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 892 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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
164,945
shares
|
$20.2 Million
0.08% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
161,637
shares
|
$19.8 Million
0.14% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
157,585
shares
|
$19.3 Million
2.07% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
148,001
shares
|
$18.1 Million
6.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
144,010
shares
|
$17.6 Million
0.49% of portfolio
|
Q3 2025
Added 103.34%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
140,383
shares
|
$17.2 Million
0.15% of portfolio
|
Q3 2025
Added 56.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
138,386
shares
|
$16.9 Million
0.09% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
134,948
shares
|
$16.5 Million
0.03% of portfolio
|
Q3 2025
Added 1455.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
123,294
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
122,191
shares
|
$14.9 Million
7.03% of portfolio
|
Q4 2022
Added 7.17%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
118,394
shares
|
$14.5 Million
8.75% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
107,188
shares
|
$13.1 Million
0.07% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
105,492
shares
|
$12.9 Million
3.07% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
101,918
shares
|
$12.5 Million
2.23% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
101,918
shares
|
$12.5 Million
2.24% of portfolio
|
Q4 2022
Added 171.18%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
100,730
shares
|
$12.3 Million
5.81% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
98,878
shares
|
$12.1 Million
0.87% of portfolio
|
Q3 2022
Added 5.93%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
98,876
shares
|
$12.1 Million
0.68% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
98,779
shares
|
$12.1 Million
3.55% of portfolio
|
Q3 2025
Added 898.57%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
97,295
shares
|
$11.9 Million
0.06% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
94,696
shares
|
$11.6 Million
1.23% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
92,885
shares
|
$11.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
90,613
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
90,133
shares
|
$11 Million
1.25% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
89,055
shares
|
$10.9 Million
0.05% of portfolio
|
Q3 2025
Added 3.88%
|
|