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 |
|---|---|---|---|---|---|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
12,953
shares
|
$1.53 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,760
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Added 110.32%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
12,711
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
12,581
shares
|
$1.49 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
12,509
shares
|
$1.48 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
12,436
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Added 20.5%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
12,213
shares
|
$1.45 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.43%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
12,150
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
12,092
shares
|
$1.43 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
12,002
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
11,905
shares
|
$1.41 Million
0.14% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
11,754
shares
|
$1.39 Million
0.18% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,738
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
11,713
shares
|
$1.39 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
11,676
shares
|
$1.38 Million
0.1% of portfolio
|
Q3 2025
Added 23.31%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
11,666
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
11,638
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,574
shares
|
$1.37 Million
0.68% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,565
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
11,486
shares
|
$1.36 Million
0.27% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
11,476
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
11,401
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
11,296
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
11,079
shares
|
$1.31 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,991
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.02%
|