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 |
|---|---|---|---|---|---|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
4,500
shares
|
$540,720
0.05% of portfolio
|
Q2 2025
Added 52.54%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,482
shares
|
$538,557
0.11% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
4,463
shares
|
$536,274
0.02% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,418
shares
|
$530,866
0.02% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
4,416
shares
|
$530,626
0.01% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Jul 23, 2025 Q2 2025 |
4,388
shares
|
$527,262
0.2% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,368
shares
|
$524,858
0.04% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
4,322
shares
|
$519,331
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
4,275
shares
|
$513,684
0.19% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Brooks, Moore & Associates, Inc.
|
Aug 15, 2025 Q2 2025 |
4,194
shares
|
$503,951
0.27% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
4,179
shares
|
$502,148
0.27% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
4,157
shares
|
$499,505
0.07% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
4,148
shares
|
$498,423
0.01% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,126
shares
|
$495,780
0.05% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
4,089
shares
|
$491,334
0.01% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
4,080
shares
|
$490,252
0.06% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
4,077
shares
|
$489,892
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,070
shares
|
$489,051
0.07% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
4,060
shares
|
$487,849
0.07% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
4,053
shares
|
$487,008
0.04% of portfolio
|
Q2 2025
Reduced 69.34%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
4,023
shares
|
$483,403
0.13% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
4,022
shares
|
$483,283
0.0% of portfolio
|
Q2 2025
Reduced 50.63%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
4,000
shares
|
$480,640
0.13% of portfolio
|
Q3 2017
New holding
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,988
shares
|
$479,198
0.38% of portfolio
|
Q4 2024
Reduced 13.08%
|
|
|
Hixon Zuercher, LLC
|
Jul 31, 2025 Q2 2025 |
3,969
shares
|
$476,915
0.15% of portfolio
|
Q2 2025
Added 4.06%
|