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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
2,280
shares
|
$256,933
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,245
shares
|
$252,989
0.02% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
|
Phoenix Wealth Advisors
|
Nov 08, 2024 Q3 2024 |
2,236
shares
|
$251,974
0.12% of portfolio
|
Q3 2024
Reduced 96.37%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,231
shares
|
$251,411
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
2,215
shares
|
$249,608
0.06% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,209
shares
|
$248,932
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
2,204
shares
|
$248,368
0.01% of portfolio
|
Q2 2024
Reduced 57.65%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
2,198
shares
|
$247,692
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,197
shares
|
$247,579
0.06% of portfolio
|
Q1 2022
Reduced 12.37%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
2,155
shares
|
$242,846
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
2,133
shares
|
$240,367
0.03% of portfolio
|
Q1 2022
Reduced 1.16%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
2,087
shares
|
$235,184
0.06% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
2,080
shares
|
$234,395
0.0% of portfolio
|
Q3 2022
Reduced 1.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
2,080
shares
|
$234,395
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
2,070
shares
|
$233,268
0.0% of portfolio
|
Q3 2024
Reduced 22.47%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,057
shares
|
$231,803
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
2,052
shares
|
$231,239
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
2,043
shares
|
$230,225
0.02% of portfolio
|
Q1 2024
Reduced 18.83%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
2,035
shares
|
$229,324
0.03% of portfolio
|
Q3 2024
Reduced 15.56%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,032
shares
|
$228,986
0.1% of portfolio
|
Q1 2023
Added 0.05%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
2,032
shares
|
$228,986
0.01% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
2,030
shares
|
$228,760
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,028
shares
|
$228,535
0.05% of portfolio
|
Q1 2021
Added 85.71%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
2,023
shares
|
$227,971
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
2,023
shares
|
$227,971
0.0% of portfolio
|
Q3 2024
Reduced 3.11%
|