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 821 institutions that hold shares in the stock, with a total of 48.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,578,015
shares
|
$525 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
3,487,985
shares
|
$400 Million
0.14% of portfolio
|
Q3 2024
Added 385.9%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,134,401
shares
|
$359 Million
0.03% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
3,008,172
shares
|
$345 Million
6.56% of portfolio
|
Q1 2024
Added 19.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,236,027
shares
|
$256 Million
0.12% of portfolio
|
Q3 2024
Added 13.67%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,512,024
shares
|
$173 Million
0.04% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,192,419
shares
|
$137 Million
0.03% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,190,840
shares
|
$136 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,109,383
shares
|
$127 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
1,088,717
shares
|
$125 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
857,702
shares
|
$98.3 Million
2.95% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
795,914
shares
|
$91.2 Million
0.14% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
725,191
shares
|
$83.1 Million
0.28% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
718,299
shares
|
$82.3 Million
0.22% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
609,860
shares
|
$69.9 Million
0.1% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
595,779
shares
|
$68.3 Million
0.11% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
556,290
shares
|
$63.8 Million
0.0% of portfolio
|
Q2 2024
Added 5.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
500,290
shares
|
$57.3 Million
0.02% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
479,666
shares
|
$55 Million
0.6% of portfolio
|
Q3 2024
Added 372.64%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
464,338
shares
|
$53.2 Million
4.13% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
451,913
shares
|
$51.8 Million
0.12% of portfolio
|
Q3 2024
Added 40.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
440,151
shares
|
$50.5 Million
0.12% of portfolio
|
Q3 2024
Added 70.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
410,402
shares
|
$47 Million
0.12% of portfolio
|
Q3 2023
Reduced 12.15%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
371,945
shares
|
$42.6 Million
4.45% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
359,881
shares
|
$41.2 Million
0.92% of portfolio
|
Q3 2022
Reduced 39.47%
|