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 872 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 $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
3,704
shares
|
$444,257
0.1% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
3,651
shares
|
$437,900
0.18% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
3,643
shares
|
$436,941
0.39% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
3,617
shares
|
$433,822
0.04% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
3,600
shares
|
$431,784
0.12% of portfolio
|
Q2 2020
Reduced 25.31%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,597
shares
|
$431,424
0.06% of portfolio
|
Q1 2025
Added 137.27%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
3,572
shares
|
$428,425
0.02% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
3,538
shares
|
$424,347
0.02% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
3,536
shares
|
$424,107
0.04% of portfolio
|
Q1 2025
Reduced 25.57%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
3,530
shares
|
$423,388
0.27% of portfolio
|
Q1 2025
Added 14.87%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,496
shares
|
$419,310
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
3,495
shares
|
$419,190
0.27% of portfolio
|
Q1 2025
Reduced 38.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
3,492
shares
|
$418,830
0.0% of portfolio
|
Q1 2025
Reduced 81.78%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
3,475
shares
|
$416,791
0.05% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
3,455
shares
|
$414,392
0.01% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
3,451
shares
|
$413,912
0.14% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
3,448
shares
|
$413,553
0.07% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
3,442
shares
|
$412,833
0.08% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
3,384
shares
|
$405,876
0.01% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
3,381
shares
|
$405,517
0.04% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,378
shares
|
$405,157
0.05% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
3,374
shares
|
$404,677
0.02% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
3,372
shares
|
$404,437
0.14% of portfolio
|
Q2 2025
Added 27.58%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
3,369
shares
|
$404,077
0.02% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,358
shares
|
$402,758
0.0% of portfolio
|
Q2 2022
Added 0.06%
|