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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,400
shares
|
$162,806
0.09% of portfolio
|
Q2 2024
Reduced 90.05%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,395
shares
|
$162,224
0.03% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,273
shares
|
$148,037
0.08% of portfolio
|
Q4 2022
Added 23.23%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
1,253
shares
|
$145,711
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,240
shares
|
$144,199
0.02% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,166
shares
|
$135,594
0.02% of portfolio
|
Q2 2019
Reduced 37.08%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,150
shares
|
$133,733
0.1% of portfolio
|
Q1 2023
Reduced 46.51%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,142
shares
|
$132,803
0.11% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,134
shares
|
$131,872
0.07% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,063
shares
|
$123,616
0.01% of portfolio
|
Q2 2024
Added 0.76%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
1,034
shares
|
$120,243
0.08% of portfolio
|
Q2 2024
Reduced 10.32%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$116,290
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
1,000
shares
|
$116,290
0.05% of portfolio
|
Q3 2024
Reduced 47.64%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
985
shares
|
$114,545
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
970
shares
|
$112,801
0.01% of portfolio
|
Q1 2025
Added 134.3%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
967
shares
|
$112,452
0.01% of portfolio
|
Q1 2025
Added 28.93%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
948
shares
|
$110,242
0.03% of portfolio
|
Q2 2020
Added 3.95%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
944
shares
|
$109,777
0.01% of portfolio
|
Q1 2024
Reduced 10.18%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
929
shares
|
$108,033
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
918
shares
|
$106,754
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
885
shares
|
$102,916
0.02% of portfolio
|
Q1 2025
Reduced 25.44%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
880
shares
|
$102,335
0.06% of portfolio
|
Q3 2017
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
880
shares
|
$102,335
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
841
shares
|
$97,799
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
820
shares
|
$95,357
0.01% of portfolio
|
Q1 2024
Added 13.89%
|