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 |
|---|---|---|---|---|---|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
200
shares
|
$23,904
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
192
shares
|
$22,947
0.0% of portfolio
|
Q3 2022
Added 64.1%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
175
shares
|
$20,916
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
173
shares
|
$20,676
0.0% of portfolio
|
Q4 2024
Reduced 47.09%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
167
shares
|
$19,959
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
165
shares
|
$19,720
0.01% of portfolio
|
Q4 2024
Reduced 57.36%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
165
shares
|
$19,720
0.01% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
160
shares
|
$19,123
0.0% of portfolio
|
Q4 2017
Reduced 49.02%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
159
shares
|
$19,003
0.01% of portfolio
|
Q4 2020
Reduced 60.64%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
138
shares
|
$16,493
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
131
shares
|
$15,657
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
129
shares
|
$15,418
0.01% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
122
shares
|
$14,581
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
120
shares
|
$14,342
0.0% of portfolio
|
Q4 2024
Added 252.94%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
116
shares
|
$13,864
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
113
shares
|
$13,505
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
109
shares
|
$13,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
106
shares
|
$12,669
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
103
shares
|
$12,310
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
92
shares
|
$10,995
0.01% of portfolio
|
Q2 2020
Reduced 92.52%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
91
shares
|
$10,876
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
89
shares
|
$10,637
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
87
shares
|
$10,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
83
shares
|
$9,920
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
80
shares
|
$9,561
0.0% of portfolio
|
Q4 2024
Reduced 3.61%
|