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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
3,222
shares
|
$393,921
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,206
shares
|
$391,965
0.08% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
3,199
shares
|
$391,109
0.15% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
3,182
shares
|
$389,031
0.03% of portfolio
|
Q1 2023
Added 84.46%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
3,165
shares
|
$386,952
0.03% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
3,154
shares
|
$385,608
0.01% of portfolio
|
Q3 2025
Added 57.39%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
3,143
shares
|
$384,263
0.1% of portfolio
|
Q3 2025
Reduced 45.32%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,128
shares
|
$382,429
0.13% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
3,111
shares
|
$380,350
0.11% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,099
shares
|
$378,883
0.15% of portfolio
|
Q2 2023
Added 22.83%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
3,077
shares
|
$376,194
0.05% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
3,071
shares
|
$375,460
0.1% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
3,070
shares
|
$375,338
0.16% of portfolio
|
Q2 2025
Reduced 55.66%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
3,067
shares
|
$374,971
0.28% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,066
shares
|
$374,849
0.0% of portfolio
|
Q2 2023
Reduced 16.07%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,054
shares
|
$373,382
0.13% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
3,025
shares
|
$369,836
0.07% of portfolio
|
Q4 2022
Added 39.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
3,025
shares
|
$369,836
0.01% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
3,014
shares
|
$368,491
0.05% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
3,012
shares
|
$368,247
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
3,011
shares
|
$368,124
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
3,004
shares
|
$367,269
0.03% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
3,002
shares
|
$367,024
0.13% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Nov 14, 2025 Q3 2025 |
2,985
shares
|
$364,946
0.31% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,979
shares
|
$364,212
0.0% of portfolio
|
Q3 2025
Added 4.38%
|
|