1,732$205K0.02%013F-HRTimeline
Abacus Planning Group, Inc.1,661$203K0.03%new13F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,672$196K0.02%-45013F-HRTimelineGroup
Palisade Asset Management, LLC1,589$195K0.02%new13F-HRTimeline
AlphaCore Capital LLC1,541$189K0.01%+413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,479$181K-138Timeline
Aptus Capital Advisors, LLC1,478$181K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,434$176K0.02%+2213F-HRTimeline
CENTAURUS FINANCIAL, INC.1,333$163K0.01%-16313F-HRTimeline
Signature Resources Capital Management,…1,219$149K0.08%-3413F-HRTimeline
Manchester Capital Management LLC1,166$143K0.02%013F-HRTimeline
Paladin Advisory Group, LLC1,159$142K0.11%-49513F-HRTimeline
Nalls Sherbakoff Group, LLC1,150$141K0.1%013F-HRTimeline
Horizon Investments, LLC1,076$132K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,076$132K0.01%+10313F-HRTimeline
Westfuller Advisors, LLC1,025$126K0.06%new13F-HRTimeline
New Republic Capital, LLC1,000$122K0.04%013F-HRTimeline
Rosenberg Matthew Hamilton948$116K0.03%013F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC918$112K0.05%013F-HRTimeline
Cheviot Value Management, LLC929$112K0.01%013F-HRTimeline
CVA Family Office, LLC885$108K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC861$105K<0.01%+25513F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC835$102K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC820$100K0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.804$98.5K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.796$97.5K<0.01%-14213F-HRTimeline
Founders Financial Alliance, LLC783$95.9K0.02%+65513F-HRTimeline
FSA Wealth Management LLC901$92.1K0.03%+813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp750$91.8K<0.01%013F-HRTimelineGroup
POM Investment Strategies, LLC750$91.8K0.05%new13F-HRTimeline
United Financial Planning Group LLC2,026$90.1K0.06%13F-HRTimeline
Cornerstone Planning Group LLC745$89.1K0.01%+513F-HRTimeline
LRI Investments, LLC720$88.2K0.01%013F-HRTimeline
Financial Connections Group, Inc.715$87K0.03%+22013F-HRTimeline
ROTHSCHILD INVESTMENT LLC710$86.9K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.708$86.7K0.06%+513F-HRTimeline
North Star Investment Management Corp.700$85.7K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC683$83.6K<0.01%+1813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT650$79.6K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC625$76.5K0.01%new13F-HRTimeline
Glassman Wealth Services606$74.2K0.01%+413F-HRTimeline
UMB Bank, n.a.605$74.1K<0.01%-1,47513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Financial Inc573$70.4K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP566$69.3K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.556$68.1K0.03%new13F-HRTimeline
EASTERN BANK545$66.7K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…542$66.4K0.03%013F-HRTimelineGroup
Tidemark, LLC534$65.4K0.02%013F-HRTimeline
Vermillion & White Wealth Management Gr…530$64.9K0.04%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC509$62.4K0.08%+1213F-HRTimeline
MONTAG A & ASSOCIATES INC501$61.4K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC500$61.2K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV494$60.4K<0.01%-2913F-HRTimeline
Fortitude Family Office, LLC490$60K0.02%013F-HRTimeline
True Wealth Design, LLC482$59K0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.482$59K0.04%+413F-HRTimeline
Stephens Consulting, LLC474$58K0.02%013F-HRTimeline
MMA ASSET MANAGEMENT LLC473$57.9K0.02%new13F-HRTimeline
Retirement Wealth Solutions LLC461$56.4K0.04%-4013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP450$55.1K<0.01%013F-HRTimelineGroup
Heartwood Wealth Advisors LLC444$54.4K0.01%new13F-HRTimeline
Harbor Asset Planning, Inc.439$53.7K0.05%+413F-HRTimeline
FIRST COMMUNITY TRUST NA435$53.3K0.04%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.415$50.8K0.02%013F-HRTimeline
Vermillion Wealth Management, Inc.407$49.9K0.01%+313F-HRTimeline
YANKCOM Partnership400$49.1K0.02%013F-HRTimeline
MGB Wealth Management, LLC400$49K0.01%013F-HRTimeline
Westside Investment Management, Inc.395$48.4K0.01%-1113F-HRTimeline
First Command Advisory Services, Inc.390$47.8K<0.01%new13F-HRTimeline
Roxbury Financial LLC356$43.5K0.04%+213F-HRTimeline
Rossmore Private Capital350$42.9K<0.01%new13F-HRTimeline
Caitlin John, LLC345$42.2K0.03%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…326$39.9K<0.01%013F-HRTimelineGroup
EPG Wealth Management LLC323$39.6K0.01%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise320$39K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…303$37.1K<0.01%+4013F-HRTimelineGroup
Avalon Trust Co300$36.7K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.267$32.6K<0.01%+313F-HRTimelineGroup
AllSquare Wealth Management LLC253$31K0.02%-7013F-HRTimeline
Financial Management Professionals, Inc.250$30.6K<0.01%-1913F-HRTimeline
Pinnacle Bancorp, Inc.250$30.6K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC250$30.6K0.01%013F-HRTimeline
CITY HOLDING CO225$27.6K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC224$27.5K0.01%+113F-HRTimeline
Community Bank, N.A.210$25.7K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC200$24.5K<0.01%013F-HRTimeline
Sound Income Strategies, LLC178$21.6K<0.01%-2,18713F-HRTimeline
SYNTAX RESEARCH, INC.165$20.2K0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC165$20.2K0.01%013F-HRTimeline
Hanson & Doremus Investment Management164$20K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC159$19.5K0.01%013F-HRTimeline
Bear Mountain Capital, Inc.153$18.8K0.01%+113F-HRTimeline
Bullock Wealth Management Group150$18.4K0.01%+113F-HRTimeline
Plante Moran Financial Advisors, LLC150$18.4K<0.01%new13F-HRTimeline
GAMMA Investing LLC146$17.9K<0.01%013F-HRTimeline
Bangor Savings Bank138$16.9K<0.01%013F-HRTimeline
CENTRAL TRUST Co133$16.3K<0.01%013F-HRTimeline
Seneschal Advisors, LLC130$15.9K0.01%new13F-HRTimeline
Clarity Asset Management, Inc.130$15.9K0.01%+113F-HRTimeline
Grove Bank & Trust120$14.7K<0.01%-49013F-HRTimeline
Medallion Wealth Advisors, LLC120$14.7K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC116$14.2K<0.01%013F-HRTimeline
Eukles Asset Management113$13.8K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.112$13.7K<0.01%013F-HRTimelineGroup
Towne Trust Company, N.A109$13.3K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC105$12.9K<0.01%+8313F-HRTimeline
Root Financial Partners, LLC104$12.8K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC102$12.5K<0.01%new13F-HRTimeline
Asset Dedication, LLC100$12.2K<0.01%-59513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC92$11.3K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.77$10K<0.01%013F-HRTimeline
Front Row Advisors LLC80$9.8K<0.01%013F-HRTimeline
REAP Financial Group, LLC75$9.18K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.64$7.84K<0.01%013F-HRTimeline
SIGNATUREFD, LLC61$7.51K<0.01%013F-HRTimeline
Versant Capital Management, Inc58$7.1K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc60$7K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC55$6.64K<0.01%new13F-HRTimeline
Aviso Financial Inc.52$6.37K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.50$6.12K<0.01%-3313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …44$5.39K<0.01%013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC33$4.04K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC32$3.92K<0.01%013F-HRTimeline
Silicon Valley Capital Partners31$3.8K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.26$3.18K<0.01%013F-HRTimeline
Avion Wealth32$3K<0.01%013F-HRTimeline
Gould Capital, LLC18$2.2K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV20$2K<0.01%013F-HR/ATimeline
Mountain Hill Investment Partners Corp.16$1.98K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15$1.84K<0.01%-6513F-HRTimelineGroup
DUNCKER STREETT & CO INC14$1.71K<0.01%013F-HRTimeline
TFC Financial Management, Inc.12$1.51K<0.01%new13F-HRTimeline
Hurley Capital, LLC5$639<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$398<0.01%new13F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC3$367<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC2$245<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.1$123<0.01%new13F-HRTimeline
Cloud Capital Management, LLC3$00%new13F-HRTimelineValue filed as zero, left out of ratios.