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 |
|---|---|---|---|---|---|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
29,380
shares
|
$3.49 Million
0.58% of portfolio
|
Q3 2022
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
29,283
shares
|
$3.47 Million
0.19% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
29,195
shares
|
$3.46 Million
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
28,731
shares
|
$3.41 Million
0.19% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
28,726
shares
|
$3.41 Million
0.14% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
28,453
shares
|
$3.38 Million
2.22% of portfolio
|
Q4 2024
Reduced 43.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
28,328
shares
|
$3.36 Million
0.07% of portfolio
|
Q4 2024
Reduced 85.27%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
28,193
shares
|
$3.35 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.18%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
27,860
shares
|
$3.31 Million
2.41% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
27,725
shares
|
$3.29 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
27,326
shares
|
$3.24 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
27,127
shares
|
$3.22 Million
0.31% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
27,114
shares
|
$3.22 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
26,689
shares
|
$3.17 Million
0.51% of portfolio
|
Q4 2024
Reduced 19.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
26,562
shares
|
$3.15 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.4%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
26,165
shares
|
$3.1 Million
0.46% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
26,121
shares
|
$3.1 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
26,109
shares
|
$3.1 Million
0.02% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
25,786
shares
|
$3.06 Million
0.88% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
25,772
shares
|
$3.06 Million
0.84% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
24,866
shares
|
$2.95 Million
0.44% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
24,465
shares
|
$2.9 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Feb 14, 2025 Q4 2024 |
23,800
shares
|
$2.82 Million
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
23,771
shares
|
$2.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
23,600
shares
|
$2.8 Million
0.92% of portfolio
|
Q4 2024
Reduced 5.38%
|