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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,412
shares
|
$173,210
0.02% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,400
shares
|
$171,738
0.09% of portfolio
|
Q2 2024
Reduced 90.05%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,304
shares
|
$159,961
0.02% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,273
shares
|
$156,158
0.08% of portfolio
|
Q4 2022
Added 23.23%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,253
shares
|
$153,705
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
1,166
shares
|
$143,033
0.02% of portfolio
|
Q2 2019
Reduced 37.08%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,150
shares
|
$141,070
0.1% of portfolio
|
Q1 2023
Reduced 46.51%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,120
shares
|
$137,390
0.06% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,076
shares
|
$131,992
0.0% of portfolio
|
Q2 2025
Reduced 31.03%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,063
shares
|
$130,398
0.01% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,034
shares
|
$126,840
0.08% of portfolio
|
Q2 2024
Reduced 10.32%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
1,000
shares
|
$122,670
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,000
shares
|
$122,670
0.04% of portfolio
|
Q3 2024
Reduced 47.64%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
973
shares
|
$119,357
0.01% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
967
shares
|
$118,621
0.01% of portfolio
|
Q1 2025
Added 28.93%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
948
shares
|
$116,291
0.03% of portfolio
|
Q2 2020
Added 3.95%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
944
shares
|
$115,800
0.0% of portfolio
|
Q1 2024
Reduced 10.18%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
938
shares
|
$115,064
0.0% of portfolio
|
Q2 2025
Added 2580.0%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
929
shares
|
$113,960
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
918
shares
|
$112,611
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
893
shares
|
$109,544
0.03% of portfolio
|
Q2 2025
Added 189.0%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
885
shares
|
$108,562
0.01% of portfolio
|
Q1 2025
Reduced 25.44%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
880
shares
|
$107,949
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
880
shares
|
$107,949
0.06% of portfolio
|
Q3 2017
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
841
shares
|
$103,165
0.07% of portfolio
|
Q4 2023
New holding
|