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 |
|---|---|---|---|---|---|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
38,155
shares
|
$4.68 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
38,069
shares
|
$4.67 Million
1.86% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
37,974
shares
|
$4.66 Million
4.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
37,874
shares
|
$4.65 Million
2.1% of portfolio
|
Q1 2023
Reduced 20.64%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
37,642
shares
|
$4.62 Million
0.41% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
37,516
shares
|
$4.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
36,310
shares
|
$4.45 Million
0.52% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
36,302
shares
|
$4.45 Million
1.28% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
36,190
shares
|
$4.44 Million
0.04% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
36,119
shares
|
$4.43 Million
0.58% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
34,764
shares
|
$4.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.13%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
34,169
shares
|
$4.19 Million
0.99% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
33,467
shares
|
$4.11 Million
0.09% of portfolio
|
Q2 2025
Added 24.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
33,389
shares
|
$4.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
32,857
shares
|
$4.03 Million
3.21% of portfolio
|
Q2 2025
Added 38.97%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
32,815
shares
|
$4.03 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
32,641
shares
|
$4 Million
0.9% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
32,455
shares
|
$3.98 Million
1.28% of portfolio
|
Q1 2024
Added 2.47%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
32,187
shares
|
$3.95 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
32,152
shares
|
$3.94 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
31,768
shares
|
$3.9 Million
1.25% of portfolio
|
Q2 2022
Added 9.99%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
31,042
shares
|
$3.81 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
30,806
shares
|
$3.78 Million
1.92% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
30,413
shares
|
$3.73 Million
0.02% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
Keystone Financial Planning, Inc.
|
Jul 31, 2025 Q2 2025 |
30,144
shares
|
$3.7 Million
1.1% of portfolio
|
Q2 2025
Reduced 3.2%
|