iShares Core High Dividend EHDVETF
13F holders, Q2 2024 (June 30)705holders −9
42new positions
48sold out
4famous investors
$107.36avg. 13F price*
At the end of Q2 2024, 705 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, down 9 from Q1 2024. 42 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($504.3M), Morgan Stanley ($334.6M) and Meiji Yasuda Life Insurance Co ($327.0M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $31.0M |
| Exits | 48 | $43.2M |
All 13F filers, Q1 2024 → Q2 2024: 1,558,236 shares bought and 2,221,892 shares sold, net −663,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 705 holders
| Bank of America Corp. | 0.05% | Reduce -2.1% | 4,639,160 | $504.3M |
| Morgan Stanley | 0.03% | Reduce -0.8% | 3,077,913 | $334.6M |
| Meiji Yasuda Life Insurance Co | 6.57% | No change | 3,008,172 | $327.0M |
| LPL Financial LLC | 0.11% | Add +6.1% | 1,967,035 | $213.8M |
| UBS Group AG | 0.05% | Reduce -3.2% | 1,504,551 | $163.5M |
| Royal Bank of Canada | 0.03% | Reduce -11.8% | 1,227,008 | $133.4M |
| Wells Fargo & Company | 0.03% | Reduce -9.5% | 1,184,359 | $128.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.4% | 1,120,402 | $121.8M |
| Securian Asset Management, Inc. | 2.84% | Reduce -2.4% | 893,702 | $97.1M |
| Commonwealth Equity Services, LLC | 0.14% | Reduce -0.6% | 788,692 | $85.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.5% | 717,838 | $78.0M |
| M&T Bank Corp | 0.27% | Add +0.3% | 714,423 | $77.7M |
| Janney Montgomery Scott LLC | 0.22% | Add +2.6% | 663,953 | $72.2M |
| Truist Financial Corp. | 0.11% | Reduce -18.8% | 650,017 | $70.7M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +20.1% | 563,410 | $61.2M |
| BlackRock Inc. | 0.00% | Add +5.5% | 556,290 | $60.5M |
| FMR LLC | 0.00% | Add +2.2% | 541,431 | $58.9M |
| LBMC Investment Advisors, LLC | 4.38% | Reduce -3.0% | 464,924 | $50.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.2% | 439,940 | $47.9M |
| Townsend & Associates, Inc | 4.62% | Add +0.8% | 365,483 | $41.7M |
| Cetera Investment Advisers | 0.08% | Add +0.4% | 322,441 | $35.0M |
| Mariner, LLC | 0.07% | Add +5.5% | 316,433 | $34.4M |
| MML Investors Services, LLC | 0.13% | Add +1.9% | 301,321 | $32.8M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -2.4% | 280,256 | $30.5M |
| CVS HEALTH Corp | 13.69% | No change | 273,110 | $29.7M |
| Steward Partners Investment Advisory, LLC | 0.31% | Reduce -1.4% | 271,051 | $29.5M |
| Regimen Wealth, LLC | 9.85% | Add +0.6% | 263,157 | $28.6M |
| Raymond James & Associates | 0.02% | Reduce -3.1% | 261,794 | $28.5M |
| Alliancebernstein L.P. | 0.01% | Add +4.4% | 261,494 | $28.4M |
| Osaic Holdings, Inc. | 0.07% | Reduce -29.4% | 258,900 | $28.2M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -0.1% | 246,357 | $26.8M |
| Atria Wealth Solutions, Inc. | 0.27% | Add +1.6% | 225,178 | $24.5M |
| Wharton Business Group, LLC | 1.24% | Reduce -4.7% | 221,679 | $24.1M |
| Creative Planning | 0.02% | Add +1.3% | 208,998 | $22.7M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -2.1% | 204,268 | $22.2M |
| BNP Paribas Financial Markets | 0.02% | Reduce -4.6% | 196,681 | $21.4M |
| Beam Wealth Advisors, Inc. | 7.07% | Add +50.0% | 195,382 | $21.2M |
| Comerica Bank | 0.09% | Reduce -7.4% | 192,418 | $20.9M |
| Simmons Bank | 1.53% | Add +0.8% | 186,672 | $20.3M |
| Waverly Advisors, LLC | 0.39% | Reduce -4.3% | 182,798 | $19.9M |
| DAVENPORT & Co LLC | 0.12% | Add +7.7% | 178,372 | $19.4M |
| GDS Wealth Management | 2.06% | Add +4.5% | 172,504 | $18.8M |
| Mercer Global Advisors Inc. | 0.05% | Add +48.9% | 162,856 | $17.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +31.9% | 158,322 | $17.2M |
| Jones Financial Companies LLLP | 0.02% | Add +75.4% | 157,465 | $17.1M |
| VAUGHAN & Co SECURITIES, INC. | 10.80% | Add +1.5% | 157,464 | $17.1M |
| Stifel Financial Corp. | 0.02% | Reduce -1.9% | 154,302 | $16.8M |
| Kohmann Bosshard Financial Services, LLC | 2.20% | Add +6.9% | 150,091 | $16.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +1.3% | 142,986 | $15.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.1% | 139,997 | $15.2M |
| Sweeney & Michel, LLC | 6.29% | Add +0.1% | 137,088 | $14.8M |
| HB Wealth Management, LLC | 0.16% | Add +0.9% | 129,778 | $14.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.1% | 120,904 | $13.2M |
| Avantax Advisory Services, Inc. | 0.09% | Add +7.3% | 115,455 | $12.5M |
| Private Advisor Group, LLC | 0.08% | Reduce -3.0% | 108,710 | $11.8M |
| Kapstone Financial Advisors LLC | 7.49% | Add +1.9% | 105,117 | $11.4M |
| Global Strategic Investment Solutions, LLC | 1.35% | Add +0.6% | 102,882 | $11.2M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -16.7% | 101,487 | $11.0M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -16.7% | 101,487 | $11.0M |
| Advisory Services Network, LLC | 0.23% | Add +8.7% | 101,020 | $11.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -5.2% | 96,855 | $10.5M |
| Lantz Financial LLC | 3.25% | Add +4.6% | 96,379 | $10.5M |
| Graypoint LLC | 0.72% | Reduce -0.2% | 95,103 | $10.3M |
| Captrust Financial Advisors | 0.03% | Reduce -5.3% | 92,962 | $10.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.8% | 92,902 | $10.1M |
| NTV Asset Management LLC | 1.41% | Add +1.2% | 90,416 | $9.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.09% | Reduce -44.4% | 89,959 | $9.8M |
| Beaumont Financial Advisors, LLC | 0.71% | Reduce -2.7% | 81,502 | $8.9M |
| FAS Wealth Partners, Inc. | 0.76% | Add +2.4% | 81,256 | $8.8M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -1.2% | 79,807 | $8.7M |
| Atria Investments, Inc | 0.11% | Add +0.9% | 78,605 | $8.5M |
| Regions Financial Corp. | 0.06% | Add +0.2% | 75,620 | $8.2M |
| Bank of Montreal | 0.00% | Add +0.7% | 74,363 | $8.1M |
| Smithfield Trust Co | 0.43% | Reduce -1.1% | 74,843 | $8.1M |
| IFP Advisors, Inc | 0.31% | Add +51.1% | 72,857 | $7.9M |
| Gallagher Fiduciary Advisors, LLC | 1.73% | Add +1.3% | 71,198 | $7.7M |
| Glenmede Trust Co. NA | 0.04% | Reduce -5.8% | 69,825 | $7.6M |
| Financial Perspectives, Inc | 2.75% | Reduce -0.0% | 68,447 | $7.4M |
| Advus Financial Partners, LLC | 2.20% | Reduce -0.1% | 66,438 | $7.2M |
| Lido Advisors, LLC | 0.06% | Add +21.4% | 63,466 | $6.9M |
| Phoenix Wealth Advisors | 3.36% | Add +3.9% | 61,661 | $6.7M |
| Cwm, LLC | 0.03% | Reduce -1.2% | 60,289 | $6.6M |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 59,509 | $6.5M |
| Cowa, LLC | 3.38% | Add +1.4% | 58,197 | $6.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.5% | 56,317 | $6.1M |
| Level Four Advisory Services, LLC | 0.27% | Reduce -2.5% | 54,986 | $6.0M |
| Sowa Financial Group, Inc. | 4.50% | Reduce -25.9% | 54,684 | $5.9M |
| Sigma Planning Corp | 0.18% | Add +2.5% | 51,803 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | New | 51,254 | $5.6M |
| Kentucky Farm Bureau Mutual Insurance Co | 1.24% | No change | 50,000 | $5.4M |
| Forefront Analytics, LLC | 2.53% | Add +4.0% | 48,558 | $5.3M |
| Advisor OS, LLC | 0.57% | Reduce -9.9% | 47,486 | $5.2M |
| Citizens Financial Group Inc. | 0.11% | New | 47,079 | $5.1M |
| MJP Associates Inc. | 1.05% | Reduce -10.5% | 46,417 | $5.0M |
| Global Retirement Partners, LLC | 0.16% | Add +9.7% | 46,351 | $5.0M |
| Janney Capital Management LLC | 0.35% | Reduce -3.0% | 46,248 | $5.0M |
| Foundry Financial Group, Inc. | 3.46% | Reduce -42.8% | 46,218 | $5.0M |
| Formidable Asset Management, LLC | 0.79% | Add +1.4% | 45,066 | $4.9M |
| Gray Private Wealth, LLC | 3.04% | Add +6.8% | 43,678 | $4.7M |
| Essex Private Wealth Management, LLC | 11.97% | Add +15.9% | 43,306 | $4.7M |
"% 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.