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 872 institutions that hold shares in the stock, with a total of 43.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
820
shares
|
$98,350
0.01% of portfolio
|
Q1 2024
Added 13.89%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
778
shares
|
$93,313
0.02% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
759
shares
|
$91,034
0.02% of portfolio
|
Q1 2025
Added 102.94%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
732
shares
|
$87,796
0.03% of portfolio
|
Q4 2024
Reduced 55.85%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
720
shares
|
$86,356
0.01% of portfolio
|
Q2 2024
Reduced 50.68%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
710
shares
|
$85,157
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
705
shares
|
$84,557
0.0% of portfolio
|
Q1 2025
Reduced 19.89%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
703
shares
|
$84,317
0.06% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
700
shares
|
$83,958
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
693
shares
|
$83,118
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
665
shares
|
$79,760
0.0% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
663
shares
|
$79,520
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
659
shares
|
$79,040
0.01% of portfolio
|
Q4 2022
Added 414.84%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
656
shares
|
$78,680
0.01% of portfolio
|
Q1 2025
Added 185.22%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
650
shares
|
$77,961
0.0% of portfolio
|
Q4 2023
Reduced 9.22%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
630
shares
|
$75,562
0.0% of portfolio
|
Q1 2025
Reduced 71.35%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
622
shares
|
$74,602
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
610
shares
|
$73,163
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
597
shares
|
$71,604
0.01% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
591
shares
|
$70,884
0.03% of portfolio
|
Q1 2025
Added 26.82%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
586
shares
|
$70,284
0.02% of portfolio
|
Q4 2022
Added 2.45%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
573
shares
|
$68,725
0.02% of portfolio
|
Q2 2023
Added 473.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
572
shares
|
$68,605
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
566
shares
|
$67,886
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
560
shares
|
$67,166
0.02% of portfolio
|
Q3 2023
Reduced 7.89%
|