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 872 institutions that hold shares in the stock, with a total of 43.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
1,791
shares
|
$214,812
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
1,791
shares
|
$214,812
0.03% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
1,790
shares
|
$214,692
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
1,780
shares
|
$213,493
0.03% of portfolio
|
Q1 2025
Reduced 21.93%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
1,770
shares
|
$212,293
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,770
shares
|
$212,293
0.07% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
1,765
shares
|
$211,694
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,758
shares
|
$210,854
0.03% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
1,756
shares
|
$210,614
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,754
shares
|
$210,374
0.0% of portfolio
|
Q2 2024
Reduced 36.79%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
1,750
shares
|
$209,895
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
1,745
shares
|
$209,295
0.04% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
1,742
shares
|
$208,935
0.13% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
1,732
shares
|
$207,736
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
1,718
shares
|
$206,056
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,710
shares
|
$205,097
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
1,666
shares
|
$199,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,620
shares
|
$194,302
0.01% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,560
shares
|
$187,106
0.0% of portfolio
|
Q1 2025
Reduced 33.1%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,535
shares
|
$184,107
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,499
shares
|
$179,790
0.0% of portfolio
|
Q2 2024
Added 4.61%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,488
shares
|
$178,470
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,471
shares
|
$176,431
0.01% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,450
shares
|
$173,913
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,400
shares
|
$167,916
0.09% of portfolio
|
Q2 2024
Reduced 90.05%
|