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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

772 managers (781 13F filers) reported a position in HDV shares at 2025-03-31, 40,762,139 shares in all. 60 filers opened a position and 50 filers sold out during the quarter.

Managers
772
13F filers
781
New
60
Added
269
Reduced
270
Sold out
50
Shares held by filers
40,762,139

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,346,773$526M0.05%-345,15713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,232,200$391M0.03%+78,98713F-HRTimelineGroup
LPL Financial LLC2,481,595$301M0.12%+102,04013F-HRTimeline
UBS Group AGin group UBS Group AG1,426,773$173M0.04%-107,10013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,276,903$155M0.04%-804,70913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,159,809$140M0.01%-2,43313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,146,400$139M0.03%-86,17013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC981,453$119M0.04%+49,89113F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC827,802$100M3.05%-17,13013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC791,445$95.9M0.14%+38,88713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding757,547$91.8M+47,788Timeline
Janney Montgomery Scott LLC753,086$91.2M0.26%+34,78713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp729,416$88.3M0.32%+6,93113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.668,954$81M<0.01%+52,98013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC628,353$76.1M0.02%+87,05713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP621,839$75.3M0.12%+26,06013F-HRTimelineGroup
FMR LLCin group FMR LLC566,515$68.6M<0.01%-5,17713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP475,242$56.8M0.05%+127,30113F-HR/ATimelineGroup
CSM Advisors, LLC461,800$55.9M3.05%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC457,980$55.5M4.33%-6,35813F-HRTimeline
Mariner, LLCin group Mariner, LLC437,953$53M0.09%+13,57413F-HRTimelineGroup
Cetera Investment Advisers350,222$42.4M0.08%+18,33313F-HRTimeline
Townsend & Associates, Inc373,146$41.6M4.34%+2,53013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.340,567$41.3M0.09%+87,03313F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co288,260$41.2M1.09%+264,46013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC303,568$36.8M0.12%+16,72313F-HRTimeline
Piedmont Capital Management, LLC333,398$36.1M25.95%new13F-HRTimeline
Steward Partners Investment Advisory, L…279,716$33.9M0.3%+8,32713F-HRTimeline
ALLIANCEBERNSTEIN L.P.266,967$32.3M0.01%-35,00613F-HRTimeline
REGIMEN WEALTH, LLC263,342$31.9M10.26%+4,28913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…259,668$31.5M0.06%-8,86513F-HRTimeline
SBI Securities Co., Ltd.243,713$29.5M0.98%+9,69213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC225,400$27.3M0.14%new13F-HRTimelineGroup
Simmons Bankin group Simmons Bank205,958$24.9M1.88%+56013F-HRTimelineGroup
Creative Planningin group Creative Planning202,010$24.5M0.02%+4,80513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…196,557$23.8M0.06%-8,96813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…188,979$22.5M0.05%-55,79313F-HR/ATimelineGroup
Waverly Advisors, LLC175,830$21.3M0.26%-22,48713F-HRTimeline
Wharton Business Group, LLC170,827$20.7M0.94%-76013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…169,611$20.5M0.02%+31,60813F-HRTimelineGroup
COMERICA BANK168,407$20.4M0.09%-16,70713F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co166,097$20.1M0.4%-2,842,07513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP166,081$20.1M0.02%-59,27213F-HRTimelineGroup
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC164,000$19.9M1.07%new13F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.161,282$19.5M12.1%+2,97213F-HRTimeline
HB Wealth Management, LLC160,543$19.4M0.16%+3,83913F-HRTimeline
Cambridge Investment Research Advisors,…156,404$18.9M0.06%+10,57513F-HRTimeline
DAVENPORT & Co LLC155,318$18.8M0.11%-63,28713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding154,240$18.7M+139Timeline
Kohmann Bosshard Financial Services, LLC153,364$18.6M2.19%+6,30813F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …133,114$16.1M2.46%-17,28813F-HRTimeline
HighTower Advisors, LLC129,321$15.7M0.02%-1,67613F-HRTimeline
SWEENEY & MICHEL, LLC141,736$15.4M6.72%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.125,635$15.2M0.09%+4,48213F-HRTimeline
Advisory Services Network, LLC119,650$14.5M0.28%+9,78613F-HRTimeline
Columbia River Financial Group, LLC108,743$13.2M8.8%+3,48813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV107,939$13.1M0.03%-3,02513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC103,679$12.6M<0.01%+8,22313F-HR/ATimelineGroup
Kapstone Financial Advisors LLC102,877$12.5M7.05%-35113F-HRTimeline
Private Advisor Group, LLC101,280$12.3M0.07%-87113F-HRTimeline
Lantz Financial LLC100,627$12.2M3.34%+1,58813F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE97,400$11.8M0.02%new13F-HRTimelineGroup
Global Strategic Investment Solutions, …96,565$11.7M1.35%+46713F-HRTimeline
Graypoint LLC92,981$11.3M0.7%-5213F-HRTimeline
Orion Porfolio Solutions, LLC92,885$11.3M0.11%-3,28313F-HRTimeline
Orion Portfolio Solutions, LLC92,885$11.3M0.11%-3,28313F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS92,387$11.2M0.03%-2113F-HRTimeline
Atria Investments, Inc91,699$11.1M0.14%-19,52913F-HRTimeline
Atria Wealth Solutions, Inc.90,813$11M0.13%+12,27513F-HRTimeline
Wealthspire Advisors, LLC89,910$10.9M0.07%+5,14713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…88,674$10.7M0.03%-5,90013F-HRTimeline
NTV Asset Management LLC88,325$10.7M1.42%-42013F-HRTimeline
FAS Wealth Partners, Inc.83,402$10.1M0.82%-1,21113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA82,078$9.94M0.05%+2,40513F-HRTimelineGroup
Beaumont Financial Advisors, LLC80,021$9.69M0.76%-55613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…76,684$9.29M0.31%+80413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources76,536$9.27M<0.01%+8413F-HRTimelineGroup
CWM, LLCin group CWM, LLC75,774$9.18M0.04%+4,46313F-HRTimelineGroup
Gunma Bank,Ltd.75,000$9.08M2.93%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC74,195$8.99M0.05%+24413F-HRTimelineGroup
SYKON CAPITAL LLC74,026$8.97M3.41%new13F-HRTimeline
IFP Advisors, Inc71,675$8.68M0.27%-1,84513F-HRTimeline
Financial Perspectives, Inc70,672$8.56M2.93%+48913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP69,455$8.41M0.06%-4,11913F-HRTimelineGroup
Base Wealth Management LLC67,716$8.2M6.25%13F-HRTimeline
Advus Financial Partners, LLC67,139$8.13M3.48%+2,95013F-HR/ATimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC66,551$8.06M0.4%+61,38713F-HRTimelineGroup
Smithfield Trust Co65,926$7.99M0.4%-3,32013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…64,669$7.83M0.15%+9213F-HRTimelineGroup
PFG Advisors62,883$7.62M0.43%new13F-HRTimeline
Qube Research & Technologies Ltd62,675$7.59M0.01%+13,33313F-HRTimeline
COURIER CAPITAL LLC61,372$7.43M0.49%new13F-HRTimeline
Sigma Planning Corp58,785$7.12M0.23%-21713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC58,400$7.07M0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC58,067$7.03M0.01%+2,27113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56,515$6.85M<0.01%-1,02813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…55,055$6.67M0.27%-58213F-HRTimelineGroup
COWA, LLC54,386$6.59M2.81%+68813F-HRTimeline
Sanctuary Advisors, LLC52,141$6.32M0.04%+26013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC51,623$6.25M0.71%+39513F-HRTimelineGroup
MJP ASSOCIATES INC /ADV50,800$6.15M1.11%+42813F-HRTimeline
OLD NATIONAL BANCORP /IN/50,693$6.14M0.16%-17013F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co50,000$6.06M1.42%013F-HRTimeline
Gray Private Wealth, LLC47,428$5.74M3.46%+1,81613F-HRTimeline
BEAM WEALTH ADVISORS, INC.45,845$5.55M1.87%-3,99613F-HRTimeline
Maltin Wealth Management, Inc.45,637$5.53M2.6%+4213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/45,594$5.52M<0.01%+1,67013F-HRTimelineGroup
Foundry Financial Group, Inc.45,187$5.47M3.37%-64413F-HRTimeline
Sunbelt Securities, Inc.44,668$5.41M0.48%+5,77713F-HRTimeline
Janney Capital Management LLC43,657$5.29M0.36%+36213F-HRTimeline
Summit Wealth Partners, LLC43,550$5.27M1.07%+2,27113F-HRTimeline
American State Bank (Iowa)43,287$5.24M3.16%+81913F-HRTimeline
Forefront Analytics, LLC43,108$5.22M6.01%+8,67013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.42,906$5.2M0.28%+5,47913F-HR/ATimelineGroup
CIBC WORLD MARKET INC.42,265$5.12M0.01%+9313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP41,560$5.03M0.01%-1,54513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC41,190$4.99M0.01%+35,12813F-HR/ATimelineGroup
Embree Financial Group38,926$4.71M0.79%-1,87313F-HRTimeline
Farrow Financial, Inc.38,822$4.7M3.16%+53113F-HRTimeline
Houlihan Financial Resource Group, Ltd.38,438$4.66M2.09%-1,46213F-HRTimeline
BLAIR WILLIAM & CO/IL37,974$4.6M0.01%-71513F-HRTimeline
CHATHAM CAPITAL GROUP, INC.37,078$4.49M0.75%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC36,947$4.48M0.44%-87213F-HRTimeline
Atlas Private Wealth Advisors35,679$4.32M0.6%-51113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.35,456$4.29M0.04%+5,16613F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…34,735$4.21M1.37%+38013F-HRTimeline
Capital Advisors, Ltd. LLC34,669$4.2M0.55%-65513F-HRTimeline
IHT Wealth Management, LLC34,587$4.19M0.13%-1,51113F-HRTimeline
Shulman DeMeo Asset Management LLC34,257$4.15M1.17%-7813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES33,183$4.02M1.57%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC32,834$3.98M0.54%-19413F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.32,832$3.98M0.07%-1,19213F-HRTimelineGroup
Wolff Financial Management LLC32,617$3.95M1.09%-50413F-HRTimeline
BURKE & HERBERT BANK & TRUST CO32,086$3.89M0.94%-32613F-HRTimeline
Keystone Financial Planning, Inc.31,142$3.77M1.12%-57013F-HRTimeline
Lakeshore Capital Group, Inc.30,591$3.71M3.57%new13F-HRTimeline
Gallagher Capital Advisors, LLC30,566$3.7M2.82%-15813F-HRTimeline
&PARTNERS30,691$3.66M0.04%+3,57713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC30,111$3.65M1.96%-2,63813F-HRTimeline
Integrated Wealth Concepts LLC29,904$3.62M0.04%+8,98613F-HRTimeline
Connecticut Wealth Management, LLC29,807$3.61M0.19%-22213F-HRTimeline
IFG Advisory, LLC29,785$3.61M0.2%+50213F-HRTimeline
Arkadios Wealth Advisors29,728$3.6M0.14%+99713F-HRTimeline
Allworth Financial LP31,599$3.6M0.02%+14,11813F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC29,195$3.54M0.04%013F-HRTimelineGroup
Independent Solutions Wealth Management…28,791$3.49M0.78%-80513F-HRTimeline
Northeast Financial Consultants Inc28,726$3.48M0.15%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…28,345$3.43M0.6%-2,45213F-HRTimeline
Valeo Financial Advisors, LLC181,951$3.42M0.1%-2,88513F-HRTimeline
GODSEY & GIBB, INC28,119$3.41M0.33%+99213F-HRTimeline
D.A. DAVIDSON & CO.27,688$3.35M0.03%+1,57913F-HRTimeline
NewEdge Advisors, LLC27,459$3.33M0.02%+89713F-HRTimeline
Phoenix Wealth Advisors27,402$3.32M1.45%+20,99213F-HRTimeline
Sowa Financial Group, Inc.26,938$3.26M2.14%-1,51513F-HRTimeline
J.W. COLE ADVISORS, INC.26,874$3.26M0.1%-45213F-HRTimeline
AtlasMark Financial, Inc26,854$3.25M3.02%+2,07513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC28,660$3.22M0.07%+33213F-HRTimelineGroup
Jackson Wealth Management, LLC26,328$3.19M0.39%+16313F-HRTimeline
KOM Wealth Management Group, LLC26,307$3.19M2.78%-1,55313F-HRTimeline
STAR Financial Bank26,151$3.17M2.32%new13F-HRTimeline
World Investment Advisors26,139$3.17M0.08%-2,05413F-HRTimeline
Formidable Asset Management, LLC26,001$3.15M0.53%-68813F-HRTimeline
CRA Financial Services, LLC25,879$3.13M0.54%-24213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp25,778$3.12M<0.01%-2,41913F-HRTimelineGroup
Frisch Financial Group, Inc.25,724$3.12M0.87%-6213F-HRTimeline
Mayflower Financial Advisors, LLC25,029$3.03M0.46%+16313F-HRTimeline
High Net Worth Advisory Group LLC24,567$2.98M0.84%-1,20513F-HRTimeline
Cooper Financial Group24,457$2.96M0.39%-3,26813F-HRTimeline
FC Advisory LLC24,037$2.91M0.98%-42813F-HRTimeline
J2 Capital Management Inc23,643$2.86M2.63%-5,77213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,514$2.85M<0.01%-25713F-HRTimelineGroup
Morton Brown Family Wealth, LLC23,453$2.84M0.97%-14713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.23,176$2.81M0.01%+2,80413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding22,942$2.78M+1,441Timeline
CORA CAPITAL ADVISORS LLC22,912$2.78M1.33%+1,39413F-HRTimeline
NOTTINGHAM ADVISORS, INC.22,824$2.76M0.42%-17413F-HRTimeline
TOWNSQUARE CAPITAL LLC22,769$2.76M0.03%+44513F-HRTimeline
WCG Wealth Advisors LLC22,017$2.67M0.2%-29913F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 2 filers holding21,412$2.59M-692Timeline
GSG Advisors LLC22,762$2.57M0.84%+1,00813F-HRTimeline
SCOTIA CAPITAL INC.20,979$2.54M0.01%+86613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding20,931$2.54M+3,704Timeline
Klingman & Associates, LLC20,711$2.51M0.15%-9413F-HRTimeline
Wealth Management Associates, Inc.20,658$2.5M1.07%+41713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…20,431$2.47M0.04%+25013F-HRTimelineGroup
Bernardo Wealth Planning LLC20,338$2.46M0.59%-6413F-HR/ATimeline
Goldstone Financial Group, LLC20,264$2.45M0.37%-2,09613F-HRTimeline
NORDEN GROUP LLC20,254$2.45M0.28%+37513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19,348$2.34M0.06%-2613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC19,327$2.34M0.06%-27913F-HRTimeline
Lane & Associates LLC19,289$2.34M1.26%+22413F-HRTimeline
Ellis Investment Partners, LLC19,260$2.33M0.48%-1,30013F-HRTimeline
Summit X, LLC19,270$2.33M0.49%-1,28013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC19,064$2.31M1.21%+5,68813F-HRTimeline
Sowell Financial Services LLC18,890$2.29M0.1%-24113F-HRTimeline
Crews Bank & Trust18,877$2.29M0.39%+99513F-HRTimeline
Chicago Partners Investment Group LLC19,496$2.25M0.07%+16,21013F-HRTimeline
TruNorth Capital Management, LLC18,487$2.24M0.56%013F-HRTimeline
Provenance Wealth Advisors, LLC18,460$2.24M0.32%+41713F-HRTimeline
AMG National Trust Bank18,327$2.22M0.06%-3,42313F-HRTimeline