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 |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,881
shares
|
$347,995
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
2,880
shares
|
$347,875
0.04% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
2,867
shares
|
$346,304
0.45% of portfolio
|
Q3 2024
Reduced 17.78%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
2,859
shares
|
$345,338
0.08% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,852
shares
|
$344,493
0.22% of portfolio
|
Q3 2024
Added 10.46%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
2,836
shares
|
$342,560
0.06% of portfolio
|
Q1 2024
Reduced 32.17%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
2,817
shares
|
$340,265
0.01% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
2,782
shares
|
$336,037
0.02% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,771
shares
|
$334,709
0.02% of portfolio
|
Q3 2024
Reduced 38.55%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
2,760
shares
|
$333,380
0.07% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
2,756
shares
|
$332,897
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
2,720
shares
|
$328,548
0.01% of portfolio
|
Q3 2024
Added 6.92%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
2,705
shares
|
$326,736
0.21% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
2,691
shares
|
$325,045
0.04% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,671
shares
|
$322,630
0.01% of portfolio
|
Q1 2024
Added 34.49%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
2,659
shares
|
$321,180
0.05% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,643
shares
|
$319,247
0.11% of portfolio
|
Q2 2023
Reduced 43.08%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,616
shares
|
$315,986
0.42% of portfolio
|
Q4 2023
Reduced 2.26%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
2,615
shares
|
$315,865
0.02% of portfolio
|
Q1 2024
Reduced 84.75%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
2,603
shares
|
$314,416
0.09% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
2,601
shares
|
$314,174
0.02% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
2,589
shares
|
$312,725
0.25% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,582
shares
|
$311,879
0.0% of portfolio
|
Q2 2024
Reduced 26.98%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,575
shares
|
$311,034
0.0% of portfolio
|
Q3 2023
Reduced 61.66%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
2,570
shares
|
$310,430
0.01% of portfolio
|
Q3 2024
Added 11.06%
|