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 870 institutions that hold shares in the stock, with a total of 43.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
17,215
shares
|
$2 Million
0.04% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
17,195
shares
|
$2 Million
0.44% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
17,141
shares
|
$1.99 Million
0.11% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
16,965
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
16,709
shares
|
$1.94 Million
1.8% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
16,633
shares
|
$1.93 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
16,288
shares
|
$1.89 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
16,245
shares
|
$1.89 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
16,212
shares
|
$1.89 Million
1.77% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
16,205
shares
|
$1.88 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
16,201
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
16,180
shares
|
$1.88 Million
0.19% of portfolio
|
Q4 2018
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
16,158
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
15,663
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
15,662
shares
|
$1.82 Million
0.07% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
15,405
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 95.31%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
15,369
shares
|
$1.79 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
15,290
shares
|
$1.78 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
15,205
shares
|
$1.77 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.88%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
15,123
shares
|
$1.76 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
15,078
shares
|
$1.75 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
14,945
shares
|
$1.74 Million
0.93% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
14,934
shares
|
$1.74 Million
0.05% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
14,731
shares
|
$1.71 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
14,625
shares
|
$1.7 Million
0.14% of portfolio
|
Q1 2025
Added 15.08%
|