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 858 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
60
shares
|
$7,360
0.0% of portfolio
|
Q3 2022
Reduced 50.41%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
59
shares
|
$7,237
0.0% of portfolio
|
Q4 2024
Reduced 57.55%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
58
shares
|
$7,114
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
53
shares
|
$6,501
0.01% of portfolio
|
Q3 2022
Reduced 18.87%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
52
shares
|
$6,378
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
44
shares
|
$5,397
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
40
shares
|
$4,906
0.0% of portfolio
|
Q2 2025
Reduced 89.56%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
36
shares
|
$4,416
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
32
shares
|
$3,925
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
32
shares
|
$3,925
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
31
shares
|
$3,802
0.0% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
31
shares
|
$3,802
0.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
26
shares
|
$3,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
22
shares
|
$2,698
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
20
shares
|
$2,453
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
18
shares
|
$2,208
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
17
shares
|
$2,085
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
17
shares
|
$2,085
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
16
shares
|
$1,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
14
shares
|
$1,717
0.0% of portfolio
|
Q3 2021
Reduced 68.89%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
14
shares
|
$1,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
14
shares
|
$1,717
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
11
shares
|
$1,349
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5
shares
|
$613
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
2
shares
|
$245
0.0% of portfolio
|
Q2 2025
New holding
|