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 42.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
116
shares
|
$13,729
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
113
shares
|
$13,374
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
112
shares
|
$13,256
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
109
shares
|
$12,901
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
105
shares
|
$12,427
0.0% of portfolio
|
Q3 2025
Added 377.27%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
104
shares
|
$12,309
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
92
shares
|
$10,889
0.01% of portfolio
|
Q2 2020
Reduced 92.52%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
80
shares
|
$9,468
0.0% of portfolio
|
Q2 2025
Reduced 96.95%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
80
shares
|
$9,468
0.0% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
77
shares
|
$9,113
0.0% of portfolio
|
Q2 2025
Reduced 73.99%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
75
shares
|
$8,877
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
67
shares
|
$7,930
0.0% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
64
shares
|
$7,575
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
61
shares
|
$7,219
0.0% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
61
shares
|
$7,219
0.0% of portfolio
|
Q2 2025
Reduced 68.72%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
60
shares
|
$7,101
0.0% of portfolio
|
Q3 2022
Reduced 50.41%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
59
shares
|
$6,983
0.0% of portfolio
|
Q4 2024
Reduced 57.55%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
58
shares
|
$6,864
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
53
shares
|
$6,273
0.01% of portfolio
|
Q3 2022
Reduced 18.87%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
52
shares
|
$6,154
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
50
shares
|
$5,918
0.0% of portfolio
|
Q3 2025
Reduced 39.76%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
44
shares
|
$5,207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
40
shares
|
$4,734
0.0% of portfolio
|
Q2 2025
Reduced 89.56%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
36
shares
|
$4,260
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
32
shares
|
$3,787
0.0% of portfolio
|
Q2 2025
New holding
|