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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
3,700
shares
|
$442,557
0.05% of portfolio
|
Q3 2025
Added 53.65%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
3,689
shares
|
$441,241
0.01% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
3,648
shares
|
$436,337
0.01% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
3,646
shares
|
$436,098
0.06% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 17, 2025 Q3 2025 |
3,646
shares
|
$436,098
0.18% of portfolio
|
Q3 2025
Added 39.75%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
3,622
shares
|
$433,227
0.32% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
3,617
shares
|
$432,629
0.04% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,611
shares
|
$431,911
0.01% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
3,600
shares
|
$430,596
0.1% of portfolio
|
Q2 2020
Reduced 25.31%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
3,591
shares
|
$429,519
0.23% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
3,590
shares
|
$429,399
0.07% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,575
shares
|
$427,605
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,553
shares
|
$424,974
0.03% of portfolio
|
Q3 2025
Reduced 25.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,538
shares
|
$423,180
0.01% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,522
shares
|
$421,266
0.01% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
3,512
shares
|
$420,070
0.16% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,496
shares
|
$418,156
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
3,495
shares
|
$418,036
0.24% of portfolio
|
Q1 2025
Reduced 38.32%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
3,451
shares
|
$412,774
0.13% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
3,442
shares
|
$411,697
0.01% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
3,419
shares
|
$408,946
0.05% of portfolio
|
Q3 2025
Reduced 8.24%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
3,417
shares
|
$408,707
0.03% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
3,390
shares
|
$405,477
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
3,381
shares
|
$404,401
0.01% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
3,378
shares
|
$404,042
0.04% of portfolio
|
Q4 2024
Added 4.71%
|