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 |
|---|---|---|---|---|---|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,450
shares
|
$177,277
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,434
shares
|
$175,320
0.02% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,400
shares
|
$171,164
0.09% of portfolio
|
Q2 2024
Reduced 90.05%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
1,333
shares
|
$162,972
0.01% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,273
shares
|
$155,636
0.08% of portfolio
|
Q4 2022
Added 23.23%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
1,219
shares
|
$149,034
0.08% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,166
shares
|
$142,555
0.02% of portfolio
|
Q2 2019
Reduced 37.08%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
1,159
shares
|
$141,699
0.11% of portfolio
|
Q3 2025
Reduced 29.93%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,150
shares
|
$140,599
0.1% of portfolio
|
Q1 2023
Reduced 46.51%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
1,131
shares
|
$138,276
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
1,076
shares
|
$131,551
0.01% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,076
shares
|
$131,551
0.0% of portfolio
|
Q2 2025
Reduced 31.03%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,063
shares
|
$129,962
0.01% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,034
shares
|
$126,416
0.08% of portfolio
|
Q2 2024
Reduced 10.32%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
1,025
shares
|
$125,316
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
1,000
shares
|
$122,260
0.04% of portfolio
|
Q3 2024
Reduced 47.64%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
967
shares
|
$118,225
0.01% of portfolio
|
Q1 2025
Added 28.93%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
948
shares
|
$115,902
0.03% of portfolio
|
Q2 2020
Added 3.95%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
929
shares
|
$113,579
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
918
shares
|
$112,234
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
901
shares
|
$110,156
0.03% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
885
shares
|
$108,200
0.01% of portfolio
|
Q1 2025
Reduced 25.44%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
880
shares
|
$107,588
0.06% of portfolio
|
Q3 2017
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
861
shares
|
$105,265
0.0% of portfolio
|
Q3 2025
Added 42.08%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
841
shares
|
$102,820
0.07% of portfolio
|
Q4 2023
New holding
|
|