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 874 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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
88,834
shares
|
$10.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
88,503
shares
|
$10.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
87,772
shares
|
$10.4 Million
3.51% of portfolio
|
Q3 2023
Added 9.03%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
85,731
shares
|
$10.1 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
85,364
shares
|
$10.1 Million
1.74% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
84,426
shares
|
$9.99 Million
0.76% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
82,078
shares
|
$9.71 Million
0.05% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
81,859
shares
|
$9.69 Million
0.58% of portfolio
|
Q3 2025
Added 12.44%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
78,819
shares
|
$9.33 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
76,477
shares
|
$9.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
76,453
shares
|
$9.05 Million
0.03% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
75,852
shares
|
$8.98 Million
0.3% of portfolio
|
Q2 2025
Added 20.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
73,678
shares
|
$8.72 Million
0.0% of portfolio
|
Q2 2025
Added 541.29%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
73,115
shares
|
$8.65 Million
2.48% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
70,822
shares
|
$8.38 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
69,840
shares
|
$8.27 Million
0.06% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
67,482
shares
|
$7.99 Million
3.69% of portfolio
|
Q1 2024
Added 25.9%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
67,473
shares
|
$7.99 Million
0.37% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
65,077
shares
|
$7.7 Million
0.11% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
65,000
shares
|
$7.69 Million
2.49% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Base Wealth Management LLC
Lakewood Ranch, FL |
Oct 20, 2025 Q3 2025 |
62,999
shares
|
$7.46 Million
4.4% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
59,698
shares
|
$7.07 Million
0.17% of portfolio
|
Q3 2025
Added 17.23%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
57,420
shares
|
$6.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
55,922
shares
|
$6.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
55,117
shares
|
$6.52 Million
0.26% of portfolio
|
Q2 2025
Added 0.11%
|