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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
3,213
shares
|
$369,495
0.01% of portfolio
|
Q4 2024
Reduced 17.7%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
3,199
shares
|
$367,885
0.15% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
3,182
shares
|
$365,930
0.03% of portfolio
|
Q1 2023
Added 84.46%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,156
shares
|
$362,940
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
3,154
shares
|
$362,710
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
3,145
shares
|
$361,675
0.03% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,138
shares
|
$360,870
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
3,128
shares
|
$359,720
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,128
shares
|
$359,720
0.13% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,099
shares
|
$356,385
0.15% of portfolio
|
Q2 2023
Added 22.83%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
3,097
shares
|
$356,155
0.02% of portfolio
|
Q1 2024
Reduced 10.59%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,096
shares
|
$356,040
0.01% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,087
shares
|
$355,005
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
3,083
shares
|
$354,545
0.02% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
3,077
shares
|
$353,855
0.06% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
3,073
shares
|
$353,395
0.22% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
3,072
shares
|
$353,280
0.01% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
3,070
shares
|
$353,050
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
3,068
shares
|
$352,820
0.06% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
3,066
shares
|
$352,590
0.0% of portfolio
|
Q2 2023
Reduced 16.07%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
3,062
shares
|
$352,130
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
3,054
shares
|
$351,210
0.13% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
3,050
shares
|
$350,750
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
3,048
shares
|
$350,520
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
3,025
shares
|
$347,875
0.07% of portfolio
|
Q4 2022
Added 39.08%
|