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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
23,957
shares
|
$2.89 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
23,824
shares
|
$2.88 Million
0.0% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 12, 2024 Q3 2024 |
23,800
shares
|
$2.87 Million
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
23,638
shares
|
$2.86 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
23,556
shares
|
$2.85 Million
0.35% of portfolio
|
Q1 2023
Added 17.25%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
23,231
shares
|
$2.81 Million
0.04% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
23,123
shares
|
$2.79 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
22,123
shares
|
$2.67 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.13%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
21,575
shares
|
$2.61 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
21,297
shares
|
$2.57 Million
0.16% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
21,193
shares
|
$2.56 Million
1.36% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
21,179
shares
|
$2.56 Million
0.23% of portfolio
|
Q3 2024
Added 97.71%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
20,955
shares
|
$2.53 Million
1.27% of portfolio
|
Q4 2023
Reduced 15.74%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
20,853
shares
|
$2.52 Million
0.02% of portfolio
|
Q3 2024
Added 70.77%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
20,792
shares
|
$2.51 Million
0.12% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
20,348
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
20,275
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,211
shares
|
$2.44 Million
0.08% of portfolio
|
Q2 2020
Added 4.57%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
20,019
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.02%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
19,953
shares
|
$2.41 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
19,664
shares
|
$2.38 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
19,482
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2024
Added 121.29%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
18,814
shares
|
$2.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
18,759
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
18,726
shares
|
$2.26 Million
0.73% of portfolio
|
Q3 2024
Added 4.04%
|