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 |
|---|---|---|---|---|---|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
2,038
shares
|
$243,765
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,032
shares
|
$243,047
0.1% of portfolio
|
Q1 2023
Added 0.05%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
2,029
shares
|
$242,688
0.16% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
2,028
shares
|
$242,569
0.04% of portfolio
|
Q1 2021
Added 85.71%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,011
shares
|
$240,535
0.08% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
2,010
shares
|
$240,416
0.05% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 23, 2025 Q3 2025 |
2,005
shares
|
$239,818
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
2,004
shares
|
$239,698
0.0% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
1,991
shares
|
$238,143
0.24% of portfolio
|
Q2 2025
Reduced 26.29%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
1,980
shares
|
$236,827
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,948
shares
|
$233,000
0.07% of portfolio
|
Q1 2025
Reduced 31.63%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
1,948
shares
|
$233,000
0.04% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,937
shares
|
$231,684
0.0% of portfolio
|
Q1 2025
Reduced 66.61%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
1,930
shares
|
$230,847
0.01% of portfolio
|
Q3 2025
Reduced 23.47%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,928
shares
|
$230,608
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
1,926
shares
|
$230,368
0.09% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,915
shares
|
$229,053
0.13% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
1,907
shares
|
$228,096
0.02% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
1,886
shares
|
$225,584
0.04% of portfolio
|
Q3 2025
Reduced 21.25%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
1,886
shares
|
$225,584
0.11% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
1,883
shares
|
$225,225
0.08% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
1,876
shares
|
$224,388
0.06% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 22, 2025 Q3 2025 |
1,864
shares
|
$222,953
0.06% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
1,862
shares
|
$222,713
0.06% of portfolio
|
Q2 2025
Reduced 35.88%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
1,855
shares
|
$221,876
0.18% of portfolio
|
Q3 2025
Reduced 0.75%
|