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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
336,677
shares
|
$40.7 Million
0.14% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
318,289
shares
|
$38.4 Million
0.07% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
300,611
shares
|
$36.3 Million
0.01% of portfolio
|
Q3 2024
Added 14.96%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
281,875
shares
|
$34 Million
0.01% of portfolio
|
Q3 2024
Added 13316.23%
|
|
|
Cvs Health Corp
Woonsocket, RI |
Nov 08, 2024 Q3 2024 |
273,110
shares
|
$33 Million
13.95% of portfolio
|
Q4 2023
Reduced 10.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
272,193
shares
|
$32.9 Million
0.3% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
266,194
shares
|
$32.2 Million
0.02% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
264,975
shares
|
$32 Million
10.08% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
264,642
shares
|
$32 Million
0.35% of portfolio
|
Q3 2024
Added 17.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
258,144
shares
|
$31.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
251,625
shares
|
$30.4 Million
0.03% of portfolio
|
Q3 2024
Added 59.8%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
246,146
shares
|
$29.7 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
245,873
shares
|
$29.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
230,900
shares
|
$27.9 Million
4.04% of portfolio
|
Q3 2024
New holding
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
230,900
shares
|
$27.9 Million
1.77% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
230,681
shares
|
$27.9 Million
0.48% of portfolio
|
Q4 2022
Added 19.64%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
212,599
shares
|
$25.7 Million
5.99% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
210,085
shares
|
$25.4 Million
0.02% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
203,481
shares
|
$24.6 Million
0.45% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
198,858
shares
|
$24 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
197,716
shares
|
$23.9 Million
7.14% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
192,255
shares
|
$23.2 Million
0.55% of portfolio
|
Q3 2024
Added 705.53%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
189,826
shares
|
$22.9 Million
9.55% of portfolio
|
Q2 2022
Reduced 0.2%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
189,583
shares
|
$22.9 Million
0.13% of portfolio
|
Q3 2024
Added 6.29%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
188,814
shares
|
$22.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.87%
|