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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
2,382
shares
|
$291,223
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
2,374
shares
|
$290,245
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
2,372
shares
|
$290,000
0.01% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,371
shares
|
$289,878
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Sterling Investment Advisors LLC
|
Oct 29, 2025 Q3 2025 |
2,365
shares
|
$289,144
0.15% of portfolio
|
Q3 2025
Reduced 63.84%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,354
shares
|
$287,800
0.05% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
2,354
shares
|
$287,800
0.02% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
2,328
shares
|
$284,621
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
2,300
shares
|
$281,198
0.03% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
2,294
shares
|
$280,464
0.3% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
2,264
shares
|
$276,796
0.01% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
2,253
shares
|
$275,451
0.05% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
2,249
shares
|
$274,962
0.03% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
2,244
shares
|
$274,351
0.01% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
2,242
shares
|
$274,106
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
2,232
shares
|
$272,884
0.09% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
2,227
shares
|
$272,273
0.05% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
2,212
shares
|
$270,439
0.01% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
2,204
shares
|
$269,461
0.01% of portfolio
|
Q2 2024
Reduced 57.65%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,197
shares
|
$268,605
0.06% of portfolio
|
Q1 2022
Reduced 12.37%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
2,194
shares
|
$268,238
0.02% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,187
shares
|
$267,382
0.06% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 20, 2025 Q3 2025 |
2,176
shares
|
$266,037
0.05% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
2,167
shares
|
$264,937
0.03% of portfolio
|
Q4 2023
Added 7.72%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
2,135
shares
|
$261,025
0.02% of portfolio
|
Q3 2025
Reduced 6.89%
|
|