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 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
158,884
shares
|
$19.5 Million
2.1% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
156,934
shares
|
$19.3 Million
0.06% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
147,755
shares
|
$18.1 Million
6.29% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
143,051
shares
|
$17.5 Million
0.0% of portfolio
|
Q2 2025
Added 37.97%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
141,620
shares
|
$17.4 Million
0.29% of portfolio
|
Q2 2025
Added 18.36%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
138,386
shares
|
$17 Million
0.09% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
129,401
shares
|
$15.9 Million
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
122,191
shares
|
$15 Million
7.03% of portfolio
|
Q4 2022
Added 7.17%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
115,531
shares
|
$14.2 Million
8.9% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
106,093
shares
|
$13 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
104,075
shares
|
$12.8 Million
1.96% of portfolio
|
Q2 2025
Added 781.84%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
102,663
shares
|
$12.6 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
|
$12.5 Million
2.23% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
101,918
shares
|
$12.5 Million
2.24% of portfolio
|
Q4 2022
Added 171.18%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
101,266
shares
|
$12.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
99,751
shares
|
$12.2 Million
5.83% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
98,878
shares
|
$12.1 Million
0.87% of portfolio
|
Q3 2022
Added 5.93%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
98,876
shares
|
$12.1 Million
0.68% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
94,186
shares
|
$11.6 Million
1.25% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
92,885
shares
|
$11.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
92,380
shares
|
$11.3 Million
0.06% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
91,856
shares
|
$11.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
90,432
shares
|
$11.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
90,076
shares
|
$11 Million
1.31% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
89,882
shares
|
$11 Million
0.1% of portfolio
|
Q2 2025
Added 331.73%
|