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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
5,429
shares
|
$633,618
0.04% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
5,409
shares
|
$631,284
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,402
shares
|
$630,467
0.05% of portfolio
|
Q4 2024
Reduced 63.9%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,395
shares
|
$629,650
0.04% of portfolio
|
Q2 2022
Reduced 5.45%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
5,384
shares
|
$628,366
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
5,352
shares
|
$624,631
0.31% of portfolio
|
Q1 2023
Reduced 90.43%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
5,319
shares
|
$620,780
0.4% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
5,313
shares
|
$620,080
0.04% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,300
shares
|
$618,563
0.0% of portfolio
|
Q2 2024
Reduced 46.14%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
5,284
shares
|
$616,695
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,281
shares
|
$616,345
0.02% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,195
shares
|
$606,308
0.04% of portfolio
|
Q4 2024
Added 7.62%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
5,182
shares
|
$604,791
0.27% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
5,164
shares
|
$602,690
0.03% of portfolio
|
Q4 2024
Added 108.56%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
5,135
shares
|
$599,305
0.02% of portfolio
|
Q4 2024
Added 88.79%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
5,116
shares
|
$597,088
0.09% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
5,095
shares
|
$594,637
0.09% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
5,061
shares
|
$590,669
0.01% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
5,046
shares
|
$588,918
0.02% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
5,045
shares
|
$588,801
0.04% of portfolio
|
Q4 2024
Added 92.93%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
5,032
shares
|
$587,284
0.22% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
5,000
shares
|
$583,550
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,991
shares
|
$582,499
0.03% of portfolio
|
Q4 2023
Added 17.71%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
4,990
shares
|
$582,382
0.0% of portfolio
|
Q3 2022
Added 92.92%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
4,978
shares
|
$580,982
0.2% of portfolio
|
Q3 2024
New holding
|