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 871 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 $5.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
66
shares
|
$7,893
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
64
shares
|
$7,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
61
shares
|
$7,295
0.0% of portfolio
|
Q3 2024
Added 110.34%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
61
shares
|
$7,295
0.0% of portfolio
|
Q2 2025
Reduced 68.72%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
60
shares
|
$7,176
0.0% of portfolio
|
Q3 2022
Reduced 50.41%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
59
shares
|
$7,056
0.0% of portfolio
|
Q4 2024
Reduced 57.55%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
58
shares
|
$6,936
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
57
shares
|
$6,817
0.0% of portfolio
|
Q1 2025
Reduced 56.49%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
55
shares
|
$6,578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
53
shares
|
$6,338
0.01% of portfolio
|
Q3 2022
Reduced 18.87%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
52
shares
|
$6,219
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
44
shares
|
$5,262
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
36
shares
|
$4,305
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
35
shares
|
$4,186
0.0% of portfolio
|
Q4 2024
Reduced 83.64%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
34
shares
|
$4,066
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
32
shares
|
$3,827
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
31
shares
|
$3,707
0.0% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
31
shares
|
$3,707
0.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
26
shares
|
$3,109
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
20
shares
|
$2,392
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
18
shares
|
$2,152
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
17
shares
|
$2,033
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
16
shares
|
$1,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
15
shares
|
$1,794
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
14
shares
|
$1,674
0.0% of portfolio
|
Q3 2024
New holding
|