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 870 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 $5.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
545
shares
|
$63,378
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
545
shares
|
$63,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
542
shares
|
$63,029
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
542
shares
|
$63,029
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
534
shares
|
$62,098
0.02% of portfolio
|
Q2 2024
Reduced 16.43%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
531
shares
|
$61,749
0.09% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
530
shares
|
$61,633
0.05% of portfolio
|
Q1 2025
Reduced 39.57%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
501
shares
|
$58,261
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
500
shares
|
$58,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
495
shares
|
$57,563
0.03% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
490
shares
|
$56,982
0.02% of portfolio
|
Q1 2025
Reduced 79.5%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
487
shares
|
$56,633
0.0% of portfolio
|
Q2 2022
Reduced 16.03%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
474
shares
|
$55,121
0.01% of portfolio
|
Q2 2024
Reduced 33.05%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
474
shares
|
$55,121
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
450
shares
|
$52,330
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
444
shares
|
$51,632
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
439
shares
|
$51,051
0.0% of portfolio
|
Q4 2023
Added 152.3%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
435
shares
|
$50,586
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
433
shares
|
$50,353
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
419
shares
|
$48,725
0.01% of portfolio
|
Q1 2025
Added 41.08%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
415
shares
|
$48,260
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
401
shares
|
$46,632
0.01% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
400
shares
|
$46,516
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
400
shares
|
$46,516
0.03% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
383
shares
|
$44,539
0.01% of portfolio
|
Q1 2025
New holding
|