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 853 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 $5.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
4,963
shares
|
$592,979
0.05% of portfolio
|
Q4 2024
Added 94.78%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,955
shares
|
$592,023
1.68% of portfolio
|
Q2 2022
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,944
shares
|
$590,709
0.02% of portfolio
|
Q2 2024
Reduced 4.92%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,927
shares
|
$588,677
0.0% of portfolio
|
Q4 2024
Added 90.82%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
4,909
shares
|
$586,527
0.29% of portfolio
|
Q4 2024
Added 40.78%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
4,867
shares
|
$581,509
0.07% of portfolio
|
Q4 2024
Added 16.32%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
4,783
shares
|
$571,472
0.18% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
4,772
shares
|
$570,158
0.08% of portfolio
|
Q2 2023
Reduced 11.37%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
4,755
shares
|
$568,127
0.34% of portfolio
|
Q4 2024
Added 62.34%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
4,755
shares
|
$568,127
0.0% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
4,752
shares
|
$567,768
0.06% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,751
shares
|
$567,649
0.05% of portfolio
|
Q4 2024
Reduced 10.61%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
4,714
shares
|
$563,228
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
4,690
shares
|
$560,361
0.0% of portfolio
|
Q3 2024
Added 50.51%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
4,681
shares
|
$559,285
0.02% of portfolio
|
Q4 2024
Added 130.36%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
4,676
shares
|
$558,688
0.02% of portfolio
|
Q4 2024
Reduced 34.42%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
4,673
shares
|
$558,330
0.05% of portfolio
|
Q4 2024
Added 134.47%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
4,637
shares
|
$554,028
0.02% of portfolio
|
Q4 2024
Added 20.22%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,622
shares
|
$552,236
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
4,620
shares
|
$551,997
0.01% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,603
shares
|
$549,966
0.02% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
4,595
shares
|
$549,010
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
4,585
shares
|
$547,815
0.07% of portfolio
|
Q3 2024
Added 58.93%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
4,581
shares
|
$547,337
0.02% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
4,550
shares
|
$543,634
0.47% of portfolio
|
Q4 2024
New holding
|