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 900 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
157,585
shares
|
$19.3 Million
2.07% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
148,001
shares
|
$18.1 Million
6.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
144,010
shares
|
$17.6 Million
0.49% of portfolio
|
Q3 2025
Added 103.34%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
140,383
shares
|
$17.2 Million
0.15% of portfolio
|
Q3 2025
Added 56.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
138,386
shares
|
$16.9 Million
0.09% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
134,948
shares
|
$16.5 Million
0.03% of portfolio
|
Q3 2025
Added 1455.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
123,294
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
122,191
shares
|
$14.9 Million
7.03% of portfolio
|
Q4 2022
Added 7.17%
|
|
|
Atwater Malick LLC
|
Jan 23, 2026 Q4 2025 |
121,921
shares
|
$14.9 Million
4.29% of portfolio
|
Q4 2025
Added 23.43%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
118,394
shares
|
$14.5 Million
8.75% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
109,545
shares
|
$13.4 Million
3.09% of portfolio
|
Q4 2025
Added 3.84%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
107,188
shares
|
$13.1 Million
0.07% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
101,918
shares
|
$12.5 Million
2.23% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
101,918
shares
|
$12.5 Million
2.24% of portfolio
|
Q4 2022
Added 171.18%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
100,730
shares
|
$12.3 Million
5.81% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
98,878
shares
|
$12.1 Million
0.87% of portfolio
|
Q3 2022
Added 5.93%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
98,876
shares
|
$12.1 Million
0.68% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
97,295
shares
|
$11.9 Million
0.06% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jan 29, 2026 Q4 2025 |
95,299
shares
|
$11.7 Million
1.21% of portfolio
|
Q4 2025
Added 0.64%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
92,885
shares
|
$11.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
90,613
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Ntv Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
89,828
shares
|
$11 Million
1.21% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Courier Capital LLC
|
Jan 29, 2026 Q4 2025 |
89,798
shares
|
$11 Million
0.63% of portfolio
|
Q4 2025
Added 9.7%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
89,055
shares
|
$10.9 Million
0.05% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
88,834
shares
|
$10.9 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.77%
|
|