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 |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
138
shares
|
$16,582
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
133
shares
|
$15,981
0.0% of portfolio
|
Q2 2025
Reduced 55.37%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
129
shares
|
$15,500
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
128
shares
|
$15,380
0.0% of portfolio
|
Q2 2025
Reduced 83.55%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
116
shares
|
$13,938
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
113
shares
|
$13,578
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
112
shares
|
$13,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
109
shares
|
$13,097
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
107
shares
|
$12,857
0.01% of portfolio
|
Q2 2025
Added 101.87%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
92
shares
|
$11,054
0.01% of portfolio
|
Q2 2020
Reduced 92.52%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
89
shares
|
$10,694
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
83
shares
|
$9,973
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
82
shares
|
$9,853
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
80
shares
|
$9,612
0.0% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
80
shares
|
$9,612
0.0% of portfolio
|
Q2 2025
Reduced 96.95%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
77
shares
|
$9,252
0.0% of portfolio
|
Q2 2025
Reduced 73.99%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
75
shares
|
$9,012
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
67
shares
|
$8,050
0.0% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
64
shares
|
$7,690
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
61
shares
|
$7,329
0.0% of portfolio
|
Q2 2025
Added 7.02%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
61
shares
|
$7,329
0.0% of portfolio
|
Q2 2025
Reduced 68.72%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
60
shares
|
$7,209
0.0% of portfolio
|
Q3 2022
Reduced 50.41%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
59
shares
|
$7,089
0.0% of portfolio
|
Q4 2024
Reduced 57.55%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
58
shares
|
$6,969
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
53
shares
|
$6,368
0.01% of portfolio
|
Q3 2022
Reduced 18.87%
|