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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
166,081
shares
|
$19.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 26.3%
|
|
|
Angeles Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
164,000
shares
|
$19.1 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
161,282
shares
|
$18.8 Million
12.21% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
160,543
shares
|
$18.7 Million
0.16% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
156,404
shares
|
$18.2 Million
0.06% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
155,318
shares
|
$18.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 28.95%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
153,364
shares
|
$17.8 Million
2.24% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
144,027
shares
|
$16.7 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
141,736
shares
|
$16.5 Million
6.72% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
133,114
shares
|
$15.5 Million
2.48% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
129,321
shares
|
$15 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
125,635
shares
|
$14.6 Million
0.09% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
122,191
shares
|
$14.2 Million
7.03% of portfolio
|
Q4 2022
Added 7.17%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
119,650
shares
|
$13.9 Million
0.29% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
108,743
shares
|
$12.6 Million
8.8% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
107,939
shares
|
$12.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
103,679
shares
|
$12.1 Million
0.0% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
102,877
shares
|
$12 Million
7.05% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
101,918
shares
|
$11.9 Million
2.24% of portfolio
|
Q4 2022
Added 171.18%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
101,918
shares
|
$11.9 Million
2.23% of portfolio
|
Q4 2022
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
101,280
shares
|
$11.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
100,627
shares
|
$11.7 Million
3.45% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
98,878
shares
|
$11.5 Million
0.87% of portfolio
|
Q3 2022
Added 5.93%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
97,400
shares
|
$11.3 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
96,565
shares
|
$11.2 Million
1.41% of portfolio
|
Q1 2025
Added 0.49%
|