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 |
|---|---|---|---|---|---|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
19,115
shares
|
$2.27 Million
0.0% of portfolio
|
Q4 2024
Added 11.5%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
19,065
shares
|
$2.26 Million
1.14% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
18,605
shares
|
$2.21 Million
0.58% of portfolio
|
Q4 2022
Added 15.17%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
18,527
shares
|
$2.2 Million
0.17% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
18,487
shares
|
$2.19 Million
0.57% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
18,391
shares
|
$2.18 Million
0.45% of portfolio
|
Q4 2024
Added 294.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
18,234
shares
|
$2.16 Million
0.06% of portfolio
|
Q4 2024
Added 112.49%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
18,149
shares
|
$2.15 Million
0.15% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
18,125
shares
|
$2.15 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
18,123
shares
|
$2.15 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
17,976
shares
|
$2.13 Million
0.03% of portfolio
|
Q4 2024
Reduced 22.62%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
17,961
shares
|
$2.13 Million
0.07% of portfolio
|
Q3 2022
Reduced 57.32%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
17,951
shares
|
$2.13 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
17,882
shares
|
$2.12 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
17,481
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
17,049
shares
|
$2.02 Million
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
16,686
shares
|
$1.98 Million
0.16% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
16,583
shares
|
$1.97 Million
1.69% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
16,385
shares
|
$1.94 Million
0.39% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
16,376
shares
|
$1.94 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
16,360
shares
|
$1.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
16,337
shares
|
$1.94 Million
0.09% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
16,307
shares
|
$1.93 Million
0.27% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
16,248
shares
|
$1.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
16,180
shares
|
$1.92 Million
0.18% of portfolio
|
Q4 2018
New holding
|