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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
2,280
shares
|
$262,200
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
2,264
shares
|
$260,360
0.01% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
2,258
shares
|
$259,670
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
2,257
shares
|
$259,555
0.05% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,231
shares
|
$256,565
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
2,215
shares
|
$254,725
0.06% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,209
shares
|
$254,035
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
2,204
shares
|
$253,460
0.01% of portfolio
|
Q2 2024
Reduced 57.65%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
2,200
shares
|
$253,000
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,199
shares
|
$252,885
0.0% of portfolio
|
Q4 2024
Added 745.77%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,197
shares
|
$252,655
0.06% of portfolio
|
Q1 2022
Reduced 12.37%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
2,143
shares
|
$246,445
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,133
shares
|
$245,295
0.03% of portfolio
|
Q1 2022
Reduced 1.16%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,120
shares
|
$243,800
0.05% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,120
shares
|
$243,800
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
2,106
shares
|
$242,190
0.01% of portfolio
|
Q4 2024
Added 212.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
2,089
shares
|
$240,235
0.01% of portfolio
|
Q4 2024
Added 14.84%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
2,087
shares
|
$240,005
0.06% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
2,080
shares
|
$239,200
0.0% of portfolio
|
Q3 2022
Reduced 1.33%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,057
shares
|
$236,555
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,053
shares
|
$236,095
0.0% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
2,052
shares
|
$235,980
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
2,035
shares
|
$234,025
0.03% of portfolio
|
Q3 2024
Reduced 15.56%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,032
shares
|
$233,680
0.1% of portfolio
|
Q1 2023
Added 0.05%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,030
shares
|
$233,450
0.01% of portfolio
|
Q1 2024
New holding
|