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 858 institutions that hold shares in the stock, with a total of 42.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
3,512
shares
|
$422,001
0.16% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,496
shares
|
$420,079
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
3,495
shares
|
$419,959
0.25% of portfolio
|
Q1 2025
Reduced 38.32%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
3,475
shares
|
$417,556
0.05% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
3,473
shares
|
$417,315
0.23% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,455
shares
|
$415,152
0.01% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
3,451
shares
|
$414,672
0.14% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
3,442
shares
|
$413,590
0.08% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
3,419
shares
|
$410,827
0.01% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
3,400
shares
|
$408,544
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
3,390
shares
|
$407,342
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
3,381
shares
|
$406,260
0.01% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
3,378
shares
|
$405,900
0.04% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
3,372
shares
|
$405,179
0.14% of portfolio
|
Q2 2025
Added 27.58%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,358
shares
|
$403,497
0.0% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
3,355
shares
|
$403,136
0.31% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
3,339
shares
|
$401,214
0.02% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
3,337
shares
|
$400,973
0.21% of portfolio
|
Q2 2024
Reduced 19.9%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
3,332
shares
|
$400,373
0.07% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
3,321
shares
|
$399,051
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
3,313
shares
|
$398,090
0.15% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,309
shares
|
$397,609
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,292
shares
|
$395,566
0.52% of portfolio
|
Q3 2022
Added 903.66%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,286
shares
|
$394,845
0.25% of portfolio
|
Q2 2022
Reduced 48.1%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
3,286
shares
|
$394,845
0.34% of portfolio
|
Q1 2025
Added 1.08%
|