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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
1,775
shares
|
$213,284
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
1,772
shares
|
$212,923
0.02% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,770
shares
|
$212,683
0.07% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,765
shares
|
$212,082
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,762
shares
|
$211,721
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Covenant Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,758
shares
|
$211,241
0.03% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
1,756
shares
|
$211,000
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
1,745
shares
|
$209,679
0.04% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
1,732
shares
|
$208,117
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
1,725
shares
|
$207,276
0.11% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
1,720
shares
|
$206,675
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,710
shares
|
$205,473
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
1,654
shares
|
$198,744
0.15% of portfolio
|
Q2 2025
Added 44.83%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,599
shares
|
$192,135
0.0% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,588
shares
|
$190,814
0.01% of portfolio
|
Q2 2025
Reduced 76.37%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,537
shares
|
$184,685
0.01% of portfolio
|
Q2 2025
Added 56.04%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,499
shares
|
$180,119
0.0% of portfolio
|
Q2 2024
Added 4.61%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,478
shares
|
$177,596
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,471
shares
|
$176,755
0.01% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
1,450
shares
|
$174,232
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,412
shares
|
$169,665
0.02% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,400
shares
|
$168,224
0.09% of portfolio
|
Q2 2024
Reduced 90.05%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,304
shares
|
$156,688
0.02% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,273
shares
|
$152,963
0.08% of portfolio
|
Q4 2022
Added 23.23%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,253
shares
|
$150,560
0.09% of portfolio
|
Q4 2023
New holding
|