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 |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
30,776
shares
|
$3.64 Million
0.23% of portfolio
|
Q3 2025
Added 234.7%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
30,665
shares
|
$3.63 Million
0.67% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
30,630
shares
|
$3.63 Million
0.1% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
30,600
shares
|
$3.62 Million
2.08% of portfolio
|
Q3 2025
Added 65.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
30,413
shares
|
$3.6 Million
0.02% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
30,226
shares
|
$3.58 Million
0.33% of portfolio
|
Q3 2025
Added 5.11%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
29,884
shares
|
$3.54 Million
0.17% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Keystone Financial Planning, Inc.
|
Oct 07, 2025 Q3 2025 |
29,604
shares
|
$3.5 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
29,380
shares
|
$3.48 Million
0.58% of portfolio
|
Q3 2022
New holding
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
29,195
shares
|
$3.46 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
28,646
shares
|
$3.39 Million
2.13% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
28,556
shares
|
$3.38 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
28,073
shares
|
$3.32 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
27,944
shares
|
$3.31 Million
0.47% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
27,591
shares
|
$3.27 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
27,465
shares
|
$3.25 Million
0.08% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
27,418
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2025
Added 11617.09%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
27,331
shares
|
$3.23 Million
0.5% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Members Capital Advisors Inc
|
Oct 24, 2025 Q3 2025 |
27,053
shares
|
$3.2 Million
3.81% of portfolio
|
Q3 2025
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
26,912
shares
|
$3.19 Million
2.52% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
26,143
shares
|
$3.09 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
25,803
shares
|
$3.05 Million
1.35% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
25,695
shares
|
$3.04 Million
0.06% of portfolio
|
Q2 2025
Added 87.65%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
25,693
shares
|
$3.04 Million
0.01% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
25,488
shares
|
$3.02 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.97%
|