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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,458
shares
|
$545,035
0.13% of portfolio
|
Q3 2025
Added 67.15%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
4,437
shares
|
$542,467
0.02% of portfolio
|
Q4 2025
Reduced 15.85%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
4,410
shares
|
$539,166
0.1% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
4,373
shares
|
$534,642
0.01% of portfolio
|
Q3 2025
Added 27.9%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
4,322
shares
|
$528,407
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
4,229
shares
|
$517,037
0.02% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 17, 2025 Q3 2025 |
4,194
shares
|
$512,758
0.25% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
4,190
shares
|
$512,269
0.11% of portfolio
|
Q4 2025
Added 0.41%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,174
shares
|
$510,313
0.0% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
4,170
shares
|
$509,824
0.01% of portfolio
|
Q3 2025
Reduced 15.26%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
4,152
shares
|
$507,623
0.07% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
4,151
shares
|
$507,501
0.08% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
4,149
shares
|
$507,256
0.26% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,134
shares
|
$505,422
0.02% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,093
shares
|
$500,410
0.0% of portfolio
|
Q3 2025
Added 31.23%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
4,080
shares
|
$498,820
0.05% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,080
shares
|
$498,820
0.04% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
4,078
shares
|
$498,576
0.07% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,070
shares
|
$497,598
0.07% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
4,040
shares
|
$493,930
0.13% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
4,000
shares
|
$489,040
0.13% of portfolio
|
Q3 2017
New holding
|
|
|
Hixon Zuercher, LLC
|
Oct 10, 2025 Q3 2025 |
3,993
shares
|
$488,184
0.15% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
3,987
shares
|
$487,450
0.05% of portfolio
|
Q3 2025
Added 11.4%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,953
shares
|
$483,293
0.38% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,936
shares
|
$481,215
0.21% of portfolio
|
Q2 2023
Added 0.51%
|
|