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 |
|---|---|---|---|---|---|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
3,050
shares
|
$364,414
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
3,048
shares
|
$364,175
0.01% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
3,025
shares
|
$361,427
0.07% of portfolio
|
Q4 2022
Added 39.08%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
3,000
shares
|
$358,440
0.11% of portfolio
|
Q2 2020
Added 87.5%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jan 22, 2025 Q4 2024 |
2,997
shares
|
$358,081
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
2,984
shares
|
$356,528
0.06% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
2,974
shares
|
$355,333
0.14% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
2,942
shares
|
$351,510
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,915
shares
|
$348,284
0.25% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
2,910
shares
|
$347,686
0.05% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
2,904
shares
|
$346,969
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
2,904
shares
|
$346,969
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
2,882
shares
|
$344,341
0.03% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,881
shares
|
$344,221
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
2,858
shares
|
$341,473
0.03% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
2,849
shares
|
$340,398
0.11% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
2,843
shares
|
$339,681
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
2,836
shares
|
$338,845
0.05% of portfolio
|
Q1 2024
Reduced 32.17%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
2,796
shares
|
$334,066
0.02% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
2,780
shares
|
$332,154
0.25% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
2,731
shares
|
$326,299
0.07% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
2,718
shares
|
$324,746
0.04% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
2,718
shares
|
$324,746
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kitching Partners, LLC
Conshohocken, PA |
Feb 14, 2025 Q4 2024 |
2,710
shares
|
$323,790
0.39% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
2,688
shares
|
$321,162
0.06% of portfolio
|
Q4 2024
Reduced 2.61%
|