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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,582
shares
|
$290,965
0.0% of portfolio
|
Q2 2024
Reduced 26.98%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,575
shares
|
$290,176
0.0% of portfolio
|
Q3 2023
Reduced 61.66%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
2,570
shares
|
$289,613
0.01% of portfolio
|
Q3 2024
Added 11.06%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
2,548
shares
|
$287,134
0.03% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,545
shares
|
$286,796
0.03% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
2,527
shares
|
$284,767
0.1% of portfolio
|
Q4 2023
Reduced 49.17%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
2,510
shares
|
$282,851
0.13% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
2,500
shares
|
$281,725
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
2,500
shares
|
$281,725
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
2,476
shares
|
$279,020
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
2,476
shares
|
$279,020
0.02% of portfolio
|
Q3 2024
Reduced 50.52%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,435
shares
|
$274,400
0.12% of portfolio
|
Q1 2024
Reduced 13.93%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
2,430
shares
|
$273,836
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
2,427
shares
|
$273,498
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,423
shares
|
$273,047
0.05% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
2,417
shares
|
$272,371
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,405
shares
|
$271,019
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
2,371
shares
|
$267,187
0.04% of portfolio
|
Q1 2021
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,366
shares
|
$266,624
0.0% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
2,365
shares
|
$266,511
0.16% of portfolio
|
Q4 2020
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
2,321
shares
|
$261,553
0.03% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,311
shares
|
$260,426
0.01% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,299
shares
|
$259,074
0.06% of portfolio
|
Q3 2024
Reduced 41.43%
|
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
2,294
shares
|
$258,510
0.11% of portfolio
|
Q1 2024
Added 1.1%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
2,282
shares
|
$257,158
0.01% of portfolio
|
Q3 2024
Added 2.56%
|