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Disclosery

HDV ISHARES TR

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CORE HIGH DV ETF (fund)

Filings received so far for Q3 2026: 48 13F filers report a position in HDV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Adirondack Capital Advisors, LLC569,916$15.9M8.23%-12713F-HRTimeline
Farther Finance Advisors, LLC359,838$10.1M0.07%+65,96813F-HRTimeline
Capital Advisors Wealth Management, LLC172,201$4.81M0.54%+10,09013F-HRTimeline
Shulman DeMeo Asset Management LLC160,037$4.51M0.89%-3,39913F-HRTimeline
Keystone Financial Planning, Inc.156,554$4.38M1.08%+61,98613F-HRTimeline
Gallagher Capital Advisors, LLC145,730$4.07M2.18%+42813F-HRTimeline
Valeo Financial Advisors, LLC122,528$3.43M0.07%-30213F-HRTimeline
Gerald Baker Financial Group LLC113,144$3.16M0.89%+2,05213F-HRTimeline
FC Advisory LLC107,807$3.01M0.79%+2613F-HRTimeline
Cooper Financial Group73,725$2.06M0.16%-4813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC72,365$2.02M0.42%+4,71513F-HRTimeline
Balefire, LLC59,251$1.66M0.26%new13F-HRTimeline
CoreCap Advisors, LLC55,871$1.56M0.04%-21613F-HRTimeline
Weaver Consulting Group45,473$1.27M0.25%-1,75513F-HRTimeline
KFA Private Wealth Group, LLC43,796$1.22M0.29%-35013F-HRTimeline
Planning Strategies Inc.41,815$1.17M0.69%-1,10313F-HRTimeline
First Heartland Consultants, Inc.40,832$1.14M0.08%-1,31113F-HRTimeline
Investment Partners Asset Management, I…33,129$926K0.5%+2,70013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.30,391$850K0.46%+1,38013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC27,483$768K0.09%013F-HRTimeline
CHAPIN DAVIS, INC.27,430$767K0.15%013F-HRTimeline
David J Yvars Group25,073$701K0.32%+1,05113F-HRTimeline
Trust Co22,400$626K0.05%013F-HRTimeline
Apella Capital, LLC20,373$576K0.01%+1,41313F-HRTimeline
Baring Financial LLC19,683$550K0.3%+10113F-HRTimeline
TrueWealth Advisors, LLC16,860$471K0.11%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC14,157$396K0.02%+11013F-HRTimeline
Shira Ridge Wealth Management12,078$338K0.12%-36613F-HRTimeline
Echo45 Advisors LLC11,335$317K0.14%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC10,656$298K<0.01%-66413F-HRTimelineGroup
SigFig Wealth Management, LLC10,486$293K0.01%+1,08013F-HRTimeline
Cadent Capital Advisors, LLC10,088$282K0.06%-12,69413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC8,556$239K0.05%+113F-HRTimeline
Plan A Wealth LLC8,410$235K0.08%013F-HRTimeline
Avidian Wealth Enterprises, LLC7,895$221K0.01%new13F-HRTimeline
Acropolis Investment Management, LLC7,125$199K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton4,740$133K0.02%013F-HRTimeline
Aventus Investment Advisors, Inc.3,105$86.8K0.06%+75513F-HRTimeline
EASTERN BANK2,725$76.2K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,250$62.9K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA2,175$60.8K0.02%013F-HRTimeline
Roxbury Financial LLC1,805$50.5K0.04%+813F-HRTimeline
Bullock Wealth Management Group773$21.6K0.01%+613F-HRTimeline
GAMMA Investing LLC730$20.4K<0.01%013F-HRTimeline
Hickory Point Bank & Trust450$12.6K0.01%013F-HRTimeline
Versant Capital Management, Inc290$8.11K<0.01%013F-HRTimeline
Grove Bank & Trust100$2.8K<0.01%-50013F-HRTimeline
Retirement Wealth Solutions LLC0$6<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.