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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,083,741$554M0.04%-432,85213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,481,196$472M0.03%+101,00413F-HRTimelineGroup
LPL Financial LLC3,317,662$450M0.12%+385,69513F-HRTimeline
UBS Group AGgroup of 2 filers holding1,567,542$213M+104,728Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,406,343$191M0.04%-140,26813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,297,163$176M0.01%+76,41513F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,282,003$174M0.03%+30,44213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,237,182$168M+335,592Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,046,437$141M0.07%+174,95713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,003,439$136M0.09%+402,80513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC968,381$131M0.04%-5,88113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC902,142$122M0.03%+163,26313F-HR/ATimelineGroup
Janney Montgomery Scott LLC893,886$121M0.3%+63,45813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC713,802$96.9M3.83%-41,00013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.686,666$93.2M<0.01%+4,62713F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp666,567$90.5M0.3%-21,00313F-HR/ATimelineGroup
Cetera Investment Advisers650,163$88.2M0.09%+109,15113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC625,989$85M0.12%-17,68913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP576,725$78.3M0.11%-15,30313F-HRTimelineGroup
FMR LLCin group FMR LLC567,337$77M<0.01%+73,81913F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC458,400$62.2M3.79%+1,62413F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE457,400$62.1M0.07%+391,70013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC451,518$61.3M0.07%+11,95913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.370,029$50.2M0.07%-7,50513F-HRTimelineGroup
Steward Partners Investment Advisory, L…310,300$42.1M0.21%+14,18613F-HRTimeline
MML INVESTORS SERVICES, LLC304,658$41.3M0.11%-2,59913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…258,968$35.1M0.02%-19,38013F-HRTimelineGroup
Townsend & Associates, Inc264,119$35.1M3.03%-40,51813F-HRTimeline
Private Advisor Group, LLC257,027$34.9M0.16%+148,94213F-HRTimeline
ALLIANCEBERNSTEIN L.P.282,746$34.4M0.01%+9,49913F-HRTimeline
DAVENPORT & Co LLC244,482$33.2M0.18%+20,96613F-HRTimeline
SBI Securities Co., Ltd.240,991$32.7M0.9%+3,13713F-HRTimeline
REGIMEN WEALTH, LLC235,382$31.9M9.33%+6,64613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…223,646$30M0.07%-43,10713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding218,277$29.6M+19,469Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…202,013$27.4M0.05%-4,20213F-HRTimelineGroup
Advisory Services Network, LLC197,250$26.8M0.36%+14,89713F-HRTimeline
Wharton Business Group, LLC192,438$26.1M0.99%+1,41513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding185,452$25.2M+166,789Timeline
Cambridge Investment Research Advisors,…183,596$24.9M0.06%+10,39313F-HRTimeline
VAUGHAN & Co SECURITIES, INC.181,662$24.7M12.88%-4,39913F-HRTimeline
Simmons Bankin group Simmons Bank176,184$23.9M1.6%-19,81013F-HRTimelineGroup
HB Wealth Management, LLC168,114$22.8M0.15%+9,44913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP165,115$22.4M0.02%-21,58213F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC163,758$22.2M2.16%+3,09413F-HR/ATimeline
Waverly Advisors, LLC161,458$21.9M0.16%-1,83113F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC157,000$21.3M0.12%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC156,153$21.2M0.03%+3,51813F-HRTimelineGroup
SWEENEY & MICHEL, LLC156,369$21M6.18%+3,67013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…153,931$20.9M0.04%+6,74213F-HRTimelineGroup
Creative Planningin group Creative Planning153,260$20.8M0.01%-69513F-HRTimelineGroup
Atwater Malick LLC141,303$19.2M5.18%+19,38213F-HRTimeline
Orion Porfolio Solutions, LLC139,033$18.9M0.16%+1,91813F-HRTimeline
Columbia River Financial Group, LLC127,138$17.3M10.02%+3,77913F-HRTimeline
IFP Advisors, Inc126,072$17.1M0.35%-67,28413F-HRTimeline
HighTower Advisors, LLC122,390$16.6M0.02%-1,38313F-HRTimeline
CWM, LLCin group CWM, LLC114,540$15.5M0.04%+37,36613F-HRTimelineGroup
Lantz Financial LLC114,530$15.5M3.21%+4,98513F-HRTimeline
Adirondack Capital Advisors, LLC110,051$14.9M9.59%+5,19713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC109,626$14.9M<0.01%+8,03813F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA104,505$14.2M0.07%+13,22513F-HRTimelineGroup
SYKON CAPITAL LLC104,488$14.2M4.73%+101,78813F-HRTimeline
Smartleaf Asset Management LLC101,266$13.7M0.5%+25,35813F-HRTimeline
Wealthspire Advisors, LLC100,702$13.7M0.11%+2,29013F-HRTimeline
Kapstone Financial Advisors LLC99,322$13.5M6.6%+6513F-HRTimeline
Global Strategic Investment Solutions, …95,588$13M1.28%+28913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS95,567$13M0.02%-99113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…95,228$12.9M0.04%+6,86713F-HRTimeline
COURIER CAPITAL LLC93,229$12.7M0.71%+3,43113F-HR/ATimeline
NTV Asset Management LLC90,250$12.2M1.35%+42213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …89,919$12.2M1.64%-9,32013F-HRTimeline
FAS Wealth Partners, Inc.89,719$12.2M0.76%-39013F-HRTimeline
Atria Investments, Inc81,015$11M0.12%-7,55913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC78,016$10.6M0.04%+41013F-HRTimelineGroup
Smithfield Trust Co75,685$10.3M0.45%-3613F-HRTimeline
Beaumont Financial Advisors, LLC75,348$10.2M0.7%+5013F-HRTimeline
Financial Perspectives, Inc74,831$10.2M2.84%+64413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd73,235$9.94M0.12%new13F-HRTimelineGroup
Base Wealth Management LLC70,642$9.59M5.36%+1,86713F-HRTimeline
Forefront Analytics, LLC68,087$9.24M8.4%-1,22113F-HRTimeline
Vestmark Advisory Solutions, Inc.67,832$9.21M0.1%+43,41613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP64,805$8.8M0.06%+87413F-HRTimelineGroup
Gotham Asset Management, LLC64,628$8.77M0.03%+62,30013F-HRTimeline
Maltin Wealth Management, Inc.63,898$8.67M3.31%+6,34113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV63,021$8.55M0.01%-2,32113F-HRTimeline
Godfrey Financial Associates, Inc.60,781$8.25M7.08%-61113F-HRTimeline
Farther Finance Advisors, LLC60,491$8.1M0.08%+5,36013F-HRTimeline
Sanctuary Advisors, LLC58,458$7.93M0.04%+7,33613F-HRTimeline
COWA, LLC57,386$7.79M2.1%+1,39213F-HRTimeline
Sigma Planning Corp57,188$7.76M0.22%+37113F-HRTimeline
OLD NATIONAL BANCORP /IN/55,730$7.56M0.13%+1,11013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…55,262$7.5M<0.01%-11113F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources53,867$7.31M<0.01%+13513F-HRTimelineGroup
Qube Research & Technologies Ltd53,509$7.26M0.01%+4,46613F-HRTimeline
Gray Private Wealth, LLC53,463$7.26M3.65%+1,22913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC52,988$7.19M0.52%-1,10313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,692$7.15M0.01%-17,92713F-HRTimelineGroup
&PARTNERS52,736$7.14M0.04%+6,27613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…52,411$7.11M0.1%-9,52113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/51,928$7.05M<0.01%+2,13513F-HRTimelineGroup
MJP ASSOCIATES INC /ADV50,616$6.87M0.83%-2,65213F-HRTimeline
Summit Wealth Partners, LLC48,863$6.63M1.05%+23713F-HRTimeline
Foundry Financial Group, Inc.48,632$6.6M3.27%+7613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…48,037$6.52M0.26%+4,50313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC47,438$6.44M0.09%+2,66913F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP47,783$6.43M0.01%-82,28513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,888$6.32M0.04%+2,33313F-HRTimelineGroup
Accurate Wealth Management, LLC47,030$6.3M0.76%new13F-HRTimeline
CIBC WORLD MARKET INC.46,230$6.27M0.01%+1,52413F-HRTimeline
Paller Financial Services Inc44,020$5.97M4.94%+54813F-HRTimeline
Cornerstone Planning, LLC43,578$5.92M1.34%+6,18013F-HRTimeline
Sunbelt Securities, Inc.42,841$5.81M0.37%+5,65113F-HRTimeline
Capital Advisors, Ltd. LLC42,070$5.71M0.65%+3,42213F-HRTimeline
Convergence Financial, LLC40,774$5.53M0.59%+3,01413F-HRTimeline
CHATHAM CAPITAL GROUP, INC.39,698$5.39M0.78%+50013F-HRTimeline
Farrow Financial, Inc.39,346$5.34M3.03%-31713F-HRTimeline
IHT Wealth Management, LLC38,496$5.22M0.12%+6,80213F-HRTimeline
Merit Financial Group, LLC38,391$5.21M0.04%-2,45813F-HRTimeline
Broussard Financial Group LLC37,827$5.13M4.11%+8213F-HRTimeline
Houlihan Financial Resource Group, Ltd.37,776$5.13M2%+8413F-HRTimeline
BLAIR WILLIAM & CO/IL37,769$5.13M0.01%-94513F-HRTimeline
Embree Financial Group37,401$5.08M0.6%+2,94313F-HRTimeline
Strategic Family Wealth Counselors, L.L…37,295$5.06M1.33%-33813F-HRTimeline
NewEdge Advisors, LLC37,099$5.04M0.02%+3,25213F-HR/ATimeline
Aureum Wealth Management, LLC36,844$5M3.48%+1,56913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC36,679$4.98M0.42%-75613F-HRTimeline
TUDOR INVESTMENT CORP ET AL36,522$4.96M0.03%new13F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding36,422$4.94M+19,703Timeline
ASSETMARK, INCin group ASSETMARK, INC35,482$4.82M0.01%+34,29213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC35,447$4.81M0.21%-1,04013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding38,754$4.72M+2,724Timeline
Blake Schutter Theil Wealth Advisors, L…34,675$4.71M3.84%+67713F-HRTimeline
Shulman DeMeo Asset Management LLC33,901$4.6M0.98%-25613F-HRTimeline
REGATTA CAPITAL GROUP, LLC33,822$4.59M0.69%+6,21413F-HRTimeline
GODSEY & GIBB, INC33,726$4.58M0.4%+1,03813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC33,666$4.57M2.22%-1,29813F-HRTimeline
Integrated Wealth Concepts LLC33,644$4.57M0.04%+7,16113F-HRTimeline
J2 Capital Management Inc32,716$4.44M3.04%-13,79813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC32,398$4.4M0.48%-10313F-HRTimeline
Arkadios Wealth Advisors32,022$4.35M0.07%+7213F-HRTimeline
Kingsview Wealth Management, LLC31,917$4.33M0.06%+3,47013F-HRTimeline
Wolff Financial Management LLC31,768$4.31M0.95%-31013F-HRTimeline
HARBOUR INVESTMENTS, INC.30,903$4.19M0.06%+10,48113F-HRTimeline
Independent Solutions Wealth Management…30,152$4.09M0.6%-24313F-HRTimeline
Allworth Financial LP30,148$4.09M0.02%-68813F-HRTimeline
Rakuten Group, Inc.group of 2 filers holding33,380$4.07M+16,639Timeline
JB Capital LLC29,856$4.05M0.16%+20,69713F-HRTimeline
Connecticut Wealth Management, LLC29,605$4.02M0.17%-9813F-HRTimeline
Jackson Wealth Management, LLC29,498$4M0.41%+8113F-HRTimeline
Kovack Advisors, Inc.29,724$3.99M0.21%+14,80013F-HRTimeline
J.W. COLE ADVISORS, INC.29,228$3.97M0.13%+3013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC29,195$3.96M0.05%013F-HRTimelineGroup
Capital Advisors Wealth Management, LLC29,158$3.96M0.53%+3,87113F-HRTimeline
AMG National Trust Bank28,790$3.91M0.08%+7,84313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,737$3.9M0.01%+73913F-HRTimelineGroup
AtlasMark Financial, Inc31,582$3.84M2.48%013F-HRTimeline
Gladstone Institutional Advisory LLC28,049$3.81M0.14%+9,65013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC27,592$3.74M<0.01%+1,58613F-HRTimelineGroup
D.A. DAVIDSON & CO.27,391$3.72M0.02%-23213F-HRTimeline
Mayflower Financial Advisors, LLC26,887$3.65M0.44%+82613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC26,831$3.64M0.01%+1,65613F-HRTimelineGroup
BEACON FINANCIAL GROUP26,771$3.63M0.36%+24,57713F-HRTimeline
NOTTINGHAM ADVISORS, INC.26,718$3.63M0.47%+1,13313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…26,507$3.6M0.52%-82413F-HRTimeline
World Investment Advisors26,086$3.54M0.06%+88613F-HRTimeline
High Point Wealth Management, LLC25,773$3.5M3.38%+73613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO25,688$3.49M0.96%+48613F-HRTimeline
Investment Research Partners LLC25,648$3.48M1.42%-17213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…25,383$3.45M0.11%-28,58113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,888$3.38M<0.01%+113F-HRTimelineGroup
Valeo Financial Advisors, LLC24,770$3.36M0.08%-35013F-HRTimeline
MAI Capital Management24,501$3.33M0.02%+78713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd24,494$3.32M0.06%new13F-HRTimelineGroup
CRA Financial Services, LLC24,130$3.27M0.43%-90813F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co23,800$3.23M0.07%013F-HRTimelineGroup
Kensington Asset Management, LLC23,739$3.22M0.18%+1,28913F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,551$3.2M0.16%-17413F-HRTimeline
Wealth Management Associates, Inc.23,369$3.17M1.1%+4813F-HRTimeline
GSG Advisors LLC23,329$3.17M0.82%+46413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding116,175$3.14M+81,658Timeline
High Net Worth Advisory Group LLC22,558$3.06M0.71%-30813F-HRTimeline
PlanVest Financial, Inc22,139$3M2.29%13F-HRTimeline
Morton Brown Family Wealth, LLC22,103$3M0.79%-61913F-HRTimeline
KOM Wealth Management Group, LLC21,615$2.93M2%-5,31813F-HRTimeline
1900 WEALTH MANAGEMENT LLC21,601$2.93M0.19%+4,75713F-HRTimeline
Frisch Financial Group, Inc.21,514$2.92M0.61%-10713F-HRTimeline
American State Bank (Iowa)21,418$2.91M1.4%-49213F-HRTimeline
FC Advisory LLC21,312$2.89M0.84%-36813F-HRTimeline
Indivisible Partners21,217$2.88M0.25%+2,75913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding21,193$2.88M-3,158Timeline
SCOTIA CAPITAL INC.20,924$2.84M0.01%-8913F-HRTimeline
Ironwood Financial, llc20,842$2.83M0.49%+60613F-HRTimeline
Sowa Financial Group, Inc.20,806$2.82M1.4%-1,04113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,691$2.81M0.02%+12,30113F-HRTimelineGroup
Keystone Financial Planning, Inc.20,530$2.79M0.74%-7,97413F-HRTimeline
WCG Wealth Advisors LLC20,472$2.78M0.08%-3813F-HRTimeline
Atlas Private Wealth Advisors20,282$2.75M0.65%+1,16013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC20,270$2.75M0.35%new13F-HRTimeline
Klingman & Associates, LLC20,225$2.74M0.13%-41713F-HRTimeline
Texas Capital Bank Wealth Management Se…20,211$2.74M0.16%013F-HRTimeline