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 834 institutions that hold shares in the stock, with a total of 49.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
4,755
shares
|
$546,825
0.34% of portfolio
|
Q4 2024
Added 62.34%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
4,752
shares
|
$546,480
0.06% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,751
shares
|
$546,365
0.05% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
4,732
shares
|
$544,180
0.01% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
4,714
shares
|
$542,110
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
4,713
shares
|
$541,995
0.05% of portfolio
|
Q3 2024
Added 72.38%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
4,690
shares
|
$539,350
0.0% of portfolio
|
Q3 2024
Added 50.51%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
4,681
shares
|
$538,315
0.02% of portfolio
|
Q4 2024
Added 130.36%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,676
shares
|
$537,740
0.02% of portfolio
|
Q4 2024
Reduced 34.42%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,622
shares
|
$531,530
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
4,620
shares
|
$531,300
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,603
shares
|
$529,345
0.02% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
4,595
shares
|
$528,425
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,588
shares
|
$527,620
0.45% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
4,585
shares
|
$527,275
0.07% of portfolio
|
Q3 2024
Added 58.93%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
4,581
shares
|
$526,815
0.02% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
4,550
shares
|
$523,250
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,535
shares
|
$521,525
0.17% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
4,517
shares
|
$519,455
0.13% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
4,467
shares
|
$513,705
0.04% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,455
shares
|
$512,325
0.01% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,444
shares
|
$511,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
4,420
shares
|
$508,300
0.05% of portfolio
|
Q4 2024
Added 73.67%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
4,343
shares
|
$499,445
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
4,332
shares
|
$498,180
0.01% of portfolio
|
Q4 2024
Added 0.07%
|