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 |
|---|---|---|---|---|---|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
4,068
shares
|
$458,748
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 01, 2024 Q3 2024 |
4,045
shares
|
$456,154
0.16% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
4,010
shares
|
$452,207
0.17% of portfolio
|
Q2 2024
Added 24.77%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
4,004
shares
|
$451,531
0.07% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
4,000
shares
|
$451,080
0.12% of portfolio
|
Q3 2017
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
3,990
shares
|
$449,952
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Parker Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,980
shares
|
$448,824
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,936
shares
|
$443,862
0.21% of portfolio
|
Q2 2023
Added 0.51%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
3,904
shares
|
$440,254
0.01% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
3,860
shares
|
$435,292
0.03% of portfolio
|
Q4 2023
Reduced 16.45%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,857
shares
|
$434,953
0.04% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
3,807
shares
|
$429,315
0.04% of portfolio
|
Q2 2024
Reduced 5.23%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
3,793
shares
|
$427,736
0.14% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
3,784
shares
|
$426,721
0.04% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
3,750
shares
|
$422,887
0.18% of portfolio
|
Q2 2023
Added 1.35%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
3,731
shares
|
$420,744
0.13% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,721
shares
|
$419,617
0.02% of portfolio
|
Q3 2024
Added 43.83%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
3,716
shares
|
$419,053
0.2% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,688
shares
|
$415,895
0.25% of portfolio
|
Q3 2024
Added 75.62%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
3,685
shares
|
$415,557
0.05% of portfolio
|
Q4 2022
Reduced 11.67%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
3,666
shares
|
$413,414
0.09% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
3,644
shares
|
$410,933
0.12% of portfolio
|
Q3 2024
Reduced 48.52%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
3,600
shares
|
$405,972
0.11% of portfolio
|
Q2 2020
Reduced 25.31%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
3,520
shares
|
$396,950
0.08% of portfolio
|
Q3 2024
Reduced 18.71%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,512
shares
|
$396,048
0.01% of portfolio
|
Q3 2024
Added 5.69%
|