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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
9,313
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
9,162
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 15.26%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
9,110
shares
|
$1.06 Million
0.06% of portfolio
|
Q1 2025
Reduced 18.15%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
8,880
shares
|
$1.03 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
8,862
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
8,817
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
8,795
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,785
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
8,534
shares
|
$992,418
0.09% of portfolio
|
Q1 2025
Added 96.5%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
8,530
shares
|
$991,953
0.06% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
8,490
shares
|
$987,302
0.13% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
8,418
shares
|
$978,929
0.02% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
8,383
shares
|
$974,859
0.12% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
8,298
shares
|
$964,974
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,290
shares
|
$964,044
0.1% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
8,285
shares
|
$963,462
0.09% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
May 09, 2025 Q1 2025 |
8,282
shares
|
$963,113
0.54% of portfolio
|
Q1 2025
Added 17.21%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
8,280
shares
|
$962,881
0.2% of portfolio
|
Q3 2024
Reduced 20.88%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
8,266
shares
|
$961,253
0.02% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
8,265
shares
|
$961,136
0.06% of portfolio
|
Q1 2025
Added 22.97%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
8,198
shares
|
$953,345
0.53% of portfolio
|
Q1 2025
Reduced 48.81%
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
8,148
shares
|
$947,530
0.08% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
8,146
shares
|
$947,298
0.0% of portfolio
|
Q1 2025
Reduced 31.44%
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8,118
shares
|
$944,042
0.56% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
8,115
shares
|
$943,693
0.08% of portfolio
|
Q1 2025
Reduced 8.33%
|