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 |
|---|---|---|---|---|---|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
7,996
shares
|
$960,799
0.02% of portfolio
|
Q2 2025
Added 356.91%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
7,914
shares
|
$950,946
0.58% of portfolio
|
Q3 2023
Reduced 4.67%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,911
shares
|
$950,585
0.55% of portfolio
|
Q1 2023
Reduced 9.46%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
7,897
shares
|
$948,903
0.08% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
7,802
shares
|
$937,488
0.08% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
7,755
shares
|
$931,840
0.77% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
7,698
shares
|
$924,991
0.06% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,659
shares
|
$920,305
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
7,599
shares
|
$913,095
0.19% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
7,555
shares
|
$907,808
0.04% of portfolio
|
Q2 2025
Reduced 88.65%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
7,554
shares
|
$907,688
0.07% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
7,526
shares
|
$904,324
0.16% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
7,270
shares
|
$873,563
0.18% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
7,255
shares
|
$871,760
0.63% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
7,207
shares
|
$865,993
0.74% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
7,172
shares
|
$861,787
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
6,966
shares
|
$837,034
0.2% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
6,954
shares
|
$835,592
0.06% of portfolio
|
Q2 2025
Added 18.37%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
6,930
shares
|
$832,708
0.39% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,765
shares
|
$812,882
0.08% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
6,759
shares
|
$812,161
0.08% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
6,712
shares
|
$806,513
0.1% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
6,679
shares
|
$802,548
0.24% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
6,599
shares
|
$792,935
0.3% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
6,591
shares
|
$791,974
0.05% of portfolio
|
Q1 2025
Added 2.42%
|