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 |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
2,300
shares
|
$279,795
0.03% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
2,294
shares
|
$279,065
0.3% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
2,264
shares
|
$275,415
0.01% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
2,253
shares
|
$274,077
0.05% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
2,249
shares
|
$273,590
0.03% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
2,244
shares
|
$272,982
0.01% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 16, 2025 Q3 2025 |
2,232
shares
|
$271,522
0.09% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
2,227
shares
|
$270,914
0.05% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
2,212
shares
|
$269,089
0.01% of portfolio
|
Q3 2025
Reduced 8.37%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
2,204
shares
|
$268,116
0.01% of portfolio
|
Q2 2024
Reduced 57.65%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,197
shares
|
$267,265
0.06% of portfolio
|
Q1 2022
Reduced 12.37%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
2,194
shares
|
$266,900
0.02% of portfolio
|
Q3 2025
Reduced 6.32%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,187
shares
|
$266,048
0.06% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 20, 2025 Q3 2025 |
2,176
shares
|
$264,710
0.05% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
2,167
shares
|
$263,615
0.03% of portfolio
|
Q3 2025
Reduced 32.03%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
2,135
shares
|
$259,722
0.02% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,133
shares
|
$259,479
0.03% of portfolio
|
Q1 2022
Reduced 1.16%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,123
shares
|
$258,262
0.01% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,120
shares
|
$257,898
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
2,101
shares
|
$255,586
0.07% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,096
shares
|
$254,978
0.0% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
2,095
shares
|
$254,856
0.01% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
2,095
shares
|
$254,856
0.0% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,089
shares
|
$254,126
0.01% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
2,077
shares
|
$252,667
0.06% of portfolio
|
Q2 2025
Added 6.9%
|