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 |
|---|---|---|---|---|---|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
37,974
shares
|
$4.51 Million
4.18% of portfolio
|
Q4 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
37,874
shares
|
$4.49 Million
2.1% of portfolio
|
Q1 2023
Reduced 20.64%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
37,819
shares
|
$4.49 Million
0.42% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
37,427
shares
|
$4.44 Million
0.27% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
37,078
shares
|
$4.4 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
36,190
shares
|
$4.29 Million
0.59% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
36,098
shares
|
$4.28 Million
0.14% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
35,324
shares
|
$4.19 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
34,438
shares
|
$4.09 Million
1.8% of portfolio
|
Q4 2024
Reduced 24.5%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
34,355
shares
|
$4.08 Million
1.32% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
34,335
shares
|
$4.07 Million
1.04% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
34,024
shares
|
$4.04 Million
0.02% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
33,121
shares
|
$3.93 Million
1.03% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
33,028
shares
|
$3.92 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
32,749
shares
|
$3.89 Million
1.95% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
32,455
shares
|
$3.85 Million
1.28% of portfolio
|
Q1 2024
Added 2.47%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
32,412
shares
|
$3.85 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
31,768
shares
|
$3.77 Million
1.25% of portfolio
|
Q2 2022
Added 9.99%
|
|
|
Keystone Financial Planning, Inc.
|
Jan 13, 2025 Q4 2024 |
31,712
shares
|
$3.76 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
30,797
shares
|
$3.65 Million
0.59% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Feb 07, 2025 Q4 2024 |
30,724
shares
|
$3.65 Million
2.51% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
30,290
shares
|
$3.59 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
30,029
shares
|
$3.56 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
29,596
shares
|
$3.51 Million
0.73% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
29,415
shares
|
$3.49 Million
3.21% of portfolio
|
Q4 2024
New holding
|