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 |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
9,705
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 47.16%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
9,624
shares
|
$1.16 Million
0.07% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
9,605
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
9,538
shares
|
$1.15 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
9,317
shares
|
$1.13 Million
0.53% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
9,085
shares
|
$1.1 Million
0.15% of portfolio
|
Q3 2024
Reduced 23.33%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
9,068
shares
|
$1.1 Million
0.29% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
9,058
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2024
Added 30.48%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
8,989
shares
|
$1.09 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
8,862
shares
|
$1.07 Million
0.18% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
8,785
shares
|
$1.06 Million
0.55% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,785
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
8,773
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
8,728
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
8,649
shares
|
$1.04 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,581
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,473
shares
|
$1.02 Million
0.08% of portfolio
|
Q3 2024
Added 17.86%
|
|
|
Sunesis Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
8,383
shares
|
$1.01 Million
0.6% of portfolio
|
Q1 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,290
shares
|
$1 Million
0.1% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
8,280
shares
|
$1 Million
0.21% of portfolio
|
Q3 2024
Reduced 20.88%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
8,205
shares
|
$991,081
0.12% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
8,169
shares
|
$986,733
0.03% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
8,109
shares
|
$979,486
0.0% of portfolio
|
Q3 2024
Reduced 9.47%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
8,021
shares
|
$968,856
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
7,949
shares
|
$960,159
0.0% of portfolio
|
Q3 2024
Reduced 7.02%
|