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 894 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 |
|---|---|---|---|---|---|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
407
shares
|
$49,759
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
400
shares
|
$48,904
0.03% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
400
shares
|
$48,904
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
395
shares
|
$48,292
0.01% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
390
shares
|
$47,681
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
356
shares
|
$43,524
0.04% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
350
shares
|
$42,791
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
345
shares
|
$42,179
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
326
shares
|
$39,856
0.0% of portfolio
|
Q1 2025
Reduced 60.58%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
323
shares
|
$39,489
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
323
shares
|
$39,489
0.02% of portfolio
|
Q1 2023
Added 4.87%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
322
shares
|
$39,367
0.01% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
320
shares
|
$39,123
0.0% of portfolio
|
Q3 2024
Reduced 72.65%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
303
shares
|
$37,044
0.0% of portfolio
|
Q3 2025
Added 15.21%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
300
shares
|
$36,678
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
285
shares
|
$34,844
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
267
shares
|
$32,643
0.0% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
250
shares
|
$30,565
0.01% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
250
shares
|
$30,565
0.0% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
250
shares
|
$30,565
0.01% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
225
shares
|
$27,508
0.0% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
224
shares
|
$27,386
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
224
shares
|
$27,386
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
216
shares
|
$26,408
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
210
shares
|
$25,674
0.0% of portfolio
|
Q1 2025
Reduced 80.91%
|
|