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 |
|---|---|---|---|---|---|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
6,765
shares
|
$786,701
0.27% of portfolio
|
Q1 2025
Added 41.44%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,759
shares
|
$786,004
0.09% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
6,720
shares
|
$781,468
0.04% of portfolio
|
Q1 2025
Reduced 57.01%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
6,591
shares
|
$766,467
0.06% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
6,584
shares
|
$765,653
0.33% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
6,580
shares
|
$765,188
0.06% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
6,532
shares
|
$759,606
0.1% of portfolio
|
Q1 2025
Added 100.18%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
6,500
shares
|
$755,885
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
6,485
shares
|
$754,140
0.03% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
6,417
shares
|
$746,232
0.07% of portfolio
|
Q3 2017
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
6,399
shares
|
$744,139
0.12% of portfolio
|
Q1 2025
Reduced 15.35%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,355
shares
|
$739,022
0.63% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
6,271
shares
|
$729,254
0.04% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
6,232
shares
|
$724,719
0.04% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
6,186
shares
|
$719,369
0.0% of portfolio
|
Q1 2024
Added 86.42%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
6,174
shares
|
$717,974
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
6,139
shares
|
$713,904
0.1% of portfolio
|
Q1 2025
Added 26.14%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
6,138
shares
|
$713,788
0.01% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
6,118
shares
|
$711,462
0.03% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
6,067
shares
|
$705,531
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
6,057
shares
|
$704,368
0.01% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
6,003
shares
|
$698,088
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
5,979
shares
|
$695,297
0.06% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
5,880
shares
|
$683,785
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
5,875
shares
|
$683,203
0.05% of portfolio
|
Q1 2025
Reduced 2.8%
|