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 870 institutions that hold shares in the stock, with a total of 43.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,346,773
shares
|
$505 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,232,200
shares
|
$376 Million
0.03% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,481,595
shares
|
$289 Million
0.12% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,426,773
shares
|
$166 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,276,903
shares
|
$148 Million
0.04% of portfolio
|
Q1 2025
Reduced 38.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,159,809
shares
|
$135 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,146,400
shares
|
$133 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
981,453
shares
|
$114 Million
0.05% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
827,802
shares
|
$96.3 Million
3.1% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
791,445
shares
|
$92 Million
0.14% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
753,086
shares
|
$87.6 Million
0.26% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
749,401
shares
|
$87.1 Million
0.03% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
729,416
shares
|
$84.8 Million
0.33% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
628,353
shares
|
$73.1 Million
0.02% of portfolio
|
Q1 2025
Added 16.08%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
621,839
shares
|
$72.3 Million
0.12% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
609,860
shares
|
$70.9 Million
0.1% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
556,290
shares
|
$64.7 Million
0.0% of portfolio
|
Q2 2024
Added 5.51%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
475,242
shares
|
$55.3 Million
0.05% of portfolio
|
Q1 2025
Added 305.66%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
461,800
shares
|
$53.7 Million
3.05% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
457,980
shares
|
$53.3 Million
4.34% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
437,953
shares
|
$50.9 Million
0.09% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
410,402
shares
|
$47.7 Million
0.12% of portfolio
|
Q3 2023
Reduced 12.15%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
373,146
shares
|
$43.4 Million
4.73% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
359,881
shares
|
$41.9 Million
0.92% of portfolio
|
Q3 2022
Reduced 39.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
350,222
shares
|
$40.7 Million
0.09% of portfolio
|
Q1 2025
Added 5.52%
|