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 797 institutions that hold shares in the stock, with a total of 48.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
18,641
shares
|
$2.21 Million
0.16% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
18,605
shares
|
$2.21 Million
0.58% of portfolio
|
Q4 2022
Added 15.17%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
18,487
shares
|
$2.19 Million
0.64% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
18,363
shares
|
$2.18 Million
0.03% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,241
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
18,197
shares
|
$2.16 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,961
shares
|
$2.13 Million
0.07% of portfolio
|
Q3 2022
Reduced 57.32%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
17,876
shares
|
$2.12 Million
0.05% of portfolio
|
Q3 2024
Added 114.44%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
17,505
shares
|
$2.08 Million
1.0% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
17,450
shares
|
$2.07 Million
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
17,278
shares
|
$2.05 Million
0.05% of portfolio
|
Q3 2024
Reduced 47.9%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
17,144
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,044
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
16,780
shares
|
$1.99 Million
0.06% of portfolio
|
Q4 2023
Added 10.88%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
16,760
shares
|
$1.99 Million
0.16% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
16,712
shares
|
$1.98 Million
1.82% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,693
shares
|
$1.98 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
16,687
shares
|
$1.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
16,685
shares
|
$1.98 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
16,666
shares
|
$1.98 Million
0.06% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
16,511
shares
|
$1.96 Million
0.27% of portfolio
|
Q3 2024
Reduced 39.95%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
16,453
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 17.36%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
16,401
shares
|
$1.95 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
16,363
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
16,297
shares
|
$1.93 Million
0.3% of portfolio
|
Q3 2024
Added 0.9%
|