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 851 institutions that hold shares in the stock, with a total of 46.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
80
shares
|
$9,595
0.0% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
67
shares
|
$8,035
0.0% of portfolio
|
Q4 2024
Reduced 26.37%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
66
shares
|
$7,916
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
66
shares
|
$7,916
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
64
shares
|
$7,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
61
shares
|
$7,316
0.0% of portfolio
|
Q3 2024
Added 110.34%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
60
shares
|
$7,196
0.0% of portfolio
|
Q3 2022
Reduced 50.41%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
59
shares
|
$7,076
0.0% of portfolio
|
Q4 2024
Added 25.53%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
59
shares
|
$7,076
0.0% of portfolio
|
Q4 2024
Reduced 57.55%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
58
shares
|
$6,956
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
54
shares
|
$6,476
0.0% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
53
shares
|
$6,356
0.01% of portfolio
|
Q3 2022
Reduced 18.87%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
47
shares
|
$5,637
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
44
shares
|
$5,277
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
38
shares
|
$4,557
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
36
shares
|
$4,317
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
35
shares
|
$4,197
0.0% of portfolio
|
Q4 2024
Reduced 83.64%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
32
shares
|
$3,838
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
32
shares
|
$3,838
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
31
shares
|
$3,718
0.0% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
31
shares
|
$3,718
0.0% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
30
shares
|
$3,598
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
26
shares
|
$3,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
23
shares
|
$2,758
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
20
shares
|
$2,398
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|