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 873 institutions that hold shares in the stock, with a total of 42.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
17,643
shares
|
$2.09 Million
1.9% of portfolio
|
Q3 2025
Reduced 53.66%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
17,412
shares
|
$2.06 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
17,199
shares
|
$2.04 Million
1.66% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
17,162
shares
|
$2.03 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
17,099
shares
|
$2.02 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
16,795
shares
|
$1.99 Million
0.26% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
16,769
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
16,719
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2025
Added 121.3%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
16,674
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
16,673
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
16,651
shares
|
$1.97 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
16,628
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
16,494
shares
|
$1.95 Million
0.12% of portfolio
|
Q3 2025
Added 277.61%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Oct 23, 2025 Q3 2025 |
16,463
shares
|
$1.95 Million
1.44% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
16,390
shares
|
$1.94 Million
0.06% of portfolio
|
Q3 2025
Reduced 15.63%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
16,388
shares
|
$1.94 Million
0.03% of portfolio
|
Q3 2025
Added 85.78%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,322
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2025
Added 24.65%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
16,294
shares
|
$1.93 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
16,285
shares
|
$1.93 Million
0.01% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Woodstock Corp
|
Oct 07, 2025 Q3 2025 |
16,180
shares
|
$1.92 Million
0.17% of portfolio
|
Q4 2018
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
15,937
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2025
Reduced 61.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
15,925
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
15,850
shares
|
$1.88 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
15,745
shares
|
$1.86 Million
0.83% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
15,662
shares
|
$1.85 Million
0.07% of portfolio
|
Q2 2023
Added 0.8%
|