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 |
|---|---|---|---|---|---|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,948
shares
|
$234,071
0.07% of portfolio
|
Q1 2025
Reduced 31.63%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
1,946
shares
|
$233,831
0.05% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,937
shares
|
$232,749
0.0% of portfolio
|
Q1 2025
Reduced 66.61%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
1,932
shares
|
$232,149
0.04% of portfolio
|
Q2 2025
Reduced 9.08%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
1,928
shares
|
$231,668
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,915
shares
|
$230,106
0.13% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
1,907
shares
|
$229,145
0.02% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
1,904
shares
|
$228,784
0.06% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
1,886
shares
|
$226,621
0.11% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
1,882
shares
|
$226,141
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
1,864
shares
|
$223,978
0.05% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
1,862
shares
|
$223,737
0.06% of portfolio
|
Q2 2025
Reduced 35.88%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,851
shares
|
$222,416
0.05% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
1,845
shares
|
$221,695
0.09% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
1,841
shares
|
$221,214
0.07% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
1,835
shares
|
$220,493
0.01% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
1,819
shares
|
$218,571
0.02% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,808
shares
|
$217,249
0.01% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
1,806
shares
|
$217,008
0.09% of portfolio
|
Q2 2025
Reduced 93.41%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,795
shares
|
$215,687
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
1,791
shares
|
$215,206
0.03% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
1,791
shares
|
$215,206
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
1,790
shares
|
$215,086
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
1,780
shares
|
$213,884
0.03% of portfolio
|
Q1 2025
Reduced 21.93%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,780
shares
|
$213,884
0.07% of portfolio
|
Q2 2025
Added 0.56%
|