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 |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
3,897
shares
|
$448,155
0.02% of portfolio
|
Q4 2024
Reduced 56.98%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
3,864
shares
|
$444,360
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,860
shares
|
$443,900
0.03% of portfolio
|
Q4 2023
Reduced 16.45%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,857
shares
|
$443,555
0.04% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
3,845
shares
|
$442,175
0.05% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
3,819
shares
|
$439,185
0.13% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
3,795
shares
|
$436,425
0.04% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
3,793
shares
|
$436,195
0.14% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
3,787
shares
|
$435,505
0.04% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
3,750
shares
|
$431,250
0.17% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,749
shares
|
$431,135
0.01% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
3,738
shares
|
$429,870
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,721
shares
|
$427,915
0.02% of portfolio
|
Q3 2024
Added 43.83%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
3,711
shares
|
$426,765
0.2% of portfolio
|
Q4 2024
Reduced 37.2%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,688
shares
|
$424,120
0.25% of portfolio
|
Q3 2024
Added 75.62%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
3,638
shares
|
$418,370
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
3,600
shares
|
$414,000
0.11% of portfolio
|
Q2 2020
Reduced 25.31%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
3,594
shares
|
$413,310
0.14% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,571
shares
|
$410,665
0.01% of portfolio
|
Q4 2024
Reduced 70.26%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
3,541
shares
|
$407,215
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
3,533
shares
|
$406,295
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,496
shares
|
$402,040
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
3,475
shares
|
$399,625
0.14% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
3,475
shares
|
$399,625
0.02% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
3,466
shares
|
$398,590
0.0% of portfolio
|
Q3 2018
Added 2.13%
|