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 |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
341,564
shares
|
$40.5 Million
0.27% of portfolio
|
Q4 2024
Reduced 96.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
331,889
shares
|
$39.4 Million
0.08% of portfolio
|
Q4 2024
Reduced 26.56%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
328,624
shares
|
$39 Million
0.09% of portfolio
|
Q4 2024
Added 331.02%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
301,973
shares
|
$35.8 Million
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
286,845
shares
|
$34 Million
0.11% of portfolio
|
Q4 2024
Reduced 14.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
271,389
shares
|
$32.2 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
268,533
shares
|
$31.9 Million
0.06% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
266,194
shares
|
$31.6 Million
0.02% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
259,053
shares
|
$30.7 Million
9.5% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
248,552
shares
|
$29.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 43.53%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
244,772
shares
|
$29 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
234,021
shares
|
$27.8 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
230,900
shares
|
$27.4 Million
4.12% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
230,681
shares
|
$27.4 Million
0.48% of portfolio
|
Q4 2022
Added 19.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
225,353
shares
|
$26.7 Million
0.03% of portfolio
|
Q4 2024
Added 46.66%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
218,605
shares
|
$25.9 Million
0.15% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
212,599
shares
|
$25.2 Million
5.99% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
205,525
shares
|
$24.4 Million
0.06% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
205,398
shares
|
$24.4 Million
1.7% of portfolio
|
Q4 2024
Added 12.41%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
198,317
shares
|
$23.5 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
197,205
shares
|
$23.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
189,826
shares
|
$22.5 Million
9.55% of portfolio
|
Q2 2022
Reduced 0.2%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
185,114
shares
|
$22 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
184,836
shares
|
$21.9 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
171,587
shares
|
$20.4 Million
0.87% of portfolio
|
Q4 2024
Reduced 0.14%
|