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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
42,265
shares
|
$5.07 Million
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
41,560
shares
|
$4.98 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
41,190
shares
|
$4.94 Million
0.0% of portfolio
|
Q1 2025
Added 579.48%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
38,822
shares
|
$4.66 Million
3.16% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
38,438
shares
|
$4.61 Million
2.09% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
38,428
shares
|
$4.61 Million
0.72% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
38,155
shares
|
$4.58 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
37,974
shares
|
$4.55 Million
4.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
37,874
shares
|
$4.54 Million
2.1% of portfolio
|
Q1 2023
Reduced 20.64%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
37,642
shares
|
$4.51 Million
0.41% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
37,516
shares
|
$4.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
36,310
shares
|
$4.36 Million
0.52% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
35,679
shares
|
$4.28 Million
0.63% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
35,456
shares
|
$4.25 Million
0.04% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
34,735
shares
|
$4.17 Million
1.45% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
34,587
shares
|
$4.15 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
34,169
shares
|
$4.1 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
33,183
shares
|
$3.98 Million
1.61% of portfolio
|
Q1 2025
New holding
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
32,857
shares
|
$3.94 Million
3.21% of portfolio
|
Q2 2025
Added 38.97%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
32,834
shares
|
$3.94 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
32,832
shares
|
$3.94 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
32,455
shares
|
$3.89 Million
1.28% of portfolio
|
Q1 2024
Added 2.47%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
32,187
shares
|
$3.86 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
32,086
shares
|
$3.85 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
31,768
shares
|
$3.81 Million
1.25% of portfolio
|
Q2 2022
Added 9.99%
|