iShares Core High Dividend EHDVETF
13F holders, Q1 2024 (March 31)714holders
2famous investors
$109.73avg. 13F price*
At the end of Q1 2024, 714 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings. The largest holders were Bank of America Corp. ($522.4M), Morgan Stanley ($341.8M) and Meiji Yasuda Life Insurance Co ($331.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $17.2M |
| Exits | 54 | $54.8M |
Ownership 714 holders
| Bank of America Corp. | 0.05% | Reduce -2.7% | 4,739,683 | $522.4M |
| Morgan Stanley | 0.03% | Add +3.5% | 3,101,197 | $341.8M |
| Meiji Yasuda Life Insurance Co | 7.03% | Add +19.7% | 3,008,172 | $331.5M |
| LPL Financial LLC | 0.11% | Add +9.4% | 1,854,255 | $204.4M |
| UBS Group AG | 0.06% | Reduce -4.4% | 1,554,375 | $171.3M |
| Royal Bank of Canada | 0.04% | Reduce -3.2% | 1,391,084 | $153.3M |
| Wells Fargo & Company | 0.04% | Reduce -51.5% | 1,308,300 | $144.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -6.0% | 1,222,893 | $134.8M |
| Securian Asset Management, Inc. | 2.96% | Reduce -2.2% | 915,202 | $100.9M |
| Truist Financial Corp. | 0.13% | Reduce -5.0% | 800,095 | $88.2M |
| Commonwealth Equity Services, LLC | 0.15% | Reduce -2.4% | 793,501 | $87.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +5.8% | 743,806 | $82.0M |
| M&T Bank Corp | 0.27% | Reduce -21.4% | 712,425 | $78.5M |
| Janney Montgomery Scott LLC | 0.21% | Add +2.6% | 647,251 | $71.3M |
| FMR LLC | 0.00% | Add +2.4% | 529,750 | $58.4M |
| BlackRock Inc. | 0.00% | Add +25.0% | 527,228 | $58.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.8% | 490,112 | $54.1M |
| LBMC Investment Advisors, LLC | 4.58% | Reduce -0.3% | 479,389 | $52.8M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Reduce -5.0% | 469,258 | $51.7M |
| Osaic Holdings, Inc. | 0.09% | Reduce -11.5% | 366,447 | $40.4M |
| Townsend & Associates, Inc | 4.62% | Add +2.2% | 362,520 | $39.6M |
| Cetera Investment Advisers | 0.08% | Add +434.8% | 321,188 | $35.4M |
| Mariner, LLC | 0.07% | Reduce -5.6% | 299,835 | $33.0M |
| MML Investors Services, LLC | 0.13% | Add +9.4% | 295,636 | $32.6M |
| Thrivent Financial for Lutherans | 0.06% | Add +10.9% | 287,161 | $31.6M |
| Steward Partners Investment Advisory, LLC | 0.33% | Reduce -0.9% | 274,808 | $30.3M |
| CVS HEALTH Corp | 14.22% | No change | 273,110 | $30.1M |
| Raymond James & Associates | 0.02% | Reduce -4.5% | 270,143 | $29.8M |
| Regimen Wealth, LLC | 10.00% | Add +3.3% | 261,587 | $28.8M |
| Alliancebernstein L.P. | 0.01% | Add +9.0% | 250,498 | $27.6M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +3.9% | 246,489 | $27.2M |
| Wharton Business Group, LLC | 1.23% | Add +17.7% | 232,644 | $25.6M |
| Atria Wealth Solutions, Inc. | 0.28% | Reduce -1.7% | 221,612 | $24.4M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -2.4% | 208,766 | $23.0M |
| Comerica Bank | 0.10% | Reduce -2.4% | 207,747 | $22.9M |
| Creative Planning | 0.03% | Reduce -0.8% | 206,310 | $22.7M |
| BNP Paribas Financial Markets | 0.03% | Add +9716.9% | 206,154 | $22.7M |
| Waverly Advisors, LLC | 0.50% | Add +7.2% | 191,055 | $21.1M |
| Simmons Bank | 1.53% | Add +8.9% | 185,221 | $20.4M |
| DAVENPORT & Co LLC | 0.11% | Add +4833.4% | 165,613 | $18.3M |
| GDS Wealth Management | 2.13% | Reduce -15.5% | 165,101 | $18.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.94% | Reduce -1.2% | 161,703 | $17.8M |
| Stifel Financial Corp. | 0.02% | Reduce -22.3% | 157,288 | $17.3M |
| WNY Asset Management, LLC | 2.63% | Add +1.3% | 156,486 | $17.2M |
| VAUGHAN & Co SECURITIES, INC. | 10.89% | Add +3.1% | 155,183 | $17.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +6.4% | 141,155 | $15.6M |
| Kohmann Bosshard Financial Services, LLC | 2.15% | Add +0.6% | 140,370 | $15.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -1.6% | 139,823 | $15.4M |
| Sweeney & Michel, LLC | 6.71% | — | 136,949 | $15.2M |
| Beam Wealth Advisors, Inc. | 8.63% | Reduce -1.4% | 130,272 | $14.4M |
| HB Wealth Management, LLC | 0.18% | Add +0.6% | 128,653 | $14.2M |
| Orion Porfolio Solutions, LLC | 0.14% | Reduce -4.1% | 121,818 | $13.4M |
| Orion Portfolio Solutions, LLC | 0.14% | Reduce -4.1% | 121,818 | $13.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -12.0% | 120,959 | $13.3M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -0.8% | 120,005 | $13.2M |
| Private Advisor Group, LLC | 0.09% | Reduce -4.6% | 112,126 | $12.4M |
| Mercer Global Advisors Inc. | 0.03% | Add +0.0% | 109,395 | $12.1M |
| Avantax Advisory Services, Inc. | 0.11% | Add +1.9% | 107,611 | $11.9M |
| Kapstone Financial Advisors LLC | 7.74% | Reduce -0.7% | 103,189 | $11.4M |
| Global Strategic Investment Solutions, LLC | 1.32% | Add +0.2% | 102,286 | $11.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -5.8% | 102,163 | $11.3M |
| Captrust Financial Advisors | 0.04% | Reduce -4.8% | 98,197 | $10.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -16.7% | 96,527 | $10.6M |
| Graypoint LLC | 0.76% | Reduce -8.1% | 95,281 | $10.5M |
| Gunma Bank,Ltd. | 5.51% | Add +31.9% | 95,000 | $10.5M |
| Keystone Financial Planning, Inc. | 3.38% | Add +136.7% | 94,640 | $10.4M |
| Advisory Services Network, LLC | 0.23% | Add +397.3% | 92,948 | $10.2M |
| Lantz Financial LLC | 3.27% | Add +1.7% | 92,122 | $10.2M |
| Jones Financial Companies LLLP | 0.01% | Add +12.2% | 89,766 | $9.9M |
| NTV Asset Management LLC | 1.50% | Reduce -2.4% | 89,355 | $9.8M |
| NewEdge Advisors, LLC | 0.08% | Add +21.8% | 84,360 | $9.3M |
| Beaumont Financial Advisors, LLC | 0.76% | Reduce -0.5% | 83,758 | $9.2M |
| Foundry Financial Group, Inc. | 6.36% | Add +10.9% | 80,849 | $8.9M |
| Wealthspire Advisors, LLC | 0.12% | Reduce -2.6% | 80,784 | $8.9M |
| FAS Wealth Partners, Inc. | 0.78% | Add +14.3% | 79,375 | $8.7M |
| Atria Investments, Inc | 0.12% | Add +58.4% | 77,924 | $8.6M |
| Smithfield Trust Co | 0.44% | Reduce -0.2% | 75,663 | $8.3M |
| Regions Financial Corp. | 0.06% | Reduce -1.4% | 75,479 | $8.3M |
| Glenmede Trust Co. NA | 0.04% | Add +0.1% | 74,156 | $8.2M |
| Bank of Montreal | 0.00% | Add +3.4% | 73,820 | $8.1M |
| Michelson Medical Research Foundation, Inc. | 4.89% | No change | 73,240 | $8.1M |
| Gallagher Fiduciary Advisors, LLC | 0.27% | Add +10.9% | 70,270 | $7.7M |
| Financial Perspectives, Inc | 2.86% | Add +3.1% | 68,475 | $7.5M |
| Sowa Financial Group, Inc. | 6.14% | No change | 73,836 | $7.5M |
| Benedetti & Gucer, Inc. | 3.69% | Add +25.9% | 67,482 | $7.4M |
| Advus Financial Partners, LLC | 2.27% | Add +2.3% | 66,530 | $7.3M |
| Cwm, LLC | 0.03% | Reduce -3.2% | 61,040 | $6.7M |
| Phoenix Wealth Advisors | 3.98% | Reduce -15.0% | 59,339 | $6.5M |
| Franklin Resources Inc. | 0.00% | Reduce -2.0% | 59,132 | $6.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.2% | 58,982 | $6.5M |
| Cowa, LLC | 3.73% | Reduce -10.0% | 57,409 | $6.3M |
| Advisor OS, LLC | 0.67% | Add +6.8% | 52,681 | $5.8M |
| Lido Advisors, LLC | 0.05% | Reduce -3.6% | 52,260 | $5.8M |
| Level Four Advisory Services, LLC | 0.32% | No change | 56,366 | $5.7M |
| MJP Associates Inc. | 1.24% | Add +7.4% | 51,858 | $5.7M |
| Sigma Planning Corp | 0.18% | Add +169.7% | 50,559 | $5.6M |
| Kentucky Farm Bureau Mutual Insurance Co | 1.30% | No change | 50,000 | $5.5M |
| IFP Advisors, Inc | 0.23% | Reduce -58.8% | 48,215 | $5.3M |
| Janney Capital Management LLC | 0.35% | Reduce -1.6% | 47,694 | $5.3M |
| Forefront Analytics, LLC | 2.50% | Reduce -1.4% | 46,698 | $5.1M |
"% 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.