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 |
|---|---|---|---|---|---|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
3,991
shares
|
$476,844
0.17% of portfolio
|
Q4 2024
Added 73.98%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
3,988
shares
|
$476,486
0.37% of portfolio
|
Q4 2024
Reduced 13.08%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,936
shares
|
$470,273
0.21% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,916
shares
|
$467,883
0.08% of portfolio
|
Q4 2024
Reduced 17.23%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
3,897
shares
|
$465,613
0.02% of portfolio
|
Q4 2024
Reduced 56.98%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,868
shares
|
$462,148
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
3,864
shares
|
$461,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,860
shares
|
$461,192
0.03% of portfolio
|
Q4 2023
Reduced 16.45%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
3,845
shares
|
$459,400
0.05% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
3,819
shares
|
$456,294
0.13% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
3,805
shares
|
$454,621
0.16% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
3,803
shares
|
$454,382
0.01% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
3,795
shares
|
$453,426
0.04% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
3,787
shares
|
$452,470
0.04% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
3,764
shares
|
$449,722
0.12% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
3,750
shares
|
$448,050
0.17% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,749
shares
|
$447,930
0.01% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
3,738
shares
|
$446,616
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,715
shares
|
$443,868
0.0% of portfolio
|
Q4 2024
Reduced 9.39%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
3,711
shares
|
$443,390
0.2% of portfolio
|
Q4 2024
Reduced 37.2%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
3,638
shares
|
$434,668
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
3,600
shares
|
$430,128
0.1% of portfolio
|
Q2 2020
Reduced 25.31%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
3,594
shares
|
$429,411
0.14% of portfolio
|
Q4 2024
Added 9.54%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,571
shares
|
$426,663
0.01% of portfolio
|
Q4 2024
Reduced 70.26%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
3,541
shares
|
$423,078
0.2% of portfolio
|
Q4 2024
New holding
|