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 892 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 $5.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
2,904
shares
|
$355,043
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
2,889
shares
|
$353,209
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
|
$351,619
0.04% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
2,874
shares
|
$351,375
0.0% of portfolio
|
Q3 2025
Reduced 41.15%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
2,864
shares
|
$350,152
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
2,853
shares
|
$348,807
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
2,846
shares
|
$347,951
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
|
$347,585
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
2,832
shares
|
$346,240
0.15% of portfolio
|
Q3 2025
Reduced 12.48%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
2,805
shares
|
$342,939
0.21% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
2,781
shares
|
$340,005
0.02% of portfolio
|
Q3 2025
Reduced 21.35%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,761
shares
|
$337,559
0.02% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
2,760
shares
|
$337,437
0.03% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
2,736
shares
|
$334,503
0.08% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
2,720
shares
|
$332,547
0.03% of portfolio
|
Q2 2025
Reduced 19.55%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
2,720
shares
|
$332,547
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
|
$330,468
0.01% of portfolio
|
Q3 2025
Added 47.3%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
2,693
shares
|
$329,246
0.04% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
2,693
shares
|
$329,246
0.04% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
2,678
shares
|
$327,412
0.13% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,671
shares
|
$326,556
0.01% of portfolio
|
Q1 2024
Added 34.49%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,634
shares
|
$322,032
0.0% of portfolio
|
Q2 2025
Reduced 51.08%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
2,606
shares
|
$318,609
0.19% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
2,598
shares
|
$317,631
0.06% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
2,586
shares
|
$316,164
0.05% of portfolio
|
Q3 2025
Added 48.19%
|