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 839 institutions that hold shares in the stock, with a total of 48.9 Million shares, which have been reported (via 13F filing form) to have a value of $5.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
572
shares
|
$67,026
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
563
shares
|
$65,972
0.03% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
560
shares
|
$65,620
0.02% of portfolio
|
Q3 2023
Reduced 7.89%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
552
shares
|
$64,683
0.03% of portfolio
|
Q4 2024
Added 89.69%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
551
shares
|
$64,566
0.08% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
551
shares
|
$64,566
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
545
shares
|
$63,863
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
545
shares
|
$63,863
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
542
shares
|
$63,511
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
542
shares
|
$63,511
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
534
shares
|
$62,574
0.02% of portfolio
|
Q2 2024
Reduced 16.43%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
501
shares
|
$58,707
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
500
shares
|
$58,590
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
500
shares
|
$58,590
0.0% of portfolio
|
Q2 2023
Reduced 60.35%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
495
shares
|
$58,004
0.03% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
487
shares
|
$57,066
0.0% of portfolio
|
Q2 2022
Reduced 16.03%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
475
shares
|
$55,660
0.01% of portfolio
|
Q2 2024
Reduced 56.18%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
474
shares
|
$55,543
0.01% of portfolio
|
Q2 2024
Reduced 33.05%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
466
shares
|
$54,605
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
450
shares
|
$52,731
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
444
shares
|
$52,027
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
439
shares
|
$51,442
0.0% of portfolio
|
Q4 2023
Added 152.3%
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
435
shares
|
$50,973
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
435
shares
|
$50,973
0.01% of portfolio
|
Q4 2024
Added 28.7%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
415
shares
|
$48,629
0.02% of portfolio
|
Q1 2024
New holding
|