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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
340,567
shares
|
$39.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 25.56%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
333,398
shares
|
$38.8 Million
26.99% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
303,568
shares
|
$35.3 Million
0.12% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Auto Owners Insurance CO
Lansing, MI |
May 06, 2025 Q1 2025 |
288,260
shares
|
$33.5 Million
0.27% of portfolio
|
Q1 2025
Added 1111.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
279,716
shares
|
$32.5 Million
0.31% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
266,967
shares
|
$31 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
266,194
shares
|
$31 Million
0.02% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
263,342
shares
|
$30.6 Million
10.26% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
259,668
shares
|
$30.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
243,713
shares
|
$28.3 Million
0.98% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
230,900
shares
|
$26.9 Million
4.12% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
230,681
shares
|
$26.8 Million
0.48% of portfolio
|
Q4 2022
Added 19.64%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
225,400
shares
|
$26.2 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
212,599
shares
|
$24.7 Million
5.99% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
205,958
shares
|
$24 Million
1.89% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
202,010
shares
|
$23.5 Million
0.02% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
196,557
shares
|
$22.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
189,826
shares
|
$22.1 Million
9.55% of portfolio
|
Q2 2022
Reduced 0.2%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
188,979
shares
|
$22 Million
0.08% of portfolio
|
Q1 2025
Reduced 22.79%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
181,951
shares
|
$21.2 Million
0.51% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
175,830
shares
|
$20.4 Million
0.27% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
170,827
shares
|
$19.9 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
169,611
shares
|
$19.7 Million
0.02% of portfolio
|
Q1 2025
Added 22.9%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
168,407
shares
|
$19.6 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
166,097
shares
|
$19.3 Million
0.4% of portfolio
|
Q1 2025
Reduced 94.48%
|