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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
4,322
shares
|
$497,030
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
4,316
shares
|
$496,340
0.14% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,295
shares
|
$493,925
0.01% of portfolio
|
Q3 2024
Added 18.06%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,255
shares
|
$489,325
0.12% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
4,245
shares
|
$488,175
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
4,208
shares
|
$483,920
0.2% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
4,196
shares
|
$482,540
0.01% of portfolio
|
Q4 2024
Reduced 17.9%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,184
shares
|
$481,160
0.06% of portfolio
|
Q3 2024
Added 43.04%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
4,179
shares
|
$480,585
0.27% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,128
shares
|
$474,720
0.02% of portfolio
|
Q4 2024
Reduced 26.83%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,126
shares
|
$474,490
0.05% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
4,120
shares
|
$473,800
0.2% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$471,500
0.01% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
4,092
shares
|
$470,580
0.07% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
4,091
shares
|
$470,465
0.09% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
4,068
shares
|
$467,820
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
4,026
shares
|
$462,990
0.07% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
4,018
shares
|
$462,070
0.12% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
4,010
shares
|
$461,150
0.17% of portfolio
|
Q2 2024
Added 24.77%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
4,006
shares
|
$460,690
0.15% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
4,002
shares
|
$460,230
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
4,000
shares
|
$460,000
0.12% of portfolio
|
Q3 2017
New holding
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
3,991
shares
|
$458,965
0.17% of portfolio
|
Q4 2024
Added 73.98%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,936
shares
|
$452,640
0.21% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,916
shares
|
$450,340
0.08% of portfolio
|
Q4 2024
Reduced 17.23%
|