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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,637
shares
|
$677,341
0.13% of portfolio
|
Q4 2022
Reduced 7.86%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
5,635
shares
|
$677,101
0.46% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
5,542
shares
|
$665,926
0.14% of portfolio
|
Q4 2024
Added 21.94%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
5,524
shares
|
$663,763
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
5,486
shares
|
$659,197
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,426
shares
|
$651,988
0.04% of portfolio
|
Q2 2025
Added 172.66%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,395
shares
|
$648,263
0.04% of portfolio
|
Q2 2022
Reduced 5.45%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
5,390
shares
|
$647,662
0.1% of portfolio
|
Q2 2025
Added 77.54%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,382
shares
|
$646,701
0.01% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
5,366
shares
|
$644,778
0.02% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
5,352
shares
|
$643,096
0.31% of portfolio
|
Q1 2023
Reduced 90.43%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,321
shares
|
$639,371
0.04% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jul 09, 2025 Q2 2025 |
5,319
shares
|
$639,131
0.39% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
5,318
shares
|
$639,010
0.39% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
5,304
shares
|
$637,328
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,300
shares
|
$636,848
0.0% of portfolio
|
Q2 2024
Reduced 46.14%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,297
shares
|
$636,487
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
5,252
shares
|
$631,080
0.17% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
5,250
shares
|
$630,840
0.46% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,169
shares
|
$621,107
0.07% of portfolio
|
Q2 2025
Added 43.7%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
5,137
shares
|
$617,261
0.02% of portfolio
|
Q2 2025
Added 14.41%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
5,104
shares
|
$613,296
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,045
shares
|
$606,207
0.04% of portfolio
|
Q4 2024
Added 92.93%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
5,043
shares
|
$605,966
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
5,032
shares
|
$604,645
0.22% of portfolio
|
Q4 2024
Reduced 2.95%
|