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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
542
shares
|
$66,487
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
542
shares
|
$66,487
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
534
shares
|
$65,505
0.02% of portfolio
|
Q2 2024
Reduced 16.43%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
530
shares
|
$65,015
0.04% of portfolio
|
Q1 2025
Reduced 39.57%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
523
shares
|
$64,156
0.0% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
501
shares
|
$61,457
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
501
shares
|
$61,457
0.04% of portfolio
|
Q2 2025
Added 50000.0%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
500
shares
|
$61,335
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
497
shares
|
$60,966
0.07% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
495
shares
|
$60,721
0.02% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
490
shares
|
$60,108
0.02% of portfolio
|
Q1 2025
Reduced 79.5%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
487
shares
|
$59,740
0.0% of portfolio
|
Q2 2022
Reduced 16.03%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
482
shares
|
$59,126
0.02% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
478
shares
|
$58,636
0.04% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
474
shares
|
$58,145
0.01% of portfolio
|
Q2 2024
Reduced 33.05%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
450
shares
|
$55,201
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
439
shares
|
$53,852
0.0% of portfolio
|
Q4 2023
Added 152.3%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
435
shares
|
$53,361
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
435
shares
|
$53,361
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
415
shares
|
$50,908
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
406
shares
|
$49,804
0.01% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
404
shares
|
$49,558
0.02% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
400
shares
|
$49,068
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
400
shares
|
$49,068
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
400
shares
|
$49,068
0.03% of portfolio
|
Q1 2025
Reduced 0.25%
|