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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
30,630
shares
|
$3.74 Million
0.1% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
30,600
shares
|
$3.74 Million
2.08% of portfolio
|
Q3 2025
Added 65.28%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
30,540
shares
|
$3.73 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
30,226
shares
|
$3.7 Million
0.33% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
29,780
shares
|
$3.64 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Keystone Financial Planning, Inc.
|
Oct 07, 2025 Q3 2025 |
29,604
shares
|
$3.62 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
29,380
shares
|
$3.59 Million
0.58% of portfolio
|
Q3 2022
New holding
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
29,195
shares
|
$3.57 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
28,731
shares
|
$3.51 Million
2.08% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
28,556
shares
|
$3.49 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
28,074
shares
|
$3.43 Million
0.03% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
28,073
shares
|
$3.43 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
28,001
shares
|
$3.42 Million
0.16% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
27,944
shares
|
$3.42 Million
0.47% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
27,465
shares
|
$3.36 Million
0.08% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
27,331
shares
|
$3.34 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
27,229
shares
|
$3.33 Million
0.06% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
27,060
shares
|
$3.31 Million
0.0% of portfolio
|
Q3 2025
Added 25.2%
|
|
|
Members Capital Advisors Inc
|
Oct 24, 2025 Q3 2025 |
27,053
shares
|
$3.31 Million
3.81% of portfolio
|
Q3 2025
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
26,912
shares
|
$3.29 Million
2.52% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
26,226
shares
|
$3.21 Million
1.37% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
25,790
shares
|
$3.15 Million
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
25,488
shares
|
$3.12 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
25,217
shares
|
$3.08 Million
0.32% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
25,091
shares
|
$3.07 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.32%
|
|