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 |
|---|---|---|---|---|---|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
5,865
shares
|
$682,040
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
5,850
shares
|
$680,296
0.21% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
5,847
shares
|
$679,947
0.1% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
5,808
shares
|
$675,412
0.13% of portfolio
|
Q1 2025
Reduced 56.47%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
5,790
shares
|
$673,319
0.01% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,766
shares
|
$670,528
0.24% of portfolio
|
Q4 2022
Reduced 99.04%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
5,764
shares
|
$670,295
0.11% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
5,658
shares
|
$657,968
0.05% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
5,638
shares
|
$655,643
0.54% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,637
shares
|
$655,526
0.13% of portfolio
|
Q4 2022
Reduced 7.86%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
5,542
shares
|
$644,479
0.16% of portfolio
|
Q4 2024
Added 21.94%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
5,486
shares
|
$637,966
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
5,466
shares
|
$635,641
0.05% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
5,461
shares
|
$635,059
0.02% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
5,443
shares
|
$632,966
0.17% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,422
shares
|
$630,524
0.05% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
5,413
shares
|
$629,477
0.0% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
5,407
shares
|
$628,780
0.03% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,395
shares
|
$627,384
0.04% of portfolio
|
Q2 2022
Reduced 5.45%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
5,384
shares
|
$626,105
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
5,355
shares
|
$622,732
0.03% of portfolio
|
Q1 2025
Added 64.11%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
5,352
shares
|
$622,384
0.31% of portfolio
|
Q1 2023
Reduced 90.43%
|
|
|
Baring Financial LLC
Bellingham, WA |
Apr 04, 2025 Q1 2025 |
5,320
shares
|
$618,662
0.54% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Apr 16, 2025 Q1 2025 |
5,319
shares
|
$618,546
0.47% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,300
shares
|
$616,337
0.0% of portfolio
|
Q2 2024
Reduced 46.14%
|