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 $5.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
13,491
shares
|
$1.63 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
13,377
shares
|
$1.62 Million
0.09% of portfolio
|
Q3 2024
Added 7.62%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
13,157
shares
|
$1.59 Million
0.81% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
12,873
shares
|
$1.55 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
12,675
shares
|
$1.53 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
12,556
shares
|
$1.52 Million
0.08% of portfolio
|
Q3 2024
Reduced 63.42%
|
|
|
Kensington Asset Management, LLC
Austin, TX |
Nov 13, 2024 Q3 2024 |
12,500
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2024
Added 34.41%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
12,358
shares
|
$1.49 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
12,078
shares
|
$1.46 Million
0.2% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
12,017
shares
|
$1.45 Million
0.07% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
12,006
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2024
Added 230.38%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
12,000
shares
|
$1.45 Million
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
11,973
shares
|
$1.45 Million
0.2% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
11,970
shares
|
$1.45 Million
0.2% of portfolio
|
Q3 2024
Reduced 13.17%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
11,905
shares
|
$1.44 Million
0.31% of portfolio
|
Q3 2022
Added 0.0%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
11,833
shares
|
$1.43 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
11,811
shares
|
$1.43 Million
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
11,741
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2024
Added 17.92%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
11,681
shares
|
$1.41 Million
0.59% of portfolio
|
Q2 2024
Reduced 11.29%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,574
shares
|
$1.4 Million
0.68% of portfolio
|
Q1 2024
Reduced 4.8%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
11,474
shares
|
$1.39 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,413
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
11,373
shares
|
$1.37 Million
0.16% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
11,357
shares
|
$1.37 Million
0.3% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
11,291
shares
|
$1.36 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.4%
|