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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

852 managers (865 13F filers) reported a position in HDV shares at 2026-03-31, 45,039,509 shares in all. 99 filers opened a position and 49 filers sold out during the quarter.

Managers
852
13F filers
865
New
99
Added
327
Reduced
241
Sold out
49
Shares held by filers
45,039,509

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,276$309K<0.01%-15413F-HRTimelineGroup
Bouchey Financial Group, Ltd.2,275$308K0.02%013F-HRTimeline
Signal Advisors Wealth, LLC2,268$308K0.02%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,264$307K<0.01%-3013F-HRTimelineGroup
OBSIDIAN CIO, LLC2,246$305K0.27%+1,77613F-HRTimeline
Financial Partners Group, Inc2,237$304K0.04%new13F-HRTimeline
Visionary Wealth Advisors2,216$301K0.01%-413F-HRTimeline
Moors & Cabot, Inc.2,202$299K0.01%-6013F-HRTimeline
Chemistry Wealth Management LLC2,176$295K0.05%013F-HRTimeline
Patton Albertson Miller Group, LLC2,152$292K0.03%013F-HRTimeline
Hamrick Investment Counsel, llc2,150$292K0.16%-33013F-HRTimeline
NWF Advisory Services Inc.2,124$288K0.03%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,120$288K+1,510Timeline
Perigon Wealth Management, LLC2,118$287K0.01%-26713F-HRTimeline
MEANS INVESTMENT CO., INC.2,112$287K0.03%-34113F-HRTimeline
Realta Investment Advisors2,101$285K0.1%+29913F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,100$285K<0.01%-14613F-HRTimeline
Bison Wealth, LLC10,441$284K0.03%+8,35313F-HRTimeline
Avantra Family Wealth, Inc.2,085$283K0.21%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…2,073$281K0.01%-313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,041$277K0.02%-17813F-HRTimelineGroup
Register Financial Advisors LLC2,031$276K0.1%+20613F-HRTimeline
Harbor Group, Inc.2,029$275K0.04%013F-HRTimeline
Jackson Hole Capital Partners, LLC2,028$275K0.05%013F-HRTimeline
MATHER GROUP, LLC.2,022$274K<0.01%013F-HRTimeline
Performance Wealth Partners, LLC2,013$273K0.01%-11413F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC2,011$273K0.08%013F-HRTimeline
Marshall Financial Group, LLC2,010$273K0.04%013F-HRTimeline
STAR Financial Bank2,008$273K0.13%-25,84013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …1,978$268K0.01%-22013F-HRTimelineGroup
Foundations Investment Advisors, LLC1,968$267K<0.01%+30013F-HRTimeline
TopTier Wealth Management, LLC1,954$265K0.16%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC1,952$265K0.05%+213F-HRTimeline
Huntleigh Advisors, Inc.1,944$264K0.05%+1913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,964$263K0.02%+12413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,928$262K<0.01%013F-HRTimelineGroup
Fiduciary Alliance LLC1,951$260K0.02%+16613F-HRTimeline
San Luis Wealth Advisors LLC1,910$259K0.04%+1213F-HRTimeline
Note Advisors, LLC1,897$257K0.13%-63613F-HRTimeline
KTF INVESTMENTS, LLC1,894$257K0.04%013F-HRTimeline
Plan A Wealth LLC1,893$257K0.12%013F-HRTimeline
Midwestern Financial, LLC /IA1,883$256K0.2%+1213F-HRTimeline
Clearstead Trust, LLC1,865$253K0.04%013F-HRTimeline
SigFig Wealth Management, LLC1,865$253K0.01%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC1,862$253K0.06%013F-HRTimeline
Indiana Trust & Investment Management Co1,841$250K0.08%013F-HRTimeline
SageView Advisory Group, LLC1,835$249K0.01%-86813F-HRTimeline
NOVEM GROUP1,827$248K0.03%+1913F-HRTimeline
Covenant Asset Management, LLC1,823$247K0.05%013F-HRTimeline
Comprehensive Financial Consultants Ins…1,817$247K0.07%-41513F-HRTimeline
Impact Partnership Wealth, LLC1,816$246K0.03%-34513F-HRTimeline
Accel Wealth Management1,811$246K0.06%-9613F-HRTimeline
Pines Wealth Management, LLC1,799$244K0.08%-7713F-HRTimeline
Salvus Wealth Management, LLC1,795$244K0.14%013F-HRTimeline
Southeast Asset Advisors, LLC1,790$243K0.03%013F-HRTimeline
Cascade Financial Partners, LLC1,780$242K0.02%013F-HRTimeline
Dorsey & Whitney Trust CO LLC1,775$241K0.01%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,771$240K0.01%new13F-HRTimelineGroup
PDS Planning, Inc1,771$240K0.02%+7213F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC1,768$240K0.18%new13F-HRTimeline
WHALEROCK POINT PARTNERS, LLC1,756$238K0.05%013F-HRTimeline
WHITTIER TRUST CO1,754$236K<0.01%013F-HRTimeline
GM Advisory Group, LLC1,736$236K0.01%new13F-HRTimeline
Storen Legacy Partners, LLC1,732$235K0.07%+7613F-HRTimeline
Lantern Wealth Advisors, LLC1,730$235K0.12%new13F-HRTimeline
Round Rock Advisors LLC1,727$234K0.04%-50013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC1,711$232K0.06%013F-HRTimeline
Valued Wealth Advisors LLC1,709$232K0.09%013F-HRTimeline
Detalus Advisors, LLC1,685$229K0.05%new13F-HRTimeline
Concentrum Wealth Management1,681$228K0.07%-1,04613F-HRTimeline
Abacus Planning Group, Inc.1,661$225K0.03%013F-HRTimeline
Brick & Kyle, Associates1,653$224K0.07%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK1,649$224K<0.01%new13F-HRTimelineGroup
TRB Wealth Management, LLC1,646$223K0.03%13F-HRTimeline
Shared Vision Wealth Group LLC1,637$222K0.09%-8513F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,632$221K0.02%new13F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,616$219K<0.01%new13F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC1,616$219K0.03%new13F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC1,614$219K0.17%new13F-HRTimeline
SWMG, LLC1,613$219K0.06%013F-HRTimeline
KPP Advisory Services LLC1,609$218K0.03%new13F-HRTimeline
AlphaCore Capital LLC1,601$217K0.01%-17513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC1,593$216K0.06%new13F-HRTimeline
Palisade Asset Management, LLC1,589$216K0.02%new13F-HRTimeline
HUB Investment Partners, LLC1,585$215K0.01%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,584$215K0.02%new13F-HRTimeline
Security Financial Services, INC.1,582$215K0.03%new13F-HRTimeline
Meramec Financial Planners, LLC1,607$214K0.09%+1013F-HRTimeline
Wilmington Savings Fund Society, FSB1,574$214K0.01%-45013F-HRTimeline
RWA WEALTH PARTNERS, LLC1,571$213K<0.01%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC1,569$213K0.01%-10913F-HRTimeline
Belpointe Asset Management LLC1,557$211K0.01%new13F-HRTimeline
Integrated Capital Management, LLC1,530$208K0.09%new13F-HRTimeline
Penney Financial, LLC1,525$207K0.08%new13F-HRTimeline
WealthSpring Partners, LLC1,515$206K0.19%new13F-HRTimeline
Joel Isaacson & Co., LLC1,515$206K0.01%new13F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC1,535$206K0.09%new13F-HRTimeline
Seven Springs Wealth Group, LLC1,500$204K0.05%new13F-HRTimeline
Vertex Planning Partners, LLC1,495$203K0.04%-78813F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC1,488$202K0.09%new13F-HRTimeline
Christensen, King & Associates Investme…1,488$202K0.09%new13F-HRTimeline
Live Oak Investment Partners1,474$200K0.12%new13F-HRTimeline
Rossby Financial, LCC1,461$196K0.04%new13F-HRTimeline
Aptus Capital Advisors, LLC1,432$194K<0.01%-4613F-HRTimeline
Acropolis Investment Management, LLC1,425$193K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,416$192K0.08%+7713F-HRTimeline
CENTAURUS FINANCIAL, INC.1,387$188K0.01%+37513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,375$186K0.03%-29313F-HRTimelineGroup
John A. Wolfe & Associates, Inc.1,340$182K0.28%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1,244$169K0.01%+1,09413F-HRTimeline
Manchester Capital Management LLC1,166$158K0.02%013F-HRTimeline
Paladin Advisory Group, LLC1,159$157K0.12%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,151$156K0.01%+1,14413F-HRTimelineGroup
Nalls Sherbakoff Group, LLC1,150$156K0.11%013F-HRTimeline
Dunhill Financial, LLC1,138$154K0.04%-30713F-HRTimeline
Capital Investment Advisory Services, L…1,082$147K0.01%+213F-HRTimeline
Golden State Wealth Management, LLC1,062$144K0.02%+5613F-HRTimeline
Westfuller Advisors, LLC1,043$141K0.06%+713F-HRTimeline
New Republic Capital, LLC1,000$136K0.05%013F-HRTimeline
Rosenberg Matthew Hamilton948$129K0.03%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…944$128K<0.01%-113F-HR/ATimelineGroup
Cheviot Value Management, LLC894$121K0.01%013F-HRTimeline
CVA Family Office, LLC885$120K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC875$119K0.02%-1,59913F-HRTimeline
Triumph Capital Management868$118K0.02%-29013F-HRTimeline
Intentional Wealth Strategies, LLC848$115K0.11%13F-HRTimeline
UMB Bank, n.a.840$114K<0.01%+23513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GUARDIAN WEALTH ADVISORS, LLC / NC834$113K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC4,118$112K0.01%+3,36613F-HRTimeline
Blue Trust, Inc.822$112K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC820$111K0.01%013F-HRTimeline
Nova Wealth Management, Inc.787$107K0.07%+413F-HRTimeline
LRI Investments, LLC720$97.7K0.01%013F-HRTimeline
Financial Connections Group, Inc.715$97K0.03%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC710$96.4K0.01%013F-HRTimeline
North Star Investment Management Corp.700$95K0.01%013F-HRTimeline
Vision Retirement, LLC666$90.4K0.03%-33613F-HRTimeline
BALLAST ADVISORS LLC662$89.8K0.03%new13F-HR/ATimeline
Union Bancaire Privee, UBP SA870$89.2K<0.01%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding638$86.6KnewTimeline
SALEM INVESTMENT COUNSELORS INC633$85.9K<0.01%new13F-HR/ATimeline
Salomon & Ludwin, LLC625$83.7K0.01%013F-HRTimeline
Glassman Wealth Services616$83.7K0.01%+313F-HRTimeline
Key Financial Inc573$77.8K0.01%013F-HRTimeline
EASTERN BANK545$74K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC544$73.9K0.01%+47413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…542$73.6K0.04%013F-HRTimelineGroup
Essential Investment Partners LLC525$71.3K0.07%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…506$68.7K0.02%-3113F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.506$68.7K0.07%013F-HRTimeline
MONTAG A & ASSOCIATES INC501$68.1K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV496$67.3K<0.01%+113F-HRTimeline
Fortitude Family Office, LLC490$66.5K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.490$66.5K0.04%+313F-HRTimeline
True Wealth Design, LLC482$65.4K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP450$61.1K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT450$61.1K<0.01%-20013F-HRTimeline
Dynamic Wealth Strategies, LLC448$60.8K0.04%new13F-HRTimeline
Harbor Asset Planning, Inc.446$60.6K0.05%+313F-HRTimeline
PARK NATIONAL CORP /OH/435$59K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA435$59K0.04%013F-HRTimeline
SYNTAX RESEARCH, INC.415$56.3K0.04%013F-HRTimeline
Vermillion Wealth Management, Inc.414$56.2K0.02%+313F-HRTimeline
YANKCOM Partnership400$54.4K0.02%013F-HRTimeline
First Command Advisory Services, Inc.390$52.9K<0.01%013F-HRTimeline
Westside Investment Management, Inc.387$52.5K0.01%013F-HRTimeline
Horizon Investments, LLC1,862$50.5K<0.01%+85013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…371$50.4K<0.01%+7913F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC359$48.7K0.08%new13F-HRTimeline
Roxbury Financial LLC358$48.6K0.04%+113F-HRTimeline
Rossmore Private Capital350$47.5K<0.01%013F-HRTimeline
Caitlin John, LLC345$46.8K0.03%013F-HRTimeline
EPG Wealth Management LLC323$43.8K0.01%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise320$43K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC306$41.5K<0.01%+24413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…305$41.4K0.01%new13F-HRTimeline
Avalon Trust Co300$40.7K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.271$36.8K<0.01%+213F-HRTimelineGroup
Financial Management Professionals, Inc.250$33.9K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.250$33.9K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC250$33.9K0.02%013F-HRTimeline
Tidemark, LLC244$33.1K0.01%-29013F-HRTimeline
NFSG Corp243$33K0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC228$31K0.01%+113F-HRTimeline
WELLINGTON-ALTUS USA INC.1,100$30.2K0.02%+88013F-HRTimeline
Community Bank, N.A.210$28.5K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC190$25.8K0.02%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC175$23.8K0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC825$22.5K0.01%+66013F-HRTimeline
Hanson & Doremus Investment Management164$22K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC159$21.6K0.01%013F-HRTimeline
Bear Mountain Capital, Inc.156$20.8K0.01%+113F-HRTimeline
Bullock Wealth Management Group152$20.4K0.01%+113F-HRTimeline
GAMMA Investing LLC146$19.8K<0.01%013F-HRTimeline
CENTRAL TRUST Co133$18.1K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.131$17.7K0.01%+113F-HRTimeline
Seneschal Advisors, LLC130$17.6K0.01%013F-HRTimeline
Grove Bank & Trust120$16.3K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC120$16.3K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC580$15.8K<0.01%+46413F-HRTimeline