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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,522
shares
|
$430,599
0.01% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 17, 2025 Q3 2025 |
3,496
shares
|
$427,420
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
3,495
shares
|
$427,298
0.24% of portfolio
|
Q1 2025
Reduced 38.32%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
3,451
shares
|
$421,919
0.13% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
3,442
shares
|
$420,818
0.01% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
3,419
shares
|
$418,006
0.05% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
3,417
shares
|
$417,762
0.03% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
3,380
shares
|
$413,238
0.0% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
3,378
shares
|
$412,994
0.31% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
3,378
shares
|
$412,994
0.04% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
3,372
shares
|
$412,260
0.14% of portfolio
|
Q2 2025
Added 27.58%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,358
shares
|
$410,549
0.0% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
3,354
shares
|
$410,060
0.02% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
3,348
shares
|
$409,326
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
3,337
shares
|
$407,981
0.21% of portfolio
|
Q2 2024
Reduced 19.9%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
3,325
shares
|
$406,514
0.13% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
3,321
shares
|
$406,025
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
3,304
shares
|
$403,947
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
3,294
shares
|
$402,724
0.0% of portfolio
|
Q3 2025
Reduced 18.1%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,292
shares
|
$402,479
0.52% of portfolio
|
Q3 2022
Added 903.66%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,286
shares
|
$401,746
0.25% of portfolio
|
Q2 2022
Reduced 48.1%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
3,283
shares
|
$401,379
0.06% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
3,280
shares
|
$401,012
0.07% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
3,270
shares
|
$399,790
0.06% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,254
shares
|
$397,834
0.03% of portfolio
|
Q2 2025
Added 12.95%
|
|