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 42.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,991
shares
|
$599,718
0.03% of portfolio
|
Q4 2023
Added 17.71%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
4,990
shares
|
$599,598
0.0% of portfolio
|
Q3 2022
Added 92.92%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
4,989
shares
|
$599,478
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,955
shares
|
$595,392
1.68% of portfolio
|
Q2 2022
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
4,944
shares
|
$594,071
0.03% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,944
shares
|
$594,071
0.02% of portfolio
|
Q2 2024
Reduced 4.92%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,914
shares
|
$590,466
0.0% of portfolio
|
Q2 2025
Reduced 9.22%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
4,903
shares
|
$589,144
0.33% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
4,884
shares
|
$586,861
0.01% of portfolio
|
Q2 2025
Added 58.78%
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
4,835
shares
|
$580,973
0.08% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
4,792
shares
|
$575,806
0.0% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,786
shares
|
$575,085
0.03% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,772
shares
|
$573,403
0.08% of portfolio
|
Q2 2023
Reduced 11.37%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
4,713
shares
|
$566,314
0.05% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
4,690
shares
|
$563,550
0.0% of portfolio
|
Q3 2024
Added 50.51%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
4,667
shares
|
$560,786
0.02% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
4,654
shares
|
$559,224
0.05% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,637
shares
|
$557,181
0.02% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
4,635
shares
|
$556,941
0.08% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
4,624
shares
|
$555,619
0.05% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,622
shares
|
$555,379
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
4,572
shares
|
$549,371
0.1% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
4,550
shares
|
$546,728
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
4,504
shares
|
$541,200
0.09% of portfolio
|
Q2 2025
Added 0.67%
|