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 |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
5,390
shares
|
$658,981
0.01% of portfolio
|
Q3 2025
Added 31.82%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
5,359
shares
|
$655,191
0.02% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
5,352
shares
|
$654,335
0.31% of portfolio
|
Q1 2023
Reduced 90.43%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
5,343
shares
|
$653,235
0.55% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,322
shares
|
$650,667
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 06, 2025 Q3 2025 |
5,319
shares
|
$650,300
0.38% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
5,313
shares
|
$649,567
0.08% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,300
shares
|
$647,978
0.0% of portfolio
|
Q2 2024
Reduced 46.14%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
5,273
shares
|
$644,676
0.02% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,211
shares
|
$637,096
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,141
shares
|
$628,538
0.1% of portfolio
|
Q3 2025
Reduced 47.53%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
5,117
shares
|
$625,604
0.02% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
5,112
shares
|
$624,993
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,045
shares
|
$616,801
0.04% of portfolio
|
Q4 2024
Added 92.93%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
5,032
shares
|
$615,212
0.22% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,991
shares
|
$610,199
0.03% of portfolio
|
Q4 2023
Added 17.71%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
4,990
shares
|
$610,077
0.0% of portfolio
|
Q3 2022
Added 92.92%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
4,959
shares
|
$606,287
0.0% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,955
shares
|
$605,798
1.68% of portfolio
|
Q2 2022
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,944
shares
|
$604,453
0.02% of portfolio
|
Q2 2024
Reduced 4.92%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
4,878
shares
|
$596,384
0.02% of portfolio
|
Q3 2025
Added 25.21%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
4,862
shares
|
$594,428
0.01% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
4,839
shares
|
$591,616
0.04% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
David J Yvars Group
|
Oct 27, 2025 Q3 2025 |
4,812
shares
|
$588,315
0.32% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,772
shares
|
$583,424
0.08% of portfolio
|
Q2 2023
Reduced 11.37%
|
|