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 |
|---|---|---|---|---|---|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
54,593
shares
|
$6.67 Million
0.99% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
54,279
shares
|
$6.64 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
53,398
shares
|
$6.53 Million
3.37% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
51,881
shares
|
$6.34 Million
0.04% of portfolio
|
Q4 2024
Added 14.36%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
50,123
shares
|
$6.13 Million
3.1% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
49,259
shares
|
$6.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
48,444
shares
|
$5.92 Million
0.01% of portfolio
|
Q3 2025
Added 39.35%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
48,010
shares
|
$5.87 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
46,606
shares
|
$5.7 Million
3.0% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
46,090
shares
|
$5.63 Million
0.09% of portfolio
|
Q3 2025
Added 118.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
44,815
shares
|
$5.48 Million
0.43% of portfolio
|
Q3 2025
Added 15.23%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
44,780
shares
|
$5.47 Million
13.95% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
44,563
shares
|
$5.45 Million
0.01% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
43,979
shares
|
$5.38 Million
0.01% of portfolio
|
Q3 2025
Added 175.96%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
43,593
shares
|
$5.33 Million
0.33% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
43,025
shares
|
$5.26 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
42,829
shares
|
$5.24 Million
0.09% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
42,221
shares
|
$5.16 Million
0.12% of portfolio
|
Q2 2025
Reduced 53.51%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
42,038
shares
|
$5.14 Million
0.03% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
40,783
shares
|
$4.99 Million
0.76% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
40,730
shares
|
$4.98 Million
0.18% of portfolio
|
Q3 2025
Reduced 46.74%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 21, 2025 Q3 2025 |
39,889
shares
|
$4.88 Million
4.71% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
39,847
shares
|
$4.87 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
39,706
shares
|
$4.85 Million
0.04% of portfolio
|
Q3 2025
Added 9.72%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
38,542
shares
|
$4.71 Million
2.74% of portfolio
|
Q3 2025
Added 0.51%
|
|