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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,290
shares
|
$371,539
0.08% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,286
shares
|
$371,087
0.25% of portfolio
|
Q2 2022
Reduced 48.1%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,286
shares
|
$371,087
0.01% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
3,263
shares
|
$368,490
0.01% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
3,263
shares
|
$368,490
0.05% of portfolio
|
Q4 2024
Reduced 53.45%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
3,251
shares
|
$367,135
0.32% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
3,213
shares
|
$362,844
0.01% of portfolio
|
Q4 2024
Reduced 17.7%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
3,199
shares
|
$361,263
0.15% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,193
shares
|
$360,585
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
3,190
shares
|
$360,246
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
3,182
shares
|
$359,343
0.03% of portfolio
|
Q1 2023
Added 84.46%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
3,163
shares
|
$357,197
0.03% of portfolio
|
Q4 2024
Reduced 32.89%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,156
shares
|
$356,407
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
3,154
shares
|
$356,181
0.14% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
3,150
shares
|
$355,729
0.08% of portfolio
|
Q4 2024
Added 42.21%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
3,145
shares
|
$355,164
0.03% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
3,135
shares
|
$354,035
0.01% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
3,128
shares
|
$353,245
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,128
shares
|
$353,245
0.13% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,099
shares
|
$349,970
0.15% of portfolio
|
Q2 2023
Added 22.83%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
3,097
shares
|
$349,744
0.02% of portfolio
|
Q1 2024
Reduced 10.59%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
3,083
shares
|
$348,163
0.02% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
3,077
shares
|
$347,485
0.06% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
3,073
shares
|
$347,033
0.22% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
3,070
shares
|
$346,695
0.16% of portfolio
|
Q4 2024
New holding
|