iShares Core High Dividend EHDVETF
13F holders, Q2 2025 (June 30)758holders −18
39new positions
57sold out
2famous investors
$117.21avg. 13F price*
At the end of Q2 2025, 758 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, down 18 from Q1 2025. 39 opened new positions and 57 sold out. The largest holders were Bank of America Corp. ($527.5M), Morgan Stanley ($386.6M) and LPL Financial LLC ($323.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $18.4M |
| Exits | 57 | $200.0M |
All 13F filers, Q1 2025 → Q2 2025: 2,054,808 shares bought and 3,150,296 shares sold, net −1,095,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 758 holders
| Bank of America Corp. | 0.04% | Add +3.6% | 4,501,871 | $527.5M |
| Morgan Stanley | 0.03% | Add +2.1% | 3,299,766 | $386.6M |
| LPL Financial LLC | 0.11% | Add +11.3% | 2,763,314 | $323.8M |
| UBS Group AG | 0.03% | Reduce -0.5% | 1,419,370 | $166.3M |
| Wells Fargo & Company | 0.03% | Add +0.4% | 1,282,111 | $150.2M |
| JPMorgan Chase & Co. | 0.01% | Add +3.8% | 1,203,661 | $141.0M |
| Royal Bank of Canada | 0.03% | Add +3.3% | 1,183,612 | $138.7M |
| Raymond James Financial Inc. | 0.04% | Reduce -6.4% | 918,491 | $107.6M |
| Commonwealth Equity Services, LLC | 0.13% | Add +5.9% | 837,859 | $98.2M |
| Janney Montgomery Scott LLC | 0.24% | Add +3.4% | 778,605 | $91.2M |
| Envestnet Asset Management Inc. | 0.03% | Add +2.9% | 770,855 | $90.3M |
| Securian Asset Management, Inc. | 2.55% | Reduce -7.7% | 763,802 | $89.5M |
| M&T Bank Corp | 0.30% | Add +1.8% | 742,387 | $87.0M |
| BlackRock, Inc. | 0.00% | Reduce -0.8% | 663,655 | $77.8M |
| Jones Financial Companies LLLP | 0.06% | Add +37.5% | 653,620 | $76.3M |
| Ameriprise Financial Inc. | 0.02% | Add +1.5% | 637,677 | $74.6M |
| Truist Financial Corp. | 0.11% | Add +2.3% | 636,410 | $74.6M |
| FMR LLC | 0.00% | Reduce -7.2% | 525,759 | $61.6M |
| LBMC Investment Advisors, LLC | 3.83% | Add +0.1% | 458,651 | $53.7M |
| Mariner, LLC | 0.08% | Add +3.8% | 454,551 | $53.3M |
| Townsend & Associates, Inc | 4.23% | Reduce -4.7% | 355,629 | $42.6M |
| Cetera Investment Advisers | 0.07% | Add +2.8% | 359,978 | $42.2M |
| Osaic Holdings, Inc. | 0.07% | Reduce -2.4% | 332,253 | $38.9M |
| MML Investors Services, LLC | 0.11% | Add +7.8% | 327,360 | $38.4M |
| Steward Partners Investment Advisory, LLC | 0.26% | Add +2.7% | 287,213 | $33.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -4.1% | 256,129 | $30.0M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -3.9% | 249,621 | $29.8M |
| SBI Securities Co., Ltd. | 0.82% | Reduce -0.3% | 242,909 | $28.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +39.5% | 236,618 | $27.7M |
| Regimen Wealth, LLC | 8.29% | Reduce -13.5% | 227,877 | $26.7M |
| Simmons Bank | 1.68% | Reduce -2.5% | 200,913 | $23.5M |
| Rockefeller Capital Management L.P. | 0.05% | Add +1.9% | 200,311 | $23.5M |
| Wharton Business Group, LLC | 0.97% | Add +14.3% | 195,333 | $22.9M |
| DAVENPORT & Co LLC | 0.12% | Add +19.9% | 186,193 | $21.8M |
| Cwm, LLC | 0.08% | Add +141.1% | 182,691 | $21.4M |
| Creative Planning | 0.02% | Reduce -9.9% | 181,909 | $21.3M |
| Waverly Advisors, LLC | 0.23% | Reduce -0.2% | 175,512 | $20.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +20.2% | 173,111 | $20.3M |
| Stifel Financial Corp. | 0.02% | Add +3.7% | 172,257 | $20.2M |
| VAUGHAN & Co SECURITIES, INC. | 11.26% | Add +3.9% | 167,532 | $19.6M |
| Meiji Yasuda Life Insurance Co | 0.58% | No change | 166,097 | $19.5M |
| HB Wealth Management, LLC | 0.15% | Add +0.2% | 160,896 | $18.9M |
| Comerica Bank | 0.07% | Reduce -5.0% | 159,974 | $18.7M |
| Kohmann Bosshard Financial Services, LLC | 2.08% | Add +3.6% | 158,884 | $18.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +0.3% | 156,934 | $18.4M |
| Sweeney & Michel, LLC | 6.29% | Add +4.3% | 147,755 | $17.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +38.0% | 143,051 | $16.8M |
| Advisory Services Network, LLC | 0.27% | Add +18.4% | 141,620 | $16.8M |
| Avantax Advisory Services, Inc. | 0.09% | Add +10.2% | 138,386 | $16.2M |
| HighTower Advisors, LLC | 0.02% | Add +0.1% | 129,401 | $15.2M |
| Columbia River Financial Group, LLC | 8.90% | Add +6.2% | 115,531 | $13.8M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -1.7% | 106,093 | $12.4M |
| Capital Advisors Wealth Management, LLC | 1.92% | Add +781.8% | 104,075 | $12.2M |
| Lantz Financial LLC | 3.00% | Add +2.0% | 102,663 | $12.0M |
| Private Advisor Group, LLC | 0.06% | Reduce -0.0% | 101,266 | $11.9M |
| Kapstone Financial Advisors LLC | 5.83% | Reduce -3.0% | 99,751 | $11.7M |
| Graypoint LLC | 0.65% | Add +6.3% | 98,876 | $11.6M |
| Global Strategic Investment Solutions, LLC | 1.18% | Reduce -2.5% | 94,186 | $11.0M |
| Wealthspire Advisors, LLC | 0.06% | Add +2.8% | 92,380 | $10.8M |
| Captrust Financial Advisors | 0.02% | Reduce -0.6% | 91,856 | $10.8M |
| Atria Investments, Inc | 0.13% | Reduce -1.4% | 90,432 | $10.6M |
| NTV Asset Management LLC | 1.26% | Add +2.0% | 90,076 | $10.6M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -3.2% | 89,882 | $10.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Reduce -0.2% | 88,503 | $10.4M |
| Glenmede Investment Management, LP | 0.05% | — | 85,731 | $10.0M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.72% | Reduce -35.9% | 85,364 | $10.0M |
| FAS Wealth Partners, Inc. | 0.73% | Add +0.5% | 83,849 | $9.8M |
| Beaumont Financial Advisors, LLC | 0.68% | Reduce -0.2% | 79,886 | $9.4M |
| Gallagher Fiduciary Advisors, LLC | 0.35% | Reduce -0.3% | 76,477 | $9.0M |
| Lido Advisors, LLC | 0.05% | Add +3.0% | 76,453 | $9.0M |
| PFG Advisors | 0.41% | Add +20.6% | 75,852 | $8.9M |
| Susquehanna International Group, LLP | 0.01% | Add +541.3% | 73,678 | $8.6M |
| Base Wealth Management LLC | 5.51% | Add +8.3% | 73,338 | $8.6M |
| Courier Capital LLC | 0.52% | Add +18.6% | 72,805 | $8.5M |
| Financial Perspectives, Inc | 2.55% | Add +1.7% | 71,852 | $8.4M |
| IFP Advisors, Inc | 0.24% | Reduce -1.2% | 70,822 | $8.3M |
| Regions Financial Corp. | 0.06% | Add +0.6% | 69,840 | $8.2M |
| Smithfield Trust Co | 0.37% | Add +2.4% | 67,473 | $7.9M |
| Advus Financial Partners, LLC | 1.97% | Reduce -1.9% | 65,870 | $7.7M |
| Gunma Bank,Ltd. | 2.49% | Reduce -13.3% | 65,000 | $7.6M |
| Citizens Financial Group Inc. | 0.12% | Reduce -2.6% | 63,009 | $7.4M |
| Franklin Resources Inc. | 0.00% | Reduce -25.0% | 57,420 | $6.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.1% | 55,922 | $6.6M |
| Level Four Advisory Services, LLC | 0.24% | Add +0.1% | 55,117 | $6.5M |
| Sigma Planning Corp | 0.19% | Reduce -6.8% | 54,812 | $6.4M |
| Cowa, LLC | 2.43% | Reduce -0.0% | 54,382 | $6.4M |
| MJP Associates Inc. | 0.94% | Add +6.2% | 53,952 | $6.3M |
| Advisor OS, LLC | 0.61% | Add +3.0% | 53,158 | $6.2M |
| Bank of Montreal | 0.00% | Add +12.4% | 51,241 | $6.0M |
| Global Retirement Partners, LLC | 0.15% | — | 50,922 | $6.0M |
| Maltin Wealth Management, Inc. | 2.68% | Add +11.5% | 50,875 | $6.0M |
| Old National Bancorp | 0.11% | Reduce -0.5% | 50,462 | $5.9M |
| Kentucky Farm Bureau Mutual Insurance Co | 1.25% | No change | 50,000 | $5.9M |
| Gray Private Wealth, LLC | 3.10% | Add +3.8% | 49,239 | $5.8M |
| Summit Wealth Partners, LLC | 1.09% | Add +11.8% | 48,689 | $5.7M |
| Flagship Harbor Advisors, LLC | 0.27% | Add +251.4% | 47,772 | $5.6M |
| Foundry Financial Group, Inc. | 3.05% | Add +1.1% | 45,704 | $5.4M |
| SteelPeak Wealth, LLC | 0.21% | New | 45,119 | $5.3M |
| Merit Financial Group, LLC | 0.06% | Add +481.6% | 44,400 | $5.2M |
| Cibc World Market Inc. | 0.01% | Add +3.3% | 43,671 | $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.