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 |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
19,306
shares
|
$2.37 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
19,289
shares
|
$2.37 Million
1.27% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
19,174
shares
|
$2.35 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
19,037
shares
|
$2.34 Million
0.1% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
18,605
shares
|
$2.28 Million
0.58% of portfolio
|
Q4 2022
Added 15.17%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
18,514
shares
|
$2.27 Million
1.79% of portfolio
|
Q2 2025
Reduced 39.43%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
18,495
shares
|
$2.27 Million
0.06% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
18,487
shares
|
$2.27 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
18,460
shares
|
$2.26 Million
0.32% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
18,382
shares
|
$2.25 Million
0.06% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
18,207
shares
|
$2.23 Million
0.67% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
18,149
shares
|
$2.23 Million
0.73% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
18,118
shares
|
$2.22 Million
0.41% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
18,061
shares
|
$2.22 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
18,051
shares
|
$2.21 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,961
shares
|
$2.2 Million
0.07% of portfolio
|
Q3 2022
Reduced 57.32%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
17,700
shares
|
$2.17 Million
0.2% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
17,537
shares
|
$2.15 Million
0.32% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
17,199
shares
|
$2.11 Million
1.66% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
17,195
shares
|
$2.11 Million
0.41% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
17,177
shares
|
$2.11 Million
0.11% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
17,099
shares
|
$2.1 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
16,971
shares
|
$2.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
16,965
shares
|
$2.08 Million
0.01% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
16,951
shares
|
$2.08 Million
0.12% of portfolio
|
Q2 2025
Added 1.91%
|