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 851 institutions that hold shares in the stock, with a total of 46.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
9,925
shares
|
$1.18 Million
0.48% of portfolio
|
Q4 2024
Reduced 15.03%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
9,876
shares
|
$1.17 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
9,849
shares
|
$1.17 Million
0.11% of portfolio
|
Q3 2022
Added 4.48%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
9,714
shares
|
$1.15 Million
0.35% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
9,707
shares
|
$1.15 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
9,668
shares
|
$1.15 Million
0.25% of portfolio
|
Q4 2024
Added 22.85%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
9,548
shares
|
$1.13 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
9,411
shares
|
$1.12 Million
0.46% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
9,385
shares
|
$1.11 Million
0.28% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
9,320
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 96.96%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
9,313
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
9,278
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
9,278
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
9,191
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
8,970
shares
|
$1.06 Million
0.06% of portfolio
|
Q4 2024
Added 41.48%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
8,906
shares
|
$1.06 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
8,902
shares
|
$1.06 Million
0.14% of portfolio
|
Q4 2024
Reduced 25.63%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
8,896
shares
|
$1.06 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
8,862
shares
|
$1.05 Million
0.18% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
8,852
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
8,799
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,785
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
8,595
shares
|
$1.02 Million
0.27% of portfolio
|
Q4 2024
Added 13.77%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
8,559
shares
|
$1.02 Million
0.5% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
8,411
shares
|
$997,965
0.1% of portfolio
|
Q4 2024
Added 6.33%
|