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 |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
2,510
shares
|
$291,887
0.13% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
2,494
shares
|
$290,027
0.01% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,486
shares
|
$289,096
0.0% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
2,477
shares
|
$288,050
0.05% of portfolio
|
Q1 2025
Added 25.93%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
2,476
shares
|
$287,934
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,474
shares
|
$287,701
0.05% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
2,431
shares
|
$282,700
0.13% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
2,427
shares
|
$282,235
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,405
shares
|
$279,677
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,385
shares
|
$277,351
0.01% of portfolio
|
Q1 2025
Reduced 67.87%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
2,380
shares
|
$276,770
0.01% of portfolio
|
Q1 2025
Reduced 36.52%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
2,372
shares
|
$275,839
0.2% of portfolio
|
Q1 2025
Added 13.6%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,371
shares
|
$275,723
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Sterling Investment Advisors LLC
|
Apr 24, 2025 Q1 2025 |
2,365
shares
|
$275,025
0.16% of portfolio
|
Q4 2020
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,354
shares
|
$273,746
0.05% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
2,297
shares
|
$267,118
0.12% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
2,290
shares
|
$266,304
0.36% of portfolio
|
Q1 2025
Reduced 12.63%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
2,264
shares
|
$263,280
0.01% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,230
shares
|
$259,326
0.01% of portfolio
|
Q1 2025
Reduced 13.26%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,228
shares
|
$259,094
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
2,208
shares
|
$256,768
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
2,204
shares
|
$256,303
0.01% of portfolio
|
Q2 2024
Reduced 57.65%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
2,201
shares
|
$255,954
0.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,197
shares
|
$255,489
0.06% of portfolio
|
Q1 2022
Reduced 12.37%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,187
shares
|
$254,326
0.01% of portfolio
|
Q1 2025
Reduced 14.94%
|