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 873 institutions that hold shares in the stock, with a total of 42.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
263
shares
|
$31,128
0.0% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
250
shares
|
$29,590
0.01% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
250
shares
|
$29,590
0.0% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
250
shares
|
$29,590
0.01% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
225
shares
|
$26,631
0.0% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
224
shares
|
$26,512
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
224
shares
|
$26,512
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
216
shares
|
$25,565
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
210
shares
|
$24,855
0.0% of portfolio
|
Q1 2025
Reduced 80.91%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
200
shares
|
$23,672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
192
shares
|
$22,725
0.0% of portfolio
|
Q3 2022
Added 64.1%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
178
shares
|
$21,068
0.0% of portfolio
|
Q3 2025
Reduced 92.47%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
168
shares
|
$19,884
0.01% of portfolio
|
Q2 2025
Added 1580.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
167
shares
|
$19,766
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
165
shares
|
$19,529
0.01% of portfolio
|
Q4 2024
Reduced 57.36%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
165
shares
|
$19,529
0.01% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
164
shares
|
$19,411
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
160
shares
|
$18,937
0.0% of portfolio
|
Q4 2017
Reduced 49.02%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
159
shares
|
$18,819
0.01% of portfolio
|
Q4 2020
Reduced 60.64%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
152
shares
|
$17,990
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
150
shares
|
$17,754
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
146
shares
|
$17,280
0.0% of portfolio
|
Q2 2025
Added 356.25%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
138
shares
|
$16,333
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
133
shares
|
$15,741
0.0% of portfolio
|
Q2 2025
Reduced 55.37%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
130
shares
|
$15,386
0.01% of portfolio
|
Q3 2025
Added 0.78%
|