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 799 institutions that hold shares in the stock, with a total of 48.2 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 |
|---|---|---|---|---|---|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
4,657
shares
|
$564,521
0.11% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,622
shares
|
$560,278
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
4,588
shares
|
$556,157
0.45% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
4,585
shares
|
$555,793
0.07% of portfolio
|
Q3 2024
Added 58.93%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,547
shares
|
$551,187
0.02% of portfolio
|
Q3 2024
Added 26.8%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
4,545
shares
|
$550,944
0.13% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,535
shares
|
$549,732
0.17% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,455
shares
|
$540,035
0.01% of portfolio
|
Q3 2024
Reduced 12.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,444
shares
|
$538,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
4,391
shares
|
$532,277
0.06% of portfolio
|
Q2 2024
Added 5.58%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
4,372
shares
|
$529,973
0.05% of portfolio
|
Q3 2024
Added 27.35%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,329
shares
|
$524,761
0.01% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
4,322
shares
|
$523,912
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,295
shares
|
$520,639
0.01% of portfolio
|
Q3 2024
Added 18.06%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,255
shares
|
$515,791
0.12% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
4,238
shares
|
$513,730
0.04% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
4,184
shares
|
$507,184
0.06% of portfolio
|
Q3 2024
Added 43.04%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
4,179
shares
|
$506,578
0.29% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
4,162
shares
|
$504,517
0.02% of portfolio
|
Q3 2024
Added 26.74%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
4,126
shares
|
$500,153
0.05% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
4,120
shares
|
$499,426
0.2% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,100
shares
|
$497,002
0.01% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
4,092
shares
|
$496,032
0.07% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
4,091
shares
|
$495,911
0.09% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
4,068
shares
|
$493,122
0.04% of portfolio
|
Q4 2023
New holding
|