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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
327,360
shares
|
$40.2 Million
0.11% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
287,213
shares
|
$35.2 Million
0.27% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
266,194
shares
|
$32.7 Million
0.02% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
256,129
shares
|
$31.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
249,621
shares
|
$30.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
242,909
shares
|
$29.8 Million
0.82% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
236,618
shares
|
$29 Million
0.02% of portfolio
|
Q2 2025
Added 39.51%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
230,900
shares
|
$28.3 Million
4.12% of portfolio
|
Q3 2024
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
227,877
shares
|
$28 Million
8.29% of portfolio
|
Q2 2025
Reduced 13.47%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
225,400
shares
|
$27.6 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
212,599
shares
|
$26.1 Million
5.99% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
200,913
shares
|
$24.6 Million
1.7% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
200,311
shares
|
$24.6 Million
0.06% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
195,333
shares
|
$24 Million
0.97% of portfolio
|
Q2 2025
Added 14.35%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
189,826
shares
|
$23.3 Million
9.55% of portfolio
|
Q2 2022
Reduced 0.2%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
186,193
shares
|
$22.8 Million
0.13% of portfolio
|
Q2 2025
Added 19.88%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
182,691
shares
|
$22.4 Million
0.08% of portfolio
|
Q2 2025
Added 141.1%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
181,909
shares
|
$22.3 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
|
$21.5 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
173,111
shares
|
$21.2 Million
0.11% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
172,257
shares
|
$21.1 Million
0.02% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
167,532
shares
|
$20.6 Million
11.46% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
166,097
shares
|
$20.4 Million
0.58% of portfolio
|
Q1 2025
Reduced 94.48%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
160,896
shares
|
$19.7 Million
0.15% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
159,974
shares
|
$19.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.01%
|