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 868 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 $5.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
3,337
shares
|
$395,401
0.21% of portfolio
|
Q2 2024
Reduced 19.9%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,337
shares
|
$395,401
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
3,332
shares
|
$394,808
0.08% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
3,321
shares
|
$393,505
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,309
shares
|
$392,083
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,292
shares
|
$390,069
0.52% of portfolio
|
Q3 2022
Added 903.66%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
3,291
shares
|
$389,950
0.22% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,290
shares
|
$389,832
0.08% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
3,286
shares
|
$389,358
0.34% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,286
shares
|
$389,358
0.25% of portfolio
|
Q2 2022
Reduced 48.1%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
3,236
shares
|
$383,433
0.17% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
3,199
shares
|
$379,049
0.17% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
3,198
shares
|
$378,931
0.0% of portfolio
|
Q1 2025
Added 38.56%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
3,182
shares
|
$377,035
0.04% of portfolio
|
Q1 2023
Added 84.46%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
3,164
shares
|
$374,902
0.01% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
3,155
shares
|
$373,835
0.31% of portfolio
|
Q1 2025
Added 13.49%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
3,151
shares
|
$373,361
0.04% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,128
shares
|
$370,636
0.13% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,099
shares
|
$367,200
0.15% of portfolio
|
Q2 2023
Added 22.83%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
3,086
shares
|
$365,660
0.14% of portfolio
|
Q1 2025
Added 60.23%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
3,077
shares
|
$364,593
0.06% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
3,076
shares
|
$364,475
0.01% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,066
shares
|
$363,290
0.0% of portfolio
|
Q2 2023
Reduced 16.07%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
3,065
shares
|
$363,171
0.1% of portfolio
|
Q1 2025
Reduced 28.99%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,054
shares
|
$361,868
0.13% of portfolio
|
Q2 2024
Reduced 4.83%
|