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 |
|---|---|---|---|---|---|
|
Keystone Financial Planning, Inc.
|
Apr 09, 2025 Q1 2025 |
31,142
shares
|
$3.62 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
30,691
shares
|
$3.57 Million
0.04% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
30,591
shares
|
$3.56 Million
3.57% of portfolio
|
Q1 2025
New holding
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
30,566
shares
|
$3.55 Million
2.82% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
30,111
shares
|
$3.5 Million
2.01% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
29,904
shares
|
$3.48 Million
0.05% of portfolio
|
Q1 2025
Added 42.96%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
29,807
shares
|
$3.47 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
29,785
shares
|
$3.46 Million
0.21% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
29,728
shares
|
$3.46 Million
0.14% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
29,380
shares
|
$3.42 Million
0.58% of portfolio
|
Q3 2022
New holding
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
29,195
shares
|
$3.4 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
28,791
shares
|
$3.35 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
28,726
shares
|
$3.34 Million
0.16% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
28,660
shares
|
$3.33 Million
0.07% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
28,345
shares
|
$3.3 Million
0.6% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
28,119
shares
|
$3.27 Million
0.34% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
27,688
shares
|
$3.22 Million
0.03% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
27,459
shares
|
$3.19 Million
0.02% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
27,402
shares
|
$3.19 Million
1.46% of portfolio
|
Q1 2025
Added 327.49%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
26,938
shares
|
$3.13 Million
2.42% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
26,874
shares
|
$3.13 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
26,328
shares
|
$3.06 Million
0.56% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
26,307
shares
|
$3.06 Million
2.78% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
26,151
shares
|
$3.04 Million
2.32% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
26,139
shares
|
$3.04 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.29%
|