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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
2,735
shares
|
$324,070
0.04% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,719
shares
|
$322,174
0.02% of portfolio
|
Q1 2025
Added 41.61%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
May 14, 2025 Q1 2025 |
2,701
shares
|
$320,041
0.38% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,701
shares
|
$320,041
0.04% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
2,695
shares
|
$319,330
0.02% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
2,683
shares
|
$317,908
0.07% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
2,678
shares
|
$317,316
0.21% of portfolio
|
Q1 2025
Reduced 8.97%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,671
shares
|
$316,486
0.01% of portfolio
|
Q1 2024
Added 34.49%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
2,664
shares
|
$315,657
0.03% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,662
shares
|
$315,420
0.04% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
2,636
shares
|
$312,339
0.01% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
2,631
shares
|
$311,747
0.09% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,626
shares
|
$311,154
0.0% of portfolio
|
Q1 2025
Reduced 81.69%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
2,616
shares
|
$309,969
0.09% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
2,609
shares
|
$309,140
0.14% of portfolio
|
Q2 2025
Added 40.65%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,575
shares
|
$305,111
0.0% of portfolio
|
Q3 2023
Reduced 61.66%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
2,547
shares
|
$301,794
0.02% of portfolio
|
Q1 2025
Reduced 17.76%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
2,545
shares
|
$301,557
0.24% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
2,545
shares
|
$301,557
0.03% of portfolio
|
Q1 2025
Reduced 42.42%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
2,534
shares
|
$300,253
0.25% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Financial Insights, Inc.
|
Apr 24, 2025 Q1 2025 |
2,527
shares
|
$299,424
0.12% of portfolio
|
Q4 2023
Reduced 49.17%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
2,517
shares
|
$298,239
0.01% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,510
shares
|
$297,409
0.12% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
2,494
shares
|
$295,514
0.01% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,486
shares
|
$294,566
0.0% of portfolio
|
Q1 2025
Reduced 1.39%
|