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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
7,172
shares
|
$848,877
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
7,019
shares
|
$830,768
0.19% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,860
shares
|
$811,949
0.14% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
6,771
shares
|
$801,415
0.22% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
6,712
shares
|
$794,432
0.08% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
6,712
shares
|
$794,432
0.1% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
6,674
shares
|
$789,934
0.1% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
6,620
shares
|
$783,543
0.23% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,619
shares
|
$783,424
0.01% of portfolio
|
Q3 2025
Reduced 37.81%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
6,614
shares
|
$782,833
0.29% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
6,572
shares
|
$777,861
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
6,500
shares
|
$769,340
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
6,467
shares
|
$765,434
0.09% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
6,417
shares
|
$759,516
0.06% of portfolio
|
Q3 2017
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Oct 29, 2025 Q3 2025 |
6,354
shares
|
$752,059
0.53% of portfolio
|
Q3 2025
Added 119.71%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
6,347
shares
|
$751,230
0.1% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
6,324
shares
|
$748,508
0.23% of portfolio
|
Q2 2025
Reduced 34.92%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
6,271
shares
|
$742,235
0.03% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
6,233
shares
|
$737,737
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
6,186
shares
|
$732,174
0.0% of portfolio
|
Q3 2024
Added 31.09%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
6,174
shares
|
$730,754
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
6,139
shares
|
$726,612
0.02% of portfolio
|
Q3 2025
Added 143.9%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
6,109
shares
|
$723,061
0.04% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
6,090
shares
|
$720,812
0.05% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
6,057
shares
|
$716,906
0.01% of portfolio
|
Q2 2025
New holding
|