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 869 institutions that hold shares in the stock, with a total of 43.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
62,675
shares
|
$7.52 Million
0.01% of portfolio
|
Q1 2025
Added 27.02%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
61,372
shares
|
$7.36 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
58,785
shares
|
$7.05 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
|
$7 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
58,067
shares
|
$6.96 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
|
$6.78 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
|
$6.6 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
54,386
shares
|
$6.52 Million
2.81% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
52,132
shares
|
$6.25 Million
0.17% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
51,881
shares
|
$6.22 Million
0.04% of portfolio
|
Q4 2024
Added 14.36%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
51,623
shares
|
$6.19 Million
0.71% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
50,800
shares
|
$6.09 Million
1.09% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
50,462
shares
|
$6.05 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jul 21, 2025 Q2 2025 |
49,239
shares
|
$5.91 Million
3.1% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
45,845
shares
|
$5.5 Million
1.92% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
45,704
shares
|
$5.48 Million
3.05% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
45,637
shares
|
$5.47 Million
2.96% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
45,594
shares
|
$5.47 Million
0.0% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
45,119
shares
|
$5.41 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
44,780
shares
|
$5.37 Million
13.95% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
44,668
shares
|
$5.36 Million
0.53% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
44,400
shares
|
$5.33 Million
0.06% of portfolio
|
Q2 2025
Added 481.61%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
43,550
shares
|
$5.22 Million
1.07% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
43,393
shares
|
$5.2 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
42,906
shares
|
$5.15 Million
0.33% of portfolio
|
Q1 2025
Added 14.64%
|