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 |
|---|---|---|---|---|---|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,133
shares
|
$260,780
0.03% of portfolio
|
Q1 2022
Reduced 1.16%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
2,123
shares
|
$259,557
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,123
shares
|
$259,557
0.01% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,120
shares
|
$259,191
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
2,101
shares
|
$256,868
0.07% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,096
shares
|
$256,256
0.0% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,095
shares
|
$256,134
0.0% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
2,095
shares
|
$256,134
0.01% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
2,077
shares
|
$253,934
0.06% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
2,076
shares
|
$253,811
0.06% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Wbi Investments, Inc.
|
Nov 20, 2025 Q3 2025 |
2,061
shares
|
$251,977
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
2,053
shares
|
$250,999
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
2,038
shares
|
$249,165
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,032
shares
|
$248,432
0.1% of portfolio
|
Q1 2023
Added 0.05%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
2,029
shares
|
$248,065
0.16% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
2,028
shares
|
$247,943
0.04% of portfolio
|
Q1 2021
Added 85.71%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
2,026
shares
|
$247,698
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
2,024
shares
|
$247,454
0.01% of portfolio
|
Q3 2025
Reduced 16.6%
|
|
|
Consilio Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,011
shares
|
$245,864
0.08% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
2,010
shares
|
$245,742
0.05% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2025 Q3 2025 |
2,007
shares
|
$245,375
0.23% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,005
shares
|
$245,131
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
1,980
shares
|
$242,074
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,948
shares
|
$238,162
0.07% of portfolio
|
Q1 2025
Reduced 31.63%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
1,948
shares
|
$238,162
0.04% of portfolio
|
Q3 2025
Added 0.1%
|
|