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 876 institutions that hold shares in the stock, with a total of 42.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
9,280
shares
|
$1.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
9,219
shares
|
$1.09 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
9,215
shares
|
$1.09 Million
0.31% of portfolio
|
Q2 2025
Added 36.22%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
9,207
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
9,178
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 25.08%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
9,110
shares
|
$1.08 Million
0.07% of portfolio
|
Q1 2025
Reduced 18.15%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
9,019
shares
|
$1.07 Million
0.3% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
8,957
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
8,878
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
8,862
shares
|
$1.05 Million
0.18% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
8,842
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,785
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
8,697
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
8,629
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
8,603
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
8,530
shares
|
$1.01 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
8,513
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
8,455
shares
|
$1 Million
0.1% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
8,355
shares
|
$988,897
0.08% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,290
shares
|
$981,204
0.1% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
8,262
shares
|
$977,890
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
8,258
shares
|
$977,416
0.82% of portfolio
|
Q3 2025
Reduced 68.01%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
8,141
shares
|
$963,568
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
8,139
shares
|
$963,332
0.18% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
8,125
shares
|
$961,675
0.22% of portfolio
|
Q3 2025
Added 62.86%
|