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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

801 managers (813 13F filers) reported a position in HDV shares at 2025-12-31, 42,885,841 shares in all. 48 filers opened a position and 51 filers sold out during the quarter.

Managers
801
13F filers
813
New
48
Added
323
Reduced
229
Sold out
51
Shares held by filers
42,885,841

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Maridea Wealth Management LLC2,025$246K0.04%-1313F-HRTimeline
Wilmington Savings Fund Society, FSB2,024$246K0.01%013F-HRTimeline
MATHER GROUP, LLC.2,022$246K<0.01%-3113F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC2,011$245K0.07%013F-HRTimeline
Marshall Financial Group, LLC2,010$244K0.05%013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC2,009$244K0.06%-5213F-HRTimelineGroup
TopTier Wealth Management, LLC1,954$238K0.16%13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC1,950$237K0.04%+213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,928$234K<0.01%-2013F-HRTimelineGroup
Huntleigh Advisors, Inc.1,925$234K0.04%+3913F-HRTimeline
Accel Wealth Management1,907$232K0.06%+15713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,906$232K0.01%-46613F-HRTimelineGroup
Pettinga Financial Advisors LLC1,900$231K0.04%new13F-HRTimeline
San Luis Wealth Advisors LLC1,898$231K0.04%+1913F-HRTimeline
KTF INVESTMENTS, LLC1,894$230K0.04%13F-HRTimeline
Plan A Wealth LLC1,893$230K0.11%+8513F-HRTimeline
Pines Wealth Management, LLC1,876$228K0.07%+5213F-HRTimeline
Biltmore Family Office, LLC1,871$228K0.03%new13F-HRTimeline
Midwestern Financial, LLC /IA1,871$227K0.19%-1,11413F-HRTimeline
Clearstead Trust, LLC1,865$227K0.04%013F-HRTimeline
KELLY FINANCIAL GROUP LLC1,862$226K0.06%013F-HRTimeline
Indiana Trust & Investment Management Co1,841$224K0.07%013F-HRTimeline
Rydar Equities, Inc.1,841$224K0.17%-1413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,840$224K0.02%+6813F-HRTimeline
Shared Vision Wealth Group LLC1,722$223K0.09%+113F-HRTimeline
Register Financial Advisors LLC1,825$222K0.09%+1413F-HRTimeline
Covenant Asset Management, LLC1,823$222K0.04%+6513F-HRTimeline
SWMG, LLC1,613$221K0.06%new13F-HRTimeline
NOVEM GROUP1,808$220K0.03%+3313F-HRTimeline
Financial Engines Advisors L.L.C.1,804$219K<0.01%+3913F-HRTimeline
Realta Investment Advisors1,802$219K0.07%-8113F-HRTimeline
Meramec Financial Planners, LLC1,597$219K0.09%13F-HRTimeline
Salvus Wealth Management, LLC1,795$218K0.12%013F-HRTimeline
Southeast Asset Advisors, LLC1,790$218K0.02%013F-HRTimeline
Arta Finance Wealth Management LLC1,789$218K0.11%13F-HRTimeline
Fiduciary Alliance LLC1,785$217K0.01%-3713F-HRTimeline
WealthPLAN Partners, LLC1,783$217K0.03%+4013F-HRTimeline
Cascade Financial Partners, LLC1,780$216K0.02%013F-HRTimeline
AlphaCore Capital LLC1,776$216K<0.01%+23513F-HRTimeline
Dorsey & Whitney Trust CO LLC1,775$216K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,762$214K0.01%-113F-HRTimeline
CALTON & ASSOCIATES, INC.1,760$214K0.03%-7613F-HRTimeline
WHITTIER TRUST CO1,754$214K<0.01%-813F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,756$214K0.04%013F-HRTimeline
Latitude Advisors, LLC1,743$212K0.09%new13F-HRTimeline
UPTICK PARTNERS, LLC1,717$209K0.04%+813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,711$208K0.05%+113F-HRTimeline
Valued Wealth Advisors LLC1,709$208K0.09%013F-HRTimeline
Keystone Wealth Services, LLC1,705$207K0.04%-913F-HRTimeline
PDS Planning, Inc1,699$207K0.01%+813F-HRTimeline
Beacon Financial Advisory LLC1,683$205K0.05%-19313F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,678$204K0.01%new13F-HRTimeline
Thrive Capital Management, LLC1,671$203K0.05%-43013F-HRTimeline
Strategic Financial Concepts, LLC1,669$203K0.19%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,668$203K0.03%+18913F-HRTimelineGroup
Foundations Investment Advisors, LLC1,668$203K<0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd1,665$202K<0.01%-2,98713F-HRTimeline
Abacus Planning Group, Inc.1,661$202K0.03%013F-HRTimeline
Storen Legacy Partners, LLC1,656$201K0.06%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,648$200K0.01%-13113F-HRTimelineGroup
Aptus Capital Advisors, LLC1,478$180K<0.01%013F-HRTimeline
Dunhill Financial, LLC1,445$176K0.04%-1,69813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,360$165K<0.01%+1,34513F-HRTimelineGroup
Larson Financial Group LLC1,346$164K0.01%-38313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,339$163K0.06%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,190$145K<0.01%+32913F-HRTimelineGroup
Manchester Capital Management LLC1,166$142K0.02%013F-HRTimeline
Paladin Advisory Group, LLC1,159$141K0.1%013F-HRTimeline
Triumph Capital Management1,158$141K0.03%new13F-HRTimeline
Nalls Sherbakoff Group, LLC1,150$140K0.1%013F-HRTimeline
Capital Investment Advisory Services, L…1,080$131K0.01%+413F-HRTimeline
Westfuller Advisors, LLC1,036$126K0.05%+1113F-HRTimeline
Horizon Investments, LLC1,012$123K<0.01%-6413F-HRTimeline
CENTAURUS FINANCIAL, INC.1,012$123K0.01%-32113F-HRTimeline
Golden State Wealth Management, LLC1,006$122K0.01%-42813F-HRTimeline
Vision Retirement, LLC1,002$122K0.03%13F-HRTimeline
New Republic Capital, LLC1,000$122K0.03%013F-HRTimeline
Cheviot Value Management, LLC894$117K0.01%-3513F-HRTimeline
Rosenberg Matthew Hamilton948$115K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…945$115K<0.01%+61913F-HRTimelineGroup
GRAND WEALTH MANAGEMENT, LLC918$112K0.05%013F-HRTimeline
CVA Family Office, LLC885$108K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC835$102K0.01%013F-HRTimeline
Blue Trust, Inc.822$100K<0.01%+2613F-HRTimeline
HHM Wealth Advisors, LLC820$99.7K0.01%013F-HRTimeline
Cornerstone Planning Group LLC752$98K0.02%+713F-HRTimeline
Nova Wealth Management, Inc.783$95.2K0.07%+7513F-HRTimeline
Vermillion & White Wealth Management Gr…780$94.9K0.05%+25013F-HRTimeline
LRI Investments, LLC720$87.6K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC710$86.3K<0.01%013F-HRTimeline
Financial Connections Group, Inc.715$86K0.03%013F-HRTimeline
North Star Investment Management Corp.700$85.1K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT650$79K<0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA870$78.9K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC625$76.5K0.01%013F-HRTimeline
Glassman Wealth Services613$74.5K0.01%+713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding610$74.2K-3,588Timeline
UMB Bank, n.a.605$73.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Financial Inc573$69.7K0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.506$66.9K0.06%13F-HRTimeline
EASTERN BANK545$66.3K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…542$65.9K0.03%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…537$65.4K0.02%-3,38113F-HRTimeline
Tidemark, LLC534$64.9K0.02%013F-HRTimeline
Essential Investment Partners LLC525$63.8K0.06%13F-HRTimeline
MONTAG A & ASSOCIATES INC501$61K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV495$60.2K<0.01%+113F-HRTimeline
Fortitude Family Office, LLC490$59.6K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.487$59.2K0.04%+513F-HRTimeline
True Wealth Design, LLC482$58.6K0.02%013F-HRTimeline
Stephens Consulting, LLC474$57.6K0.02%013F-HRTimeline
OBSIDIAN CIO, LLC470$57.2K0.08%-4,15613F-HRTimeline
Retirement Wealth Solutions LLC461$56K0.04%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP450$54.7K<0.01%013F-HRTimelineGroup
Harbor Asset Planning, Inc.443$53.9K0.05%+413F-HRTimeline
FIRST COMMUNITY TRUST NA435$52.9K0.04%013F-HRTimeline
SYNTAX RESEARCH, INC.415$50.5K0.03%+25013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.415$50.5K0.02%013F-HRTimeline
Vermillion Wealth Management, Inc.411$50K0.02%+413F-HRTimeline
YANKCOM Partnership400$48.8K0.02%013F-HRTimeline
MGB Wealth Management, LLC400$48.6K0.01%013F-HRTimeline
First Command Advisory Services, Inc.390$47.4K<0.01%013F-HRTimeline
Westside Investment Management, Inc.387$47.1K0.01%-813F-HRTimeline
Roxbury Financial LLC357$43.4K0.04%+113F-HRTimeline
Rossmore Private Capital350$42.6K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC345$42K<0.01%-15513F-HRTimeline
Caitlin John, LLC345$42K0.03%013F-HRTimeline
EQ WEALTH ADVISORS, LLC328$39.9K0.02%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise320$39K<0.01%013F-HRTimelineGroup
Avalon Trust Co300$36.5K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…292$35.5K<0.01%-1113F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.269$32.7K<0.01%+213F-HRTimelineGroup
Financial Management Professionals, Inc.250$30.4K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.250$30.4K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC250$30.4K0.01%013F-HRTimeline
NFSG Corp243$29.6K<0.01%-3,90813F-HRTimeline
Laurel Wealth Advisors LLC234$28.5K<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC227$27.6K0.01%+313F-HRTimeline
WELLINGTON-ALTUS USA INC.220$26.8K0.02%13F-HRTimeline
Community Bank, N.A.210$25.5K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG200$24.3K<0.01%13F-HRTimelineGroup
Sound Income Strategies, LLC179$22.8K<0.01%+113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC165$20.1K0.01%013F-HRTimeline
Hanson & Doremus Investment Management164$20K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.155$19.7K0.01%+213F-HRTimeline
Global Trust Asset Management, LLC159$19.3K0.01%013F-HRTimeline
Bullock Wealth Management Group151$18.4K0.01%+113F-HRTimeline
Plante Moran Financial Advisors, LLC150$18.2K<0.01%013F-HRTimeline
GAMMA Investing LLC146$17.8K<0.01%013F-HRTimeline
CENTRAL TRUST Co133$16.2K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.130$15.8K0.01%013F-HRTimeline
Seneschal Advisors, LLC130$15.8K0.01%013F-HRTimeline
Grove Bank & Trust120$14.6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC120$14.6K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC116$14.1K<0.01%013F-HRTimeline
Eukles Asset Management113$13.7K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.112$13.6K<0.01%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…109$13.3K0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC92$13K0.01%013F-HRTimeline
Root Financial Partners, LLC105$12.8K<0.01%+113F-HRTimeline
Sankala Group LLC91$12.8K0.01%13F-HRTimeline
Asset Dedication, LLC100$12.2K<0.01%013F-HRTimeline
Gleason Group, Inc.96$11.7K<0.01%new13F-HRTimeline
Providence Capital Advisors, LLC84$10.2K<0.01%-2113F-HRTimeline
HAZLETT, BURT & WATSON, INC.78$10K<0.01%+113F-HRTimeline
Front Row Advisors LLC80$9.73K<0.01%013F-HRTimeline
Signature Resources Capital Management,…75$9.12K<0.01%-1,14413F-HRTimeline
REAP Financial Group, LLC75$9.12K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC71$8.63K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC70$8.51K<0.01%-71313F-HRTimeline
Cape Investment Advisory, Inc.67$8.15K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.64$7.78K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.63$7.66K0.01%13F-HRTimeline
SIGNATUREFD, LLC62$7.54K<0.01%+113F-HRTimeline
Versant Capital Management, Inc58$7.05K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc60$7K<0.01%013F-HRTimeline
Aviso Financial Inc.52$6.33K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.50$6.08K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …44$5.35K<0.01%013F-HRTimelineGroup
Miller Capital Partners, Inc.40$4.87K<0.01%13F-HRTimeline
Benson Wealth Management INC38$4.62K0.01%13F-HRTimeline
Cherry Tree Wealth Management, LLC33$4.01K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC32$3.89K<0.01%013F-HRTimeline
Silicon Valley Capital Partners31$3.77K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.26$3.16K<0.01%013F-HRTimeline
Navalign, LLC25$3.04K<0.01%new13F-HRTimeline
Avion Wealth32$3K<0.01%013F-HRTimeline
Strive Financial Group ,LLC21$2.55K<0.01%13F-HR/ATimeline
MCGUIRE CAPITAL ADVISORS INC19$2.31K<0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.18$2.19K<0.01%new13F-HRTimeline
Gould Capital, LLC18$2.19K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC18$2.19K<0.01%13F-HRTimeline
IFC & Insurance Marketing, Inc.12$2K<0.01%13F-HRTimeline
Mountain Hill Investment Partners Corp.16$1.99K<0.01%013F-HRTimeline
Advocate Investing Services LLC15$1.82K<0.01%13F-HRTimeline
DUNCKER STREETT & CO INC14$1.7K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13$1.58K<0.01%-13,82213F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV10$1K<0.01%-1013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7$817<0.01%+313F-HRTimelineGroup
Hurley Capital, LLC5$641<0.01%013F-HRTimeline