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 |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
4,622
shares
|
$552,837
0.05% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,622
shares
|
$552,837
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Baring Financial LLC
Bellingham, WA |
Oct 06, 2025 Q3 2025 |
4,619
shares
|
$552,478
0.39% of portfolio
|
Q3 2025
Reduced 12.02%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
4,591
shares
|
$549,129
0.04% of portfolio
|
Q3 2025
Added 18.91%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
4,550
shares
|
$544,225
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
4,504
shares
|
$538,723
0.09% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
4,500
shares
|
$538,245
0.04% of portfolio
|
Q2 2025
Added 52.54%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
4,492
shares
|
$537,288
0.19% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,482
shares
|
$536,092
0.11% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
4,478
shares
|
$535,613
0.05% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,463
shares
|
$533,819
0.02% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,458
shares
|
$533,221
0.13% of portfolio
|
Q3 2025
Added 67.15%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,418
shares
|
$528,436
0.02% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
4,388
shares
|
$524,848
0.2% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
4,373
shares
|
$523,054
0.01% of portfolio
|
Q3 2025
Added 27.9%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
4,322
shares
|
$516,954
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
4,229
shares
|
$505,830
0.02% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
4,194
shares
|
$501,644
0.27% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
4,179
shares
|
$499,850
0.27% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
4,173
shares
|
$499,132
0.12% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
4,170
shares
|
$498,773
0.01% of portfolio
|
Q3 2025
Reduced 15.26%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
4,152
shares
|
$496,620
0.07% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
4,130
shares
|
$493,989
0.05% of portfolio
|
Q3 2025
Added 18.85%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,126
shares
|
$493,510
0.05% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
4,089
shares
|
$489,085
0.01% of portfolio
|
Q2 2025
Added 8.23%
|