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 858 institutions that hold shares in the stock, with a total of 46.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
7,634
shares
|
$862,107
0.01% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,605
shares
|
$858,832
0.02% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
7,599
shares
|
$858,155
0.19% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
7,587
shares
|
$856,799
0.16% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
7,561
shares
|
$853,863
0.93% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
7,559
shares
|
$853,637
0.13% of portfolio
|
Q4 2024
Reduced 16.8%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
7,424
shares
|
$838,392
0.02% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
7,354
shares
|
$830,487
0.12% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Forefront Wealth Management Inc.
|
Feb 11, 2025 Q4 2024 |
7,318
shares
|
$826,421
0.84% of portfolio
|
Q4 2024
Reduced 83.15%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
7,250
shares
|
$818,742
0.06% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
7,101
shares
|
$801,915
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
7,066
shares
|
$797,963
0.44% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
7,013
shares
|
$791,978
0.03% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
6,991
shares
|
$789,493
0.01% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
6,869
shares
|
$775,716
0.22% of portfolio
|
Q4 2024
Reduced 29.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,835
shares
|
$771,876
0.03% of portfolio
|
Q4 2024
Reduced 62.02%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
6,829
shares
|
$771,198
0.62% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
6,787
shares
|
$766,455
0.08% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,765
shares
|
$763,971
0.09% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
6,721
shares
|
$759,002
0.04% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
6,571
shares
|
$742,063
0.31% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
6,500
shares
|
$734,045
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
6,435
shares
|
$726,704
0.06% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
6,426
shares
|
$725,688
0.3% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
6,417
shares
|
$724,671
0.05% of portfolio
|
Q3 2017
New holding
|