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 844 institutions that hold shares in the stock, with a total of 46.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
13,495
shares
|
$1.58 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
13,491
shares
|
$1.57 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
13,383
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 35.82%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
13,376
shares
|
$1.56 Million
0.82% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
13,347
shares
|
$1.56 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,339
shares
|
$1.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
13,333
shares
|
$1.56 Million
0.44% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,307
shares
|
$1.55 Million
0.08% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
13,259
shares
|
$1.55 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
13,192
shares
|
$1.54 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
13,134
shares
|
$1.53 Million
0.31% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
13,120
shares
|
$1.53 Million
0.21% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
12,873
shares
|
$1.5 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
12,708
shares
|
$1.48 Million
0.11% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
12,691
shares
|
$1.48 Million
0.46% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
12,550
shares
|
$1.46 Million
0.23% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
12,355
shares
|
$1.44 Million
0.33% of portfolio
|
Q4 2024
Added 8.79%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,248
shares
|
$1.43 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
12,193
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.89%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
12,025
shares
|
$1.4 Million
0.29% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
11,882
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 85.5%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
11,726
shares
|
$1.37 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
11,669
shares
|
$1.36 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
11,619
shares
|
$1.36 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,574
shares
|
$1.35 Million
0.68% of portfolio
|
Q1 2024
Reduced 4.8%
|