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 43 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
2,832
shares
|
$344,512
0.15% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
2,805
shares
|
$341,228
0.21% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
2,781
shares
|
$338,308
0.02% of portfolio
|
Q3 2025
Reduced 21.35%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,761
shares
|
$335,875
0.02% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
2,760
shares
|
$335,754
0.03% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
2,736
shares
|
$332,834
0.08% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
2,720
shares
|
$330,888
0.03% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
2,720
shares
|
$330,888
0.02% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
2,703
shares
|
$328,819
0.01% of portfolio
|
Q3 2025
Added 47.3%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
2,693
shares
|
$327,603
0.04% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
2,693
shares
|
$327,603
0.04% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
2,678
shares
|
$325,778
0.13% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,671
shares
|
$324,927
0.01% of portfolio
|
Q1 2024
Added 34.49%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
2,634
shares
|
$320,426
0.0% of portfolio
|
Q2 2025
Reduced 51.08%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
2,598
shares
|
$316,046
0.06% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
2,586
shares
|
$314,586
0.05% of portfolio
|
Q3 2025
Added 48.19%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
2,583
shares
|
$314,221
0.08% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,577
shares
|
$313,492
0.04% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,575
shares
|
$313,248
0.0% of portfolio
|
Q3 2023
Reduced 61.66%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
2,572
shares
|
$312,883
0.01% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,554
shares
|
$310,694
0.0% of portfolio
|
Q2 2025
Reduced 83.11%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
2,554
shares
|
$310,694
0.0% of portfolio
|
Q3 2025
Added 155.4%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
2,547
shares
|
$309,842
0.02% of portfolio
|
Q3 2025
Reduced 6.6%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
2,547
shares
|
$309,842
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
2,535
shares
|
$308,382
0.01% of portfolio
|
Q3 2025
Reduced 0.78%
|