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 856 institutions that hold shares in the stock, with a total of 42.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
9,195
shares
|
$1.1 Million
0.09% of portfolio
|
Q2 2025
Added 1301.68%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
9,151
shares
|
$1.1 Million
0.54% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
9,110
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Reduced 18.15%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
8,957
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
8,950
shares
|
$1.08 Million
0.4% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
8,938
shares
|
$1.07 Million
0.09% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
8,862
shares
|
$1.06 Million
0.18% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,829
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
8,821
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,785
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
8,697
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
8,673
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 95.41%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
8,639
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
8,590
shares
|
$1.03 Million
0.13% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
8,530
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
8,455
shares
|
$1.02 Million
0.1% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
8,334
shares
|
$1 Million
0.08% of portfolio
|
Q2 2025
Reduced 55.02%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,290
shares
|
$996,126
0.1% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
8,141
shares
|
$978,222
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
8,139
shares
|
$977,982
0.18% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,118
shares
|
$975,458
0.56% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
8,097
shares
|
$972,935
0.45% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,083
shares
|
$971,253
0.17% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
8,061
shares
|
$968,609
0.01% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
8,021
shares
|
$963,803
0.07% of portfolio
|
Q2 2022
New holding
|