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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
6,324
shares
|
$738,074
0.01% of portfolio
|
Q4 2024
Reduced 6.05%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
6,321
shares
|
$737,723
0.04% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
6,186
shares
|
$721,968
0.0% of portfolio
|
Q4 2024
Reduced 23.71%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
6,158
shares
|
$718,700
0.05% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
6,127
shares
|
$715,082
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,124
shares
|
$714,732
0.05% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,062
shares
|
$707,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
6,044
shares
|
$705,395
0.05% of portfolio
|
Q4 2024
Added 9.2%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
6,019
shares
|
$702,477
0.02% of portfolio
|
Q4 2024
Reduced 66.33%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,011
shares
|
$701,543
0.0% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
6,003
shares
|
$700,610
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
5,901
shares
|
$688,705
0.01% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
5,880
shares
|
$686,254
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
5,865
shares
|
$684,504
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
5,850
shares
|
$682,753
0.2% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
5,802
shares
|
$677,151
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,766
shares
|
$672,949
0.24% of portfolio
|
Q4 2022
Reduced 99.04%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
5,678
shares
|
$662,679
0.5% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
5,666
shares
|
$661,278
0.38% of portfolio
|
Q4 2021
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
5,637
shares
|
$657,894
0.13% of portfolio
|
Q4 2022
Reduced 7.86%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
5,550
shares
|
$647,740
0.05% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,542
shares
|
$646,806
0.15% of portfolio
|
Q4 2024
Added 21.94%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
5,488
shares
|
$640,504
0.1% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
5,486
shares
|
$640,271
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
5,466
shares
|
$637,936
0.0% of portfolio
|
Q4 2024
Reduced 14.43%
|