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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
872
shares
|
$100,280
0.0% of portfolio
|
Q4 2024
Reduced 27.51%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
870
shares
|
$100,050
0.08% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
841
shares
|
$96,715
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
830
shares
|
$95,450
0.26% of portfolio
|
Q4 2024
Added 149.25%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
820
shares
|
$94,300
0.01% of portfolio
|
Q1 2024
Added 13.89%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
813
shares
|
$93,495
0.0% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
775
shares
|
$89,125
0.02% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
766
shares
|
$88,090
0.03% of portfolio
|
Q3 2024
Added 27.67%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
750
shares
|
$86,250
0.0% of portfolio
|
Q1 2024
Reduced 34.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
737
shares
|
$84,755
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
732
shares
|
$84,180
0.03% of portfolio
|
Q4 2024
Reduced 55.85%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
720
shares
|
$82,800
0.01% of portfolio
|
Q2 2024
Reduced 50.68%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
710
shares
|
$81,650
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
700
shares
|
$80,500
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
693
shares
|
$79,695
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
665
shares
|
$76,475
0.0% of portfolio
|
Q4 2024
Reduced 13.07%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
659
shares
|
$75,785
0.01% of portfolio
|
Q4 2022
Added 414.84%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
650
shares
|
$74,750
0.0% of portfolio
|
Q4 2023
Reduced 9.22%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
638
shares
|
$73,370
0.01% of portfolio
|
Q3 2024
Reduced 33.68%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
622
shares
|
$71,530
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
593
shares
|
$68,195
0.01% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
586
shares
|
$67,390
0.02% of portfolio
|
Q4 2022
Added 2.45%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
573
shares
|
$65,895
0.01% of portfolio
|
Q2 2023
Added 473.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
572
shares
|
$65,780
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
563
shares
|
$64,745
0.03% of portfolio
|
Q3 2024
Added 0.9%
|