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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
54,812
shares
|
$6.49 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
54,620
shares
|
$6.46 Million
0.12% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
54,382
shares
|
$6.44 Million
2.44% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
53,952
shares
|
$6.39 Million
1.0% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
53,398
shares
|
$6.32 Million
3.37% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
53,158
shares
|
$6.29 Million
0.64% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
51,881
shares
|
$6.14 Million
0.04% of portfolio
|
Q4 2024
Added 14.36%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
51,241
shares
|
$6.06 Million
0.0% of portfolio
|
Q2 2025
Added 12.39%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 27, 2025 Q3 2025 |
50,123
shares
|
$5.93 Million
3.1% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
48,444
shares
|
$5.73 Million
0.01% of portfolio
|
Q3 2025
Added 39.35%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
48,010
shares
|
$5.68 Million
1.06% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
46,606
shares
|
$5.52 Million
3.0% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
46,090
shares
|
$5.46 Million
0.09% of portfolio
|
Q3 2025
Added 118.35%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
44,780
shares
|
$5.3 Million
13.95% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
44,563
shares
|
$5.27 Million
0.01% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
43,593
shares
|
$5.16 Million
0.33% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
43,025
shares
|
$5.09 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
42,999
shares
|
$5.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 31.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
42,221
shares
|
$5 Million
0.12% of portfolio
|
Q2 2025
Reduced 53.51%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
42,195
shares
|
$4.99 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
41,996
shares
|
$4.97 Million
5.5% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
41,828
shares
|
$4.95 Million
0.09% of portfolio
|
Q2 2025
Added 45.95%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
40,783
shares
|
$4.83 Million
0.76% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
39,924
shares
|
$4.73 Million
0.0% of portfolio
|
Q2 2025
Added 1043.3%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
39,165
shares
|
$4.64 Million
0.04% of portfolio
|
Q2 2025
Added 27.61%
|