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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
Eukles Asset Management113$15.3K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.112$15.2K<0.01%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…109$14.8K0.01%013F-HRTimeline
RHL GROUP, LLC108$14.7K0.01%new13F-HRTimeline
Root Financial Partners, LLC105$14.3K<0.01%013F-HRTimeline
JPL Wealth Management, LLC102$13.8K<0.01%new13F-HR/ATimeline
Asset Dedication, LLC100$13.6K<0.01%013F-HRTimeline
Innovative Asset Advisors Group, LLC100$13.6K0.01%13F-HRTimeline
Gleason Group, Inc.97$13.1K<0.01%+113F-HRTimeline
Sankala Group LLC91$12.3K0.01%013F-HRTimeline
Hickory Point Bank & Trust90$12.2K0.01%new13F-HRTimeline
Trask Adam Roland89$12.1K0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC92$12K0.01%013F-HRTimeline
Providence Capital Advisors, LLC84$11.4K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.415$11.3K<0.01%013F-HRTimeline
Front Row Advisors LLC80$10.9K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…75$10.2K<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…75$10.2K<0.01%013F-HRTimeline
REAP Financial Group, LLC75$10.2K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.78$10K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC71$9.64K<0.01%013F-HR/ATimeline
Physician Wealth Advisors, Inc.64$8.69K<0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.63$8.61K0.01%013F-HRTimeline
Roble, Belko & Company, Inc60$8K<0.01%013F-HRTimeline
Versant Capital Management, Inc58$7.87K<0.01%013F-HRTimeline
Aviso Financial Inc.52$7.06K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.50$6.79K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …44$5.97K<0.01%013F-HRTimelineGroup
Miller Capital Partners, Inc.40$5.43K<0.01%013F-HRTimeline
West Branch Capital LLC38$5.16K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC34$4.6K<0.01%-14513F-HRTimeline
Cherry Tree Wealth Management, LLC33$4.48K<0.01%013F-HRTimeline
Silicon Valley Capital Partners31$4.21K<0.01%013F-HRTimeline
Avion Wealth32$4K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.26$3.53K<0.01%013F-HRTimeline
Strive Financial Group ,LLC21$3K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC21$2.85K<0.01%-1113F-HRTimeline
Signature Equity Partners, LLC20$2.71K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC19$2.58K<0.01%013F-HRTimeline
Gould Capital, LLC18$2.44K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17$2.31K<0.01%-1,34313F-HRTimelineGroup
Mountain Hill Investment Partners Corp.16$2.23K<0.01%013F-HRTimeline
Portfolio Resources Advisor Group, Inc.16$2.17K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC15$2.04K<0.01%new13F-HRTimeline
Advocate Investing Services LLC15$2.04K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC14$1.9K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust10$1.36K<0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV10$1K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.7$954<0.01%-1113F-HRTimeline
Hurley Capital, LLC5$720<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…2$271<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC1$71<0.01%-46013F-HRTimeline