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 |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
835
shares
|
$102,429
0.01% of portfolio
|
Q2 2025
Reduced 45.6%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
820
shares
|
$100,589
0.01% of portfolio
|
Q1 2024
Added 13.89%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
750
shares
|
$92,002
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
740
shares
|
$90,775
0.02% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
732
shares
|
$89,794
0.03% of portfolio
|
Q4 2024
Reduced 55.85%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
720
shares
|
$88,322
0.01% of portfolio
|
Q2 2024
Reduced 50.68%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
710
shares
|
$87,095
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
703
shares
|
$86,237
0.06% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
700
shares
|
$85,869
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
695
shares
|
$85,255
0.01% of portfolio
|
Q2 2025
Added 4533.33%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
693
shares
|
$85,010
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
680
shares
|
$83,415
0.0% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
665
shares
|
$81,575
0.0% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
663
shares
|
$81,330
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
659
shares
|
$80,839
0.01% of portfolio
|
Q4 2022
Added 414.84%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
650
shares
|
$79,735
0.0% of portfolio
|
Q4 2023
Reduced 9.22%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
622
shares
|
$76,300
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
610
shares
|
$74,828
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
606
shares
|
$74,338
0.0% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
602
shares
|
$73,847
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
586
shares
|
$71,884
0.02% of portfolio
|
Q4 2022
Added 2.45%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
573
shares
|
$70,289
0.01% of portfolio
|
Q2 2023
Added 473.0%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
566
shares
|
$69,431
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
545
shares
|
$66,855
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
545
shares
|
$66,855
0.0% of portfolio
|
Q3 2024
New holding
|