Institutional Ownership Ishares Core High Dividend ETF (HDV)
This table provides information about the institutional ownership of Ishares Core High Dividend ETF (HDV). We have compiled data on the 892 institutions that hold shares in the stock, with a total of 43.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
17,412
shares
|
$2.13 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
17,391
shares
|
$2.13 Million
1.64% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
17,259
shares
|
$2.11 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
17,162
shares
|
$2.1 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
16,999
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2025
Added 6.74%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
16,795
shares
|
$2.05 Million
0.26% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
16,769
shares
|
$2.05 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
16,719
shares
|
$2.04 Million
0.08% of portfolio
|
Q3 2025
Added 121.3%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
16,676
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
16,673
shares
|
$2.04 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
16,651
shares
|
$2.04 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
16,628
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
16,494
shares
|
$2.02 Million
0.12% of portfolio
|
Q3 2025
Added 277.61%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
16,463
shares
|
$2.01 Million
1.44% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
16,412
shares
|
$2.01 Million
0.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
16,390
shares
|
$2 Million
0.06% of portfolio
|
Q3 2025
Reduced 15.63%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
16,388
shares
|
$2 Million
0.03% of portfolio
|
Q3 2025
Added 85.78%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
16,350
shares
|
$2 Million
0.09% of portfolio
|
Q3 2025
Reduced 61.25%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
16,294
shares
|
$1.99 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Woodstock Corp
|
Oct 07, 2025 Q3 2025 |
16,180
shares
|
$1.98 Million
0.17% of portfolio
|
Q4 2018
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
15,850
shares
|
$1.94 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
15,848
shares
|
$1.94 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
15,745
shares
|
$1.92 Million
0.83% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
15,662
shares
|
$1.91 Million
0.07% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
15,286
shares
|
$1.87 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.84%
|
|