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 |
|---|---|---|---|---|---|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
88,503
shares
|
$10.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
87,772
shares
|
$10.8 Million
3.51% of portfolio
|
Q3 2023
Added 9.03%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
85,731
shares
|
$10.5 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
85,364
shares
|
$10.5 Million
1.74% of portfolio
|
Q2 2025
Reduced 35.87%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
83,849
shares
|
$10.3 Million
0.78% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
82,078
shares
|
$10.1 Million
0.05% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
79,886
shares
|
$9.8 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
76,477
shares
|
$9.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
76,453
shares
|
$9.38 Million
0.03% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
75,852
shares
|
$9.3 Million
0.3% of portfolio
|
Q2 2025
Added 20.62%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
73,678
shares
|
$9.04 Million
0.0% of portfolio
|
Q2 2025
Added 541.29%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
72,805
shares
|
$8.93 Million
0.53% of portfolio
|
Q2 2025
Added 18.63%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
71,852
shares
|
$8.81 Million
2.55% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
70,822
shares
|
$8.69 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
69,840
shares
|
$8.57 Million
0.06% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
67,482
shares
|
$8.28 Million
3.69% of portfolio
|
Q1 2024
Added 25.9%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
67,473
shares
|
$8.28 Million
0.37% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
65,000
shares
|
$7.97 Million
2.49% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
63,009
shares
|
$7.73 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
57,420
shares
|
$7.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 24.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
55,922
shares
|
$6.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
55,117
shares
|
$6.76 Million
0.26% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
54,812
shares
|
$6.72 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
54,382
shares
|
$6.67 Million
2.44% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
53,952
shares
|
$6.62 Million
1.0% of portfolio
|
Q2 2025
Added 6.2%
|