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 |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
4,021
shares
|
$454,091
0.05% of portfolio
|
Q1 2025
Reduced 9.98%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
4,018
shares
|
$453,752
0.12% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
4,006
shares
|
$452,397
0.15% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
4,000
shares
|
$451,720
0.12% of portfolio
|
Q3 2017
New holding
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
3,991
shares
|
$450,703
0.17% of portfolio
|
Q4 2024
Added 73.98%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,988
shares
|
$450,364
0.37% of portfolio
|
Q4 2024
Reduced 13.08%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,936
shares
|
$444,492
0.21% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,916
shares
|
$442,233
0.08% of portfolio
|
Q4 2024
Reduced 17.23%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
3,897
shares
|
$440,088
0.02% of portfolio
|
Q4 2024
Reduced 56.98%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
3,876
shares
|
$437,716
0.0% of portfolio
|
Q1 2025
Reduced 99.17%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,868
shares
|
$436,813
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
3,864
shares
|
$436,361
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,860
shares
|
$435,909
0.03% of portfolio
|
Q4 2023
Reduced 16.45%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
3,819
shares
|
$431,279
0.13% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
3,805
shares
|
$429,698
0.16% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
3,803
shares
|
$429,472
0.01% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
3,802
shares
|
$429,359
0.04% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
3,764
shares
|
$425,068
0.12% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
3,750
shares
|
$423,487
0.17% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,749
shares
|
$423,374
0.01% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
3,738
shares
|
$422,132
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
3,724
shares
|
$420,551
0.15% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,715
shares
|
$419,534
0.0% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
3,687
shares
|
$416,372
0.04% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
3,638
shares
|
$410,839
0.38% of portfolio
|
Q4 2024
New holding
|