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 |
|---|---|---|---|---|---|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
7,559
shares
|
$882,210
0.13% of portfolio
|
Q4 2024
Reduced 16.8%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
7,424
shares
|
$866,455
0.02% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Forefront Wealth Management Inc.
|
Feb 11, 2025 Q4 2024 |
7,318
shares
|
$854,083
0.84% of portfolio
|
Q4 2024
Reduced 83.15%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
7,250
shares
|
$846,147
0.06% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
7,236
shares
|
$844,513
0.13% of portfolio
|
Q3 2024
Reduced 18.51%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
7,101
shares
|
$828,757
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
7,092
shares
|
$827,707
0.01% of portfolio
|
Q4 2024
Reduced 18.74%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
7,066
shares
|
$824,672
0.44% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
7,013
shares
|
$818,487
0.03% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
6,991
shares
|
$815,919
0.01% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
6,869
shares
|
$801,680
0.22% of portfolio
|
Q4 2024
Reduced 29.93%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
6,829
shares
|
$797,012
0.62% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
6,787
shares
|
$792,110
0.08% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,765
shares
|
$789,543
0.09% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
6,721
shares
|
$784,407
0.04% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
6,589
shares
|
$769,002
0.19% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
6,571
shares
|
$766,901
0.31% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Climber Capital Sa
Nyon, V8 |
Feb 12, 2025 Q4 2024 |
6,500
shares
|
$758,615
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
6,449
shares
|
$752,662
0.04% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
6,435
shares
|
$751,028
0.06% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
6,426
shares
|
$749,978
0.3% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
6,417
shares
|
$748,928
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
6,410
shares
|
$748,111
0.31% of portfolio
|
Q4 2024
Added 186.67%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
6,347
shares
|
$740,758
0.1% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
6,338
shares
|
$739,707
0.05% of portfolio
|
Q4 2024
Added 49.55%
|