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 800 institutions that hold shares in the stock, with a total of 48.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,932
shares
|
$667,883
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
5,909
shares
|
$665,294
0.35% of portfolio
|
Q3 2024
Reduced 64.73%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
5,880
shares
|
$662,029
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
5,874
shares
|
$661,353
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
5,865
shares
|
$660,340
0.12% of portfolio
|
Q4 2021
New holding
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
5,844
shares
|
$657,975
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
5,775
shares
|
$650,207
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
5,766
shares
|
$649,193
0.24% of portfolio
|
Q4 2022
Reduced 99.04%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
5,666
shares
|
$637,934
0.38% of portfolio
|
Q4 2021
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,642
shares
|
$635,232
0.03% of portfolio
|
Q3 2024
Added 4.89%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
5,637
shares
|
$634,669
0.13% of portfolio
|
Q4 2022
Reduced 7.86%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
5,614
shares
|
$632,080
0.04% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
5,535
shares
|
$623,185
0.05% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
5,532
shares
|
$622,847
0.53% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
5,488
shares
|
$617,893
0.1% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
5,486
shares
|
$617,668
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
5,406
shares
|
$608,661
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
5,405
shares
|
$608,548
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,395
shares
|
$607,423
0.04% of portfolio
|
Q2 2022
Reduced 5.45%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,384
shares
|
$606,184
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
5,372
shares
|
$604,833
0.15% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
5,364
shares
|
$603,932
0.04% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
5,352
shares
|
$602,581
0.31% of portfolio
|
Q1 2023
Reduced 90.43%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
5,340
shares
|
$601,230
0.01% of portfolio
|
Q3 2024
Added 29.99%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
5,319
shares
|
$598,866
0.43% of portfolio
|
Q1 2024
Added 0.19%
|