iShares Core High Dividend EHDVETF
13F holders, Q2 2026 (June 30)888holders +23
68new positions
46sold out
5famous investors
$28.18avg. 13F price*
At the end of Q2 2026, 888 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, up 23 from Q1 2026. 68 opened new positions and 46 sold out. The largest holders were Bank of America Corp. ($564.1M), Morgan Stanley ($476.1M) and LPL Financial LLC ($462.8M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Core High Dividend E
- CUSIP
- 46429B663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $60.0M |
| Exits | 46 | $58.6M |
All 13F filers, Q1 2026 → Q2 2026: 10,963,412 shares bought and 16,466,244 shares sold, net −5,502,832 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 888 holders
| Bank of America Corp. | 0.04% | Add +0.8% | 20,579,379 | $564.1M |
| Morgan Stanley | 0.03% | Reduce -0.2% | 17,370,883 | $476.1M |
| LPL Financial LLC | 0.10% | Add +1.8% | 16,884,985 | $462.8M |
| UBS Group AG | 0.03% | Add +2.8% | 7,979,758 | $218.7M |
| Alliancebernstein L.P. | 0.07% | Add +4.0% | 1,470,281 | $199.5M |
| Wells Fargo & Company | 0.03% | Reduce -0.2% | 7,016,198 | $192.3M |
| JPMorgan Chase & Co. | 0.01% | Add +2.4% | 6,638,509 | $183.8M |
| Jones Financial Companies LLLP | 0.07% | Add +20.1% | 6,282,053 | $174.9M |
| Royal Bank of Canada | 0.03% | Reduce -1.1% | 6,338,436 | $173.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +3.1% | 6,135,794 | $168.2M |
| Raymond James Financial Inc. | 0.03% | Reduce -6.5% | 4,529,592 | $124.2M |
| Janney Montgomery Scott LLC | 0.24% | Add +0.4% | 4,486,897 | $123.0M |
| Securian Asset Management, Inc. | 3.62% | No change | 3,569,010 | $100.8M |
| Cetera Investment Advisers | 0.09% | Add +9.0% | 3,542,948 | $97.1M |
| M&T Bank Corp | 0.27% | Add +0.2% | 3,340,337 | $91.6M |
| Commonwealth Equity Services, LLC | 0.11% | Add +1.5% | 3,178,190 | $87.1M |
| BlackRock, Inc. | 0.00% | Reduce -8.3% | 3,147,076 | $86.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -34.4% | 2,959,921 | $81.1M |
| Truist Financial Corp. | 0.09% | No change | 2,883,622 | $79.0M |
| BNP Paribas Financial Markets | 0.04% | Reduce -49.5% | 2,535,010 | $69.5M |
| LBMC Investment Advisors, LLC | 3.45% | Add +0.7% | 2,307,284 | $63.2M |
| Mariner, LLC | 0.06% | Reduce -5.0% | 2,145,662 | $58.8M |
| Osaic Holdings, Inc. | 0.07% | Add +12.9% | 2,088,507 | $57.2M |
| FMR LLC | 0.00% | Reduce -27.7% | 2,050,948 | $56.2M |
| MML Investors Services, LLC | 0.10% | Add +13.0% | 1,721,703 | $47.2M |
| Steward Partners Investment Advisory, LLC | 0.21% | Reduce -3.9% | 1,490,723 | $40.9M |
| Allianz Asset Management GmbH | 0.04% | Reduce -39.8% | 1,377,900 | $37.8M |
| Private Advisor Group, LLC | 0.17% | Add +5.9% | 1,361,188 | $37.3M |
| Townsend & Associates, Inc | 3.15% | Reduce -0.7% | 1,311,868 | $37.0M |
| IFP Advisors, Inc | 0.60% | Add +93.4% | 1,219,092 | $33.4M |
| Regimen Wealth, LLC | 8.89% | Add +2.3% | 1,203,858 | $33.0M |
| SBI Securities Co., Ltd. | 0.74% | Reduce -2.0% | 1,180,822 | $32.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +3.0% | 1,151,334 | $31.9M |
| Kestra Advisory Services, LLC | 0.10% | Add +7.5% | 1,101,619 | $30.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -16.5% | 1,080,660 | $29.6M |
| Aptus Capital Advisors, LLC | 0.20% | Add +14103.1% | 1,016,944 | $27.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +8.2% | 992,912 | $27.2M |
| VAUGHAN & Co SECURITIES, INC. | 11.63% | Add +0.2% | 910,132 | $24.9M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -11.4% | 894,746 | $24.5M |
| Sweeney & Michel, LLC | 6.32% | Add +6.9% | 836,134 | $24.1M |
| Simmons Bank | 1.36% | Reduce -0.9% | 872,596 | $23.9M |
| Atwater Malick LLC | 5.14% | Add +21.9% | 860,904 | $23.6M |
| Kohmann Bosshard Financial Services, LLC | 1.97% | Add +3.3% | 845,826 | $23.2M |
| Stifel Financial Corp. | 0.02% | Add +2.1% | 842,993 | $23.1M |
| Fifth Third Bancorp | 0.04% | Reduce -1.6% | 826,398 | $22.7M |
| HB Wealth Management, LLC | 0.13% | Reduce -2.5% | 819,098 | $22.5M |
| Wharton Business Group, LLC | 0.73% | Reduce -16.9% | 799,575 | $21.9M |
| Waverly Advisors, LLC | 0.13% | Reduce -2.0% | 791,070 | $21.7M |
| Creative Planning | 0.01% | No change | 765,835 | $21.0M |
| Integrated Wealth Concepts LLC | 0.12% | Add +311.7% | 692,567 | $19.0M |
| Cerity Partners LLC | 0.02% | Reduce -12.3% | 684,558 | $18.8M |
| Columbia River Financial Group, LLC | 9.30% | Reduce -0.6% | 632,009 | $17.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.6% | 622,619 | $17.1M |
| McElhenny Sheffield Capital Management, LLC | 4.21% | New | 620,715 | $17.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.5% | 608,957 | $16.7M |
| Franklin Resources Inc. | 0.00% | Add +120.8% | 594,785 | $16.3M |
| Lantz Financial LLC | 2.94% | Add +2.2% | 585,336 | $16.0M |
| Adirondack Capital Advisors, LLC | 8.38% | Add +3.6% | 570,043 | $15.6M |
| Glenmede Trust Co. NA | 0.06% | Add +1.8% | 532,000 | $14.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Add +5.8% | 503,597 | $13.8M |
| Kapstone Financial Advisors LLC | 5.72% | Add +0.4% | 498,717 | $13.7M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -3.2% | 487,499 | $13.4M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -30.9% | 480,585 | $13.2M |
| Global Strategic Investment Solutions, LLC | 1.18% | Add +0.4% | 479,931 | $13.2M |
| Courier Capital LLC | 0.65% | Add +2.4% | 477,335 | $13.1M |
| Atria Investments, Inc | 0.13% | Add +17.5% | 475,848 | $13.0M |
| Captrust Financial Advisors | 0.02% | Reduce -0.5% | 475,468 | $13.0M |
| Advisory Services Network, LLC | 0.14% | Reduce -53.2% | 461,508 | $12.6M |
| NTV Asset Management LLC | 1.23% | Add +1.6% | 458,277 | $12.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.42% | Reduce -2.3% | 439,320 | $12.0M |
| Lido Advisors, LLC | 0.04% | Add +5.3% | 410,680 | $11.3M |
| FAS Wealth Partners, Inc. | 0.58% | Reduce -10.3% | 402,591 | $11.0M |
| Base Wealth Management LLC | 4.85% | Add +7.6% | 380,207 | $10.4M |
| Smithfield Trust Co | 0.41% | Reduce -0.5% | 376,569 | $10.3M |
| Beaumont Financial Advisors, LLC | 0.65% | Reduce -0.5% | 374,778 | $10.3M |
| Financial Perspectives, Inc | 2.50% | No change | 374,187 | $10.3M |
| Maltin Wealth Management, Inc. | 3.20% | Add +9.3% | 349,061 | $9.6M |
| Forefront Analytics, LLC | 10.21% | Add +0.7% | 342,756 | $9.4M |
| Global Retirement Partners, LLC | 0.14% | — | 336,832 | $9.2M |
| Regions Financial Corp. | 0.06% | Add +3.8% | 336,191 | $9.2M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Reduce -1.6% | 333,872 | $9.2M |
| Money Concepts Capital Corp. | 0.41% | Add +965.1% | 326,297 | $8.9M |
| Gotham Asset Management | 0.02% | No change | 323,140 | $8.9M |
| Gallagher Fiduciary Advisors, LLC | 0.28% | Add +30.5% | 313,524 | $8.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.4% | 304,531 | $8.3M |
| Godfrey Financial Associates, Inc. | 6.38% | Add +0.1% | 304,349 | $8.3M |
| Sanctuary Advisors, LLC | 0.04% | Add +2.6% | 299,888 | $8.2M |
| Principal Securities, Inc. | 0.10% | Add +25.7% | 298,144 | $8.2M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +27.1% | 296,320 | $8.1M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -2.8% | 293,870 | $8.1M |
| Cowa, LLC | 2.13% | Add +0.3% | 287,720 | $7.9M |
| DAVENPORT & Co LLC | 0.04% | Reduce -76.7% | 285,061 | $7.8M |
| Equitable Holdings, Inc. | 0.05% | Add +9.7% | 284,502 | $7.8M |
| Arax Advisory Partners | 0.05% | Add +182.3% | 281,487 | $7.7M |
| Sigma Planning Corp | 0.19% | Reduce -2.4% | 279,010 | $7.6M |
| Gray Private Wealth, LLC | 3.30% | Add +4.2% | 278,649 | $7.6M |
| Old National Bancorp | 0.15% | Reduce -1.8% | 273,540 | $7.5M |
| Corient Private Wealth LP | 0.01% | Add +13.5% | 271,194 | $7.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.4% | 269,724 | $7.4M |
| Bank of Montreal | 0.00% | Add +2.1% | 265,075 | $7.3M |
"% of holder's portfolio" is HDV's weight in each manager's 13F, not the share of iShares Core High Dividend E the manager owns.