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 |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
16,854
shares
|
$2.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
16,674
shares
|
$2.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
16,405
shares
|
$2.01 Million
0.05% of portfolio
|
Q2 2025
Added 9.85%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Aug 08, 2025 Q2 2025 |
16,337
shares
|
$2 Million
1.54% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
16,322
shares
|
$2 Million
0.03% of portfolio
|
Q2 2025
Added 24.65%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
16,313
shares
|
$2 Million
0.28% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
16,285
shares
|
$2 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
16,285
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
16,245
shares
|
$1.99 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
16,180
shares
|
$1.98 Million
0.18% of portfolio
|
Q4 2018
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
16,063
shares
|
$1.97 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
16,063
shares
|
$1.97 Million
0.28% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
15,937
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 61.65%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
15,925
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
15,662
shares
|
$1.92 Million
0.07% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
15,565
shares
|
$1.91 Million
0.83% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
15,151
shares
|
$1.86 Million
0.13% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
14,938
shares
|
$1.83 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
14,822
shares
|
$1.82 Million
0.12% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
14,663
shares
|
$1.8 Million
0.73% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
14,560
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
14,404
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
14,333
shares
|
$1.76 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
14,194
shares
|
$1.74 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
14,141
shares
|
$1.73 Million
0.05% of portfolio
|
Q2 2025
Added 282720.0%
|