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 869 institutions that hold shares in the stock, with a total of 43.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
1,990
shares
|
$238,680
0.02% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
1,980
shares
|
$237,481
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,962
shares
|
$235,322
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,948
shares
|
$233,643
0.07% of portfolio
|
Q1 2025
Reduced 31.63%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
1,946
shares
|
$233,403
0.05% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
1,943
shares
|
$233,043
0.06% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,937
shares
|
$232,323
0.0% of portfolio
|
Q1 2025
Reduced 66.61%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
1,933
shares
|
$231,844
0.0% of portfolio
|
Q4 2024
Added 1206.08%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,915
shares
|
$229,685
0.13% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
1,907
shares
|
$228,725
0.02% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
1,905
shares
|
$228,485
0.04% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
1,904
shares
|
$228,365
0.06% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
1,886
shares
|
$226,206
0.11% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,882
shares
|
$225,727
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
1,864
shares
|
$223,568
0.05% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
1,862
shares
|
$223,328
0.06% of portfolio
|
Q2 2025
Reduced 35.88%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
1,845
shares
|
$221,289
0.09% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
1,841
shares
|
$220,809
0.07% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,836
shares
|
$220,209
0.06% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
1,835
shares
|
$220,089
0.01% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,833
shares
|
$219,850
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,819
shares
|
$218,170
0.03% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
1,808
shares
|
$216,851
0.02% of portfolio
|
Q1 2025
Reduced 24.1%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,808
shares
|
$216,851
0.01% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,795
shares
|
$215,292
0.13% of portfolio
|
Q3 2024
New holding
|