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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
313
shares
|
$37,610
0.0% of portfolio
|
Q2 2025
Added 19.01%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
300
shares
|
$36,048
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
285
shares
|
$34,245
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
269
shares
|
$32,323
0.0% of portfolio
|
Q4 2024
Reduced 12.94%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
264
shares
|
$31,722
0.0% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
263
shares
|
$31,602
0.0% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
250
shares
|
$30,040
0.01% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
250
shares
|
$30,040
0.01% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
242
shares
|
$29,078
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
225
shares
|
$27,036
0.0% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
224
shares
|
$26,915
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
223
shares
|
$26,795
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
216
shares
|
$25,954
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
210
shares
|
$25,233
0.0% of portfolio
|
Q1 2025
Reduced 80.91%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
200
shares
|
$24,032
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
192
shares
|
$23,070
0.0% of portfolio
|
Q3 2022
Added 64.1%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
168
shares
|
$20,186
0.01% of portfolio
|
Q2 2025
Added 1580.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
167
shares
|
$20,066
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
165
shares
|
$19,826
0.01% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
165
shares
|
$19,826
0.01% of portfolio
|
Q4 2024
Reduced 57.36%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
164
shares
|
$19,706
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
160
shares
|
$19,225
0.0% of portfolio
|
Q4 2017
Reduced 49.02%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
159
shares
|
$19,105
0.01% of portfolio
|
Q4 2020
Reduced 60.64%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
152
shares
|
$18,264
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
146
shares
|
$17,543
0.0% of portfolio
|
Q2 2025
Added 356.25%
|