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 $5.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
184,905
shares
|
$21.9 Million
0.57% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
182,726
shares
|
$21.7 Million
1.57% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
171,822
shares
|
$20.4 Million
0.91% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
164,950
shares
|
$19.6 Million
0.04% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
157,264
shares
|
$18.7 Million
11.04% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
153,656
shares
|
$18.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
153,385
shares
|
$18.2 Million
2.76% of portfolio
|
Q3 2024
Added 70.51%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
153,322
shares
|
$18.2 Million
2.25% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
152,581
shares
|
$18.1 Million
0.03% of portfolio
|
Q3 2024
Added 26.2%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
152,311
shares
|
$18.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
151,660
shares
|
$18 Million
0.19% of portfolio
|
Q3 2024
Added 16.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
136,898
shares
|
$16.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
135,130
shares
|
$16 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
133,052
shares
|
$15.8 Million
6.26% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
122,191
shares
|
$14.5 Million
7.03% of portfolio
|
Q4 2022
Added 7.17%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
115,742
shares
|
$13.7 Million
0.09% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
114,629
shares
|
$13.6 Million
0.09% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
104,883
shares
|
$12.4 Million
7.45% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
103,611
shares
|
$12.3 Million
1.5% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
101,918
shares
|
$12.1 Million
2.23% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
101,918
shares
|
$12.1 Million
2.24% of portfolio
|
Q4 2022
Added 171.18%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
101,020
shares
|
$12 Million
0.24% of portfolio
|
Q2 2024
Added 8.68%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
98,878
shares
|
$11.7 Million
0.87% of portfolio
|
Q3 2022
Added 5.93%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
98,110
shares
|
$11.6 Million
3.28% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
97,357
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2024
Added 89.95%
|