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 |
|---|---|---|---|---|---|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
2,683
shares
|
$320,564
0.05% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,671
shares
|
$319,131
0.01% of portfolio
|
Q1 2024
Added 34.49%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
2,648
shares
|
$316,383
0.02% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,643
shares
|
$315,785
0.11% of portfolio
|
Q2 2023
Reduced 43.08%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
2,623
shares
|
$313,396
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Feb 10, 2025 Q4 2024 |
2,621
shares
|
$313,157
0.4% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
2,611
shares
|
$311,962
0.08% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,575
shares
|
$307,661
0.0% of portfolio
|
Q3 2023
Reduced 61.66%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
2,571
shares
|
$307,183
0.01% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,571
shares
|
$307,183
0.01% of portfolio
|
Q4 2024
Added 38.67%
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
2,527
shares
|
$301,925
0.11% of portfolio
|
Q4 2023
Reduced 49.17%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,521
shares
|
$301,209
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
2,510
shares
|
$299,894
0.12% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
2,500
shares
|
$298,700
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
2,455
shares
|
$293,323
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,435
shares
|
$290,933
0.11% of portfolio
|
Q1 2024
Reduced 13.93%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
2,434
shares
|
$290,814
0.02% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
2,430
shares
|
$290,336
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
2,427
shares
|
$289,977
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2,424
shares
|
$289,619
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,405
shares
|
$287,349
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,390
shares
|
$285,557
0.1% of portfolio
|
Q4 2024
Added 14.9%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
2,382
shares
|
$284,601
0.02% of portfolio
|
Q4 2024
Reduced 99.15%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
2,382
shares
|
$284,601
0.01% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,381
shares
|
$284,481
0.01% of portfolio
|
Q4 2024
Reduced 36.01%
|