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 |
---|---|---|---|---|---|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
2,622
shares
|
$315,059
0.08% of portfolio
|
Q2 2025
Added 0.23%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
2,620
shares
|
$314,819
0.0% of portfolio
|
Q2 2025
Added 26.02%
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
2,609
shares
|
$313,497
0.14% of portfolio
|
Q2 2025
Added 40.65%
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
2,598
shares
|
$312,175
0.06% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,575
shares
|
$309,412
0.0% of portfolio
|
Q3 2023
Reduced 61.66%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
2,555
shares
|
$307,008
0.01% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,554
shares
|
$306,888
0.0% of portfolio
|
Q2 2025
Reduced 83.11%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
2,550
shares
|
$306,408
0.0% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
2,539
shares
|
$305,086
0.03% of portfolio
|
Q2 2025
New holding
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
2,527
shares
|
$303,644
0.11% of portfolio
|
Q4 2023
Reduced 49.17%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
2,522
shares
|
$303,043
0.02% of portfolio
|
Q2 2025
Added 14.22%
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
2,517
shares
|
$302,442
0.01% of portfolio
|
Q1 2025
Added 8.77%
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
2,511
shares
|
$301,721
0.2% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,510
shares
|
$301,601
0.12% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
2,508
shares
|
$301,361
0.02% of portfolio
|
Q2 2025
Reduced 64.47%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
2,495
shares
|
$299,799
0.02% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
2,487
shares
|
$298,837
0.18% of portfolio
|
Q2 2025
Added 4.85%
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
2,476
shares
|
$297,516
0.02% of portfolio
|
Q1 2025
New holding
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,474
shares
|
$297,275
0.04% of portfolio
|
Q1 2025
Added 2.06%
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
2,431
shares
|
$292,108
0.07% of portfolio
|
Q1 2025
Added 0.04%
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
2,427
shares
|
$291,628
0.07% of portfolio
|
Q3 2024
New holding
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
2,414
shares
|
$290,066
0.02% of portfolio
|
Q2 2025
Added 16.28%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
2,408
shares
|
$289,345
0.03% of portfolio
|
Q2 2025
New holding
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,405
shares
|
$288,984
0.02% of portfolio
|
Q2 2022
New holding
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
2,395
shares
|
$287,783
0.05% of portfolio
|
Q2 2025
Added 2.26%
|