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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
14,090
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
13,832
shares
|
$1.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,759
shares
|
$1.69 Million
0.43% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
13,616
shares
|
$1.67 Million
0.59% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
13,402
shares
|
$1.64 Million
0.68% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
13,325
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.93%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
13,259
shares
|
$1.63 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
13,213
shares
|
$1.62 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
13,199
shares
|
$1.62 Million
0.4% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
13,190
shares
|
$1.62 Million
0.17% of portfolio
|
Q2 2025
Reduced 12.52%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
13,166
shares
|
$1.62 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
13,114
shares
|
$1.61 Million
0.11% of portfolio
|
Q2 2025
Added 99.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
13,094
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
13,062
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
13,024
shares
|
$1.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
12,953
shares
|
$1.59 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
12,932
shares
|
$1.59 Million
0.33% of portfolio
|
Q2 2025
Reduced 28.11%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
12,816
shares
|
$1.57 Million
0.31% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,760
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
Added 110.32%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
12,711
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
12,581
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
12,550
shares
|
$1.54 Million
0.18% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
12,509
shares
|
$1.53 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
12,251
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
12,213
shares
|
$1.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.43%
|