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 |
|---|---|---|---|---|---|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
94,053
shares
|
$10.6 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
91,631
shares
|
$10.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
90,830
shares
|
$10.2 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
90,643
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.41%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
90,034
shares
|
$10.1 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
87,772
shares
|
$9.89 Million
3.51% of portfolio
|
Q3 2023
Added 9.03%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
81,985
shares
|
$9.24 Million
0.82% of portfolio
|
Q3 2024
Added 0.9%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
81,970
shares
|
$9.24 Million
0.03% of portfolio
|
Q3 2024
Added 443.86%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
81,504
shares
|
$9.18 Million
0.1% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
80,534
shares
|
$9.08 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
79,000
shares
|
$8.9 Million
3.82% of portfolio
|
Q3 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
76,244
shares
|
$8.59 Million
0.02% of portfolio
|
Q3 2024
Added 522.3%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
75,222
shares
|
$8.48 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
74,925
shares
|
$8.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
74,698
shares
|
$8.42 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
74,353
shares
|
$8.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
73,084
shares
|
$8.24 Million
0.04% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
72,857
shares
|
$8.21 Million
0.33% of portfolio
|
Q2 2024
Added 51.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
69,880
shares
|
$7.87 Million
0.01% of portfolio
|
Q3 2024
Added 238.53%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
69,810
shares
|
$7.87 Million
0.17% of portfolio
|
Q3 2024
Added 48.28%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
68,912
shares
|
$7.77 Million
2.81% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 12, 2024 Q3 2024 |
67,900
shares
|
$7.65 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
67,482
shares
|
$7.6 Million
3.69% of portfolio
|
Q1 2024
Added 25.9%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
66,369
shares
|
$7.48 Million
1.67% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
66,144
shares
|
$7.45 Million
0.03% of portfolio
|
Q3 2024
Added 9.71%
|