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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
15,286
shares
|
$1.81 Million
0.26% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
15,127
shares
|
$1.79 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
15,021
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2025
Added 15.0%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
14,938
shares
|
$1.77 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
14,858
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
14,822
shares
|
$1.75 Million
0.12% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
14,384
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 07, 2025 Q3 2025 |
14,376
shares
|
$1.7 Million
0.85% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
14,194
shares
|
$1.68 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
14,141
shares
|
$1.67 Million
0.05% of portfolio
|
Q2 2025
Added 282720.0%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
14,090
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
13,939
shares
|
$1.65 Million
0.66% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,759
shares
|
$1.63 Million
0.43% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
13,679
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
13,616
shares
|
$1.61 Million
0.59% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
13,402
shares
|
$1.59 Million
0.68% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
13,259
shares
|
$1.57 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
13,243
shares
|
$1.57 Million
0.41% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
13,212
shares
|
$1.56 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
13,205
shares
|
$1.56 Million
0.1% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
13,136
shares
|
$1.55 Million
0.31% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
13,108
shares
|
$1.55 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
13,094
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
13,024
shares
|
$1.54 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
12,969
shares
|
$1.54 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.74%
|