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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
545
shares
|
$66,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
545
shares
|
$66,064
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
542
shares
|
$65,701
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
542
shares
|
$65,701
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
537
shares
|
$65,095
0.08% of portfolio
|
Q3 2024
Reduced 8.36%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
534
shares
|
$64,731
0.03% of portfolio
|
Q2 2024
Reduced 16.43%
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
508
shares
|
$61,579
0.03% of portfolio
|
Q3 2022
Added 64.94%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
501
shares
|
$60,731
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
500
shares
|
$60,610
0.0% of portfolio
|
Q2 2023
Reduced 60.35%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
500
shares
|
$60,610
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
487
shares
|
$59,034
0.0% of portfolio
|
Q2 2022
Reduced 16.03%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
475
shares
|
$57,579
0.01% of portfolio
|
Q2 2024
Reduced 56.18%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
474
shares
|
$57,458
0.01% of portfolio
|
Q2 2024
Reduced 33.05%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
450
shares
|
$54,549
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
444
shares
|
$53,821
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
439
shares
|
$53,215
0.0% of portfolio
|
Q4 2023
Added 152.3%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
435
shares
|
$52,730
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
415
shares
|
$50,306
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
412
shares
|
$49,942
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
405
shares
|
$49,094
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
400
shares
|
$48,488
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
386
shares
|
$46,790
0.03% of portfolio
|
Q2 2024
Reduced 93.55%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
356
shares
|
$43,154
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
345
shares
|
$41,820
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
344
shares
|
$41,699
0.01% of portfolio
|
Q3 2024
Reduced 36.53%
|