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 |
|---|---|---|---|---|---|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
2,625
shares
|
$301,875
0.03% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,616
shares
|
$300,840
0.42% of portfolio
|
Q4 2023
Reduced 2.26%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
2,615
shares
|
$300,725
0.02% of portfolio
|
Q1 2024
Reduced 84.75%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
2,611
shares
|
$300,265
0.08% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,575
shares
|
$296,125
0.0% of portfolio
|
Q3 2023
Reduced 61.66%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
2,571
shares
|
$295,665
0.01% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,571
shares
|
$295,665
0.01% of portfolio
|
Q4 2024
Added 38.67%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
2,527
shares
|
$290,605
0.1% of portfolio
|
Q4 2023
Reduced 49.17%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
2,510
shares
|
$288,650
0.12% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
2,500
shares
|
$287,500
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$287,500
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
2,476
shares
|
$284,740
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,435
shares
|
$280,025
0.11% of portfolio
|
Q1 2024
Reduced 13.93%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
2,430
shares
|
$279,450
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
2,427
shares
|
$279,105
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,423
shares
|
$278,645
0.05% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
2,417
shares
|
$277,955
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,405
shares
|
$276,575
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,390
shares
|
$274,850
0.1% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
2,382
shares
|
$273,930
0.02% of portfolio
|
Q4 2024
Reduced 99.15%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,371
shares
|
$272,665
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,366
shares
|
$272,090
0.0% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
2,365
shares
|
$271,975
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
2,314
shares
|
$266,110
0.01% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,311
shares
|
$265,765
0.01% of portfolio
|
Q3 2024
Reduced 2.28%
|