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 |
|---|---|---|---|---|---|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
10,704
shares
|
$1.31 Million
0.29% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
10,619
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
10,561
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
10,546
shares
|
$1.29 Million
0.15% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
10,526
shares
|
$1.29 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
10,523
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
10,521
shares
|
$1.29 Million
0.11% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
10,485
shares
|
$1.28 Million
0.71% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
10,410
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
10,276
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Oct 08, 2025 Q3 2025 |
10,270
shares
|
$1.26 Million
0.53% of portfolio
|
Q3 2025
Added 26.84%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
10,261
shares
|
$1.25 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
10,177
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
9,920
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
9,899
shares
|
$1.21 Million
0.2% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
9,849
shares
|
$1.2 Million
0.11% of portfolio
|
Q3 2022
Added 4.48%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
9,795
shares
|
$1.2 Million
0.5% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
9,771
shares
|
$1.19 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
9,743
shares
|
$1.19 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
9,624
shares
|
$1.18 Million
0.3% of portfolio
|
Q3 2025
Added 4.44%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
9,514
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
9,510
shares
|
$1.16 Million
0.97% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
9,499
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
9,458
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Added 8.75%
|
|