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 |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
835
shares
|
$102,087
0.01% of portfolio
|
Q2 2025
Reduced 45.6%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
820
shares
|
$100,253
0.01% of portfolio
|
Q1 2024
Added 13.89%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
804
shares
|
$98,297
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
796
shares
|
$97,318
0.0% of portfolio
|
Q3 2025
Reduced 15.14%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
783
shares
|
$95,729
0.02% of portfolio
|
Q3 2025
Added 511.72%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
750
shares
|
$91,695
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
750
shares
|
$91,695
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
745
shares
|
$91,083
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
732
shares
|
$89,494
0.03% of portfolio
|
Q4 2024
Reduced 55.85%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
720
shares
|
$88,027
0.01% of portfolio
|
Q2 2024
Reduced 50.68%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
715
shares
|
$87,415
0.03% of portfolio
|
Q3 2025
Added 44.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
710
shares
|
$86,804
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
708
shares
|
$86,560
0.06% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
700
shares
|
$85,582
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
693
shares
|
$84,726
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
683
shares
|
$83,503
0.0% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
659
shares
|
$80,569
0.01% of portfolio
|
Q4 2022
Added 414.84%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
650
shares
|
$79,469
0.0% of portfolio
|
Q4 2023
Reduced 9.22%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
645
shares
|
$78,857
0.0% of portfolio
|
Q3 2025
Reduced 5.15%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
625
shares
|
$76,412
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
622
shares
|
$76,045
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
606
shares
|
$74,089
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
605
shares
|
$73,967
0.0% of portfolio
|
Q3 2025
Reduced 70.91%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
586
shares
|
$71,644
0.02% of portfolio
|
Q4 2022
Added 2.45%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
573
shares
|
$70,054
0.01% of portfolio
|
Q2 2023
Added 473.0%
|
|