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 858 institutions that hold shares in the stock, with a total of 42.6 Million shares, which have been reported (via 13F filing form) to have a value of $5.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,501,871
shares
|
$552 Million
0.04% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,299,766
shares
|
$405 Million
0.03% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,763,314
shares
|
$339 Million
0.11% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,419,370
shares
|
$174 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,282,111
shares
|
$157 Million
0.03% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,183,612
shares
|
$145 Million
0.03% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,159,809
shares
|
$142 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
918,491
shares
|
$113 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
837,859
shares
|
$103 Million
0.13% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
778,605
shares
|
$95.5 Million
0.24% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
770,855
shares
|
$94.6 Million
0.03% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
763,802
shares
|
$93.7 Million
2.6% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
742,387
shares
|
$91.1 Million
0.3% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
653,620
shares
|
$80.2 Million
0.06% of portfolio
|
Q2 2025
Added 37.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
637,677
shares
|
$78.2 Million
0.02% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
636,410
shares
|
$78.1 Million
0.11% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
609,860
shares
|
$74.8 Million
0.1% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
556,290
shares
|
$68.2 Million
0.0% of portfolio
|
Q2 2024
Added 5.51%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
458,651
shares
|
$56.3 Million
3.9% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
454,551
shares
|
$55.8 Million
0.08% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
410,402
shares
|
$50.3 Million
0.12% of portfolio
|
Q3 2023
Reduced 12.15%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
359,978
shares
|
$44.2 Million
0.08% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
359,881
shares
|
$44.1 Million
0.92% of portfolio
|
Q3 2022
Reduced 39.47%
|
|
|
Townsend & Associates, Inc
|
Jul 29, 2025 Q2 2025 |
355,629
shares
|
$43.6 Million
4.39% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
332,253
shares
|
$40.8 Million
0.07% of portfolio
|
Q2 2025
Added 36.3%
|