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Public ownership evidence

iShares Core High Dividend ETF (HDV) Ownership Disclosures

Read HDV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-298,879$1,075,406None
Corient Private Wealth LP2026-06-302026-08-28271,194$7,433,162None
Advus Financial Partners, LLC2026-06-302026-08-2639,311$1,077,505None
Advus Financial Partners, LLC2026-03-312026-08-2619,477$2,643,382None
Advus Financial Partners, LLC2025-12-312026-08-2665,277$7,938,313None
Advus Financial Partners, LLC2025-09-302026-08-2663,762$7,807,634None
Advus Financial Partners, LLC2025-06-302026-08-2665,870$7,717,966None
Advus Financial Partners, LLC2025-03-312026-08-2667,138$8,131,812None
Advus Financial Partners, LLC2024-12-312026-08-2664,188$7,205,797None
Advus Financial Partners, LLC2024-09-302026-08-2666,066$7,770,657None
Advus Financial Partners, LLC2024-06-302026-08-2666,438$7,221,786None
Advus Financial Partners, LLC2024-03-312026-08-2666,530$7,332,251None
Advus Financial Partners, LLC2023-12-312026-08-2665,011$6,630,428None
Advus Financial Partners, LLC2023-09-302026-08-2664,405$6,369,006None
Advus Financial Partners, LLC2023-06-302026-08-2669,586$7,013,539None
Advus Financial Partners, LLC2023-03-312026-08-2667,842$6,896,837None
Advus Financial Partners, LLC2022-12-312026-08-2636,132$3,766,413None
Advus Financial Partners, LLC2022-09-302026-08-2629,962$2,735,222None
Advus Financial Partners, LLC2022-06-302026-08-2622,592$2,268,873None
Financial Insights, Inc.2026-06-302026-08-2612,635$346,325None
Bernard Wealth Management Corp.2026-06-302026-08-22130$3,564None
Rehmann Capital Advisory Group2026-06-302026-08-2176,705$2,099,517None
Jackson Wealth Management, LLC2026-06-302026-08-2111,479$315,000None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-2152,615$1,442,177None
Bullock Wealth Management Group2026-06-302026-08-20767$21,012None
Kingsview Wealth Management, LLC2026-06-302026-08-20188,590$5,169,265None
Archer Investment Corp2026-06-302026-08-2046,118$1,264,094None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20304,531$8,347,200None
Sankala Group LLC2026-06-302026-08-19365$10,813None
Beacon Pointe Advisors, LLC2026-06-302026-08-1989,134$2,443,151None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19460$13,000None
Rakuten Investment Management, Inc.2026-06-302026-08-1974,410$2,060,412None
Strive Financial Group ,LLC2026-06-302026-08-18105$2,878None
Coastal Bridge Advisors, LLC2026-06-302026-08-1819,557$536,045None
Caitlin John, LLC2026-06-302026-08-181,725$47,282None
Corient Private Wealth LP2026-06-302026-08-18250,302$6,860,478None
BROOKS, MOORE & ASSOCIATES, INC.2026-06-302026-08-1821,670$593,975None
Pure Financial Advisors, LLC2026-06-302026-08-188,325$228,188None
Transamerica Financial Advisors, LLC2026-06-302026-08-188,875$243,285None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1899,085$2,716,488None
Nalls Sherbakoff Group, LLC2026-06-302026-08-185,767$158,077None
Nalls Sherbakoff Group, LLC2026-03-312026-08-181,150$156,078None
Equitable Holdings, Inc.2026-06-302026-08-18284,502$7,798,205None
AtlasMark Financial, Inc2026-06-302026-08-18186,551$5,113,360None
Jefferies Financial Group Inc.2026-06-302026-08-1898,704$2,705,485None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-186,686$183,000None
Thompson David Blair2024-12-312026-08-153,572$400,993None
Thompson David Blair2026-06-302026-08-1541,382$1,134,281None
Thompson David Blair2025-12-312026-08-1510,656$1,295,876None
Thompson David Blair2026-03-312026-08-159,135$1,239,802None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.