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 894 institutions that hold shares in the stock, with a total of 43.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
4,446,872
shares
|
$544 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,320,934
shares
|
$406 Million
0.03% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,820,114
shares
|
$345 Million
0.11% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,398,225
shares
|
$171 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,372,418
shares
|
$168 Million
0.03% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,278,250
shares
|
$156 Million
0.01% of portfolio
|
Q3 2025
Added 10.21%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,151,769
shares
|
$141 Million
0.02% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
906,078
shares
|
$111 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
790,501
shares
|
$96.6 Million
0.23% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
778,802
shares
|
$95.2 Million
2.57% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
741,637
shares
|
$90.7 Million
0.06% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
733,147
shares
|
$89.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
707,868
shares
|
$86.5 Million
0.02% of portfolio
|
Q3 2025
Added 11.01%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
702,611
shares
|
$85.9 Million
0.3% of portfolio
|
Q3 2025
Reduced 5.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
653,287
shares
|
$79.9 Million
0.1% of portfolio
|
Q3 2025
Reduced 22.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
609,860
shares
|
$74.6 Million
0.1% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
591,739
shares
|
$72.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.02%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
556,290
shares
|
$68 Million
0.0% of portfolio
|
Q2 2024
Added 5.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
508,953
shares
|
$62.2 Million
0.08% of portfolio
|
Q3 2025
Added 41.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
455,940
shares
|
$55.7 Million
0.07% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
455,280
shares
|
$55.7 Million
3.65% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
410,402
shares
|
$50.2 Million
0.12% of portfolio
|
Q3 2023
Reduced 12.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
359,881
shares
|
$44 Million
0.92% of portfolio
|
Q3 2022
Reduced 39.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
348,515
shares
|
$42.6 Million
0.06% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
324,358
shares
|
$39.7 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.92%
|
|