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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
1,781
shares
|
$207,112
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
1,780
shares
|
$206,996
0.03% of portfolio
|
Q1 2025
Reduced 21.93%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
1,770
shares
|
$205,833
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
1,765
shares
|
$205,251
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
1,758
shares
|
$204,437
0.05% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
1,756
shares
|
$204,205
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,754
shares
|
$203,972
0.0% of portfolio
|
Q2 2024
Reduced 36.79%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
1,750
shares
|
$203,507
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
1,742
shares
|
$202,577
0.13% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
1,728
shares
|
$200,949
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
1,718
shares
|
$199,786
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
1,710
shares
|
$198,855
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
1,678
shares
|
$195,134
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
1,670
shares
|
$194,204
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
1,666
shares
|
$193,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
1,661
shares
|
$193,157
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,620
shares
|
$188,389
0.01% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,611
shares
|
$187,343
0.02% of portfolio
|
Q1 2025
Added 51.55%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,560
shares
|
$181,412
0.0% of portfolio
|
Q1 2025
Reduced 33.1%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,535
shares
|
$178,505
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,499
shares
|
$174,318
0.0% of portfolio
|
Q2 2024
Added 4.61%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,488
shares
|
$173,039
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,471
shares
|
$171,062
0.01% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,450
shares
|
$168,620
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
1,425
shares
|
$165,713
0.01% of portfolio
|
Q3 2024
New holding
|