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 |
|---|---|---|---|---|---|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
3,442
shares
|
$395,830
0.07% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
3,433
shares
|
$394,795
0.06% of portfolio
|
Q4 2024
Reduced 26.82%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
3,423
shares
|
$393,645
0.02% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,404
shares
|
$391,460
0.02% of portfolio
|
Q3 2024
Reduced 90.42%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
3,375
shares
|
$388,125
0.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
3,359
shares
|
$386,285
0.02% of portfolio
|
Q4 2024
Added 12.19%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
3,358
shares
|
$386,170
0.0% of portfolio
|
Q2 2022
Added 0.06%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,353
shares
|
$385,595
0.02% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
3,337
shares
|
$383,755
0.21% of portfolio
|
Q2 2024
Reduced 19.9%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,337
shares
|
$383,755
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,336
shares
|
$383,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
3,335
shares
|
$383,525
0.08% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
3,332
shares
|
$383,180
0.08% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
3,326
shares
|
$382,490
0.02% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,323
shares
|
$382,145
0.0% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
3,321
shares
|
$381,915
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
3,305
shares
|
$380,075
0.02% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,292
shares
|
$378,580
0.52% of portfolio
|
Q3 2022
Added 903.66%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
3,286
shares
|
$377,890
0.25% of portfolio
|
Q2 2022
Reduced 48.1%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,286
shares
|
$377,890
0.01% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,282
shares
|
$377,430
0.03% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
3,263
shares
|
$375,245
0.05% of portfolio
|
Q4 2024
Reduced 53.45%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
3,261
shares
|
$375,015
0.03% of portfolio
|
Q3 2024
Added 16.26%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
3,251
shares
|
$373,865
0.32% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,226
shares
|
$370,990
0.05% of portfolio
|
Q1 2024
Added 10.1%
|