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 |
|---|---|---|---|---|---|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
12,941
shares
|
$1.58 Million
0.67% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
12,833
shares
|
$1.57 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,760
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Added 110.32%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
12,581
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
12,514
shares
|
$1.53 Million
0.46% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
12,436
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Added 20.5%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,399
shares
|
$1.52 Million
0.04% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
12,290
shares
|
$1.5 Million
0.18% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
12,092
shares
|
$1.48 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
11,996
shares
|
$1.47 Million
0.13% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
11,943
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
11,699
shares
|
$1.43 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
11,676
shares
|
$1.43 Million
0.1% of portfolio
|
Q3 2025
Added 23.31%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
11,662
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
11,638
shares
|
$1.42 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,574
shares
|
$1.42 Million
0.68% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
11,572
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2025
Reduced 84.74%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
11,565
shares
|
$1.41 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
11,488
shares
|
$1.4 Million
0.17% of portfolio
|
Q4 2025
Reduced 1.92%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
11,486
shares
|
$1.4 Million
0.27% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
11,476
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
11,296
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
11,191
shares
|
$1.37 Million
0.18% of portfolio
|
Q3 2025
Reduced 39.38%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
11,053
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,991
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.02%
|
|