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 |
|---|---|---|---|---|---|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
2,583
shares
|
$315,797
0.08% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,577
shares
|
$315,064
0.04% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,575
shares
|
$314,819
0.0% of portfolio
|
Q3 2023
Reduced 61.66%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
2,572
shares
|
$314,452
0.01% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
2,554
shares
|
$312,252
0.0% of portfolio
|
Q3 2025
Added 155.4%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
2,547
shares
|
$311,396
0.02% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
2,547
shares
|
$311,396
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
2,535
shares
|
$309,929
0.01% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
2,527
shares
|
$308,951
0.11% of portfolio
|
Q4 2023
Reduced 49.17%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
2,525
shares
|
$308,706
0.03% of portfolio
|
Q3 2025
Reduced 15.44%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
2,514
shares
|
$307,361
0.01% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,510
shares
|
$306,872
0.11% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
2,508
shares
|
$306,628
0.18% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
2,497
shares
|
$305,283
0.06% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
2,495
shares
|
$305,038
0.02% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
2,486
shares
|
$303,938
0.01% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
2,476
shares
|
$302,715
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
2,474
shares
|
$302,471
0.04% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
2,450
shares
|
$299,537
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
2,432
shares
|
$297,336
0.07% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
2,427
shares
|
$296,725
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
2,420
shares
|
$295,869
0.08% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,405
shares
|
$294,035
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
2,401
shares
|
$293,546
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
2,401
shares
|
$293,546
0.05% of portfolio
|
Q3 2025
New holding
|
|