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 46.3 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 |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
13,898
shares
|
$1.57 Million
0.61% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
13,851
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 43.92%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,759
shares
|
$1.55 Million
0.43% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
13,588
shares
|
$1.53 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
13,495
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
13,478
shares
|
$1.52 Million
0.49% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
13,396
shares
|
$1.51 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
13,383
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
Reduced 35.82%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
13,376
shares
|
$1.51 Million
0.82% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
13,347
shares
|
$1.51 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
|
$1.51 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,307
shares
|
$1.5 Million
0.08% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
13,259
shares
|
$1.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
13,192
shares
|
$1.49 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
13,134
shares
|
$1.48 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
|
$1.48 Million
0.21% of portfolio
|
Q4 2024
Added 9.58%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
13,095
shares
|
$1.48 Million
0.14% of portfolio
|
Q1 2025
Added 100630.77%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
12,873
shares
|
$1.45 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
12,691
shares
|
$1.43 Million
0.46% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
12,608
shares
|
$1.42 Million
0.04% of portfolio
|
Q1 2025
Added 451.53%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
12,554
shares
|
$1.42 Million
0.35% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
12,550
shares
|
$1.42 Million
0.23% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
12,193
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 25.89%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
12,083
shares
|
$1.36 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
12,029
shares
|
$1.36 Million
0.03% of portfolio
|
Q1 2025
Added 6.24%
|