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 |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
352
shares
|
$40,934
0.04% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
340
shares
|
$39,538
0.07% of portfolio
|
Q1 2025
Reduced 59.04%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
328
shares
|
$38,143
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
326
shares
|
$37,910
0.0% of portfolio
|
Q1 2025
Reduced 60.58%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
323
shares
|
$37,561
0.02% of portfolio
|
Q1 2023
Added 4.87%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
322
shares
|
$37,445
0.01% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
320
shares
|
$37,212
0.0% of portfolio
|
Q3 2024
Reduced 72.65%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
309
shares
|
$35,933
0.01% of portfolio
|
Q1 2025
Reduced 46.26%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
300
shares
|
$34,887
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
298
shares
|
$34,654
0.0% of portfolio
|
Q1 2025
Reduced 65.83%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
296
shares
|
$34,421
0.02% of portfolio
|
Q1 2025
Reduced 46.38%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
293
shares
|
$34,072
0.0% of portfolio
|
Q1 2025
Added 69.36%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
285
shares
|
$33,142
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
269
shares
|
$31,282
0.0% of portfolio
|
Q4 2024
Reduced 12.94%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
263
shares
|
$30,584
0.0% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
262
shares
|
$30,467
0.0% of portfolio
|
Q1 2025
Added 344.07%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
250
shares
|
$29,072
0.01% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
250
shares
|
$29,072
0.02% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
242
shares
|
$28,142
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
234
shares
|
$27,211
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
225
shares
|
$26,165
0.0% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
216
shares
|
$25,118
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
210
shares
|
$24,420
0.0% of portfolio
|
Q1 2025
Reduced 80.91%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
195
shares
|
$22,676
0.0% of portfolio
|
Q1 2025
Reduced 90.98%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
192
shares
|
$22,327
0.0% of portfolio
|
Q3 2022
Added 64.1%
|