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 869 institutions that hold shares in the stock, with a total of 43.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
4,096
shares
|
$491,274
0.26% of portfolio
|
Q1 2025
Added 92.12%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
4,080
shares
|
$489,355
0.06% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,070
shares
|
$488,155
0.07% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
4,042
shares
|
$484,797
0.08% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,029
shares
|
$483,238
0.03% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
4,023
shares
|
$482,518
0.16% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
4,000
shares
|
$479,760
0.15% of portfolio
|
Q3 2017
New holding
|
|
|
Richwood Investment Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
3,988
shares
|
$478,320
0.38% of portfolio
|
Q4 2024
Reduced 13.08%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
3,950
shares
|
$473,763
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,936
shares
|
$472,083
0.21% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
3,900
shares
|
$467,766
0.0% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
3,896
shares
|
$467,286
0.01% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
3,861
shares
|
$463,088
0.04% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,860
shares
|
$462,968
0.03% of portfolio
|
Q4 2023
Reduced 16.45%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
3,824
shares
|
$458,650
0.18% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
3,818
shares
|
$457,930
0.01% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
3,817
shares
|
$457,810
0.13% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
3,814
shares
|
$457,451
0.16% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,805
shares
|
$456,371
0.13% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
3,803
shares
|
$456,131
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
3,778
shares
|
$453,133
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Jul 24, 2025 Q2 2025 |
3,750
shares
|
$449,775
0.18% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
3,738
shares
|
$448,335
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
3,734
shares
|
$447,855
0.01% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,707
shares
|
$444,617
0.0% of portfolio
|
Q1 2025
Reduced 24.76%
|