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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
58
shares
|
$6,670
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
54
shares
|
$6,210
0.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
53
shares
|
$6,095
0.01% of portfolio
|
Q3 2022
Reduced 18.87%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
47
shares
|
$5,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
38
shares
|
$4,370
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
36
shares
|
$4,140
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
35
shares
|
$4,025
0.0% of portfolio
|
Q4 2024
Reduced 83.64%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
32
shares
|
$3,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
32
shares
|
$3,680
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
31
shares
|
$3,565
0.0% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
31
shares
|
$3,565
0.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
30
shares
|
$3,450
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
23
shares
|
$2,645
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
18
shares
|
$2,070
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
18
shares
|
$2,070
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
17
shares
|
$1,955
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
14
shares
|
$1,610
0.0% of portfolio
|
Q3 2021
Reduced 68.89%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
14
shares
|
$1,610
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
13
shares
|
$1,495
0.14% of portfolio
|
Q4 2024
Reduced 99.82%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
10
shares
|
$1,150
0.0% of portfolio
|
Q1 2024
Reduced 90.38%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
7
shares
|
$805
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
5
shares
|
$575
0.0% of portfolio
|
Q2 2022
Reduced 99.67%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
1
shares
|
$115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|