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 893 institutions that hold shares in the stock, with a total of 43.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
566
shares
|
$69,199
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
556
shares
|
$67,976
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
545
shares
|
$66,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
545
shares
|
$66,631
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
542
shares
|
$66,264
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
542
shares
|
$66,264
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
534
shares
|
$65,286
0.02% of portfolio
|
Q2 2024
Reduced 16.43%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
530
shares
|
$64,797
0.04% of portfolio
|
Q1 2025
Reduced 39.57%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
509
shares
|
$62,230
0.08% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
501
shares
|
$61,252
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
500
shares
|
$61,130
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
494
shares
|
$60,396
0.0% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
490
shares
|
$59,907
0.02% of portfolio
|
Q1 2025
Reduced 79.5%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
487
shares
|
$59,540
0.0% of portfolio
|
Q2 2022
Reduced 16.03%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
482
shares
|
$58,929
0.04% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
482
shares
|
$58,929
0.02% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
474
shares
|
$57,951
0.02% of portfolio
|
Q2 2024
Reduced 33.05%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
473
shares
|
$57,828
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
461
shares
|
$56,361
0.04% of portfolio
|
Q3 2025
Reduced 7.98%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
450
shares
|
$55,017
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
444
shares
|
$54,283
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
439
shares
|
$53,672
0.0% of portfolio
|
Q4 2023
Added 152.3%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
439
shares
|
$53,672
0.05% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
435
shares
|
$53,183
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
415
shares
|
$50,737
0.02% of portfolio
|
Q1 2024
New holding
|
|