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 854 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 |
|---|---|---|---|---|---|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
11,488
shares
|
$1.37 Million
0.13% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
11,376
shares
|
$1.36 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
11,323
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
11,256
shares
|
$1.34 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
11,176
shares
|
$1.34 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
11,130
shares
|
$1.33 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,085
shares
|
$1.32 Million
0.17% of portfolio
|
Q4 2024
Reduced 32.86%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,036
shares
|
$1.32 Million
0.11% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,991
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
10,871
shares
|
$1.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
10,824
shares
|
$1.29 Million
0.08% of portfolio
|
Q4 2024
Reduced 48.89%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
10,719
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
10,621
shares
|
$1.27 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
10,580
shares
|
$1.26 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
10,523
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2023
Reduced 3.06%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
10,355
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2023
Reduced 5.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,318
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
10,290
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,279
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
10,243
shares
|
$1.22 Million
0.12% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
10,184
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
10,183
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
10,062
shares
|
$1.2 Million
0.4% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
10,000
shares
|
$1.19 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
9,969
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.22%
|