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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
200
shares
|
$24,452
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
192
shares
|
$23,473
0.0% of portfolio
|
Q3 2022
Added 64.1%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
178
shares
|
$21,762
0.0% of portfolio
|
Q3 2025
Reduced 92.47%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
168
shares
|
$20,539
0.01% of portfolio
|
Q2 2025
Added 1580.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
167
shares
|
$20,417
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
165
shares
|
$20,172
0.01% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
165
shares
|
$20,172
0.01% of portfolio
|
Q4 2024
Reduced 57.36%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
164
shares
|
$20,050
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
160
shares
|
$19,561
0.0% of portfolio
|
Q4 2017
Reduced 49.02%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
159
shares
|
$19,439
0.01% of portfolio
|
Q4 2020
Reduced 60.64%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
153
shares
|
$18,705
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
150
shares
|
$18,339
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
146
shares
|
$17,849
0.0% of portfolio
|
Q2 2025
Added 356.25%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
138
shares
|
$16,871
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
133
shares
|
$16,260
0.0% of portfolio
|
Q2 2025
Reduced 55.37%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
130
shares
|
$15,893
0.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
130
shares
|
$15,893
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
128
shares
|
$15,649
0.01% of portfolio
|
Q3 2025
Reduced 40.74%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
120
shares
|
$14,671
0.0% of portfolio
|
Q3 2025
Reduced 80.33%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
116
shares
|
$14,182
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
113
shares
|
$13,815
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
112
shares
|
$13,693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
109
shares
|
$13,326
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
105
shares
|
$12,837
0.0% of portfolio
|
Q3 2025
Added 377.27%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
104
shares
|
$12,715
0.0% of portfolio
|
Q3 2025
New holding
|
|