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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
38,891
shares
|
$4.6 Million
0.42% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
38,542
shares
|
$4.56 Million
2.74% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
38,137
shares
|
$4.51 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
37,974
shares
|
$4.49 Million
4.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
37,874
shares
|
$4.48 Million
2.1% of portfolio
|
Q1 2023
Reduced 20.64%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
37,516
shares
|
$4.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
37,464
shares
|
$4.43 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
36,935
shares
|
$4.37 Million
0.51% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
36,302
shares
|
$4.3 Million
1.28% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
36,190
shares
|
$4.28 Million
0.04% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
35,438
shares
|
$4.19 Million
0.2% of portfolio
|
Q3 2025
Reduced 25.82%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
34,656
shares
|
$4.1 Million
0.57% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
34,138
shares
|
$4.04 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
34,004
shares
|
$4.02 Million
4.12% of portfolio
|
Q3 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
33,389
shares
|
$3.95 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
33,035
shares
|
$3.91 Million
3.18% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
32,825
shares
|
$3.89 Million
0.48% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
32,663
shares
|
$3.87 Million
2.06% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
32,641
shares
|
$3.86 Million
0.9% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
32,455
shares
|
$3.84 Million
1.28% of portfolio
|
Q1 2024
Added 2.47%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
32,152
shares
|
$3.81 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Wolff Financial Management LLC
|
Oct 20, 2025 Q3 2025 |
32,063
shares
|
$3.79 Million
0.94% of portfolio
|
Q3 2025
Reduced 0.39%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
31,768
shares
|
$3.76 Million
1.25% of portfolio
|
Q2 2022
Added 9.99%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
31,042
shares
|
$3.67 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
30,793
shares
|
$3.64 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.99%
|