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 |
|---|---|---|---|---|---|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
38,137
shares
|
$4.66 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
37,974
shares
|
$4.64 Million
4.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
37,874
shares
|
$4.63 Million
2.1% of portfolio
|
Q1 2023
Reduced 20.64%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
37,625
shares
|
$4.6 Million
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
37,464
shares
|
$4.58 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
36,935
shares
|
$4.52 Million
0.51% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Nov 07, 2025 Q3 2025 |
36,907
shares
|
$4.51 Million
1.23% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
36,100
shares
|
$4.41 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
35,438
shares
|
$4.33 Million
0.2% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
34,656
shares
|
$4.24 Million
0.57% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
34,138
shares
|
$4.17 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
34,004
shares
|
$4.16 Million
4.12% of portfolio
|
Q3 2025
New holding
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
33,035
shares
|
$4.04 Million
3.18% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
32,825
shares
|
$4.01 Million
0.48% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
32,663
shares
|
$3.99 Million
2.06% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
32,455
shares
|
$3.97 Million
1.28% of portfolio
|
Q1 2024
Added 2.47%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
32,447
shares
|
$3.97 Million
0.02% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
32,239
shares
|
$3.94 Million
0.89% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
32,063
shares
|
$3.92 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
32,030
shares
|
$3.92 Million
0.02% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
31,847
shares
|
$3.89 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
31,768
shares
|
$3.88 Million
1.25% of portfolio
|
Q2 2022
Added 9.99%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
30,793
shares
|
$3.76 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
30,776
shares
|
$3.76 Million
0.23% of portfolio
|
Q3 2025
Added 234.7%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
30,665
shares
|
$3.75 Million
0.67% of portfolio
|
Q3 2025
Added 2.92%
|
|