iShares Core High Dividend ETF
HDVAMEXReal-Time Price
$30.04USD
+0.44 (+1.49%)Today
BTI Score
Near Future
61
Long Term
56
BTI Fair Market Cap
Needs validation
Hold
iShares Core High Dividend ETF (HDV) Holders & Ownership
Who owns iShares Core High Dividend ETF (HDV)? Top institutional holders, insider ownership and recent 13F changes showing how the smart money is positioned.
Filing Period:
Institutional Ownership
2.79%
Institutional Holders
148
Total Shares Held
13,319,516
Total Holdings Value
$373.6M
13F Holder Composition
InstitutionFund
Top Institutional Holders
| Holder | Shares Held | Market Value | % Outstanding | Change | Date Reported |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,244,404 | $35.9M | 0.26% | +8.08% | 2026-09-30 |
| IFP ADVISORS, INC | 1,128,077 | $31.5M | 0.24% | -7.47% | 2026-09-30 |
| ATWATER MALICK LLC | 869,137 | $24.3M | 0.18% | +0.96% | 2026-09-30 |
| SWEENEY & MICHEL, LLC | 850,743 | $23.8M | 0.18% | +1.75% | 2026-09-30 |
| LANTZ FINANCIAL LLC | 587,922 | $16.4M | 0.12% | +0.44% | 2026-09-30 |
| ADIRONDACK CAPITAL ADVISORS, LLC | 569,916 | $15.9M | 0.12% | -0.02% | 2026-09-30 |
| ATRIA INVESTMENTS, INC | 534,277 | $14.9M | 0.11% | +12.28% | 2026-09-30 |
| STEEL PEAK WEALTH MANAGEMENT LLC | 489,165 | $13.7M | 0.10% | +100.00% | 2026-09-30 |
| GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC | 471,604 | $13.2M | 0.10% | -1.74% | 2026-09-30 |
| MALTIN WEALTH MANAGEMENT, INC. | 366,379 | $10.2M | 0.08% | +4.96% | 2026-09-30 |
| FARTHER FINANCE ADVISORS, LLC | 359,838 | $10.1M | 0.08% | +22.45% | 2026-09-30 |
| DAVENPORT & CO LLC | 298,205 | $8.3M | 0.06% | +4.61% | 2026-09-30 |
| CHATHAM CAPITAL GROUP, INC. | 265,745 | $7.4M | 0.06% | +11.85% | 2026-09-30 |
| PALLER FINANCIAL SERVICES INC | 238,532 | $6.7M | 0.05% | +3.36% | 2026-09-30 |
| AUREUM WEALTH MANAGEMENT, LLC | 237,478 | $6.6M | 0.05% | +6.27% | 2026-09-30 |
| ATLASMARK FINANCIAL, INC | 193,975 | $5.4M | 0.04% | +3.98% | 2026-09-30 |
| GODSEY & GIBB, INC | 172,368 | $4.8M | 0.04% | +1.47% | 2026-09-30 |
| CAPITAL ADVISORS WEALTH MANAGEMENT, LLC | 172,201 | $4.8M | 0.04% | +6.22% | 2026-09-30 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 167,196 | $4.7M | 0.04% | -0.12% | 2026-09-30 |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 160,037 | $4.5M | 0.03% | -2.08% | 2026-09-30 |
| KEYSTONE FINANCIAL PLANNING, INC. | 156,554 | $4.4M | 0.03% | +65.55% | 2026-09-30 |
| GALLAGHER CAPITAL ADVISORS, LLC | 145,730 | $4.1M | 0.03% | +0.29% | 2026-09-30 |
| CONNECTICUT WEALTH MANAGEMENT, LLC | 125,092 | $3.5M | 0.03% | -15.49% | 2026-09-30 |
| VALEO FINANCIAL ADVISORS, LLC | 122,528 | $3.4M | 0.03% | -0.25% | 2026-09-30 |
| AUTO-OWNERS INSURANCE CO | 119,000 | $3.3M | 0.02% | 0.00% | 2026-09-30 |
| 1900 WEALTH MANAGEMENT LLC | 118,814 | $3.3M | 0.02% | +11.53% | 2026-09-30 |
| Y-INTERCEPT (HONG KONG) LTD | 117,767 | $3.3M | 0.02% | +160.63% | 2026-09-30 |
| CRA FINANCIAL SERVICES, LLC | 117,751 | $3.3M | 0.02% | -2.40% | 2026-09-30 |
| CONCURRENT INVESTMENT ADVISORS, LLC | 115,726 | $3.2M | 0.02% | +29.15% | 2026-09-30 |
| GERALD BAKER FINANCIAL GROUP LLC | 113,144 | $3.2M | 0.02% | +1.85% | 2026-09-30 |
| FC ADVISORY LLC | 107,807 | $3.0M | 0.02% | +0.02% | 2026-09-30 |
| LEGACY WEALTH PARTNERS, LLC | 96,107 | $2.7M | 0.02% | +100.00% | 2026-09-30 |
| TRUNORTH CAPITAL MANAGEMENT, LLC | 92,435 | $2.6M | 0.02% | 0.00% | 2026-09-30 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 82,875 | $2.3M | 0.02% | 0.00% | 2026-09-30 |
| WOODSTOCK CORP | 80,900 | $2.3M | 0.02% | 0.00% | 2026-09-30 |
| ONYX BRIDGE WEALTH GROUP LLC | 80,663 | $2.3M | 0.02% | +0.53% | 2026-09-30 |
| HARBOR INVESTMENT ADVISORY, LLC | 77,717 | $2.2M | 0.02% | +1.42% | 2026-09-30 |
| COOPER FINANCIAL GROUP | 73,725 | $2.1M | 0.02% | -0.07% | 2026-09-30 |
| RDA FINANCIAL NETWORK | 73,552 | $2.1M | 0.02% | +5.32% | 2026-09-30 |
| COLLECTIVE FAMILY OFFICE LLC | 72,365 | $2.0M | 0.02% | +6.97% | 2026-09-30 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 69,305 | $1.9M | 0.01% | +8.42% | 2026-09-30 |
| C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS | 68,519 | $1.9M | 0.01% | +6.83% | 2026-09-30 |
| AVAIL INVESTMENT PARTNERS, LLC | 65,172 | $1.8M | 0.01% | -1.88% | 2026-09-30 |
| VISIONPOINT ADVISORY GROUP, LLC | 59,251 | $1.7M | 0.01% | +100.00% | 2026-09-30 |
| KERNTKE OTTO MCGLONE WEALTH MANAGEMENT GROUP | 58,480 | $1.6M | 0.01% | -35.87% | 2026-09-30 |
| CORECAP ADVISORS, LLC | 55,871 | $1.6M | 0.01% | -0.39% | 2026-09-30 |
| KRILOGY FINANCIAL LLC | 55,183 | $1.6M | 0.01% | +2.09% | 2026-09-30 |
| CRESTA ADVISORS, LTD. | 45,524 | $1.3M | 0.01% | +16.57% | 2026-09-30 |
| WEAVER CONSULTING GROUP | 45,473 | $1.3M | 0.01% | -3.72% | 2026-09-30 |
| KFA PRIVATE WEALTH GROUP, LLC | 43,796 | $1.2M | 0.01% | -0.79% | 2026-09-30 |
| PLANNING STRATEGIES INC. | 41,815 | $1.2M | 0.01% | -2.57% | 2026-09-30 |
| INDEPENDENT FINANCIAL GROUP, LLC | 41,751 | $1.2M | 0.01% | -0.06% | 2026-09-30 |
| FIRST HEARTLAND CONSULTANTS, INC. | 40,832 | $1.1M | 0.01% | -3.11% | 2026-09-30 |
| FLAGSTAR ADVISORS INC. | 39,478 | $1.1M | 0.01% | +49.45% | 2026-09-30 |
| TD WATERHOUSE CANADA INC. | 39,450 | $1.1M | 0.01% | +2.57% | 2026-09-30 |
| MISSION WEALTH MANAGEMENT, LP | 39,272 | $1.1M | 0.01% | -12.79% | 2026-09-30 |
| ASPIRIANT, LLC | 34,449 | $963,194 | 0.01% | +2.22% | 2026-09-30 |
| INVESTMENT PARTNERS ASSET MANAGEMENT, INC. | 33,129 | $926,287 | 0.01% | +8.87% | 2026-09-30 |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 30,785 | $860,761 | 0.01% | -16.68% | 2026-09-30 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 30,391 | $849,746 | 0.01% | +4.76% | 2026-09-30 |
| INSPIRION WEALTH ADVISORS, LLC | 27,483 | $768,417 | 0.01% | 0.00% | 2026-09-30 |
| CHAPIN DAVIS, INC. | 27,430 | $766,943 | 0.01% | 0.00% | 2026-09-30 |
| FOCUS FINANCIAL NETWORK, INC. | 25,206 | $704,757 | 0.01% | +0.03% | 2026-09-30 |
| DAVID J YVARS GROUP | 25,073 | $701,043 | 0.01% | +4.38% | 2026-09-30 |
| WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 23,011 | $643,388 | 0.00% | +2.31% | 2026-09-30 |
| TRUST CO | 22,400 | $626,304 | 0.00% | 0.00% | 2026-09-30 |
| SHOREHAVEN WEALTH PARTNERS, LLC | 22,382 | $625,790 | 0.00% | -5.66% | 2026-09-30 |
| DETALUS ADVISORS, LLC | 21,920 | $612,874 | 0.00% | +23.45% | 2026-09-30 |
| SAX WEALTH ADVISORS, LLC | 21,427 | $599,100 | 0.00% | +411.75% | 2026-09-30 |
| APELLA CAPITAL, LLC | 20,373 | $576,159 | 0.00% | +7.45% | 2026-09-30 |
| SIGNAL ADVISORS WEALTH, LLC | 20,275 | $566,884 | 0.00% | +1.73% | 2026-09-30 |
| CHARLES SCHWAB TRUST CO | 19,790 | $553,328 | 0.00% | +100.00% | 2026-09-30 |
| PFG ADVISORS | 19,787 | $553,256 | 0.00% | -1.13% | 2026-09-30 |
| BARING FINANCIAL LLC | 19,683 | $550,351 | 0.00% | +0.52% | 2026-09-30 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 19,043 | $532,450 | 0.00% | +0.26% | 2026-09-30 |
| SHUM FINANCIAL GROUP, INC. | 18,697 | $522,768 | 0.00% | +3.29% | 2026-09-30 |
| B. RILEY WEALTH ADVISORS, INC. | 18,497 | $517,177 | 0.00% | +1.54% | 2026-09-30 |
| SAXONY CAPITAL MANAGEMENT, LLC | 18,245 | $510,139 | 0.00% | +16.33% | 2026-09-30 |
| TRUEWEALTH ADVISORS, LLC | 16,860 | $471,412 | 0.00% | 0.00% | 2026-09-30 |
| HCR WEALTH ADVISORS | 16,805 | $469,867 | 0.00% | -7.77% | 2026-09-30 |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 16,618 | $464,642 | 0.00% | +7.32% | 2026-09-30 |
| CATHY PARETO & ASSOCIATES, INC | 16,101 | $450,200 | 0.00% | +0.63% | 2026-09-30 |
| SUCCESSION FINANCIAL, INC. | 14,938 | $417,667 | 0.00% | 0.00% | 2026-09-30 |
| HBW ADVISORY SERVICES LLC | 14,230 | $397,883 | 0.00% | +0.78% | 2026-09-30 |
| ARMSTRONG ADVISORY GROUP, INC | 14,157 | $395,824 | 0.00% | +0.78% | 2026-09-30 |
| KMG FIDUCIARY PARTNERS, LLC | 13,940 | $389,762 | 0.00% | +0.05% | 2026-09-30 |
| EAGLE STRATEGIES LLC | 13,921 | $389,219 | 0.00% | 0.00% | 2026-09-30 |
| DYNAMIC ADVISOR SOLUTIONS LLC | 13,641 | $381,390 | 0.00% | -1.66% | 2026-09-30 |
| RYDAR EQUITIES, INC. | 12,657 | $357,939 | 0.00% | +0.86% | 2026-09-30 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 12,665 | $354,114 | 0.00% | -1.32% | 2026-09-30 |
| SHIRA RIDGE WEALTH MANAGEMENT | 12,078 | $337,699 | 0.00% | -2.94% | 2026-09-30 |
| ARS WEALTH ADVISORS GROUP, LLC | 11,947 | $334,030 | 0.00% | -12.25% | 2026-09-30 |
| EQUITABLE TRUST CO | 11,697 | $327,048 | 0.00% | -37.42% | 2026-09-30 |
| ADVISORNET FINANCIAL, INC | 11,272 | $333,077 | 0.00% | +0.09% | 2026-09-30 |
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 11,677 | $326,494 | 0.00% | +50.48% | 2026-09-30 |
| ESSEX SAVINGS BANK | 11,622 | $324,832 | 0.00% | -4.23% | 2026-09-30 |
| ECHO45 ADVISORS LLC | 11,335 | $316,927 | 0.00% | +100.00% | 2026-09-30 |
| BISON WEALTH, LLC | 10,818 | $314,474 | 0.00% | +3.54% | 2026-09-30 |
| CHEMISTRY WEALTH MANAGEMENT LLC | 10,880 | $304,205 | 0.00% | 0.00% | 2026-09-30 |
| GRADIENT INVESTMENTS LLC | 10,656 | $297,942 | 0.00% | -5.87% | 2026-09-30 |
Source: FMP Ultimate 13F Institutional Ownership. Figures reflect the latest available quarterly filings — showing Q3 2026.