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 869 institutions that hold shares in the stock, with a total of 43.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
166,097
shares
|
$19.9 Million
0.4% of portfolio
|
Q1 2025
Reduced 94.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
166,081
shares
|
$19.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 26.3%
|
|
|
Angeles Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
164,000
shares
|
$19.7 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
160,896
shares
|
$19.3 Million
0.15% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
156,404
shares
|
$18.8 Million
0.06% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
153,364
shares
|
$18.4 Million
2.24% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
147,755
shares
|
$17.7 Million
6.29% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
144,027
shares
|
$17.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
133,114
shares
|
$16 Million
2.48% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
129,321
shares
|
$15.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
125,635
shares
|
$15.1 Million
0.09% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
122,191
shares
|
$14.7 Million
7.03% of portfolio
|
Q4 2022
Added 7.17%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
119,650
shares
|
$14.4 Million
0.29% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
108,743
shares
|
$13 Million
8.8% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
107,939
shares
|
$12.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
103,679
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
102,663
shares
|
$12.3 Million
3.18% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
101,918
shares
|
$12.2 Million
2.23% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
101,918
shares
|
$12.2 Million
2.24% of portfolio
|
Q4 2022
Added 171.18%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
101,280
shares
|
$12.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
99,751
shares
|
$12 Million
5.83% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
98,878
shares
|
$11.9 Million
0.87% of portfolio
|
Q3 2022
Added 5.93%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
98,876
shares
|
$11.9 Million
0.68% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
97,400
shares
|
$11.7 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
94,186
shares
|
$11.3 Million
1.25% of portfolio
|
Q2 2025
Reduced 2.46%
|