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 |
|---|---|---|---|---|---|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
6,410
shares
|
$723,881
0.31% of portfolio
|
Q4 2024
Added 186.67%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
6,338
shares
|
$715,750
0.05% of portfolio
|
Q4 2024
Added 49.55%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
6,324
shares
|
$714,169
0.01% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
6,321
shares
|
$713,830
0.04% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
6,232
shares
|
$703,779
0.04% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
6,186
shares
|
$698,584
0.0% of portfolio
|
Q4 2024
Reduced 23.71%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
6,174
shares
|
$697,229
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
6,158
shares
|
$695,422
0.05% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,124
shares
|
$691,583
0.05% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,062
shares
|
$684,581
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
6,044
shares
|
$682,548
0.05% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
6,019
shares
|
$679,725
0.02% of portfolio
|
Q4 2024
Reduced 66.33%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,011
shares
|
$678,822
0.0% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
6,003
shares
|
$677,918
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
5,901
shares
|
$666,399
0.01% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
5,880
shares
|
$664,028
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
5,865
shares
|
$662,334
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
5,850
shares
|
$660,640
0.2% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
5,847
shares
|
$660,301
0.1% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
5,802
shares
|
$655,219
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,766
shares
|
$651,154
0.24% of portfolio
|
Q4 2022
Reduced 99.04%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
5,666
shares
|
$639,861
0.38% of portfolio
|
Q4 2021
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
5,638
shares
|
$636,699
0.54% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,637
shares
|
$636,586
0.13% of portfolio
|
Q4 2022
Reduced 7.86%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
5,550
shares
|
$626,761
0.05% of portfolio
|
Q4 2024
Added 5.49%
|