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 |
|---|---|---|---|---|---|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,936
shares
|
$472,949
0.21% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
3,899
shares
|
$468,503
0.07% of portfolio
|
Q2 2025
Reduced 39.07%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
3,896
shares
|
$468,143
0.01% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
3,883
shares
|
$466,581
0.02% of portfolio
|
Q2 2025
Reduced 20.23%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,866
shares
|
$464,538
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
3,861
shares
|
$463,937
0.04% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,860
shares
|
$463,817
0.03% of portfolio
|
Q4 2023
Reduced 16.45%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
3,831
shares
|
$460,332
0.14% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
3,819
shares
|
$458,891
0.11% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
3,803
shares
|
$456,968
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
3,750
shares
|
$450,600
0.18% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
3,738
shares
|
$449,158
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
3,737
shares
|
$449,037
0.03% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
3,726
shares
|
$447,716
0.06% of portfolio
|
Q2 2025
Reduced 39.31%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 14, 2025 Q2 2025 |
3,708
shares
|
$445,553
0.08% of portfolio
|
Q2 2025
Reduced 26.92%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
3,704
shares
|
$445,072
0.08% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
3,648
shares
|
$438,343
0.01% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
3,637
shares
|
$437,021
0.33% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,635
shares
|
$436,781
0.02% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
3,617
shares
|
$434,618
0.04% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
3,610
shares
|
$433,777
0.01% of portfolio
|
Q2 2025
Reduced 32.59%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
3,600
shares
|
$432,576
0.1% of portfolio
|
Q2 2020
Reduced 25.31%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
3,579
shares
|
$430,052
0.05% of portfolio
|
Q2 2025
Added 30.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,538
shares
|
$425,126
0.01% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
3,536
shares
|
$424,885
0.04% of portfolio
|
Q1 2025
Reduced 25.57%
|