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 852 institutions that hold shares in the stock, with a total of 46.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
414
shares
|
$49,481
0.0% of portfolio
|
Q4 2024
Reduced 56.05%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
401
shares
|
$47,927
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
400
shares
|
$47,808
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
398
shares
|
$47,568
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
374
shares
|
$44,700
0.01% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
356
shares
|
$42,549
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
350
shares
|
$41,832
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
345
shares
|
$41,234
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
323
shares
|
$38,604
0.02% of portfolio
|
Q1 2023
Added 4.87%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
322
shares
|
$38,485
0.01% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
320
shares
|
$38,246
0.0% of portfolio
|
Q3 2024
Reduced 72.65%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
314
shares
|
$37,529
0.0% of portfolio
|
Q4 2024
Reduced 50.78%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
300
shares
|
$35,856
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
297
shares
|
$35,497
0.01% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
285
shares
|
$34,063
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
270
shares
|
$32,270
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
269
shares
|
$32,150
0.0% of portfolio
|
Q4 2024
Reduced 12.94%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
250
shares
|
$29,880
0.01% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
250
shares
|
$29,880
0.01% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
241
shares
|
$28,804
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
234
shares
|
$27,967
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
230
shares
|
$27,489
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
225
shares
|
$26,892
0.0% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
216
shares
|
$25,816
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
212
shares
|
$25,338
0.02% of portfolio
|
Q2 2024
New holding
|