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 |
|---|---|---|---|---|---|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
148
shares
|
$17,876
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
139
shares
|
$16,789
0.0% of portfolio
|
Q2 2022
Added 73.75%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
138
shares
|
$16,669
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
134
shares
|
$16,185
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
128
shares
|
$15,461
0.01% of portfolio
|
Q1 2024
Added 0.79%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
113
shares
|
$13,649
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
92
shares
|
$11,112
0.01% of portfolio
|
Q2 2020
Reduced 92.52%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
91
shares
|
$10,991
0.0% of portfolio
|
Q3 2024
Added 35.82%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
91
shares
|
$10,991
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
91
shares
|
$10,991
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
89
shares
|
$10,750
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
83
shares
|
$10,025
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
83
shares
|
$10,025
0.0% of portfolio
|
Q3 2024
Reduced 94.21%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
70
shares
|
$8,455
0.0% of portfolio
|
Q4 2023
Reduced 31.37%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
66
shares
|
$7,972
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
61
shares
|
$7,368
0.0% of portfolio
|
Q3 2024
Added 110.34%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
60
shares
|
$7,247
0.0% of portfolio
|
Q3 2022
Reduced 50.41%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
58
shares
|
$7,005
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
53
shares
|
$6,401
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
53
shares
|
$6,401
0.01% of portfolio
|
Q3 2022
Reduced 18.87%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
47
shares
|
$5,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
47
shares
|
$5,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
38
shares
|
$4,590
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
36
shares
|
$4,348
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
34
shares
|
$4,106
0.0% of portfolio
|
Q2 2024
Reduced 91.33%
|