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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
3,077
shares
|
$368,039
0.06% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
3,071
shares
|
$367,322
0.1% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
3,070
shares
|
$367,202
0.14% of portfolio
|
Q2 2025
Reduced 55.66%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
3,067
shares
|
$366,843
0.28% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,066
shares
|
$366,724
0.0% of portfolio
|
Q2 2023
Reduced 16.07%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,054
shares
|
$365,288
0.13% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
3,025
shares
|
$361,820
0.07% of portfolio
|
Q4 2022
Added 39.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
3,025
shares
|
$361,820
0.01% of portfolio
|
Q3 2025
Reduced 4.39%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
3,014
shares
|
$360,504
0.05% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
3,011
shares
|
$360,145
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
3,002
shares
|
$359,069
0.13% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
2,986
shares
|
$357,155
0.03% of portfolio
|
Q2 2025
Added 12.09%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
2,986
shares
|
$357,155
0.02% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
2,979
shares
|
$356,318
0.0% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Midwestern Financial, LLC /Ia
Iowa City, IA |
Aug 28, 2025 Q2 2025 |
2,962
shares
|
$354,284
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
2,904
shares
|
$347,347
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
2,889
shares
|
$345,553
0.01% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
2,876
shares
|
$343,998
0.04% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
2,874
shares
|
$343,759
0.0% of portfolio
|
Q3 2025
Reduced 41.15%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
2,864
shares
|
$342,563
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
2,853
shares
|
$341,247
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
2,846
shares
|
$340,410
0.15% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
2,843
shares
|
$340,051
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
2,832
shares
|
$338,735
0.15% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
2,805
shares
|
$335,506
0.23% of portfolio
|
Q2 2025
Added 10.22%
|