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 |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
1,915
shares
|
$223,499
0.13% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
1,909
shares
|
$222,799
0.04% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
1,907
shares
|
$222,565
0.04% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
1,900
shares
|
$221,749
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
1,898
shares
|
$221,515
0.03% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
1,886
shares
|
$220,115
0.11% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
1,884
shares
|
$219,881
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,883
shares
|
$219,764
0.01% of portfolio
|
Q4 2024
Reduced 32.05%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,871
shares
|
$218,364
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
1,862
shares
|
$217,314
0.03% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
1,848
shares
|
$215,680
0.03% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,845
shares
|
$215,329
0.09% of portfolio
|
Q4 2024
Reduced 36.16%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
1,841
shares
|
$214,863
0.07% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
1,837
shares
|
$214,396
0.04% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
1,835
shares
|
$214,162
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,833
shares
|
$213,929
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,831
shares
|
$213,696
0.11% of portfolio
|
Q4 2024
Reduced 50.35%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,824
shares
|
$212,879
0.05% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
1,819
shares
|
$212,295
0.03% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Covenant Asset Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,818
shares
|
$212,178
0.03% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
1,811
shares
|
$211,361
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,808
shares
|
$211,011
0.01% of portfolio
|
Q4 2024
Added 31.78%
|
|
|
Salvus Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,795
shares
|
$209,494
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
1,790
shares
|
$208,910
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,754
shares
|
$204,709
0.0% of portfolio
|
Q2 2024
Reduced 36.79%
|