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 894 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 |
|---|---|---|---|---|---|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
6,174
shares
|
$754,833
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
6,158
shares
|
$752,877
0.03% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,154
shares
|
$752,388
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
6,139
shares
|
$750,554
0.02% of portfolio
|
Q3 2025
Added 143.9%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
6,109
shares
|
$746,886
0.04% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
6,101
shares
|
$745,908
0.74% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
6,057
shares
|
$740,528
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,003
shares
|
$733,926
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
5,985
shares
|
$731,726
0.01% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
5,880
shares
|
$718,888
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
5,865
shares
|
$717,054
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
5,843
shares
|
$714,365
0.0% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,766
shares
|
$704,951
0.24% of portfolio
|
Q4 2022
Reduced 99.04%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
5,761
shares
|
$704,339
0.0% of portfolio
|
Q3 2025
Added 197.42%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
5,724
shares
|
$699,816
0.05% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
5,661
shares
|
$692,113
0.31% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,637
shares
|
$689,179
0.13% of portfolio
|
Q4 2022
Reduced 7.86%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
5,631
shares
|
$688,446
0.45% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
5,486
shares
|
$670,718
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
5,474
shares
|
$669,251
0.04% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
5,446
shares
|
$665,827
0.13% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Human Investing LLC
|
Oct 31, 2025 Q3 2025 |
5,439
shares
|
$664,972
0.1% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
5,434
shares
|
$664,360
0.01% of portfolio
|
Q3 2025
Added 23.05%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,431
shares
|
$663,994
0.08% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,395
shares
|
$659,592
0.04% of portfolio
|
Q2 2022
Reduced 5.45%
|
|