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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
26,139
shares
|
$3.14 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
26,001
shares
|
$3.12 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
25,812
shares
|
$3.1 Million
2.68% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
25,803
shares
|
$3.09 Million
1.35% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
25,724
shares
|
$3.09 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
25,686
shares
|
$3.08 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
25,029
shares
|
$3 Million
0.48% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
24,037
shares
|
$2.88 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
23,556
shares
|
$2.83 Million
0.35% of portfolio
|
Q1 2023
Added 17.25%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
23,514
shares
|
$2.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
23,453
shares
|
$2.81 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
23,176
shares
|
$2.78 Million
0.01% of portfolio
|
Q1 2025
Added 13.76%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
23,095
shares
|
$2.77 Million
0.75% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
22,941
shares
|
$2.75 Million
0.78% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
22,824
shares
|
$2.74 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
22,769
shares
|
$2.73 Million
0.03% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
22,017
shares
|
$2.64 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
21,108
shares
|
$2.53 Million
0.05% of portfolio
|
Q2 2025
Added 67.42%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
20,979
shares
|
$2.52 Million
0.01% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
20,967
shares
|
$2.51 Million
0.27% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
20,955
shares
|
$2.51 Million
1.27% of portfolio
|
Q4 2023
Reduced 15.74%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
20,714
shares
|
$2.48 Million
0.3% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
20,711
shares
|
$2.48 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
20,658
shares
|
$2.48 Million
1.07% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
20,431
shares
|
$2.45 Million
0.04% of portfolio
|
Q1 2025
Added 1.24%
|