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 |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
8,021
shares
|
$932,762
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
7,951
shares
|
$924,621
0.14% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
7,914
shares
|
$920,319
0.58% of portfolio
|
Q3 2023
Reduced 4.67%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
7,914
shares
|
$920,319
0.98% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,911
shares
|
$919,970
0.55% of portfolio
|
Q1 2023
Reduced 9.46%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
7,834
shares
|
$911,015
0.09% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
May 01, 2025 Q1 2025 |
7,767
shares
|
$903,224
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,659
shares
|
$890,665
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
7,634
shares
|
$887,757
0.01% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
7,599
shares
|
$883,687
0.19% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
7,578
shares
|
$881,245
0.17% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
7,577
shares
|
$881,129
0.01% of portfolio
|
Q1 2025
Added 258.25%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
7,510
shares
|
$873,337
0.06% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
7,360
shares
|
$855,894
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
7,310
shares
|
$850,079
0.21% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
7,168
shares
|
$833,566
0.0% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
7,135
shares
|
$829,729
0.13% of portfolio
|
Q1 2025
Reduced 19.85%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
7,102
shares
|
$825,891
0.47% of portfolio
|
Q1 2025
Reduced 13.63%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
7,059
shares
|
$820,891
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Forefront Wealth Management Inc.
|
Apr 17, 2025 Q1 2025 |
6,984
shares
|
$812,169
0.88% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
6,924
shares
|
$805,191
0.4% of portfolio
|
Q1 2025
Added 125.54%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
6,914
shares
|
$804,029
0.22% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,835
shares
|
$794,842
0.03% of portfolio
|
Q4 2024
Reduced 62.02%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
6,790
shares
|
$789,609
0.29% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,765
shares
|
$786,701
0.09% of portfolio
|
Q4 2024
Reduced 9.26%
|