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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
327
shares
|
$39,498
0.0% of portfolio
|
Q3 2024
Reduced 7.89%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
323
shares
|
$39,015
0.02% of portfolio
|
Q1 2023
Added 4.87%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
322
shares
|
$38,894
0.01% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
320
shares
|
$38,652
0.0% of portfolio
|
Q3 2024
Reduced 72.65%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
309
shares
|
$37,324
0.0% of portfolio
|
Q1 2024
Added 23.6%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
300
shares
|
$36,237
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
297
shares
|
$35,874
0.01% of portfolio
|
Q3 2024
Added 57.14%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
291
shares
|
$35,149
0.02% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
285
shares
|
$34,425
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
274
shares
|
$33,096
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
260
shares
|
$31,405
0.0% of portfolio
|
Q3 2024
Reduced 90.07%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
250
shares
|
$30,197
0.01% of portfolio
|
Q3 2024
Reduced 20.63%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
250
shares
|
$30,197
0.01% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
241
shares
|
$29,110
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
234
shares
|
$28,264
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
230
shares
|
$27,781
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
225
shares
|
$27,177
0.0% of portfolio
|
Q2 2024
Reduced 30.77%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
216
shares
|
$26,090
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
212
shares
|
$25,607
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
196
shares
|
$23,674
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
192
shares
|
$23,191
0.0% of portfolio
|
Q3 2022
Added 64.1%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
174
shares
|
$21,017
0.0% of portfolio
|
Q2 2024
Reduced 36.5%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
165
shares
|
$19,930
0.01% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
160
shares
|
$19,326
0.0% of portfolio
|
Q4 2017
Reduced 49.02%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
159
shares
|
$19,205
0.01% of portfolio
|
Q4 2020
Reduced 60.64%
|