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 844 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 $5.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
16,180
shares
|
$1.89 Million
0.18% of portfolio
|
Q4 2018
New holding
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
16,105
shares
|
$1.88 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 17, 2025 Q4 2024 |
16,014
shares
|
$1.87 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
15,937
shares
|
$1.86 Million
0.1% of portfolio
|
Q4 2024
Added 34.93%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
15,811
shares
|
$1.85 Million
0.13% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
15,792
shares
|
$1.84 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
15,663
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
15,662
shares
|
$1.83 Million
0.07% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
15,632
shares
|
$1.82 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Jan 31, 2025 Q4 2024 |
15,425
shares
|
$1.8 Million
0.86% of portfolio
|
Q4 2024
Reduced 11.88%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
15,364
shares
|
$1.79 Million
0.18% of portfolio
|
Q4 2024
Added 33.9%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
15,243
shares
|
$1.78 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
15,214
shares
|
$1.78 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
15,147
shares
|
$1.77 Million
0.04% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
14,977
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
14,507
shares
|
$1.69 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
14,409
shares
|
$1.68 Million
0.81% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
14,342
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 47.78%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
14,255
shares
|
$1.66 Million
0.74% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
14,206
shares
|
$1.66 Million
0.14% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
14,053
shares
|
$1.64 Million
0.05% of portfolio
|
Q4 2024
Reduced 15.68%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
13,898
shares
|
$1.62 Million
0.61% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
13,851
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 43.92%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
13,759
shares
|
$1.61 Million
0.43% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
13,588
shares
|
$1.59 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.11%
|