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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
2,381
shares
|
$286,100
0.01% of portfolio
|
Q2 2025
Added 22.67%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
2,380
shares
|
$285,980
0.01% of portfolio
|
Q1 2025
Reduced 36.52%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
2,379
shares
|
$285,860
0.01% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,371
shares
|
$284,899
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,370
shares
|
$284,779
0.01% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,365
shares
|
$284,178
0.02% of portfolio
|
Q2 2025
Added 276.59%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
2,363
shares
|
$283,938
0.03% of portfolio
|
Q2 2025
Added 24.17%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,354
shares
|
$282,856
0.05% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
2,342
shares
|
$281,414
0.02% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
2,334
shares
|
$280,453
0.0% of portfolio
|
Q2 2025
Reduced 69.2%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
2,332
shares
|
$280,213
0.1% of portfolio
|
Q2 2025
Reduced 51.13%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
2,314
shares
|
$278,050
0.01% of portfolio
|
Q2 2025
Added 22.89%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Aug 13, 2025 Q2 2025 |
2,294
shares
|
$275,647
0.3% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,293
shares
|
$275,526
0.02% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
2,291
shares
|
$275,286
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,278
shares
|
$273,724
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
2,264
shares
|
$272,042
0.01% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
2,258
shares
|
$271,321
0.07% of portfolio
|
Q2 2025
Reduced 21.65%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
2,251
shares
|
$270,480
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
2,233
shares
|
$268,317
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
2,227
shares
|
$267,596
0.05% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
2,204
shares
|
$264,832
0.01% of portfolio
|
Q2 2024
Reduced 57.65%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,197
shares
|
$263,991
0.06% of portfolio
|
Q1 2022
Reduced 12.37%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,187
shares
|
$262,789
0.06% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
2,176
shares
|
$261,468
0.06% of portfolio
|
Q2 2025
Added 11.59%
|