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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
10,988
shares
|
$1.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
10,704
shares
|
$1.27 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
10,561
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
10,526
shares
|
$1.25 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
10,523
shares
|
$1.25 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
10,517
shares
|
$1.24 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
10,485
shares
|
$1.24 Million
0.71% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
10,377
shares
|
$1.23 Million
0.11% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
10,360
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
10,276
shares
|
$1.22 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
10,270
shares
|
$1.22 Million
0.53% of portfolio
|
Q3 2025
Added 26.84%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
10,177
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
9,899
shares
|
$1.17 Million
0.2% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
9,893
shares
|
$1.17 Million
0.41% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
9,849
shares
|
$1.17 Million
0.11% of portfolio
|
Q3 2022
Added 4.48%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,798
shares
|
$1.16 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
9,743
shares
|
$1.15 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
9,725
shares
|
$1.15 Million
0.51% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
9,502
shares
|
$1.12 Million
1.01% of portfolio
|
Q2 2025
Added 20.07%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
9,499
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
9,479
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Added 16.34%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
9,405
shares
|
$1.11 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
9,389
shares
|
$1.11 Million
1.53% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
9,332
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 0.13%
|