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 872 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 $5.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
32,086
shares
|
$3.85 Million
0.98% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
31,768
shares
|
$3.81 Million
1.25% of portfolio
|
Q2 2022
Added 9.99%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
31,599
shares
|
$3.79 Million
0.02% of portfolio
|
Q1 2025
Added 80.76%
|
|
|
Keystone Financial Planning, Inc.
|
Apr 09, 2025 Q1 2025 |
31,142
shares
|
$3.74 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
30,691
shares
|
$3.68 Million
0.04% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
30,566
shares
|
$3.67 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
|
$3.61 Million
2.01% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
29,904
shares
|
$3.59 Million
0.05% of portfolio
|
Q1 2025
Added 42.96%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
29,807
shares
|
$3.58 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
29,795
shares
|
$3.57 Million
0.68% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
29,785
shares
|
$3.57 Million
0.21% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
29,728
shares
|
$3.57 Million
0.14% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
29,380
shares
|
$3.52 Million
0.58% of portfolio
|
Q3 2022
New holding
|
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
29,195
shares
|
$3.5 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
28,756
shares
|
$3.45 Million
0.32% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
28,726
shares
|
$3.45 Million
0.16% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
28,660
shares
|
$3.44 Million
0.07% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
27,688
shares
|
$3.32 Million
0.03% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
27,554
shares
|
$3.3 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
27,459
shares
|
$3.29 Million
0.02% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
27,402
shares
|
$3.29 Million
1.46% of portfolio
|
Q1 2025
Added 327.49%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
26,945
shares
|
$3.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 85.19%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
26,938
shares
|
$3.23 Million
2.42% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
26,874
shares
|
$3.22 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
26,720
shares
|
$3.2 Million
2.49% of portfolio
|
Q2 2025
Added 1.57%
|