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 |
|---|---|---|---|---|---|
|
Sunesis Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
8,383
shares
|
$978,379
0.58% of portfolio
|
Q1 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
8,365
shares
|
$976,279
0.09% of portfolio
|
Q4 2024
Added 13.73%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
8,290
shares
|
$967,525
0.1% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
8,280
shares
|
$966,358
0.18% of portfolio
|
Q3 2024
Reduced 20.88%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
8,257
shares
|
$963,674
0.01% of portfolio
|
Q4 2024
Reduced 68.82%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
8,223
shares
|
$959,706
0.49% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
8,206
shares
|
$957,722
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
8,205
shares
|
$957,605
0.12% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
8,140
shares
|
$950,019
0.39% of portfolio
|
Q4 2024
Reduced 56.61%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
8,021
shares
|
$936,130
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
7,949
shares
|
$927,727
0.0% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
7,914
shares
|
$923,642
0.58% of portfolio
|
Q3 2023
Reduced 4.67%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
7,911
shares
|
$923,292
0.55% of portfolio
|
Q1 2023
Reduced 9.46%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
7,910
shares
|
$923,176
0.1% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
7,834
shares
|
$914,306
0.07% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
7,810
shares
|
$911,505
0.22% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
7,785
shares
|
$908,587
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
7,741
shares
|
$903,452
0.01% of portfolio
|
Q4 2024
Added 44.96%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
7,720
shares
|
$901,001
0.07% of portfolio
|
Q4 2024
Added 42.8%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
7,717
shares
|
$900,651
0.13% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
7,659
shares
|
$893,881
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,605
shares
|
$887,579
0.02% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
7,599
shares
|
$886,879
0.19% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
7,587
shares
|
$885,478
0.16% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
7,561
shares
|
$882,444
0.93% of portfolio
|
Q2 2024
Added 0.56%
|