iShares Core High Dividend EHDVETF
13F holders, Q3 2025 (September 30)783holders +25
64new positions
36sold out
5famous investors
$122.42avg. 13F price*
At the end of Q3 2025, 783 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, up 25 from Q2 2025. 64 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($544.5M), Morgan Stanley ($406.6M) and LPL Financial LLC ($345.3M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $39.4M |
| Exits | 36 | $21.9M |
All 13F filers, Q2 2025 → Q3 2025: 2,008,167 shares bought and 1,208,617 shares sold, net +799,550 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 783 holders
| Bank of America Corp. | 0.04% | Reduce -1.2% | 4,446,872 | $544.5M |
| Morgan Stanley | 0.02% | Add +0.6% | 3,320,934 | $406.6M |
| LPL Financial LLC | 0.10% | Add +2.1% | 2,820,114 | $345.3M |
| UBS Group AG | 0.03% | Reduce -1.5% | 1,398,225 | $171.2M |
| Wells Fargo & Company | 0.03% | Add +7.0% | 1,372,418 | $168.1M |
| JPMorgan Chase & Co. | 0.01% | Add +6.2% | 1,278,250 | $156.5M |
| Royal Bank of Canada | 0.03% | Reduce -2.7% | 1,151,769 | $141.0M |
| Raymond James Financial Inc. | 0.04% | Reduce -1.4% | 906,078 | $110.9M |
| Janney Montgomery Scott LLC | 0.23% | Add +1.5% | 790,501 | $96.8M |
| Securian Asset Management, Inc. | 2.53% | Add +2.0% | 778,802 | $95.4M |
| Jones Financial Companies LLLP | 0.06% | Add +13.5% | 741,637 | $90.7M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -4.9% | 733,147 | $89.8M |
| Ameriprise Financial Inc. | 0.02% | Add +11.0% | 707,868 | $86.6M |
| M&T Bank Corp | 0.29% | Reduce -5.4% | 702,611 | $86.0M |
| BlackRock, Inc. | 0.00% | Add +2.4% | 679,683 | $83.2M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -22.0% | 653,287 | $80.0M |
| Truist Financial Corp. | 0.10% | Reduce -7.0% | 591,739 | $72.5M |
| Cetera Investment Advisers | 0.07% | Add +41.4% | 508,953 | $62.3M |
| FMR LLC | 0.00% | Reduce -3.5% | 507,555 | $62.2M |
| Mariner, LLC | 0.07% | Add +0.3% | 455,940 | $55.8M |
| LBMC Investment Advisors, LLC | 3.55% | Reduce -0.7% | 455,280 | $55.7M |
| Osaic Holdings, Inc. | 0.06% | Add +4.9% | 348,515 | $42.9M |
| MML Investors Services, LLC | 0.11% | Reduce -0.9% | 324,358 | $39.7M |
| Townsend & Associates, Inc | 3.50% | Reduce -15.0% | 302,295 | $36.9M |
| Steward Partners Investment Advisory, LLC | 0.21% | Add +1.8% | 292,238 | $35.8M |
| Alliancebernstein L.P. | 0.01% | Add +4.5% | 267,745 | $32.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +3.8% | 259,160 | $31.7M |
| SBI Securities Co., Ltd. | 0.76% | Reduce -0.1% | 242,755 | $29.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +0.1% | 236,899 | $29.0M |
| Regimen Wealth, LLC | 8.28% | Add +0.0% | 227,925 | $27.9M |
| DAVENPORT & Co LLC | 0.14% | Add +12.3% | 209,055 | $25.6M |
| Simmons Bank | 1.65% | Add +0.5% | 202,002 | $24.7M |
| BNP Paribas Financial Markets | 0.02% | Add +21062.7% | 200,411 | $24.5M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -2.5% | 195,289 | $23.9M |
| Cwm, LLC | 0.07% | Add +6.8% | 195,053 | $23.9M |
| Wharton Business Group, LLC | 1.02% | Reduce -2.6% | 190,163 | $23.3M |
| Stifel Financial Corp. | 0.02% | Add +4.1% | 179,277 | $22.0M |
| Creative Planning | 0.02% | Reduce -1.9% | 178,533 | $21.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +12.8% | 176,950 | $21.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +22.6% | 175,421 | $21.5M |
| Advisory Services Network, LLC | 0.31% | Add +23.7% | 175,123 | $21.4M |
| VAUGHAN & Co SECURITIES, INC. | 11.31% | Add +3.8% | 173,894 | $21.3M |
| Kestra Advisory Services, LLC | 0.10% | Add +0.0% | 173,131 | $21.2M |
| Waverly Advisors, LLC | 0.21% | Reduce -3.4% | 169,619 | $20.8M |
| Meiji Yasuda Life Insurance Co | 0.58% | No change | 166,097 | $20.3M |
| Comerica Bank | 0.08% | Add +3.1% | 164,945 | $20.2M |
| HB Wealth Management, LLC | 0.13% | Add +0.5% | 161,637 | $19.8M |
| Kohmann Bosshard Financial Services, LLC | 1.98% | Reduce -0.8% | 157,585 | $19.3M |
| Sweeney & Michel, LLC | 6.00% | Add +0.2% | 148,001 | $17.9M |
| IFP Advisors, Inc | 0.46% | Add +103.3% | 143,996 | $17.6M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +56.2% | 140,383 | $17.2M |
| Thrivent Financial for Lutherans | 0.03% | Add +1456.0% | 134,948 | $16.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.7% | 123,294 | $15.1M |
| Columbia River Financial Group, LLC | 8.75% | Add +2.5% | 118,394 | $14.2M |
| Private Advisor Group, LLC | 0.06% | Add +5.8% | 107,188 | $13.1M |
| Lantz Financial LLC | 2.86% | Add +2.8% | 105,492 | $12.9M |
| Kapstone Financial Advisors LLC | 5.81% | Add +1.0% | 100,730 | $12.3M |
| Atwater Malick LLC | 3.51% | Add +898.6% | 98,779 | $12.1M |
| Wealthspire Advisors, LLC | 0.06% | Add +5.3% | 97,295 | $11.9M |
| Global Strategic Investment Solutions, LLC | 1.16% | Add +0.5% | 94,696 | $11.6M |
| Captrust Financial Advisors | 0.02% | Reduce -1.4% | 90,613 | $11.1M |
| NTV Asset Management LLC | 1.20% | Add +0.1% | 90,133 | $11.0M |
| Glenmede Investment Management, LP | 0.05% | Add +3.9% | 89,055 | $10.9M |
| Atria Investments, Inc | 0.12% | Reduce -1.8% | 88,834 | $10.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -1.2% | 87,418 | $10.7M |
| FAS Wealth Partners, Inc. | 0.70% | Add +0.7% | 84,426 | $10.3M |
| Courier Capital LLC | 0.57% | Add +12.4% | 81,859 | $10.0M |
| Beaumont Financial Advisors, LLC | 0.65% | Reduce -1.3% | 78,819 | $9.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.50% | Reduce -10.4% | 76,504 | $9.4M |
| Financial Perspectives, Inc | 2.48% | Add +1.8% | 73,115 | $9.0M |
| Lido Advisors, LLC | 0.04% | Reduce -5.6% | 72,188 | $8.8M |
| Regions Financial Corp. | 0.06% | Reduce -0.1% | 69,763 | $8.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -6.5% | 68,899 | $8.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -36.3% | 67,604 | $8.3M |
| Smithfield Trust Co | 0.37% | Reduce -0.7% | 67,033 | $8.2M |
| Citizens Financial Group Inc. | 0.11% | Add +3.3% | 65,077 | $8.0M |
| Gunma Bank,Ltd. | 2.49% | No change | 65,000 | $8.0M |
| Advus Financial Partners, LLC | 1.87% | Reduce -3.2% | 63,762 | $7.8M |
| Base Wealth Management LLC | 4.40% | Reduce -14.1% | 62,999 | $7.7M |
| Global Retirement Partners, LLC | 0.16% | Add +17.2% | 59,698 | $7.3M |
| Franklin Resources Inc. | 0.00% | Add +1.4% | 58,250 | $7.1M |
| Advisor OS, LLC | 0.60% | Add +7.5% | 57,147 | $7.0M |
| Sigma Planning Corp | 0.20% | Add +4.0% | 56,979 | $7.0M |
| Cowa, LLC | 2.41% | Add +2.4% | 55,702 | $6.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.9% | 55,416 | $6.8M |
| Old National Bancorp | 0.11% | Add +8.2% | 54,620 | $6.7M |
| MJP Associates Inc. | 0.88% | Add +1.2% | 54,593 | $6.7M |
| Level Four Advisory Services, LLC | 0.23% | Reduce -1.5% | 54,279 | $6.6M |
| Maltin Wealth Management, Inc. | 2.71% | Add +5.0% | 53,398 | $6.5M |
| Gray Private Wealth, LLC | 3.10% | Add +1.8% | 50,123 | $6.1M |
| Bank of Montreal | 0.00% | Reduce -3.9% | 49,259 | $6.0M |
| Cerity Partners LLC | 0.01% | Add +39.4% | 48,444 | $5.9M |
| Sanctuary Advisors, LLC | 0.03% | Add +39.1% | 48,327 | $5.9M |
| Summit Wealth Partners, LLC | 1.06% | Reduce -1.4% | 48,010 | $5.9M |
| Foundry Financial Group, Inc. | 3.00% | Add +2.0% | 46,606 | $5.7M |
| Farther Finance Advisors, LLC | 0.09% | Add +118.3% | 46,090 | $5.6M |
| Sunbelt Securities, Inc. | 0.38% | Add +15.2% | 44,815 | $5.5M |
| Cibc World Market Inc. | 0.01% | Add +2.0% | 44,563 | $5.5M |
| Corient Private Wealth LP | 0.01% | Add +176.0% | 43,979 | $5.4M |
| Janney Capital Management LLC | 0.33% | Add +0.5% | 43,593 | $5.3M |
"% 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.