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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
6,569
shares
|
$789,331
0.03% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
6,541
shares
|
$785,966
0.35% of portfolio
|
Q2 2025
Added 176.58%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
6,500
shares
|
$781,040
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
6,467
shares
|
$777,074
0.1% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
6,417
shares
|
$771,066
0.06% of portfolio
|
Q3 2017
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
6,324
shares
|
$759,891
0.23% of portfolio
|
Q2 2025
Reduced 34.92%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
6,271
shares
|
$753,523
0.03% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
6,233
shares
|
$748,957
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
6,186
shares
|
$743,309
0.0% of portfolio
|
Q3 2024
Added 31.09%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
6,174
shares
|
$741,867
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,118
shares
|
$735,138
0.05% of portfolio
|
Q2 2025
Added 8.13%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
6,090
shares
|
$731,774
0.05% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,057
shares
|
$727,809
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
5,969
shares
|
$717,235
0.21% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
5,968
shares
|
$717,114
0.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
5,880
shares
|
$706,540
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
5,869
shares
|
$705,219
0.05% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
5,865
shares
|
$704,738
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,855
shares
|
$703,536
0.0% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,847
shares
|
$702,575
0.09% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
5,836
shares
|
$701,253
0.34% of portfolio
|
Q2 2025
Added 42.48%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
5,804
shares
|
$697,408
0.01% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,766
shares
|
$692,842
0.24% of portfolio
|
Q4 2022
Reduced 99.04%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
5,748
shares
|
$690,679
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
5,698
shares
|
$684,671
0.03% of portfolio
|
Q2 2025
Reduced 6.86%
|