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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
4,713
shares
|
$548,074
0.06% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
4,690
shares
|
$545,400
0.0% of portfolio
|
Q3 2024
Added 50.51%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
4,677
shares
|
$543,888
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
4,637
shares
|
$539,236
0.02% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
4,630
shares
|
$538,422
0.12% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
4,624
shares
|
$537,724
0.05% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,622
shares
|
$537,492
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
4,609
shares
|
$535,980
0.02% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
4,550
shares
|
$529,119
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
4,497
shares
|
$522,956
0.02% of portfolio
|
Q1 2025
Reduced 16.75%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
4,490
shares
|
$522,142
0.02% of portfolio
|
Q1 2025
Reduced 14.98%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
4,474
shares
|
$520,281
0.11% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
4,441
shares
|
$516,443
0.05% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,416
shares
|
$513,536
0.01% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
4,354
shares
|
$506,326
0.09% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
4,327
shares
|
$503,186
0.42% of portfolio
|
Q1 2025
Reduced 18.11%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
4,322
shares
|
$502,605
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
4,312
shares
|
$501,442
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
4,293
shares
|
$499,232
0.02% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
4,280
shares
|
$497,721
0.22% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
4,255
shares
|
$494,813
0.07% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
4,235
shares
|
$492,488
0.24% of portfolio
|
Q1 2025
Reduced 47.97%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
4,208
shares
|
$489,348
0.04% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Brooks, Moore & Associates, Inc.
|
May 14, 2025 Q1 2025 |
4,194
shares
|
$487,720
0.29% of portfolio
|
Q4 2024
Reduced 14.69%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
4,179
shares
|
$485,975
0.31% of portfolio
|
Q2 2024
Reduced 0.95%
|