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 893 institutions that hold shares in the stock, with a total of 43.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
25,018
shares
|
$3.06 Million
0.45% of portfolio
|
Q3 2025
Reduced 75.96%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
24,249
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
24,000
shares
|
$2.93 Million
0.44% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 19, 2025 Q3 2025 |
23,800
shares
|
$2.91 Million
0.08% of portfolio
|
Q3 2025
Reduced 54.49%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
23,797
shares
|
$2.91 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
23,556
shares
|
$2.88 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
|
$2.84 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
23,207
shares
|
$2.84 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
|
$2.83 Million
0.73% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Oct 20, 2025 Q3 2025 |
23,086
shares
|
$2.82 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
|
$2.79 Million
0.99% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
22,663
shares
|
$2.77 Million
1.77% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 10, 2025 Q3 2025 |
22,500
shares
|
$2.75 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
22,390
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2025
Added 68.03%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
21,353
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
21,267
shares
|
$2.6 Million
0.26% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
21,032
shares
|
$2.57 Million
0.65% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
20,955
shares
|
$2.56 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
|
$2.55 Million
0.3% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
20,674
shares
|
$2.53 Million
0.13% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
20,655
shares
|
$2.53 Million
0.08% of portfolio
|
Q3 2025
Added 509.29%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
20,634
shares
|
$2.52 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
20,278
shares
|
$2.48 Million
1.13% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,211
shares
|
$2.47 Million
0.08% of portfolio
|
Q2 2020
Added 4.57%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
20,160
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 49.5%
|
|