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 881 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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
1,765
shares
|
$215,788
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,763
shares
|
$215,544
0.01% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
1,762
shares
|
$215,422
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,758
shares
|
$214,933
0.03% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
1,756
shares
|
$214,688
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
1,755
shares
|
$214,566
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
1,750
shares
|
$213,955
0.07% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
1,743
shares
|
$213,099
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,732
shares
|
$211,754
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,729
shares
|
$211,387
0.01% of portfolio
|
Q3 2025
Added 83.16%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Oct 29, 2025 Q3 2025 |
1,721
shares
|
$210,409
0.09% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,714
shares
|
$209,553
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
1,710
shares
|
$209,064
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
1,709
shares
|
$208,942
0.1% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
1,709
shares
|
$208,942
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
1,691
shares
|
$206,741
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,672
shares
|
$204,418
0.01% of portfolio
|
Q3 2025
Reduced 21.21%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
1,661
shares
|
$203,073
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,599
shares
|
$195,493
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
1,589
shares
|
$194,271
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,541
shares
|
$188,402
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,499
shares
|
$183,267
0.0% of portfolio
|
Q2 2024
Added 4.61%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,496
shares
|
$182,900
0.01% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,479
shares
|
$180,822
0.02% of portfolio
|
Q3 2025
Added 13.42%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,478
shares
|
$180,700
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|