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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
29,884
shares
|
$3.67 Million
0.17% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
29,795
shares
|
$3.65 Million
0.68% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
29,524
shares
|
$3.62 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
29,380
shares
|
$3.6 Million
0.58% of portfolio
|
Q3 2022
New holding
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
29,195
shares
|
$3.58 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
28,756
shares
|
$3.53 Million
0.32% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
28,646
shares
|
$3.51 Million
2.13% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
28,556
shares
|
$3.5 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
28,117
shares
|
$3.45 Million
0.02% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
27,591
shares
|
$3.38 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
27,554
shares
|
$3.38 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
27,418
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2025
Added 11617.09%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
26,945
shares
|
$3.31 Million
0.07% of portfolio
|
Q2 2025
Reduced 85.19%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
26,720
shares
|
$3.28 Million
2.49% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
26,659
shares
|
$3.27 Million
0.48% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
26,143
shares
|
$3.21 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
26,001
shares
|
$3.19 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
25,931
shares
|
$3.18 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
25,812
shares
|
$3.17 Million
2.68% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
25,803
shares
|
$3.17 Million
1.35% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
25,695
shares
|
$3.15 Million
0.06% of portfolio
|
Q2 2025
Added 87.65%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
25,693
shares
|
$3.15 Million
0.01% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
25,686
shares
|
$3.15 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
25,184
shares
|
$3.09 Million
0.43% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Fc Advisory LLC
|
Aug 14, 2025 Q2 2025 |
24,036
shares
|
$2.95 Million
0.89% of portfolio
|
Q2 2025
Reduced -0.0%
|