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 859 institutions that hold shares in the stock, with a total of 46.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
12,025
shares
|
$1.36 Million
0.29% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
11,882
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 85.5%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
11,726
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
11,669
shares
|
$1.32 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
11,619
shares
|
$1.31 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,574
shares
|
$1.31 Million
0.68% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
11,565
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
11,488
shares
|
$1.3 Million
0.13% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
11,398
shares
|
$1.29 Million
0.34% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
11,376
shares
|
$1.28 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
11,256
shares
|
$1.27 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
11,176
shares
|
$1.26 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,991
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
10,960
shares
|
$1.24 Million
0.36% of portfolio
|
Q1 2025
Added 27.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
10,824
shares
|
$1.22 Million
0.08% of portfolio
|
Q4 2024
Reduced 48.89%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
10,794
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
10,791
shares
|
$1.22 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
10,698
shares
|
$1.21 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
10,621
shares
|
$1.2 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
10,523
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2023
Reduced 3.06%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
10,456
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Added 26.63%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
10,355
shares
|
$1.17 Million
0.1% of portfolio
|
Q4 2023
Reduced 5.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,318
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
10,290
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,279
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Added 1.55%
|