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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,211
shares
|
$2.35 Million
0.08% of portfolio
|
Q2 2020
Added 4.57%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
19,496
shares
|
$2.27 Million
0.08% of portfolio
|
Q1 2025
Added 493.3%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
19,348
shares
|
$2.25 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
19,327
shares
|
$2.25 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
19,289
shares
|
$2.24 Million
1.27% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
19,270
shares
|
$2.24 Million
0.51% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
19,260
shares
|
$2.24 Million
0.5% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
19,064
shares
|
$2.22 Million
1.22% of portfolio
|
Q1 2025
Added 42.52%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
18,890
shares
|
$2.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
18,877
shares
|
$2.2 Million
0.39% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
18,605
shares
|
$2.16 Million
0.58% of portfolio
|
Q4 2022
Added 15.17%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
18,527
shares
|
$2.15 Million
0.18% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
18,487
shares
|
$2.15 Million
0.56% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
18,327
shares
|
$2.13 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
18,220
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
18,136
shares
|
$2.11 Million
0.84% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
18,130
shares
|
$2.11 Million
0.75% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
18,107
shares
|
$2.11 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
18,103
shares
|
$2.11 Million
0.18% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
18,022
shares
|
$2.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
17,989
shares
|
$2.09 Million
0.54% of portfolio
|
Q1 2025
Added 58.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
17,981
shares
|
$2.09 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,961
shares
|
$2.09 Million
0.07% of portfolio
|
Q3 2022
Reduced 57.32%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
17,397
shares
|
$2.02 Million
0.22% of portfolio
|
Q1 2025
Added 13.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
17,383
shares
|
$2.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.3%
|