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 |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
2,000
shares
|
$241,580
0.03% of portfolio
|
Q2 2024
Reduced 31.03%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
2,000
shares
|
$241,580
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
1,993
shares
|
$240,734
0.02% of portfolio
|
Q3 2024
Reduced 13.83%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
1,980
shares
|
$239,164
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
1,967
shares
|
$237,593
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
1,951
shares
|
$235,661
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
1,950
shares
|
$235,540
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
1,943
shares
|
$234,694
0.06% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
1,931
shares
|
$233,245
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
1,915
shares
|
$231,312
0.13% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
1,909
shares
|
$230,588
0.04% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
1,907
shares
|
$230,346
0.04% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
1,900
shares
|
$229,501
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
1,898
shares
|
$229,259
0.03% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
1,884
shares
|
$227,568
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
1,882
shares
|
$227,326
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,877
shares
|
$226,722
0.08% of portfolio
|
Q3 2024
Reduced 30.69%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,871
shares
|
$225,998
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
1,867
shares
|
$225,514
0.13% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,860
shares
|
$224,669
0.1% of portfolio
|
Q3 2024
Reduced 82.91%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
1,854
shares
|
$223,944
0.01% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
1,848
shares
|
$223,219
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
1,838
shares
|
$222,012
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,833
shares
|
$221,408
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
1,820
shares
|
$219,837
0.01% of portfolio
|
Q3 2024
New holding
|