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 |
|---|---|---|---|---|---|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
7,255
shares
|
$886,996
0.62% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
7,247
shares
|
$886,018
0.06% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
7,214
shares
|
$881,983
0.41% of portfolio
|
Q3 2025
Reduced 21.17%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
7,176
shares
|
$877,337
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 07, 2026 Q4 2025 |
7,146
shares
|
$873,669
0.21% of portfolio
|
Q4 2025
Added 7.95%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
7,084
shares
|
$866,089
0.07% of portfolio
|
Q3 2025
Reduced 9.2%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
7,019
shares
|
$858,142
0.19% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
7,013
shares
|
$857,409
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
6,931
shares
|
$847,384
0.21% of portfolio
|
Q4 2025
Added 2.36%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,860
shares
|
$838,703
0.14% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
6,719
shares
|
$821,464
0.1% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,712
shares
|
$820,609
0.08% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
6,674
shares
|
$815,963
0.1% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,619
shares
|
$809,238
0.01% of portfolio
|
Q3 2025
Reduced 37.81%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,618
shares
|
$809,116
0.0% of portfolio
|
Q3 2025
Added 24.94%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
6,614
shares
|
$808,627
0.29% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
6,572
shares
|
$803,492
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
6,500
shares
|
$794,690
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
6,467
shares
|
$790,655
0.09% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
6,430
shares
|
$786,131
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
6,417
shares
|
$784,542
0.06% of portfolio
|
Q3 2017
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
6,354
shares
|
$776,840
0.53% of portfolio
|
Q3 2025
Added 119.71%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
6,292
shares
|
$769,259
0.05% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
6,271
shares
|
$766,692
0.03% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
6,234
shares
|
$762,168
0.0% of portfolio
|
Q3 2025
Added 0.78%
|
|