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 797 institutions that hold shares in the stock, with a total of 48.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
16,281
shares
|
$1.97 Million
0.1% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
16,181
shares
|
$1.95 Million
0.14% of portfolio
|
Q3 2024
Reduced 25.14%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
16,180
shares
|
$1.95 Million
0.19% of portfolio
|
Q4 2018
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
15,662
shares
|
$1.89 Million
0.07% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
15,467
shares
|
$1.87 Million
0.38% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
15,329
shares
|
$1.85 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
15,270
shares
|
$1.84 Million
0.35% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
15,264
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
15,255
shares
|
$1.84 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
15,199
shares
|
$1.84 Million
0.14% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
15,093
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
15,018
shares
|
$1.81 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
14,966
shares
|
$1.81 Million
0.13% of portfolio
|
Q3 2024
Added 255.66%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
14,918
shares
|
$1.8 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
14,358
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
14,349
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
14,257
shares
|
$1.72 Million
0.49% of portfolio
|
Q3 2024
Added 61.55%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
14,255
shares
|
$1.72 Million
0.77% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
14,205
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
13,918
shares
|
$1.68 Million
0.28% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
13,881
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
13,761
shares
|
$1.66 Million
0.61% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,759
shares
|
$1.66 Million
0.43% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,571
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
13,559
shares
|
$1.64 Million
0.12% of portfolio
|
Q3 2024
Added 0.18%
|