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 |
|---|---|---|---|---|---|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
7,066
shares
|
$853,502
0.45% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
7,010
shares
|
$846,737
0.11% of portfolio
|
Q3 2024
Added 137.14%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
6,890
shares
|
$832,243
0.34% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
6,731
shares
|
$813,037
0.01% of portfolio
|
Q3 2024
Added 29.97%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
6,449
shares
|
$778,974
0.04% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
6,435
shares
|
$777,283
0.07% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
6,417
shares
|
$775,109
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
6,398
shares
|
$772,814
0.06% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
6,388
shares
|
$771,606
0.01% of portfolio
|
Q3 2024
Added 23.58%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
6,371
shares
|
$769,553
0.04% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
6,355
shares
|
$767,620
0.54% of portfolio
|
Q2 2024
Reduced 18.94%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
6,347
shares
|
$766,654
0.1% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
6,340
shares
|
$765,808
0.04% of portfolio
|
Q4 2023
Added 4.11%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
6,279
shares
|
$758,440
0.03% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
6,246
shares
|
$754,454
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
6,193
shares
|
$748,052
0.05% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
6,174
shares
|
$745,757
0.05% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
6,145
shares
|
$742,254
0.19% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
6,137
shares
|
$741,288
0.0% of portfolio
|
Q3 2024
Added 32.41%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
6,135
shares
|
$741,046
0.23% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
6,133
shares
|
$740,805
0.34% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
6,003
shares
|
$725,102
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,932
shares
|
$716,526
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
5,909
shares
|
$713,748
0.35% of portfolio
|
Q3 2024
Reduced 64.73%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
5,880
shares
|
$710,245
0.02% of portfolio
|
Q3 2022
New holding
|