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 |
|---|---|---|---|---|---|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
62,883
shares
|
$7.31 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
62,675
shares
|
$7.29 Million
0.01% of portfolio
|
Q1 2025
Added 27.02%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
61,372
shares
|
$7.14 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
58,785
shares
|
$6.84 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
58,400
shares
|
$6.79 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
58,067
shares
|
$6.75 Million
0.01% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
56,515
shares
|
$6.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
55,055
shares
|
$6.4 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
54,386
shares
|
$6.32 Million
2.81% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
52,132
shares
|
$6.06 Million
0.17% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
51,881
shares
|
$6.03 Million
0.04% of portfolio
|
Q4 2024
Added 14.36%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
51,623
shares
|
$6 Million
0.71% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
50,800
shares
|
$5.91 Million
1.09% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
50,693
shares
|
$5.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Apr 23, 2025 Q1 2025 |
47,428
shares
|
$5.52 Million
3.46% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
45,845
shares
|
$5.33 Million
1.92% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
45,637
shares
|
$5.31 Million
2.96% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
45,594
shares
|
$5.3 Million
0.0% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
45,187
shares
|
$5.25 Million
3.37% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
44,780
shares
|
$5.21 Million
13.95% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
44,668
shares
|
$5.19 Million
0.53% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
43,657
shares
|
$5.08 Million
0.36% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
43,550
shares
|
$5.06 Million
1.07% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
May 13, 2025 Q1 2025 |
43,108
shares
|
$5.01 Million
6.02% of portfolio
|
Q1 2025
Added 25.18%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
42,906
shares
|
$4.99 Million
0.33% of portfolio
|
Q1 2025
Added 14.64%
|