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 893 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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
15,021
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
14,908
shares
|
$1.82 Million
0.11% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
14,876
shares
|
$1.82 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
14,858
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
14,764
shares
|
$1.81 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
14,711
shares
|
$1.8 Million
0.12% of portfolio
|
Q4 2025
Reduced 2.75%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
14,555
shares
|
$1.78 Million
0.41% of portfolio
|
Q4 2025
Added 12.23%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
14,400
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
14,384
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
14,376
shares
|
$1.76 Million
0.85% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
14,332
shares
|
$1.75 Million
0.13% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
14,271
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2025
Added 291.2%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
13,939
shares
|
$1.7 Million
0.66% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
13,835
shares
|
$1.69 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,759
shares
|
$1.68 Million
0.43% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
13,721
shares
|
$1.68 Million
0.57% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
13,679
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
13,468
shares
|
$1.65 Million
0.41% of portfolio
|
Q4 2025
Added 1.7%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
13,406
shares
|
$1.64 Million
0.67% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
13,259
shares
|
$1.62 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
13,212
shares
|
$1.62 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
13,205
shares
|
$1.61 Million
0.1% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
13,136
shares
|
$1.61 Million
0.31% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
13,108
shares
|
$1.6 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
13,094
shares
|
$1.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.33%
|
|