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 |
|---|---|---|---|---|---|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
12,201
shares
|
$1.5 Million
0.28% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
12,150
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
12,054
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
12,002
shares
|
$1.47 Million
0.11% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
11,988
shares
|
$1.47 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
11,905
shares
|
$1.46 Million
0.14% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
11,754
shares
|
$1.44 Million
0.18% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,738
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
11,683
shares
|
$1.43 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
11,666
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,574
shares
|
$1.42 Million
0.68% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,565
shares
|
$1.42 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
11,401
shares
|
$1.4 Million
0.02% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
11,279
shares
|
$1.38 Million
0.06% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
11,277
shares
|
$1.38 Million
0.08% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
11,196
shares
|
$1.37 Million
0.76% of portfolio
|
Q2 2025
Added 11324.49%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
11,094
shares
|
$1.36 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
11,079
shares
|
$1.36 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,991
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
10,988
shares
|
$1.35 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
10,643
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Added 94.89%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
10,600
shares
|
$1.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
10,569
shares
|
$1.3 Million
0.23% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
10,526
shares
|
$1.29 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
10,523
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.77%
|