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 |
|---|---|---|---|---|---|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
1,980
shares
|
$230,254
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
1,950
shares
|
$226,765
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,948
shares
|
$226,532
0.07% of portfolio
|
Q1 2025
Reduced 31.63%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
May 02, 2025 Q1 2025 |
1,943
shares
|
$225,951
0.06% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
1,941
shares
|
$225,718
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,937
shares
|
$225,253
0.0% of portfolio
|
Q1 2025
Reduced 66.61%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
1,933
shares
|
$224,788
0.0% of portfolio
|
Q4 2024
Added 1206.08%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,915
shares
|
$222,695
0.13% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
1,907
shares
|
$221,765
0.04% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
1,905
shares
|
$221,532
0.04% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
1,903
shares
|
$221,299
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,900
shares
|
$220,951
0.05% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
1,887
shares
|
$219,439
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
1,886
shares
|
$219,322
0.11% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
1,883
shares
|
$218,974
0.01% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Apr 16, 2025 Q1 2025 |
1,855
shares
|
$215,717
0.12% of portfolio
|
Q1 2025
Reduced 47.61%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Apr 18, 2025 Q1 2025 |
1,850
shares
|
$215,136
0.05% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
1,841
shares
|
$214,089
0.08% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,836
shares
|
$213,508
0.06% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
1,835
shares
|
$213,392
0.01% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,833
shares
|
$213,159
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
1,819
shares
|
$211,531
0.03% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
1,808
shares
|
$210,252
0.02% of portfolio
|
Q1 2025
Reduced 24.1%
|
|
|
Salvus Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
1,795
shares
|
$208,740
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
1,790
shares
|
$208,159
0.03% of portfolio
|
Q3 2024
New holding
|