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 |
|---|---|---|---|---|---|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
20,095
shares
|
$2.38 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
19,485
shares
|
$2.31 Million
0.42% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
19,358
shares
|
$2.29 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
19,354
shares
|
$2.29 Million
0.45% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
19,296
shares
|
$2.28 Million
0.05% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
19,289
shares
|
$2.28 Million
1.27% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
19,148
shares
|
$2.27 Million
0.1% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
19,078
shares
|
$2.26 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
18,988
shares
|
$2.25 Million
0.61% of portfolio
|
Q3 2025
Reduced 47.43%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
18,925
shares
|
$2.24 Million
0.09% of portfolio
|
Q3 2025
Added 16.5%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
18,789
shares
|
$2.22 Million
0.39% of portfolio
|
Q3 2025
Added 42.71%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
18,718
shares
|
$2.22 Million
1.95% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
18,605
shares
|
$2.2 Million
0.58% of portfolio
|
Q4 2022
Added 15.17%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
18,495
shares
|
$2.19 Million
0.06% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
18,487
shares
|
$2.19 Million
0.45% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
18,460
shares
|
$2.18 Million
0.32% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
18,382
shares
|
$2.18 Million
0.06% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
18,208
shares
|
$2.16 Million
0.63% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
18,118
shares
|
$2.14 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
18,094
shares
|
$2.14 Million
0.11% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
18,061
shares
|
$2.14 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,961
shares
|
$2.13 Million
0.07% of portfolio
|
Q3 2022
Reduced 57.32%
|
|
|
Cooper Financial Group
|
Oct 07, 2025 Q3 2025 |
17,911
shares
|
$2.12 Million
0.25% of portfolio
|
Q3 2025
Reduced 13.53%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
17,700
shares
|
$2.09 Million
0.2% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
17,674
shares
|
$2.09 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.62%
|