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 860 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 $5.23 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
|
$219,701
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
1,790
shares
|
$219,579
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,780
shares
|
$218,352
0.07% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
1,780
shares
|
$218,352
0.03% of portfolio
|
Q1 2025
Reduced 21.93%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
1,775
shares
|
$217,739
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
1,772
shares
|
$217,371
0.02% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,770
shares
|
$217,125
0.07% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,765
shares
|
$216,512
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,762
shares
|
$216,144
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,758
shares
|
$215,653
0.03% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
1,756
shares
|
$215,408
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
1,755
shares
|
$215,285
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
1,745
shares
|
$214,059
0.04% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
1,732
shares
|
$212,464
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
1,725
shares
|
$211,605
0.11% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
1,720
shares
|
$210,992
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,710
shares
|
$209,765
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,654
shares
|
$202,896
0.15% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,599
shares
|
$196,149
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,588
shares
|
$194,799
0.01% of portfolio
|
Q2 2025
Reduced 76.37%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,537
shares
|
$188,543
0.01% of portfolio
|
Q2 2025
Added 56.04%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,499
shares
|
$183,882
0.0% of portfolio
|
Q2 2024
Added 4.61%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,496
shares
|
$183,514
0.01% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,478
shares
|
$181,306
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,450
shares
|
$177,871
0.08% of portfolio
|
Q1 2025
New holding
|