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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,187
shares
|
$262,308
0.06% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,187
shares
|
$262,308
0.01% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
2,176
shares
|
$260,989
0.06% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
2,146
shares
|
$257,391
0.05% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,133
shares
|
$255,832
0.03% of portfolio
|
Q1 2022
Reduced 1.16%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
2,125
shares
|
$254,872
0.06% of portfolio
|
Q1 2025
Reduced 75.3%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,120
shares
|
$254,272
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
2,097
shares
|
$251,514
0.03% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
2,096
shares
|
$251,394
0.02% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
2,089
shares
|
$250,554
0.01% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
2,086
shares
|
$250,194
0.07% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,080
shares
|
$249,475
0.0% of portfolio
|
Q3 2022
Reduced 1.33%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
2,079
shares
|
$249,355
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
2,076
shares
|
$248,995
0.02% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
2,054
shares
|
$246,356
0.06% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,053
shares
|
$246,236
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,032
shares
|
$243,718
0.1% of portfolio
|
Q1 2023
Added 0.05%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
2,029
shares
|
$243,358
0.22% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
2,028
shares
|
$243,238
0.05% of portfolio
|
Q1 2021
Added 85.71%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
2,011
shares
|
$241,199
0.05% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
2,009
shares
|
$240,959
0.01% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,005
shares
|
$240,479
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
2,004
shares
|
$240,359
0.0% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,000
shares
|
$239,880
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,993
shares
|
$239,040
0.0% of portfolio
|
Q2 2025
New holding
|