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 |
|---|---|---|---|---|---|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
3,378
shares
|
$404,042
0.31% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
3,372
shares
|
$403,324
0.14% of portfolio
|
Q2 2025
Added 27.58%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,358
shares
|
$401,650
0.0% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
3,354
shares
|
$401,171
0.02% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
3,348
shares
|
$400,454
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
3,337
shares
|
$399,138
0.21% of portfolio
|
Q2 2024
Reduced 19.9%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
3,325
shares
|
$397,703
0.13% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
3,321
shares
|
$397,224
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
3,294
shares
|
$393,995
0.0% of portfolio
|
Q3 2025
Reduced 18.1%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,292
shares
|
$393,756
0.52% of portfolio
|
Q3 2022
Added 903.66%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,286
shares
|
$393,038
0.25% of portfolio
|
Q2 2022
Reduced 48.1%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
3,283
shares
|
$392,679
0.06% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
3,280
shares
|
$392,320
0.0% of portfolio
|
Q2 2025
Reduced 35.01%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
3,280
shares
|
$392,320
0.07% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
3,270
shares
|
$391,124
0.06% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
3,254
shares
|
$389,210
0.03% of portfolio
|
Q2 2025
Added 12.95%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
3,222
shares
|
$385,383
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
3,199
shares
|
$382,632
0.15% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,182
shares
|
$380,599
0.03% of portfolio
|
Q1 2023
Added 84.46%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
3,165
shares
|
$378,565
0.03% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,128
shares
|
$374,140
0.13% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,125
shares
|
$373,781
0.09% of portfolio
|
Q2 2025
Added 51983.33%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
3,119
shares
|
$373,063
0.0% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,099
shares
|
$370,671
0.15% of portfolio
|
Q2 2023
Added 22.83%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
3,086
shares
|
$369,116
0.14% of portfolio
|
Q1 2025
Added 60.23%
|