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 |
|---|---|---|---|---|---|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
9,389
shares
|
$1.15 Million
1.53% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
9,314
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2025
Reduced 22.4%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
9,219
shares
|
$1.13 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
9,207
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
9,178
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 25.08%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
9,168
shares
|
$1.12 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
9,110
shares
|
$1.11 Million
0.07% of portfolio
|
Q1 2025
Reduced 18.15%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
9,099
shares
|
$1.11 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
9,019
shares
|
$1.1 Million
0.3% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
8,967
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
8,878
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
8,862
shares
|
$1.08 Million
0.18% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
8,842
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
8,831
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
8,822
shares
|
$1.08 Million
0.17% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
8,803
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,785
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
8,603
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
8,530
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
8,516
shares
|
$1.04 Million
0.09% of portfolio
|
Q4 2025
Added 1.21%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
8,513
shares
|
$1.04 Million
0.08% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
8,390
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2025
Added 1.55%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,290
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
8,258
shares
|
$1.01 Million
0.82% of portfolio
|
Q3 2025
Reduced 68.01%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
8,245
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2025
Added 1.48%
|
|