iShares Core High Dividend EHDVETF
13F holders, Q1 2026 (March 31)865holders +52
99new positions
49sold out
4famous investors
$134.50avg. 13F price*
At the end of Q1 2026, 865 institutions reported holding iShares Core High Dividend E (HDV) in their 13F filings, up 52 from Q4 2025. 99 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($554.2M), Morgan Stanley ($472.5M) and LPL Financial LLC ($450.3M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $89.9M |
| Exits | 49 | $103.7M |
All 13F filers, Q4 2025 → Q1 2026: 4,595,341 shares bought and 2,231,695 shares sold, net +2,363,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 865 holders
| Bank of America Corp. | 0.04% | Reduce -9.6% | 4,083,741 | $554.2M |
| Morgan Stanley | 0.03% | Add +3.0% | 3,481,196 | $472.5M |
| LPL Financial LLC | 0.12% | Add +13.2% | 3,317,662 | $450.3M |
| UBS Group AG | 0.04% | Add +6.2% | 1,551,933 | $210.6M |
| Wells Fargo & Company | 0.04% | Reduce -9.1% | 1,406,343 | $190.9M |
| JPMorgan Chase & Co. | 0.01% | Add +6.3% | 1,297,163 | $175.6M |
| Royal Bank of Canada | 0.03% | Add +2.4% | 1,282,003 | $174.0M |
| Envestnet Asset Management Inc. | 0.04% | Add +32.6% | 1,190,571 | $161.6M |
| Jones Financial Companies LLLP | 0.07% | Add +20.1% | 1,046,437 | $141.1M |
| BNP Paribas Financial Markets | 0.09% | Add +67.1% | 1,003,439 | $136.2M |
| Raymond James Financial Inc. | 0.04% | Reduce -0.6% | 968,381 | $131.4M |
| Ameriprise Financial Inc. | 0.03% | Add +22.1% | 902,142 | $122.4M |
| Janney Montgomery Scott LLC | 0.30% | Add +7.6% | 893,886 | $121.3M |
| Securian Asset Management, Inc. | 3.83% | Reduce -5.4% | 713,802 | $96.9M |
| BlackRock, Inc. | 0.00% | Add +0.7% | 686,666 | $93.2M |
| M&T Bank Corp | 0.30% | Reduce -3.0% | 666,567 | $90.5M |
| Cetera Investment Advisers | 0.09% | Add +20.2% | 650,163 | $88.2M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -2.8% | 625,989 | $85.0M |
| Truist Financial Corp. | 0.11% | Reduce -2.6% | 576,725 | $78.3M |
| FMR LLC | 0.00% | Add +15.0% | 567,337 | $77.0M |
| LBMC Investment Advisors, LLC | 3.79% | Add +0.4% | 458,400 | $62.2M |
| Allianz Asset Management GmbH | 0.07% | Add +596.2% | 457,400 | $62.1M |
| Mariner, LLC | 0.07% | Add +2.7% | 451,518 | $61.3M |
| Osaic Holdings, Inc. | 0.07% | Reduce -2.0% | 370,029 | $50.2M |
| Steward Partners Investment Advisory, LLC | 0.21% | Add +4.8% | 310,300 | $42.1M |
| MML Investors Services, LLC | 0.11% | Reduce -0.8% | 304,658 | $41.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -7.0% | 258,968 | $35.1M |
| Townsend & Associates, Inc | 3.03% | Reduce -13.3% | 264,119 | $35.1M |
| Private Advisor Group, LLC | 0.16% | Add +137.8% | 257,027 | $34.9M |
| Alliancebernstein L.P. | 0.01% | Add +3.5% | 282,746 | $34.4M |
| DAVENPORT & Co LLC | 0.18% | Add +9.4% | 244,482 | $33.2M |
| SBI Securities Co., Ltd. | 0.90% | Add +1.3% | 240,991 | $32.7M |
| Regimen Wealth, LLC | 9.33% | Add +2.9% | 235,382 | $31.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -16.2% | 223,646 | $30.0M |
| Kestra Advisory Services, LLC | 0.11% | Add +10.4% | 204,873 | $27.8M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -2.0% | 202,013 | $27.4M |
| Advisory Services Network, LLC | 0.36% | Add +8.2% | 197,250 | $26.8M |
| Wharton Business Group, LLC | 0.99% | Add +0.7% | 192,438 | $26.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +6.0% | 183,596 | $24.9M |
| VAUGHAN & Co SECURITIES, INC. | 12.88% | Reduce -2.4% | 181,662 | $24.7M |
| Simmons Bank | 1.60% | Reduce -10.1% | 176,184 | $23.9M |
| HB Wealth Management, LLC | 0.15% | Add +6.0% | 168,114 | $22.8M |
| Fifth Third Bancorp | 0.04% | Add +5060.0% | 167,959 | $22.8M |
| Stifel Financial Corp. | 0.02% | Reduce -11.6% | 165,115 | $22.4M |
| Kohmann Bosshard Financial Services, LLC | 2.16% | Add +1.9% | 163,758 | $22.2M |
| Waverly Advisors, LLC | 0.16% | Reduce -1.1% | 161,458 | $21.9M |
| Prudential PLC | 0.16% | New | 157,000 | $21.3M |
| Cerity Partners LLC | 0.03% | Add +2.3% | 156,153 | $21.2M |
| Sweeney & Michel, LLC | 6.18% | Add +2.4% | 156,369 | $21.0M |
| Thrivent Financial for Lutherans | 0.04% | Add +4.6% | 153,931 | $20.9M |
| Creative Planning | 0.01% | Reduce -0.5% | 153,260 | $20.8M |
| Atwater Malick LLC | 5.18% | Add +15.9% | 141,303 | $19.2M |
| Orion Porfolio Solutions, LLC | 0.16% | Add +1.4% | 139,033 | $18.9M |
| Columbia River Financial Group, LLC | 10.02% | Add +3.1% | 127,138 | $17.3M |
| IFP Advisors, Inc | 0.35% | Reduce -34.8% | 126,072 | $17.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.1% | 122,390 | $16.6M |
| Cwm, LLC | 0.04% | Add +48.4% | 114,540 | $15.5M |
| Lantz Financial LLC | 3.21% | Add +4.5% | 114,530 | $15.5M |
| Adirondack Capital Advisors, LLC | 9.59% | Add +5.0% | 110,051 | $14.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.9% | 109,626 | $14.9M |
| Glenmede Trust Co. NA | 0.07% | Add +14.5% | 104,505 | $14.2M |
| Sykon Capital LLC | 4.73% | Add +3769.9% | 104,488 | $14.2M |
| Smartleaf Asset Management LLC | 0.50% | Add +33.4% | 101,266 | $13.7M |
| Wealthspire Advisors, LLC | 0.11% | Add +2.3% | 100,702 | $13.7M |
| Kapstone Financial Advisors LLC | 6.60% | Add +0.1% | 99,322 | $13.5M |
| Global Strategic Investment Solutions, LLC | 1.28% | Add +0.3% | 95,588 | $13.0M |
| Captrust Financial Advisors | 0.02% | Reduce -1.0% | 95,567 | $13.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Add +7.8% | 95,228 | $12.9M |
| Courier Capital LLC | 0.71% | Add +3.8% | 93,229 | $12.7M |
| NTV Asset Management LLC | 1.35% | Add +0.5% | 90,250 | $12.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.64% | Reduce -9.4% | 89,919 | $12.2M |
| FAS Wealth Partners, Inc. | 0.76% | Reduce -0.4% | 89,719 | $12.2M |
| Atria Investments, Inc | 0.12% | Reduce -8.5% | 81,015 | $11.0M |
| Lido Advisors, LLC | 0.04% | Add +0.5% | 78,016 | $10.6M |
| Smithfield Trust Co | 0.45% | Reduce -0.1% | 75,685 | $10.3M |
| Beaumont Financial Advisors, LLC | 0.70% | Add +0.1% | 75,348 | $10.2M |
| Financial Perspectives, Inc | 2.84% | Add +0.9% | 74,831 | $10.2M |
| Quadrature Capital Ltd | 0.12% | New | 73,235 | $9.9M |
| Base Wealth Management LLC | 5.36% | Add +2.7% | 70,642 | $9.6M |
| Forefront Analytics, LLC | 8.40% | Reduce -1.8% | 68,087 | $9.2M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +177.8% | 67,832 | $9.2M |
| Regions Financial Corp. | 0.06% | Add +1.4% | 64,805 | $8.8M |
| Gotham Asset Management | 0.03% | Add +2676.1% | 64,628 | $8.8M |
| Maltin Wealth Management, Inc. | 3.31% | Add +11.0% | 63,898 | $8.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.5% | 63,021 | $8.6M |
| Godfrey Financial Associates, Inc. | 7.08% | Reduce -1.0% | 60,781 | $8.2M |
| Farther Finance Advisors, LLC | 0.08% | Add +9.7% | 60,491 | $8.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +14.3% | 58,458 | $7.9M |
| Cowa, LLC | 2.27% | Add +2.5% | 57,386 | $7.8M |
| Sigma Planning Corp | 0.22% | Add +0.7% | 57,188 | $7.8M |
| Old National Bancorp | 0.13% | Add +2.0% | 55,730 | $7.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 55,262 | $7.5M |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 53,867 | $7.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +9.1% | 53,509 | $7.3M |
| Gray Private Wealth, LLC | 3.65% | Add +2.4% | 53,463 | $7.3M |
| Advisor OS, LLC | 0.52% | Reduce -2.0% | 52,988 | $7.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -25.4% | 52,692 | $7.2M |
| &partners | 0.04% | Add +13.5% | 52,736 | $7.1M |
| Citizens Financial Group Inc. | 0.10% | Reduce -15.4% | 52,411 | $7.1M |
| Bank of Montreal | 0.00% | Add +4.3% | 51,928 | $7.0M |
"% 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.