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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

751 managers (762 13F filers) reported a position in HDV shares at 2025-06-30, 39,624,907 shares in all. 38 filers opened a position and 57 filers sold out during the quarter.

Managers
751
13F filers
762
New
38
Added
281
Reduced
260
Sold out
57
Shares held by filers
39,624,907

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,501,871$527M0.04%+155,09813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,299,766$387M0.03%+67,56613F-HRTimelineGroup
LPL Financial LLC2,763,314$324M0.11%+281,71913F-HRTimeline
UBS Group AGin group UBS Group AG1,419,370$166M0.03%-7,40313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,282,111$150M0.03%+5,20813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,203,661$141M0.01%+43,85213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,183,612$139M0.03%+37,21213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC918,491$108M0.04%-62,96213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC837,859$98.2M0.13%+46,41413F-HRTimeline
Janney Montgomery Scott LLC778,605$91.2M0.24%+25,51913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding774,877$90.8M+17,330Timeline
SECURIAN ASSET MANAGEMENT, INC763,802$89.5M2.55%-64,00013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp742,387$87M0.3%+12,97113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.663,655$77.8M<0.01%-5,29913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP653,620$76.3M0.06%+178,37813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC637,677$74.6M0.02%+9,32413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP636,410$74.6M0.11%+14,57113F-HRTimelineGroup
FMR LLCin group FMR LLC525,759$61.6M<0.01%-40,75613F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC458,651$53.7M3.83%+67113F-HRTimeline
Mariner, LLCin group Mariner, LLC454,551$53.3M0.08%+16,59813F-HRTimelineGroup
Townsend & Associates, Inc355,629$42.6M4.23%-17,51713F-HRTimeline
Cetera Investment Advisers359,978$42.2M0.07%+9,75613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.332,253$38.9M0.07%-8,31413F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC327,360$38.4M0.11%+23,79213F-HRTimeline
Steward Partners Investment Advisory, L…287,213$33.7M0.26%+7,49713F-HRTimeline
ALLIANCEBERNSTEIN L.P.256,129$30M0.01%-10,83813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…249,621$29.8M0.05%-10,04713F-HRTimeline
SBI Securities Co., Ltd.242,909$28.5M0.82%-80413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…236,618$27.7M0.02%+67,00713F-HRTimelineGroup
REGIMEN WEALTH, LLC227,877$26.7M8.29%-35,46513F-HRTimeline
Simmons Bankin group Simmons Bank200,913$23.5M1.68%-5,04513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…200,311$23.5M0.05%+3,75413F-HR/ATimelineGroup
Wharton Business Group, LLC195,333$22.9M0.97%+24,50613F-HRTimeline
DAVENPORT & Co LLC186,193$21.8M0.12%+30,87513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding184,512$21.6M+30,272Timeline
CWM, LLCin group CWM, LLC182,691$21.4M0.08%+106,91713F-HRTimelineGroup
Creative Planningin group Creative Planning181,909$21.3M0.02%-20,10113F-HRTimelineGroup
Waverly Advisors, LLC175,512$20.6M0.23%-31813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP172,257$20.2M0.02%+6,17613F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.167,532$19.6M11.26%+6,25013F-HRTimeline
Meiji Yasuda Life Insurance Coin group Meiji Yasuda Life Insurance Co166,097$19.5M0.58%013F-HRTimelineGroup
HB Wealth Management, LLC160,896$18.9M0.15%+35313F-HRTimeline
COMERICA BANK159,974$18.7M0.07%-8,43313F-HRTimeline
Kohmann Bosshard Financial Services, LLC158,884$18.6M2.08%+5,52013F-HRTimeline
Cambridge Investment Research Advisors,…156,934$18.4M0.06%+53013F-HRTimeline
SWEENEY & MICHEL, LLC147,755$17.7M6.29%+6,01913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC143,051$16.8M<0.01%+39,37213F-HRTimelineGroup
Advisory Services Network, LLC141,620$16.8M0.27%+21,97013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.138,386$16.2M0.09%+12,75113F-HRTimeline
HighTower Advisors, LLC129,401$15.2M0.02%+8013F-HRTimeline
Columbia River Financial Group, LLC115,531$13.8M8.9%+6,78813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV106,093$12.4M0.03%-1,84613F-HRTimeline
Capital Advisors Wealth Management, LLC104,075$12.2M1.92%+92,27313F-HRTimeline
Lantz Financial LLC102,663$12M3%+2,03613F-HRTimeline
Private Advisor Group, LLC101,266$11.9M0.06%-1413F-HRTimeline
Kapstone Financial Advisors LLC99,751$11.7M5.83%-3,12613F-HRTimeline
Graypoint LLC98,876$11.6M0.65%+5,89513F-HRTimeline
Global Strategic Investment Solutions, …94,186$11M1.18%-2,37913F-HRTimeline
Wealthspire Advisors, LLC92,380$10.8M0.06%+2,47013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS91,856$10.8M0.02%-53113F-HRTimeline
Atria Investments, Inc90,432$10.6M0.13%-1,26713F-HRTimeline
NTV Asset Management LLC90,076$10.6M1.26%+1,75113F-HRTimeline
Orion Porfolio Solutions, LLC89,882$10.5M0.09%-3,00313F-HR/ATimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…88,503$10.4M0.02%-17113F-HRTimeline
Glenmede Investment Management, LP85,731$10M0.05%13F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …85,364$10M1.72%-47,75013F-HRTimeline
FAS Wealth Partners, Inc.83,849$9.82M0.73%+44713F-HRTimeline
Beaumont Financial Advisors, LLC79,886$9.36M0.68%-13513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…76,477$8.96M0.35%-20713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC76,453$8.96M0.05%+2,25813F-HRTimelineGroup
PFG Advisors75,852$8.89M0.41%+12,96913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…73,678$8.63M0.01%+62,18913F-HRTimelineGroup
Base Wealth Management LLC73,338$8.59M5.51%+5,62213F-HRTimeline
COURIER CAPITAL LLC72,805$8.53M0.52%+11,43313F-HRTimeline
Financial Perspectives, Inc71,852$8.42M2.55%+1,18013F-HRTimeline
IFP Advisors, Inc70,822$8.3M0.24%-85313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP69,840$8.18M0.06%+38513F-HRTimelineGroup
Smithfield Trust Co67,473$7.91M0.37%+1,54713F-HRTimeline
Advus Financial Partners, LLC65,870$7.72M3.05%-1,26913F-HR/ATimeline
Gunma Bank,Ltd.65,000$7.62M2.49%-10,00013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…63,009$7.38M0.12%-1,66013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources57,420$6.73M<0.01%-19,11613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…55,922$6.55M<0.01%-59313F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…55,117$6.46M0.24%+6213F-HRTimelineGroup
Sigma Planning Corp54,812$6.42M0.19%-3,97313F-HRTimeline
COWA, LLC54,382$6.37M2.43%-413F-HRTimeline
MJP ASSOCIATES INC /ADV53,952$6.32M0.94%+3,15213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC53,158$6.23M0.61%+1,53513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/51,241$6M<0.01%+5,64713F-HRTimelineGroup
Global Retirement Partners, LLC50,922$5.97M0.15%13F-HRTimeline
Maltin Wealth Management, Inc.50,875$5.96M2.68%+5,23813F-HRTimeline
OLD NATIONAL BANCORP /IN/50,462$5.91M0.11%-23113F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co50,000$5.86M1.25%013F-HRTimeline
Gray Private Wealth, LLC49,239$5.77M3.1%+1,81113F-HRTimeline
Summit Wealth Partners, LLC48,689$5.7M1.09%+5,13913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC47,772$5.6M0.27%+34,17913F-HRTimeline
Foundry Financial Group, Inc.45,704$5.36M3.05%+51713F-HRTimeline
SteelPeak Wealth, LLC45,119$5.29M0.21%new13F-HRTimeline
Merit Financial Group, LLC44,400$5.2M0.06%+36,76613F-HRTimeline
CIBC WORLD MARKET INC.43,671$5.12M0.01%+1,40613F-HRTimeline
Janney Capital Management LLC43,393$5.08M0.33%-26413F-HRTimeline
Qube Research & Technologies Ltd42,999$5.04M0.01%-19,67613F-HRTimeline
Atria Wealth Solutions, Inc.42,221$5.02M0.11%-48,59213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.42,195$4.94M0.24%-71113F-HRTimelineGroup
Forefront Analytics, LLC41,996$4.92M5.5%-1,11213F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC41,828$4.9M0.09%+13,16813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,924$4.68M<0.01%+36,43213F-HRTimelineGroup
&PARTNERS39,165$4.59M0.04%+8,47413F-HRTimeline
CHATHAM CAPITAL GROUP, INC.38,428$4.5M0.69%+1,35013F-HRTimeline
Farrow Financial, Inc.38,346$4.49M2.73%-47613F-HRTimeline
Houlihan Financial Resource Group, Ltd.38,069$4.48M1.86%-36913F-HRTimeline
Embree Financial Group38,155$4.47M0.67%-77113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC37,642$4.41M0.41%+69513F-HRTimeline
BLAIR WILLIAM & CO/IL37,516$4.4M0.01%-45813F-HRTimeline
Sunbelt Securities, Inc.38,891$4.37M0.39%-5,77713F-HRTimeline
Capital Advisors, Ltd. LLC36,310$4.25M0.52%+1,64113F-HRTimeline
Strategic Family Wealth Counselors, L.L…36,302$4.25M1.21%+1,56713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,190$4.24M0.03%+73413F-HRTimelineGroup
Atlas Private Wealth Advisors36,119$4.23M0.54%+44013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC34,764$4.07M0.01%-23,30313F-HRTimelineGroup
Sanctuary Advisors, LLC34,749$4.07M0.03%-17,39213F-HRTimeline
Shulman DeMeo Asset Management LLC34,169$4M0.99%-8813F-HRTimeline
J.W. COLE ADVISORS, INC.33,467$3.92M0.08%+6,59313F-HRTimeline
IHT Wealth Management, LLC33,389$3.91M0.11%-1,19813F-HRTimeline
J2 Capital Management Inc32,857$3.85M3.07%+9,21413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC32,815$3.84M0.48%-1913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO32,641$3.82M0.86%+55513F-HRTimeline
Wolff Financial Management LLC32,187$3.77M0.97%-43013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.32,152$3.77M0.06%-68013F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding32,126$3.76M+17,989Timeline
Allworth Financial LP31,042$3.64M0.02%-55713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC30,806$3.61M1.87%+69513F-HRTimeline
NewEdge Advisors, LLC30,413$3.56M0.02%+2,95413F-HRTimeline
Keystone Financial Planning, Inc.30,144$3.53M1.07%-99813F-HRTimeline
Connecticut Wealth Management, LLC29,884$3.5M0.17%+7713F-HRTimeline
AtlasMark Financial, Inc29,870$3.5M2.66%+3,01613F-HRTimeline
Independent Solutions Wealth Management…29,795$3.49M0.68%+1,00413F-HRTimeline
Arkadios Wealth Advisors29,524$3.46M0.1%-20413F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC29,195$3.42M0.04%013F-HRTimelineGroup
GODSEY & GIBB, INC28,756$3.37M0.32%+63713F-HRTimeline
STAR Financial Bank28,646$3.36M2.13%+2,49513F-HRTimeline
Northeast Financial Consultants Inc28,556$3.35M0.14%-17013F-HRTimeline
D.A. DAVIDSON & CO.28,117$3.29M0.02%+42913F-HRTimeline
IFG Advisory, LLC27,591$3.23M0.16%-2,19413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…27,554$3.23M0.52%-79113F-HRTimeline
American State Bank (Iowa)27,446$3.22M1.78%-15,84113F-HRTimeline
Valeo Financial Advisors, LLC26,945$3.16M0.08%-155,00613F-HR/ATimeline
Formidable Asset Management, LLC26,001$3.15M0.53%013F-HRTimeline
KOM Wealth Management Group, LLC26,720$3.13M2.48%+41313F-HRTimeline
Jackson Wealth Management, LLC26,659$3.12M0.34%+33113F-HRTimeline
Integrated Wealth Concepts LLC26,143$3.06M0.03%-3,76113F-HRTimeline
World Investment Advisors25,931$3.04M0.07%-20813F-HRTimeline
Lakeshore Capital Group, Inc.25,812$3.02M2.68%-4,77913F-HRTimeline
CORA CAPITAL ADVISORS LLC25,803$3.02M1.35%+2,89113F-HRTimeline
Kingsview Wealth Management, LLC25,695$3.01M0.05%+12,00213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,693$3.01M0.01%+2,51713F-HRTimelineGroup
CRA Financial Services, LLC25,686$3.01M0.46%-19313F-HRTimeline
Mayflower Financial Advisors, LLC25,184$2.95M0.41%+15513F-HRTimeline
FC Advisory LLC24,036$2.82M0.87%-113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,006$2.81M<0.01%+49213F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding23,810$2.79M+2,879Timeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co23,800$2.79M0.06%-264,46013F-HRTimelineGroup
Morton Brown Family Wealth, LLC23,453$2.75M0.84%013F-HRTimeline
High Net Worth Advisory Group LLC23,095$2.71M0.72%-1,47213F-HRTimeline
GSG Advisors LLC22,941$2.69M0.78%+17913F-HRTimeline
Sowa Financial Group, Inc.22,841$2.68M1.67%-4,09713F-HRTimeline
NOTTINGHAM ADVISORS, INC.22,790$2.67M0.4%-3413F-HRTimeline
SCOTIA CAPITAL INC.21,918$2.57M0.01%+93913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding21,729$2.55M-1,213Timeline
Wealth Management Associates, Inc.21,707$2.54M0.99%+1,04913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers21,613$2.53M<0.01%+3,39313F-HRTimelineGroup
WCG Wealth Advisors LLC21,224$2.49M0.16%-79313F-HRTimeline
Farther Finance Advisors, LLC21,108$2.47M0.05%+8,50013F-HRTimeline
NORDEN GROUP LLC20,967$2.46M0.27%+71313F-HRTimeline
Frisch Financial Group, Inc.20,837$2.44M0.6%-4,88713F-HRTimeline
Cooper Financial Group20,714$2.43M0.29%-3,74313F-HRTimeline
Goldstone Financial Group, LLC20,340$2.42M0.32%+7613F-HRTimeline
Klingman & Associates, LLC20,668$2.42M0.13%-4313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding20,606$2.41M-806Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…20,181$2.36M0.03%-25013F-HRTimelineGroup
Bernardo Wealth Planning LLC20,115$2.36M0.51%-22313F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC20,039$2.35M1.24%+97513F-HRTimeline
Chicago Partners Investment Group LLC19,427$2.33M0.07%-6913F-HRTimeline
Ellis Investment Partners, LLC19,437$2.28M0.44%+17713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19,306$2.26M0.05%-4213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC19,174$2.25M0.05%-15313F-HRTimeline
Gladstone Institutional Advisory LLC19,137$2.24M0.09%+2,89213F-HRTimeline
Aventus Investment Advisors, Inc.19,126$2.24M2.01%13F-HRTimeline
Sowell Financial Services LLC19,037$2.23M0.09%+14713F-HRTimeline
Gallagher Capital Advisors, LLC18,514$2.22M1.79%-12,05213F-HRTimeline
AMG National Trust Bank18,495$2.17M0.06%+16813F-HRTimeline
TruNorth Capital Management, LLC18,487$2.17M0.48%013F-HRTimeline
HARBOUR INVESTMENTS, INC.18,382$2.15M0.05%+40113F-HRTimeline
Investment Advisory Group, LLC18,207$2.13M0.65%+7713F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC18,149$2.13M0.73%+1313F-HRTimeline
Summit X, LLC18,118$2.12M0.4%-1,15213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,061$2.12M0.16%-4613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,051$2.12M0.15%-5213F-HRTimeline
Ironwood Financial, llc17,195$2.08M0.45%013F-HRTimeline
Fiduciary Group, LLC17,700$2.07M0.2%+30313F-HRTimeline