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 |
|---|---|---|---|---|---|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
102
shares
|
$12,470
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
100
shares
|
$12,226
0.0% of portfolio
|
Q3 2025
Reduced 85.61%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
92
shares
|
$11,247
0.01% of portfolio
|
Q2 2020
Reduced 92.52%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
80
shares
|
$9,780
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
80
shares
|
$9,780
0.0% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
77
shares
|
$9,414
0.0% of portfolio
|
Q2 2025
Reduced 73.99%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
75
shares
|
$9,169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
67
shares
|
$8,191
0.0% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
64
shares
|
$7,824
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
61
shares
|
$7,457
0.0% of portfolio
|
Q2 2025
Reduced 68.72%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
60
shares
|
$7,335
0.0% of portfolio
|
Q3 2022
Reduced 50.41%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
59
shares
|
$7,213
0.0% of portfolio
|
Q4 2024
Reduced 57.55%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
58
shares
|
$7,091
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
55
shares
|
$6,724
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
53
shares
|
$6,479
0.01% of portfolio
|
Q3 2022
Reduced 18.87%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
52
shares
|
$6,357
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
50
shares
|
$6,113
0.0% of portfolio
|
Q3 2025
Reduced 39.76%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
44
shares
|
$5,379
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
36
shares
|
$4,401
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
33
shares
|
$4,034
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
32
shares
|
$3,912
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
32
shares
|
$3,912
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
31
shares
|
$3,790
0.0% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
26
shares
|
$3,178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
20
shares
|
$2,445
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|
|