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 |
|---|---|---|---|---|---|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
23,556
shares
|
$2.79 Million
0.35% of portfolio
|
Q1 2023
Added 17.25%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
22,998
shares
|
$2.73 Million
0.34% of portfolio
|
Q4 2024
Reduced 31.86%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
22,360
shares
|
$2.65 Million
0.39% of portfolio
|
Q2 2024
Reduced 10.65%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
22,324
shares
|
$2.65 Million
0.03% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
22,316
shares
|
$2.65 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jan 13, 2025 Q4 2024 |
21,754
shares
|
$2.58 Million
0.77% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
21,750
shares
|
$2.58 Million
0.07% of portfolio
|
Q4 2024
Added 25.88%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
21,518
shares
|
$2.55 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
20,955
shares
|
$2.49 Million
1.27% of portfolio
|
Q4 2023
Reduced 15.74%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
20,918
shares
|
$2.48 Million
0.03% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
20,805
shares
|
$2.47 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
20,629
shares
|
$2.45 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
20,560
shares
|
$2.44 Million
0.47% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
20,550
shares
|
$2.44 Million
0.53% of portfolio
|
Q4 2024
Reduced 22.11%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
20,402
shares
|
$2.42 Million
0.54% of portfolio
|
Q4 2024
Reduced 20.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
20,372
shares
|
$2.42 Million
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
20,211
shares
|
$2.4 Million
0.08% of portfolio
|
Q2 2020
Added 4.57%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
20,181
shares
|
$2.39 Million
0.03% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
20,113
shares
|
$2.39 Million
0.01% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
19,879
shares
|
$2.36 Million
0.25% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
19,606
shares
|
$2.33 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
19,374
shares
|
$2.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
19,260
shares
|
$2.29 Million
0.03% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
19,163
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Added 33.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
19,131
shares
|
$2.27 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.99%
|