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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
24,006
shares
|
$2.94 Million
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Aug 01, 2025 Q2 2025 |
23,800
shares
|
$2.92 Million
0.06% of portfolio
|
Q2 2025
Reduced 91.74%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
23,556
shares
|
$2.89 Million
0.35% of portfolio
|
Q1 2023
Added 17.25%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
23,453
shares
|
$2.88 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
23,095
shares
|
$2.83 Million
0.75% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 09, 2025 Q2 2025 |
22,941
shares
|
$2.81 Million
0.78% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2025 Q2 2025 |
22,841
shares
|
$2.8 Million
1.91% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
22,790
shares
|
$2.8 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
21,918
shares
|
$2.69 Million
0.01% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
21,707
shares
|
$2.66 Million
0.99% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,613
shares
|
$2.65 Million
0.0% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
21,224
shares
|
$2.6 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
21,108
shares
|
$2.59 Million
0.05% of portfolio
|
Q2 2025
Added 67.42%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
20,967
shares
|
$2.57 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
|
$2.57 Million
1.27% of portfolio
|
Q4 2023
Reduced 15.74%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
20,837
shares
|
$2.56 Million
0.6% of portfolio
|
Q2 2025
Reduced 19.0%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
20,714
shares
|
$2.54 Million
0.3% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
20,668
shares
|
$2.54 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
20,340
shares
|
$2.5 Million
0.32% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,211
shares
|
$2.48 Million
0.08% of portfolio
|
Q2 2020
Added 4.57%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
20,181
shares
|
$2.48 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
20,115
shares
|
$2.47 Million
0.51% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
20,039
shares
|
$2.46 Million
1.25% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
19,437
shares
|
$2.38 Million
0.46% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
19,427
shares
|
$2.38 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.35%
|