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 |
|---|---|---|---|---|---|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
3,911
shares
|
$478,158
0.02% of portfolio
|
Q3 2025
Added 105.09%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 07, 2026 Q4 2025 |
3,886
shares
|
$475,102
0.29% of portfolio
|
Q4 2025
Reduced 15.87%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
3,866
shares
|
$472,657
0.02% of portfolio
|
Q4 2025
Reduced 0.64%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,860
shares
|
$471,923
0.03% of portfolio
|
Q4 2023
Reduced 16.45%
|
|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
3,837
shares
|
$469,111
0.14% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
3,827
shares
|
$467,889
0.11% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
3,824
shares
|
$467,522
0.04% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
3,818
shares
|
$466,788
0.19% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
3,812
shares
|
$466,055
0.02% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
3,803
shares
|
$464,954
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,797
shares
|
$464,221
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
3,761
shares
|
$459,819
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
3,750
shares
|
$458,475
0.17% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
3,738
shares
|
$457,007
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
3,700
shares
|
$452,362
0.05% of portfolio
|
Q3 2025
Added 53.65%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
3,700
shares
|
$452,362
0.01% of portfolio
|
Q4 2025
Added 5.05%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
3,689
shares
|
$451,017
0.01% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
3,646
shares
|
$445,759
0.06% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
3,622
shares
|
$442,825
0.32% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
3,617
shares
|
$442,214
0.04% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
3,615
shares
|
$441,969
0.04% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
3,611
shares
|
$441,480
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,611
shares
|
$441,480
0.01% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
3,600
shares
|
$440,136
0.1% of portfolio
|
Q2 2020
Reduced 25.31%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,592
shares
|
$439,157
0.02% of portfolio
|
Q3 2025
Added 43.22%
|
|