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 |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,371
shares
|
$283,287
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
2,365
shares
|
$282,570
0.15% of portfolio
|
Q4 2020
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,354
shares
|
$281,255
0.05% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
2,332
shares
|
$278,627
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
2,314
shares
|
$276,476
0.01% of portfolio
|
Q4 2024
Reduced 9.96%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
2,308
shares
|
$275,759
0.0% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,286
shares
|
$273,131
0.01% of portfolio
|
Q4 2024
Reduced 34.22%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
2,280
shares
|
$272,414
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
2,264
shares
|
$270,502
0.01% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
2,258
shares
|
$269,785
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
2,257
shares
|
$269,666
0.05% of portfolio
|
Q4 2024
Added 24.56%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,222
shares
|
$265,484
0.02% of portfolio
|
Q4 2024
Reduced 32.3%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
2,204
shares
|
$263,333
0.01% of portfolio
|
Q2 2024
Reduced 57.65%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
2,200
shares
|
$262,856
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,199
shares
|
$262,736
0.0% of portfolio
|
Q4 2024
Added 745.77%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,197
shares
|
$262,497
0.06% of portfolio
|
Q1 2022
Reduced 12.37%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,187
shares
|
$261,302
0.06% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,163
shares
|
$258,435
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
2,143
shares
|
$256,045
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,133
shares
|
$254,850
0.03% of portfolio
|
Q1 2022
Reduced 1.16%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
2,132
shares
|
$254,731
0.12% of portfolio
|
Q4 2024
Added 13.28%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,120
shares
|
$253,297
0.05% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,120
shares
|
$253,297
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
2,115
shares
|
$252,700
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
2,106
shares
|
$251,624
0.01% of portfolio
|
Q4 2024
Added 212.0%
|