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 |
|---|---|---|---|---|---|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
2,148
shares
|
$258,103
0.01% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
2,146
shares
|
$257,863
0.05% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,133
shares
|
$256,301
0.03% of portfolio
|
Q1 2022
Reduced 1.16%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,122
shares
|
$254,979
0.03% of portfolio
|
Q2 2025
Reduced 36.41%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,120
shares
|
$254,739
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
2,104
shares
|
$252,816
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
2,097
shares
|
$251,975
0.03% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,089
shares
|
$251,014
0.01% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,080
shares
|
$249,932
0.0% of portfolio
|
Q3 2022
Reduced 1.33%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
2,077
shares
|
$249,572
0.06% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
2,060
shares
|
$247,529
0.06% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,053
shares
|
$246,688
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
2,037
shares
|
$244,765
0.18% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,034
shares
|
$244,405
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,032
shares
|
$244,165
0.1% of portfolio
|
Q1 2023
Added 0.05%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,028
shares
|
$243,684
0.04% of portfolio
|
Q1 2021
Added 85.71%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
2,011
shares
|
$241,641
0.05% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,011
shares
|
$241,641
0.08% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
2,009
shares
|
$241,401
0.01% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,005
shares
|
$240,920
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
2,004
shares
|
$240,800
0.0% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,993
shares
|
$239,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
1,991
shares
|
$239,238
0.24% of portfolio
|
Q2 2025
Reduced 26.29%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
1,980
shares
|
$237,916
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,962
shares
|
$235,753
0.02% of portfolio
|
Q2 2025
New holding
|