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 |
|---|---|---|---|---|---|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
3,000
shares
|
$345,000
0.11% of portfolio
|
Q2 2020
Added 87.5%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
2,997
shares
|
$344,655
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,980
shares
|
$342,700
0.07% of portfolio
|
Q3 2024
Added 100.27%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
2,974
shares
|
$342,010
0.14% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
2,942
shares
|
$338,330
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,915
shares
|
$335,225
0.25% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
2,910
shares
|
$334,650
0.05% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
2,904
shares
|
$333,960
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
2,904
shares
|
$333,960
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
2,882
shares
|
$331,430
0.03% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,881
shares
|
$331,315
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
2,867
shares
|
$329,705
0.45% of portfolio
|
Q3 2024
Reduced 17.78%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
2,859
shares
|
$328,785
0.08% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
2,858
shares
|
$328,670
0.03% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
2,849
shares
|
$327,635
0.11% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
2,843
shares
|
$326,945
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
2,836
shares
|
$326,140
0.05% of portfolio
|
Q1 2024
Reduced 32.17%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
2,782
shares
|
$319,930
0.02% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
2,780
shares
|
$319,700
0.25% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,771
shares
|
$318,665
0.02% of portfolio
|
Q3 2024
Reduced 38.55%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
2,718
shares
|
$312,570
0.04% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
2,688
shares
|
$309,120
0.06% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
2,683
shares
|
$308,545
0.05% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,671
shares
|
$307,165
0.01% of portfolio
|
Q1 2024
Added 34.49%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,643
shares
|
$303,945
0.11% of portfolio
|
Q2 2023
Reduced 43.08%
|