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 |
|---|---|---|---|---|---|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
14,345
shares
|
$1.67 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
14,208
shares
|
$1.65 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
14,206
shares
|
$1.65 Million
0.15% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
14,137
shares
|
$1.64 Million
0.29% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
14,123
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,808
shares
|
$1.61 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
13,800
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 99.17%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,759
shares
|
$1.6 Million
0.43% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,720
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
13,693
shares
|
$1.59 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
13,593
shares
|
$1.58 Million
0.09% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
13,511
shares
|
$1.57 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
13,478
shares
|
$1.57 Million
0.49% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
13,398
shares
|
$1.56 Million
0.76% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
13,270
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
13,259
shares
|
$1.54 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
13,219
shares
|
$1.54 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
13,218
shares
|
$1.54 Million
0.33% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
13,193
shares
|
$1.53 Million
0.23% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
13,181
shares
|
$1.53 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
13,119
shares
|
$1.53 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
13,095
shares
|
$1.52 Million
0.14% of portfolio
|
Q1 2025
Added 100630.77%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,094
shares
|
$1.52 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
13,054
shares
|
$1.52 Million
0.07% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
13,038
shares
|
$1.52 Million
0.77% of portfolio
|
Q1 2025
Added 31.37%
|