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 856 institutions that hold shares in the stock, with a total of 46.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
158,310
shares
|
$18.9 Million
10.77% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
156,704
shares
|
$18.7 Million
0.18% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
150,402
shares
|
$18 Million
2.58% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
149,458
shares
|
$17.9 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
147,056
shares
|
$17.6 Million
2.0% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
145,829
shares
|
$17.4 Million
0.05% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
141,736
shares
|
$16.9 Million
6.72% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
138,003
shares
|
$16.5 Million
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
130,997
shares
|
$15.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.15%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
122,191
shares
|
$14.6 Million
7.03% of portfolio
|
Q4 2022
Added 7.17%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
121,153
shares
|
$14.5 Million
0.09% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
111,228
shares
|
$13.3 Million
0.17% of portfolio
|
Q4 2024
Added 47.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
110,964
shares
|
$13.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 32.73%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
109,864
shares
|
$13.1 Million
0.24% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
105,255
shares
|
$12.6 Million
8.12% of portfolio
|
Q4 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
102,877
shares
|
$12.3 Million
7.05% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
102,151
shares
|
$12.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
101,918
shares
|
$12.2 Million
2.24% of portfolio
|
Q4 2022
Added 171.18%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
101,918
shares
|
$12.2 Million
2.23% of portfolio
|
Q4 2022
New holding
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
100,627
shares
|
$12 Million
3.45% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
98,878
shares
|
$11.8 Million
0.87% of portfolio
|
Q3 2022
Added 5.93%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
96,168
shares
|
$11.5 Million
0.11% of portfolio
|
Q4 2024
Reduced 79.95%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
96,098
shares
|
$11.5 Million
1.3% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
95,456
shares
|
$11.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
94,574
shares
|
$11.3 Million
0.03% of portfolio
|
Q4 2024
Added 4.34%
|