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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
92,981
shares
|
$10.8 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
92,885
shares
|
$10.8 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
92,387
shares
|
$10.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
91,699
shares
|
$10.7 Million
0.15% of portfolio
|
Q1 2025
Reduced 17.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
90,813
shares
|
$10.6 Million
0.14% of portfolio
|
Q1 2025
Added 15.63%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
89,910
shares
|
$10.5 Million
0.07% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
88,674
shares
|
$10.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
88,325
shares
|
$10.3 Million
1.46% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
87,772
shares
|
$10.2 Million
3.51% of portfolio
|
Q3 2023
Added 9.03%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
83,402
shares
|
$9.7 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
82,078
shares
|
$9.54 Million
0.05% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
80,021
shares
|
$9.31 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
76,684
shares
|
$8.92 Million
0.31% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
76,536
shares
|
$8.9 Million
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
75,774
shares
|
$8.81 Million
0.04% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Gunma Bank,Ltd.
|
May 07, 2025 Q1 2025 |
75,000
shares
|
$8.72 Million
2.93% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
74,195
shares
|
$8.63 Million
0.04% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
74,026
shares
|
$8.61 Million
3.41% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
71,675
shares
|
$8.34 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
70,672
shares
|
$8.22 Million
2.93% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
69,455
shares
|
$8.08 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
67,482
shares
|
$7.85 Million
3.69% of portfolio
|
Q1 2024
Added 25.9%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
66,551
shares
|
$7.74 Million
0.42% of portfolio
|
Q1 2025
Added 1188.75%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
65,926
shares
|
$7.67 Million
0.4% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
64,669
shares
|
$7.52 Million
0.16% of portfolio
|
Q1 2025
Added 0.14%
|