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 |
|---|---|---|---|---|---|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
25,217
shares
|
$2.98 Million
0.32% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
25,091
shares
|
$2.97 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
25,018
shares
|
$2.96 Million
0.45% of portfolio
|
Q3 2025
Reduced 75.96%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
24,006
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
24,000
shares
|
$2.84 Million
0.44% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
23,800
shares
|
$2.82 Million
0.06% of portfolio
|
Q2 2025
Reduced 91.74%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
23,797
shares
|
$2.82 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
23,556
shares
|
$2.79 Million
0.35% of portfolio
|
Q1 2023
Added 17.25%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
23,262
shares
|
$2.75 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
23,207
shares
|
$2.75 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
23,152
shares
|
$2.74 Million
0.73% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
23,086
shares
|
$2.73 Million
0.75% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
22,825
shares
|
$2.7 Million
0.99% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
22,663
shares
|
$2.68 Million
1.77% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
22,390
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2025
Added 68.03%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
21,918
shares
|
$2.59 Million
0.01% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,613
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
21,267
shares
|
$2.52 Million
0.26% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
21,224
shares
|
$2.51 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
20,955
shares
|
$2.48 Million
1.27% of portfolio
|
Q4 2023
Reduced 15.74%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
20,857
shares
|
$2.47 Million
0.3% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
20,837
shares
|
$2.47 Million
0.6% of portfolio
|
Q2 2025
Reduced 19.0%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
20,674
shares
|
$2.45 Million
0.13% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
20,278
shares
|
$2.4 Million
1.13% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,211
shares
|
$2.39 Million
0.08% of portfolio
|
Q2 2020
Added 4.57%
|