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 898 institutions that hold shares in the stock, with a total of 43.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Jan 15, 2026 Q4 2025 |
8,173
shares
|
$999,230
0.75% of portfolio
|
Q4 2025
Added 6.77%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 13, 2026 Q4 2025 |
8,140
shares
|
$995,196
0.12% of portfolio
|
Q4 2025
Added 4.49%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
8,118
shares
|
$992,506
0.15% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
8,117
shares
|
$992,384
0.11% of portfolio
|
Q4 2025
Reduced 5.93%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
8,021
shares
|
$980,647
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
7,964
shares
|
$973,678
0.3% of portfolio
|
Q4 2025
Reduced 22.45%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,932
shares
|
$969,766
0.0% of portfolio
|
Q3 2025
Added 210.57%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
7,914
shares
|
$967,565
0.58% of portfolio
|
Q3 2023
Reduced 4.67%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,911
shares
|
$967,198
0.55% of portfolio
|
Q1 2023
Reduced 9.46%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
7,889
shares
|
$964,509
0.09% of portfolio
|
Q4 2019
Reduced 10.5%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
7,860
shares
|
$960,963
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
7,859
shares
|
$960,841
0.46% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
7,856
shares
|
$960,474
0.01% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,659
shares
|
$936,389
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
7,612
shares
|
$930,643
0.43% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
7,599
shares
|
$929,053
0.19% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
7,459
shares
|
$911,937
0.06% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
7,454
shares
|
$911,326
0.04% of portfolio
|
Q3 2025
Added 30.82%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
7,341
shares
|
$897,510
0.04% of portfolio
|
Q3 2025
Added 362.28%
|
|
|
Forefront Wealth Management Inc.
|
Oct 28, 2025 Q3 2025 |
7,304
shares
|
$892,987
0.73% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
7,295
shares
|
$891,886
0.15% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
7,261
shares
|
$887,729
0.06% of portfolio
|
Q3 2025
Reduced 8.05%
|
|