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 |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
10,794
shares
|
$1.26 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
10,791
shares
|
$1.25 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
10,734
shares
|
$1.25 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
10,698
shares
|
$1.24 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
10,456
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Added 26.63%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
10,355
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2023
Reduced 5.25%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
10,351
shares
|
$1.2 Million
0.24% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
10,332
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
10,213
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Added 121.06%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
10,137
shares
|
$1.18 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.55%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
10,053
shares
|
$1.17 Million
0.59% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
10,000
shares
|
$1.16 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
9,954
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 200.18%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
9,904
shares
|
$1.15 Million
0.11% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
9,893
shares
|
$1.15 Million
0.41% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
9,849
shares
|
$1.15 Million
0.11% of portfolio
|
Q3 2022
Added 4.48%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
9,717
shares
|
$1.13 Million
0.38% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
9,715
shares
|
$1.13 Million
0.28% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
9,695
shares
|
$1.13 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
9,641
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
9,512
shares
|
$1.11 Million
0.41% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
9,490
shares
|
$1.1 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
9,454
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
9,386
shares
|
$1.09 Million
0.29% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
9,332
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 0.13%
|