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 |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
167
shares
|
$19,420
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
165
shares
|
$19,187
0.01% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
165
shares
|
$19,187
0.01% of portfolio
|
Q4 2024
Reduced 57.36%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
160
shares
|
$18,606
0.0% of portfolio
|
Q4 2017
Reduced 49.02%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
159
shares
|
$18,490
0.01% of portfolio
|
Q4 2020
Reduced 60.64%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
151
shares
|
$17,559
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
138
shares
|
$16,048
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
129
shares
|
$15,001
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
116
shares
|
$13,489
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
113
shares
|
$13,140
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
112
shares
|
$13,024
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
109
shares
|
$12,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
107
shares
|
$12,443
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
98
shares
|
$11,396
0.01% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
92
shares
|
$10,698
0.01% of portfolio
|
Q2 2020
Reduced 92.52%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
89
shares
|
$10,349
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
83
shares
|
$9,652
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
82
shares
|
$9,535
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
80
shares
|
$9,303
0.0% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
75
shares
|
$8,721
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
67
shares
|
$7,791
0.0% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
66
shares
|
$7,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
66
shares
|
$7,675
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
64
shares
|
$7,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
61
shares
|
$7,093
0.0% of portfolio
|
Q3 2024
Added 110.34%
|