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 |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
501
shares
|
$60,200
0.04% of portfolio
|
Q2 2025
Added 50000.0%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
500
shares
|
$60,080
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
497
shares
|
$59,719
0.07% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
495
shares
|
$59,479
0.02% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
490
shares
|
$58,878
0.02% of portfolio
|
Q1 2025
Reduced 79.5%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
487
shares
|
$58,517
0.0% of portfolio
|
Q2 2022
Reduced 16.03%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
482
shares
|
$57,917
0.02% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
478
shares
|
$57,436
0.04% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
474
shares
|
$56,955
0.01% of portfolio
|
Q2 2024
Reduced 33.05%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
450
shares
|
$54,072
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
439
shares
|
$52,750
0.0% of portfolio
|
Q4 2023
Added 152.3%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
435
shares
|
$52,269
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
435
shares
|
$52,269
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
415
shares
|
$49,866
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
406
shares
|
$48,784
0.01% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
404
shares
|
$48,544
0.02% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
400
shares
|
$48,064
0.03% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
400
shares
|
$48,064
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Jul 22, 2025 Q2 2025 |
400
shares
|
$48,064
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
354
shares
|
$42,536
0.04% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
328
shares
|
$39,412
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
326
shares
|
$39,172
0.0% of portfolio
|
Q1 2025
Reduced 60.58%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
323
shares
|
$38,811
0.02% of portfolio
|
Q1 2023
Added 4.87%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
322
shares
|
$38,691
0.01% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
320
shares
|
$38,451
0.0% of portfolio
|
Q3 2024
Reduced 72.65%
|