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 853 institutions that hold shares in the stock, with a total of 46.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
93,033
shares
|
$11.1 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
92,408
shares
|
$11 Million
0.03% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
88,745
shares
|
$10.6 Million
1.35% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
87,772
shares
|
$10.5 Million
3.51% of portfolio
|
Q3 2023
Added 9.03%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
84,763
shares
|
$10.1 Million
0.1% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
84,613
shares
|
$10.1 Million
0.85% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
80,577
shares
|
$9.63 Million
0.8% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
79,673
shares
|
$9.52 Million
0.05% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
78,538
shares
|
$9.38 Million
0.1% of portfolio
|
Q4 2024
Reduced 70.32%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
76,452
shares
|
$9.13 Million
0.0% of portfolio
|
Q4 2024
Added 25.16%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
75,880
shares
|
$9.07 Million
1.76% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
75,000
shares
|
$8.96 Million
2.78% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
73,951
shares
|
$8.84 Million
0.04% of portfolio
|
Q4 2024
Added 22.19%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
73,574
shares
|
$8.79 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
73,520
shares
|
$8.78 Million
0.28% of portfolio
|
Q4 2024
Reduced 16.37%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
71,311
shares
|
$8.52 Million
0.03% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
70,183
shares
|
$8.39 Million
2.65% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
69,246
shares
|
$8.27 Million
0.39% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
67,482
shares
|
$8.06 Million
3.69% of portfolio
|
Q1 2024
Added 25.9%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
64,577
shares
|
$7.72 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
62,174
shares
|
$7.43 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
59,002
shares
|
$7.05 Million
0.22% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
57,543
shares
|
$6.88 Million
0.0% of portfolio
|
Q4 2024
Added 17.67%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
55,796
shares
|
$6.67 Million
0.01% of portfolio
|
Q4 2024
Added 27.29%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
55,637
shares
|
$6.65 Million
0.27% of portfolio
|
Q4 2024
Added 2.4%
|