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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

875 managers (888 13F filers) reported a position in HDV shares at 2026-06-30, 219,504,833 shares in all. 69 filers opened a position and 48 filers sold out during the quarter.

Managers
875
13F filers
888
New
69
Added
783
Reduced
16
Sold out
48
Shares held by filers
219,504,833

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.

HolderSharesValue% of portfolioChangeSource
WEBSTER BANK, N. A.1,395$38.2K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,364$37.4K<0.01%+1,09313F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,315$36K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,310$35.9K<0.01%+93913F-HRTimelineGroup
Financial Management Professionals, Inc.1,250$34.3K<0.01%+1,00013F-HRTimeline
Pinnacle Bancorp, Inc.1,250$34.3K0.01%+1,00013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,250$34.3K0.02%+1,00013F-HRTimeline
Tidemark, LLC1,220$33.4K0.01%+97613F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC1,148$31.5K0.01%+92013F-HRTimeline
LFA - Lugano Financial Advisors SA1,105$30.3K0.02%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.220$29.9K0.02%-88013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,050$28.8K<0.01%new13F-HRTimeline
Community Bank, N.A.1,050$28.8K<0.01%+84013F-HRTimeline
Avion Wealth1,036$28K0.01%+1,00413F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC825$22.6K0.01%013F-HRTimeline
Hanson & Doremus Investment Management820$22K<0.01%+65613F-HRTimeline
Bear Mountain Capital, Inc.785$21.7K0.01%+62913F-HRTimeline
Bullock Wealth Management Group767$21K0.01%+61513F-HRTimeline
GAMMA Investing LLC730$20K<0.01%+58413F-HRTimeline
HighMark Wealth Management LLC705$19.3K0.01%new13F-HRTimeline
Seneschal Advisors, LLC650$17.8K0.01%+52013F-HRTimeline
Cape Investment Advisory, Inc.636$17.4K<0.01%new13F-HRTimeline
Grove Bank & Trust600$16.4K<0.01%+48013F-HRTimeline
Eukles Asset Management565$15.5K0.01%+45213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.560$15.3K<0.01%+44813F-HRTimelineGroup
RHL GROUP, LLC540$14.6K0.01%+43213F-HRTimeline
JPL Wealth Management, LLC510$14K<0.01%+40813F-HRTimeline
Gleason Group, Inc.486$13.3K<0.01%+38913F-HRTimeline
First Bancorp, Inc /ME/485$13.3K0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC460$13K0.01%+36813F-HR/ATimeline
Institute for Wealth Management, LLC.455$12.5K<0.01%new13F-HRTimeline
Hickory Point Bank & Trust450$12.3K0.01%+36013F-HRTimeline
Burnham & Co LLC446$12.2K0.01%13F-HRTimeline
Brooklyn FI, LLC425$12K<0.01%new13F-HRTimeline
Front Row Advisors LLC400$11.6K<0.01%+32013F-HRTimeline
Providence Capital Advisors, LLC420$11.5K<0.01%+33613F-HRTimeline
Asset Dedication, LLC400$11K<0.01%+30013F-HRTimeline
Sankala Group LLC365$10.8K0.01%+27413F-HRTimeline
Signature Resources Capital Management,…375$10.3K<0.01%+30013F-HRTimeline
REAP Financial Group, LLC375$10.3K<0.01%+30013F-HRTimeline
HAZLETT, BURT & WATSON, INC.395$10K<0.01%+31713F-HRTimeline
Lodestone Wealth Management LLC355$9.73K<0.01%+28413F-HRTimeline
Abound Wealth Management330$9.05K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.320$8.77K<0.01%+25613F-HRTimeline
Birchwood Financial Partners, Inc.319$8.73K0.01%+25613F-HRTimeline
Roble, Belko & Company, Inc300$8K<0.01%+24013F-HRTimeline
Versant Capital Management, Inc290$7.95K<0.01%+23213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC290$7.95K<0.01%-29013F-HRTimeline
Timbuktu Capital Management, LLC273$7.49K0.01%13F-HRTimeline
Global Trust Asset Management, LLC270$7.4K<0.01%+11113F-HRTimeline
Aviso Financial Inc.260$7.12K<0.01%+20813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.250$6.85K<0.01%+20013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …220$6.03K<0.01%+17613F-HRTimelineGroup
Miller Capital Partners, Inc.200$5.48K<0.01%+16013F-HRTimeline
Cherry Tree Wealth Management, LLC165$4.52K<0.01%+13213F-HRTimeline
Silicon Valley Capital Partners155$4.25K<0.01%+12413F-HRTimeline
LifeSteps Financial, Inc.150$4.11K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.130$3.56K<0.01%+10413F-HRTimeline
Silver Grove Financial Group, Inc.116$3.18K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC105$2.88K<0.01%+8413F-HR/ATimeline
MCGUIRE CAPITAL ADVISORS INC95$2.6K<0.01%+7613F-HRTimeline
Gould Capital, LLC90$2.47K<0.01%+7213F-HRTimeline
Strategic Wealth Partners, Ltd.88$2.42K<0.01%+8113F-HRTimeline
Portfolio Resources Advisor Group, Inc.80$2.19K<0.01%+6413F-HRTimeline
SYM FINANCIAL Corp75$2.06K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC75$2.06K<0.01%+6013F-HRTimeline
Signature Equity Partners, LLC69$1.89K<0.01%+4913F-HRTimeline
Parkside Financial Bank & Trust55$1.52K<0.01%+4513F-HRTimeline
Mountain Hill Investment Partners Corp.55$1.51K<0.01%+3913F-HRTimeline
Princeton Global Asset Management LLC55$1.51K<0.01%+3413F-HRTimeline
Hurley Capital, LLC26$726<0.01%+2113F-HRTimeline
Keating Financial Advisory Services, In…10$274<0.01%+813F-HRTimeline
Coppell Advisory Solutions LLC39,497$75<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$55<0.01%new13F-HRTimelineGroup
Retirement Wealth Solutions LLC1$15<0.01%013F-HRTimeline