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 |
|---|---|---|---|---|---|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
26,001
shares
|
$3.02 Million
0.55% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
25,879
shares
|
$3.01 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
25,724
shares
|
$2.99 Million
0.87% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
25,029
shares
|
$2.91 Million
0.48% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
24,567
shares
|
$2.86 Million
0.86% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
24,457
shares
|
$2.84 Million
0.41% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
24,037
shares
|
$2.8 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
23,643
shares
|
$2.75 Million
2.67% of portfolio
|
Q1 2025
Reduced 19.62%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
23,556
shares
|
$2.74 Million
0.35% of portfolio
|
Q1 2023
Added 17.25%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
23,514
shares
|
$2.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
23,453
shares
|
$2.73 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
23,176
shares
|
$2.7 Million
0.01% of portfolio
|
Q1 2025
Added 13.76%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
22,912
shares
|
$2.66 Million
1.33% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
22,824
shares
|
$2.65 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
22,769
shares
|
$2.65 Million
0.03% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
22,762
shares
|
$2.65 Million
0.84% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
22,017
shares
|
$2.56 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
20,979
shares
|
$2.44 Million
0.01% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
20,955
shares
|
$2.44 Million
1.27% of portfolio
|
Q4 2023
Reduced 15.74%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
20,711
shares
|
$2.41 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
20,658
shares
|
$2.4 Million
1.07% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
20,431
shares
|
$2.38 Million
0.04% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
20,338
shares
|
$2.37 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
20,264
shares
|
$2.36 Million
0.37% of portfolio
|
Q1 2025
Reduced 9.37%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
20,254
shares
|
$2.36 Million
0.28% of portfolio
|
Q1 2025
Added 1.89%
|