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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
88,834
shares
|
$10.9 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
87,772
shares
|
$10.7 Million
3.51% of portfolio
|
Q3 2023
Added 9.03%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
87,418
shares
|
$10.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
84,426
shares
|
$10.3 Million
0.76% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
82,078
shares
|
$10 Million
0.05% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
81,859
shares
|
$10 Million
0.58% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
78,819
shares
|
$9.64 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
76,504
shares
|
$9.35 Million
1.52% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
73,115
shares
|
$8.94 Million
2.48% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
72,188
shares
|
$8.83 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
69,763
shares
|
$8.53 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
68,899
shares
|
$8.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
67,604
shares
|
$8.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 36.28%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
67,482
shares
|
$8.25 Million
3.69% of portfolio
|
Q1 2024
Added 25.9%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
67,033
shares
|
$8.2 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
65,077
shares
|
$7.96 Million
0.11% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
65,000
shares
|
$7.95 Million
2.49% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
62,999
shares
|
$7.7 Million
4.4% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
59,698
shares
|
$7.3 Million
0.17% of portfolio
|
Q3 2025
Added 17.23%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
58,250
shares
|
$7.12 Million
0.0% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
57,147
shares
|
$6.99 Million
0.66% of portfolio
|
Q3 2025
Added 7.5%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
56,979
shares
|
$6.97 Million
0.21% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
55,702
shares
|
$6.81 Million
2.28% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
55,416
shares
|
$6.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
54,620
shares
|
$6.68 Million
0.12% of portfolio
|
Q3 2025
Added 8.24%
|
|