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 |
|---|---|---|---|---|---|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
870
shares
|
$105,461
0.08% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
841
shares
|
$101,946
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
825
shares
|
$100,006
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
820
shares
|
$99,400
0.01% of portfolio
|
Q1 2024
Added 13.89%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
772
shares
|
$93,581
0.03% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
766
shares
|
$92,854
0.03% of portfolio
|
Q3 2024
Added 27.67%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
765
shares
|
$92,733
0.0% of portfolio
|
Q1 2024
Reduced 5.79%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
750
shares
|
$90,915
0.0% of portfolio
|
Q1 2024
Reduced 34.78%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
737
shares
|
$89,339
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
720
shares
|
$87,278
0.01% of portfolio
|
Q2 2024
Reduced 50.68%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
710
shares
|
$86,066
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
700
shares
|
$84,854
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
693
shares
|
$84,005
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
675
shares
|
$81,823
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
659
shares
|
$79,883
0.01% of portfolio
|
Q4 2022
Added 414.84%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
650
shares
|
$78,793
0.0% of portfolio
|
Q4 2023
Reduced 9.22%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
638
shares
|
$77,338
0.01% of portfolio
|
Q3 2024
Reduced 33.68%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
587
shares
|
$71,156
0.01% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
586
shares
|
$71,034
0.02% of portfolio
|
Q4 2022
Added 2.45%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
573
shares
|
$69,459
0.02% of portfolio
|
Q2 2023
Added 473.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
572
shares
|
$69,337
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
564
shares
|
$68,368
0.05% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
563
shares
|
$68,246
0.03% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
560
shares
|
$67,883
0.02% of portfolio
|
Q3 2023
Reduced 7.89%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
550
shares
|
$66,671
0.01% of portfolio
|
Q3 2024
Reduced 13.79%
|