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 844 institutions that hold shares in the stock, with a total of 46.2 Million shares, which have been reported (via 13F filing form) to have a value of $5.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,691,930
shares
|
$548 Million
0.05% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,153,213
shares
|
$368 Million
0.03% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
3,008,172
shares
|
$351 Million
6.39% of portfolio
|
Q1 2024
Added 19.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,379,555
shares
|
$278 Million
0.11% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,081,612
shares
|
$243 Million
0.05% of portfolio
|
Q4 2024
Added 74.57%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,533,873
shares
|
$179 Million
0.03% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,232,570
shares
|
$144 Million
0.03% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,162,242
shares
|
$136 Million
0.01% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
931,562
shares
|
$109 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
844,932
shares
|
$98.6 Million
2.8% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
752,558
shares
|
$87.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
722,485
shares
|
$84.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
718,299
shares
|
$83.8 Million
0.22% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
697,877
shares
|
$81.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 79.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
609,860
shares
|
$71.2 Million
0.1% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
595,779
shares
|
$69.5 Million
0.11% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
556,290
shares
|
$64.9 Million
0.0% of portfolio
|
Q2 2024
Added 5.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
541,296
shares
|
$63.2 Million
0.02% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
464,338
shares
|
$54.2 Million
4.13% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
461,800
shares
|
$53.9 Million
2.42% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
424,379
shares
|
$49.5 Million
0.08% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
410,402
shares
|
$47.9 Million
0.12% of portfolio
|
Q3 2023
Reduced 12.15%
|
|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
370,616
shares
|
$43.3 Million
4.54% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
359,881
shares
|
$42 Million
0.92% of portfolio
|
Q3 2022
Reduced 39.47%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
347,941
shares
|
$40.6 Million
0.04% of portfolio
|
Q4 2024
Added 38.28%
|