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 874 institutions that hold shares in the stock, with a total of 42.8 Million shares, which have been reported (via 13F filing form) to have a value of $5.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
302,295
shares
|
$35.8 Million
3.71% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
287,213
shares
|
$34 Million
0.27% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
266,194
shares
|
$31.5 Million
0.02% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
259,160
shares
|
$30.7 Million
0.05% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
256,129
shares
|
$30.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
242,755
shares
|
$28.7 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
236,618
shares
|
$28 Million
0.02% of portfolio
|
Q2 2025
Added 39.51%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
230,900
shares
|
$27.3 Million
4.12% of portfolio
|
Q3 2024
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
227,877
shares
|
$27 Million
8.29% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
225,400
shares
|
$26.7 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
212,599
shares
|
$25.2 Million
5.99% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
209,055
shares
|
$24.7 Million
0.15% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
202,002
shares
|
$23.9 Million
1.67% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
200,311
shares
|
$23.7 Million
0.06% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
195,333
shares
|
$23.1 Million
0.97% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
195,053
shares
|
$23.1 Million
0.07% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
189,826
shares
|
$22.5 Million
9.55% of portfolio
|
Q2 2022
Reduced 0.2%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
181,909
shares
|
$21.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
175,512
shares
|
$20.8 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
173,894
shares
|
$20.6 Million
11.55% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
173,111
shares
|
$20.5 Million
0.11% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
172,257
shares
|
$20.4 Million
0.02% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
166,097
shares
|
$19.7 Million
0.58% of portfolio
|
Q1 2025
Reduced 94.48%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
161,637
shares
|
$19.1 Million
0.14% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
159,974
shares
|
$18.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.01%
|