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 |
|---|---|---|---|---|---|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
302,295
shares
|
$37 Million
3.71% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
292,238
shares
|
$35.7 Million
0.22% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
267,745
shares
|
$32.7 Million
0.01% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
266,194
shares
|
$32.5 Million
0.02% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
259,160
shares
|
$31.7 Million
0.05% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
242,755
shares
|
$29.7 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
236,899
shares
|
$29 Million
0.02% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
230,900
shares
|
$28.2 Million
4.12% of portfolio
|
Q3 2024
New holding
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
227,925
shares
|
$27.9 Million
8.28% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
212,599
shares
|
$26 Million
5.99% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
209,055
shares
|
$25.6 Million
0.15% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
202,002
shares
|
$24.7 Million
1.67% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
195,289
shares
|
$23.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
195,053
shares
|
$23.8 Million
0.07% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
190,163
shares
|
$23.2 Million
1.0% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
189,826
shares
|
$23.2 Million
9.55% of portfolio
|
Q2 2022
Reduced 0.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
179,277
shares
|
$21.9 Million
0.02% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
178,533
shares
|
$21.8 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
176,950
shares
|
$21.6 Million
0.06% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
175,421
shares
|
$21.4 Million
0.0% of portfolio
|
Q3 2025
Added 22.63%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
175,123
shares
|
$21.4 Million
0.33% of portfolio
|
Q3 2025
Added 23.66%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 17, 2025 Q3 2025 |
173,894
shares
|
$21.3 Million
11.55% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
173,131
shares
|
$21.2 Million
0.11% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
169,619
shares
|
$20.7 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
166,097
shares
|
$20.3 Million
0.59% of portfolio
|
Q1 2025
Reduced 94.48%
|
|