iShares Core High Dividend EHDVETF
13F holders, Q4 2024 (December 31)776holders +40
54new positions
52sold out
4famous investors
$111.90avg. 13F price*
At the end of Q4 2024, 776 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, up 40 from Q3 2024. 54 opened new positions and 52 sold out. The largest holders were Bank of America Corp. ($526.7M), Morgan Stanley ($354.0M) and Meiji Yasuda Life Insurance Co ($337.7M). 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core High Dividend E
- CUSIP
- 46429B663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $35.1M |
| Exits | 52 | $205.5M |
All 13F filers, Q3 2024 → Q4 2024: 3,031,484 shares bought and 7,129,402 shares sold, net −4,097,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 776 holders
| Bank of America Corp. | 0.05% | Add +2.5% | 4,691,930 | $526.7M |
| Morgan Stanley | 0.02% | Add +0.6% | 3,153,213 | $354.0M |
| Meiji Yasuda Life Insurance Co | 6.36% | No change | 3,008,172 | $337.7M |
| LPL Financial LLC | 0.11% | Add +6.4% | 2,379,555 | $267.1M |
| Wells Fargo & Company | 0.06% | Add +74.6% | 2,081,612 | $233.7M |
| UBS Group AG | 0.04% | Add +1.4% | 1,533,873 | $172.2M |
| Royal Bank of Canada | 0.03% | Add +3.5% | 1,232,570 | $138.4M |
| JPMorgan Chase & Co. | 0.01% | Add +4.8% | 1,162,242 | $130.5M |
| Raymond James Financial Inc. | 0.04% | — | 931,562 | $104.6M |
| Securian Asset Management, Inc. | 2.76% | Reduce -1.5% | 844,932 | $94.9M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -5.5% | 752,558 | $84.5M |
| M&T Bank Corp | 0.27% | Reduce -0.4% | 722,485 | $81.1M |
| Janney Montgomery Scott LLC | 0.22% | Add +5.5% | 718,299 | $80.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -80.0% | 697,877 | $78.3M |
| BlackRock, Inc. | 0.00% | Add +9.7% | 615,974 | $69.1M |
| Truist Financial Corp. | 0.10% | Add +0.0% | 595,779 | $66.9M |
| FMR LLC | 0.00% | Add +3.9% | 571,692 | $64.2M |
| Ameriprise Financial Inc. | 0.02% | Add +8.2% | 541,296 | $60.8M |
| LBMC Investment Advisors, LLC | 4.11% | Reduce -0.1% | 464,338 | $52.1M |
| CSM Advisors, LLC | 2.43% | Add +100.0% | 461,800 | $51.8M |
| Mariner, LLC | 0.08% | Add +33.3% | 424,379 | $47.6M |
| Townsend & Associates, Inc | 4.37% | Reduce -0.4% | 370,616 | $42.7M |
| Jones Financial Companies LLLP | 0.04% | Add +38.3% | 347,941 | $39.1M |
| Cetera Investment Advisers | 0.08% | Reduce -26.6% | 331,889 | $37.3M |
| Federated Hermes, Inc. | 0.08% | Add +331.0% | 328,624 | $36.9M |
| Alliancebernstein L.P. | 0.01% | Add +0.5% | 301,973 | $33.9M |
| MML Investors Services, LLC | 0.11% | Reduce -14.8% | 286,845 | $32.2M |
| Steward Partners Investment Advisory, LLC | 0.27% | Reduce -0.3% | 271,389 | $30.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +9.2% | 268,533 | $30.1M |
| Regimen Wealth, LLC | 9.50% | Reduce -2.2% | 259,053 | $29.1M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -5.2% | 244,772 | $28.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -42.4% | 253,534 | $28.5M |
| SBI Securities Co., Ltd. | 0.81% | — | 234,021 | $26.3M |
| NSI Retail Advisors, LLC | 4.12% | No change | 230,900 | $25.9M |
| Stifel Financial Corp. | 0.03% | Add +46.7% | 225,353 | $25.3M |
| DAVENPORT & Co LLC | 0.14% | Add +15.3% | 218,605 | $24.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +3.4% | 205,525 | $23.1M |
| Simmons Bank | 1.69% | Add +12.4% | 205,398 | $23.1M |
| Waverly Advisors, LLC | 0.34% | Reduce -2.5% | 198,317 | $22.3M |
| Creative Planning | 0.02% | Reduce -6.1% | 197,205 | $22.1M |
| BNP Paribas Financial Markets | 0.02% | Reduce -20.0% | 196,118 | $22.0M |
| Comerica Bank | 0.08% | Reduce -2.0% | 185,114 | $20.8M |
| Wharton Business Group, LLC | 0.87% | Reduce -0.1% | 171,587 | $19.3M |
| VAUGHAN & Co SECURITIES, INC. | 10.71% | Add +0.7% | 158,310 | $17.8M |
| HB Wealth Management, LLC | 0.18% | Add +3.3% | 156,704 | $17.6M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.55% | Reduce -1.9% | 150,402 | $16.9M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -1.9% | 149,458 | $16.8M |
| Kohmann Bosshard Financial Services, LLC | 1.98% | Reduce -4.1% | 147,056 | $16.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +7.9% | 145,829 | $16.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +0.8% | 138,003 | $15.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -14.2% | 130,997 | $14.7M |
| Avantax Advisory Services, Inc. | 0.09% | Add +4.7% | 121,153 | $13.6M |
| Atria Investments, Inc | 0.16% | Add +47.9% | 111,228 | $12.5M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -32.7% | 110,964 | $12.5M |
| Advisory Services Network, LLC | 0.23% | Add +8.8% | 109,864 | $12.3M |
| Kapstone Financial Advisors LLC | 6.30% | Reduce -1.6% | 103,228 | $11.8M |
| Columbia River Financial Group, LLC | 8.12% | — | 105,255 | $11.8M |
| Private Advisor Group, LLC | 0.06% | Reduce -10.9% | 102,151 | $11.5M |
| Lantz Financial LLC | 2.96% | Add +0.9% | 99,039 | $11.1M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -80.0% | 96,168 | $10.8M |
| Orion Portfolio Solutions, LLC | 0.11% | Reduce -80.0% | 96,168 | $10.8M |
| Global Strategic Investment Solutions, LLC | 1.26% | Reduce -7.3% | 96,098 | $10.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.6% | 95,456 | $10.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +4.3% | 94,574 | $10.6M |
| Graypoint LLC | 0.63% | Reduce -1.1% | 93,033 | $10.4M |
| Captrust Financial Advisors | 0.03% | Add +0.8% | 92,408 | $10.4M |
| NTV Asset Management LLC | 1.31% | Reduce -1.4% | 88,745 | $10.0M |
| Wealthspire Advisors, LLC | 0.09% | Add +4.0% | 84,763 | $9.5M |
| FAS Wealth Partners, Inc. | 0.80% | Add +3.2% | 84,613 | $9.5M |
| Beaumont Financial Advisors, LLC | 0.68% | Add +0.1% | 80,577 | $9.0M |
| Glenmede Trust Co. NA | 0.05% | Add +9.0% | 79,673 | $8.9M |
| Atria Wealth Solutions, Inc. | 0.10% | Reduce -70.3% | 78,538 | $8.8M |
| Franklin Resources Inc. | 0.00% | Add +25.2% | 76,452 | $8.6M |
| Gallagher Fiduciary Advisors, LLC | 1.67% | Add +14.3% | 75,880 | $8.5M |
| Gunma Bank,Ltd. | 2.78% | Reduce -5.1% | 75,000 | $8.4M |
| Lido Advisors, LLC | 0.05% | Add +22.2% | 73,951 | $8.3M |
| Regions Financial Corp. | 0.06% | Reduce -1.8% | 73,574 | $8.3M |
| IFP Advisors, Inc | 0.27% | Reduce -16.4% | 73,520 | $8.3M |
| Cwm, LLC | 0.03% | Add +7.8% | 71,311 | $8.0M |
| Financial Perspectives, Inc | 2.65% | Add +1.8% | 70,183 | $7.9M |
| Smithfield Trust Co | 0.39% | Reduce -7.3% | 69,246 | $7.8M |
| Citizens Financial Group Inc. | 0.14% | Reduce -7.5% | 64,577 | $7.2M |
| Advus Financial Partners, LLC | 2.03% | Reduce -2.8% | 64,188 | $7.2M |
| Quadrature Capital Ltd | 0.14% | New | 62,174 | $7.0M |
| Sigma Planning Corp | 0.21% | Add +1.1% | 59,002 | $6.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +17.7% | 57,543 | $6.5M |
| Cerity Partners LLC | 0.01% | Add +27.3% | 55,796 | $6.3M |
| Level Four Advisory Services, LLC | 0.26% | Add +2.4% | 55,637 | $6.2M |
| Cowa, LLC | 2.94% | Add +1.9% | 53,698 | $6.0M |
| Sanctuary Advisors, LLC | 0.04% | Add +14.4% | 51,881 | $6.0M |
| Global Retirement Partners, LLC | 0.17% | Add +10.9% | 52,132 | $5.9M |
| Advisor OS, LLC | 0.67% | Add +4.9% | 51,228 | $5.8M |
| Old National Bancorp | 0.14% | Add +49.4% | 50,863 | $5.7M |
| MJP Associates Inc. | 1.02% | Add +4.9% | 50,372 | $5.7M |
| Kentucky Farm Bureau Mutual Insurance Co | 1.26% | No change | 50,000 | $5.6M |
| Beam Wealth Advisors, Inc. | 1.77% | Reduce -74.8% | 49,841 | $5.6M |
| Qube Research & Technologies Ltd | 0.01% | Add +4971.1% | 49,342 | $5.5M |
| Foundry Financial Group, Inc. | 3.19% | Add +2.6% | 45,831 | $5.1M |
| Gray Private Wealth, LLC | 3.05% | Add +1.9% | 45,612 | $5.1M |
| Maltin Wealth Management, Inc. | 2.51% | Add +4.3% | 45,595 | $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.