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 |
|---|---|---|---|---|---|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
53,158
shares
|
$6.52 Million
0.64% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
51,881
shares
|
$6.36 Million
0.04% of portfolio
|
Q4 2024
Added 14.36%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
51,241
shares
|
$6.29 Million
0.0% of portfolio
|
Q2 2025
Added 12.39%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
50,922
shares
|
$6.25 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
50,875
shares
|
$6.24 Million
3.33% of portfolio
|
Q2 2025
Added 11.48%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
50,462
shares
|
$6.19 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
49,239
shares
|
$6.04 Million
3.1% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
48,689
shares
|
$5.97 Million
1.09% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
47,772
shares
|
$5.86 Million
0.28% of portfolio
|
Q2 2025
Added 251.45%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
45,704
shares
|
$5.61 Million
3.05% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
45,119
shares
|
$5.53 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
44,780
shares
|
$5.49 Million
13.95% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
44,400
shares
|
$5.45 Million
0.06% of portfolio
|
Q2 2025
Added 481.61%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
43,671
shares
|
$5.36 Million
0.01% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
43,393
shares
|
$5.32 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
42,999
shares
|
$5.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 31.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
42,221
shares
|
$5.18 Million
0.12% of portfolio
|
Q2 2025
Reduced 53.51%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
42,195
shares
|
$5.18 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
41,996
shares
|
$5.15 Million
5.5% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
41,828
shares
|
$5.13 Million
0.09% of portfolio
|
Q2 2025
Added 45.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
39,924
shares
|
$4.9 Million
0.0% of portfolio
|
Q2 2025
Added 1043.3%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
39,165
shares
|
$4.8 Million
0.04% of portfolio
|
Q2 2025
Added 27.61%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
38,891
shares
|
$4.77 Million
0.42% of portfolio
|
Q2 2025
Reduced 12.93%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
38,428
shares
|
$4.71 Million
0.72% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
38,346
shares
|
$4.7 Million
2.73% of portfolio
|
Q2 2025
Reduced 1.23%
|