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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,187
shares
|
$254,326
0.06% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,133
shares
|
$248,046
0.03% of portfolio
|
Q1 2022
Reduced 1.16%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
2,125
shares
|
$247,116
0.06% of portfolio
|
Q1 2025
Reduced 75.3%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,120
shares
|
$246,534
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
2,096
shares
|
$243,743
0.02% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
2,089
shares
|
$242,929
0.01% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
2,086
shares
|
$242,580
0.07% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
2,080
shares
|
$241,883
0.0% of portfolio
|
Q3 2022
Reduced 1.33%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
2,079
shares
|
$241,766
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
2,076
shares
|
$241,418
0.02% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
2,054
shares
|
$238,859
0.06% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,053
shares
|
$238,743
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
2,040
shares
|
$237,231
0.05% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,032
shares
|
$236,301
0.1% of portfolio
|
Q1 2023
Added 0.05%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
2,029
shares
|
$235,952
0.22% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
2,028
shares
|
$235,836
0.05% of portfolio
|
Q1 2021
Added 85.71%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
2,014
shares
|
$234,208
0.11% of portfolio
|
Q1 2025
Added 9.16%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
2,009
shares
|
$233,626
0.01% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,005
shares
|
$233,161
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
2,004
shares
|
$233,045
0.0% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
2,000
shares
|
$232,580
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,000
shares
|
$232,580
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
1,991
shares
|
$231,533
0.03% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
1,990
shares
|
$231,417
0.02% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
1,987
shares
|
$231,068
0.05% of portfolio
|
Q1 2025
Added 0.1%
|