iShares Core High Dividend EHDVETF
13F holders, Q4 2025 (December 31)813holders +30
48new positions
51sold out
4famous investors
$121.73avg. 13F price*
At the end of Q4 2025, 813 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, up 30 from Q3 2025. 48 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($549.3M), Morgan Stanley ($411.1M) and LPL Financial LLC ($356.6M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $97.0M |
| Exits | 51 | $29.9M |
All 13F filers, Q3 2025 → Q4 2025: 3,252,440 shares bought and 857,053 shares sold, net +2,395,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 813 holders
| Bank of America Corp. | 0.04% | Add +1.6% | 4,516,593 | $549.3M |
| Morgan Stanley | 0.02% | Add +1.8% | 3,380,192 | $411.1M |
| LPL Financial LLC | 0.10% | Add +4.0% | 2,931,967 | $356.6M |
| Wells Fargo & Company | 0.04% | Add +12.7% | 1,546,611 | $188.1M |
| UBS Group AG | 0.04% | Add +4.5% | 1,461,075 | $177.7M |
| Royal Bank of Canada | 0.03% | Add +8.7% | 1,251,561 | $152.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.5% | 1,220,748 | $148.5M |
| Raymond James Financial Inc. | 0.04% | Add +7.5% | 974,262 | $118.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +22.5% | 898,003 | $109.2M |
| Jones Financial Companies LLLP | 0.06% | Add +17.5% | 871,480 | $106.0M |
| Janney Montgomery Scott LLC | 0.23% | Add +5.0% | 830,428 | $101.0M |
| Securian Asset Management, Inc. | 3.48% | Reduce -3.1% | 754,802 | $91.8M |
| Ameriprise Financial Inc. | 0.02% | Add +4.4% | 738,879 | $89.9M |
| M&T Bank Corp | 0.27% | Reduce -2.1% | 687,570 | $83.6M |
| BlackRock, Inc. | 0.00% | Add +0.3% | 682,039 | $82.9M |
| Commonwealth Equity Services, LLC | 0.10% | Reduce -1.5% | 643,678 | $78.3M |
| BNP Paribas Financial Markets | 0.05% | Add +199.7% | 600,634 | $73.0M |
| Truist Financial Corp. | 0.10% | Add +0.1% | 592,028 | $72.0M |
| Cetera Investment Advisers | 0.07% | Add +6.3% | 541,012 | $65.8M |
| FMR LLC | 0.00% | Reduce -2.8% | 493,518 | $60.0M |
| LBMC Investment Advisors, LLC | 3.44% | Add +0.3% | 456,776 | $55.5M |
| Mariner, LLC | 0.06% | Reduce -3.6% | 439,559 | $53.5M |
| Osaic Holdings, Inc. | 0.07% | Add +8.3% | 377,534 | $45.9M |
| Townsend & Associates, Inc | 3.45% | Add +0.8% | 304,637 | $38.7M |
| MML Investors Services, LLC | 0.09% | Reduce -5.3% | 307,257 | $37.4M |
| Steward Partners Investment Advisory, LLC | 0.20% | Add +1.3% | 296,114 | $36.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +17.5% | 278,348 | $33.8M |
| Alliancebernstein L.P. | 0.01% | Add +2.0% | 273,247 | $33.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +2.9% | 266,753 | $32.5M |
| SBI Securities Co., Ltd. | 0.74% | Reduce -2.0% | 237,854 | $28.9M |
| Engineers Gate Manager LP | 0.33% | New | 231,014 | $28.1M |
| Regimen Wealth, LLC | 8.13% | Add +0.4% | 228,736 | $27.8M |
| DAVENPORT & Co LLC | 0.15% | Add +6.9% | 223,516 | $27.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.6% | 206,215 | $25.1M |
| Simmons Bank | 1.59% | Reduce -3.0% | 195,994 | $23.8M |
| IFP Advisors, Inc | 0.53% | Add +34.3% | 193,356 | $23.5M |
| Wharton Business Group, LLC | 0.88% | Add +0.5% | 191,023 | $23.2M |
| Stifel Financial Corp. | 0.02% | Add +4.1% | 186,697 | $22.7M |
| VAUGHAN & Co SECURITIES, INC. | 11.70% | Add +7.0% | 186,061 | $22.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +7.1% | 185,484 | $22.6M |
| Advisory Services Network, LLC | 0.31% | Add +4.1% | 182,353 | $22.2M |
| Sweeney & Michel, LLC | 6.27% | Add +3.2% | 152,699 | $21.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -2.1% | 173,203 | $21.1M |
| Meiji Yasuda Life Insurance Co | 0.59% | No change | 166,097 | $20.2M |
| Comerica Bank | 0.08% | Reduce -0.2% | 164,676 | $20.0M |
| Waverly Advisors, LLC | 0.16% | Reduce -3.7% | 163,289 | $19.9M |
| Kohmann Bosshard Financial Services, LLC | 1.78% | Add +1.9% | 160,664 | $19.5M |
| HB Wealth Management, LLC | 0.13% | Reduce -1.8% | 158,665 | $19.3M |
| Creative Planning | 0.01% | Reduce -13.8% | 153,955 | $18.7M |
| Cerity Partners LLC | 0.03% | Add +215.1% | 152,635 | $18.6M |
| Thrivent Financial for Lutherans | 0.03% | Add +9.1% | 147,189 | $18.0M |
| Millennium Management | 0.01% | New | 141,786 | $17.2M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -2.3% | 137,115 | $16.7M |
| Corient Private Wealth LP | 0.02% | Add +195.8% | 130,068 | $15.8M |
| HighTower Advisors, LLC | 0.02% | Add +0.4% | 123,773 | $15.1M |
| Columbia River Financial Group, LLC | 9.21% | Add +4.2% | 123,359 | $15.0M |
| Atwater Malick LLC | 4.09% | Add +23.4% | 121,921 | $14.8M |
| Lantz Financial LLC | 2.81% | Add +3.8% | 109,545 | $13.3M |
| Private Advisor Group, LLC | 0.06% | Add +0.8% | 108,085 | $13.1M |
| Adirondack Capital Advisors, LLC | 8.58% | — | 104,854 | $12.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -42.1% | 101,588 | $12.4M |
| Kapstone Financial Advisors LLC | 6.00% | Reduce -1.5% | 99,257 | $12.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.62% | Add +29.7% | 99,239 | $12.1M |
| Wealthspire Advisors, LLC | 0.10% | Add +1.1% | 98,412 | $12.0M |
| Captrust Financial Advisors | 0.02% | Add +6.6% | 96,558 | $11.7M |
| Global Strategic Investment Solutions, LLC | 1.13% | Add +0.6% | 95,299 | $11.6M |
| Glenmede Trust Co. NA | 0.05% | — | 91,280 | $11.1M |
| FAS Wealth Partners, Inc. | 0.71% | Add +6.7% | 90,109 | $11.0M |
| NTV Asset Management LLC | 1.16% | Reduce -0.3% | 89,828 | $10.9M |
| Courier Capital LLC | 0.61% | Add +9.7% | 89,798 | $10.9M |
| Atria Investments, Inc | 0.12% | Reduce -0.3% | 88,574 | $10.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +1.1% | 88,361 | $10.7M |
| SteelPeak Wealth, LLC | 0.35% | New | 86,786 | $10.6M |
| Lido Advisors, LLC | 0.04% | Add +7.5% | 77,606 | $9.5M |
| Cwm, LLC | 0.03% | Reduce -60.4% | 77,174 | $9.4M |
| Smartleaf Asset Management LLC | 0.35% | Add +146.7% | 75,908 | $9.3M |
| Smithfield Trust Co | 0.41% | Add +13.0% | 75,721 | $9.2M |
| Beaumont Financial Advisors, LLC | 0.60% | Reduce -4.5% | 75,298 | $9.2M |
| Financial Perspectives, Inc | 2.43% | Add +1.5% | 74,187 | $9.0M |
| Susquehanna International Group, LLP | 0.01% | Add +2.5% | 70,619 | $8.6M |
| Forefront Analytics, LLC | 7.44% | Add +73.8% | 69,308 | $8.4M |
| Base Wealth Management LLC | 4.50% | Add +9.2% | 68,775 | $8.4M |
| Global Retirement Partners, LLC | 0.14% | Add +12.3% | 67,061 | $8.2M |
| Allianz Asset Management GmbH | 0.01% | New | 65,700 | $8.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.4% | 65,342 | $7.9M |
| Advus Financial Partners, LLC | 1.92% | Add +2.4% | 65,277 | $7.9M |
| Regions Financial Corp. | 0.05% | Reduce -8.4% | 63,931 | $7.8M |
| Citizens Financial Group Inc. | 0.10% | Reduce -4.8% | 61,932 | $7.5M |
| Godfrey Financial Associates, Inc. | 6.46% | — | 61,392 | $7.5M |
| Redhawk Wealth Advisors, Inc. | 0.80% | New | 58,857 | $7.2M |
| Maltin Wealth Management, Inc. | 2.78% | Add +7.8% | 57,557 | $7.0M |
| Sigma Planning Corp | 0.19% | Reduce -0.3% | 56,817 | $6.9M |
| Cowa, LLC | 2.07% | Add +0.5% | 55,994 | $6.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 55,373 | $6.7M |
| Farther Finance Advisors, LLC | 0.07% | Add +19.6% | 55,131 | $6.7M |
| Old National Bancorp | 0.11% | No change | 54,620 | $6.6M |
| Advisor OS, LLC | 0.53% | Reduce -5.3% | 54,091 | $6.6M |
| Level Four Advisory Services, LLC | 0.21% | Reduce -0.6% | 53,964 | $6.6M |
| Franklin Resources Inc. | 0.00% | Reduce -7.8% | 53,732 | $6.5M |
| MJP Associates Inc. | 0.81% | Reduce -2.4% | 53,268 | $6.5M |
"% 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.