ISHARES CORE HIGH DIVIDEND E HDV
$28.04
+2.3% 52w: $22.47 – $28.04
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data22.4725.2628.04
Jun 20, 2025 Jul 2, 2026
Institutional holders
854
+47 QoQ
13F value
$6.05B
+15.8% QoQ
Smart-money holders
18
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
16.1×
$136.6M calls / $8.5M puts
Institutional value by quarter
Number of holders
Who owns HDV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.1M | $554.2M | 0.0% | -9.6% |
| MORGAN STANLEY | Bank broker | 3.5M | $472.5M | 0.0% | +3.0% |
| LPL Financial LLC | Bank broker | 3.3M | $450.3M | 0.1% | +13.2% |
| UBS Group AG | Bank broker | 1.6M | $210.6M | 0.0% | +6.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.4M | $190.9M | 0.0% | -9.1% |
| JPMORGAN CHASE & CO | Bank broker | 1.3M | $175.6M | 0.0% | +6.3% |
| ROYAL BANK OF CANADA | Bank broker | 1.3M | $174.0M | 0.0% | +2.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.2M | $161.6M | 0.0% | +32.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.0M | $141.1M | 0.1% | +20.1% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 1.0M | $136.2M | 0.1% | +67.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 968.4K | $131.4M | 0.0% | -0.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 902.1K | $122.4M | 0.0% | +22.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 893.9K | $121.3M | 0.3% | +7.6% |
| SECURIAN ASSET MANAGEMENT, INC | Other | 713.8K | $96.9M | 3.8% | -5.4% |
| BlackRock, Inc. | Index provider | 686.7K | $93.2M | 0.0% | +0.7% |
| M&T Bank Corp | Diversified mechanical | 660.0K | $89.6M | 0.3% | -4.0% |
| Cetera Investment Advisers | Wealth advisor | 650.2K | $88.2M | 0.1% | +20.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 626.0K | $85.0M | 0.1% | -2.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 576.7K | $78.3M | 0.1% | -2.6% |
| FMR LLC | Long only active | 567.3K | $77.0M | 0.0% | +15.0% |
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 458.4K | $62.2M | 3.8% | +0.4% |
| Allianz Asset Management GmbH | Diversified mechanical | 457.4K | $62.1M | 0.1% | +596.2% |
| Mariner, LLC | Diversified mechanical | 451.5K | $61.3M | 0.1% | +2.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 370.0K | $50.2M | 0.1% | -2.0% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 310.3K | $42.1M | 0.2% | +4.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 304.7K | $41.3M | 0.1% | -0.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 259.0K | $35.1M | 0.0% | -7.0% |
| Townsend & Associates, Inc | Other | 264.1K | $35.1M | 3.0% | -13.3% |
| Private Advisor Group, LLC | Wealth advisor | 257.0K | $34.9M | 0.2% | +137.8% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 282.7K | $34.4M | 0.0% | +3.5% |
| DAVENPORT & Co LLC | Diversified mechanical | 244.5K | $33.2M | 0.2% | +9.4% |
| SBI Securities Co., Ltd. | Diversified mechanical | 241.0K | $32.7M | 0.9% | +1.3% |
| REGIMEN WEALTH, LLC | Wealth advisor | 235.4K | $31.9M | 9.3% | +2.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 223.6K | $30.0M | 0.1% | -16.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 204.9K | $27.8M | 0.1% | +10.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 202.0K | $27.4M | 0.0% | -2.0% |
| Advisory Services Network, LLC | Diversified mechanical | 197.3K | $26.8M | 0.4% | +8.2% |
| Wharton Business Group, LLC | Wealth advisor | 192.4K | $26.1M | 1.0% | +0.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 183.6K | $24.9M | 0.1% | +6.0% |
| VAUGHAN & Co SECURITIES, INC. | Wealth advisor | 181.7K | $24.7M | 12.9% | -2.4% |
| Simmons Bank | Other | 176.2K | $23.9M | 1.6% | -10.1% |
| HB Wealth Management, LLC | Wealth advisor | 168.1K | $22.8M | 0.1% | +6.0% |
| FIFTH THIRD BANCORP | Diversified mechanical | 168.0K | $22.8M | 0.0% | +5060.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 165.1K | $22.4M | 0.0% | -11.6% |
| Kohmann Bosshard Financial Services, LLC | Wealth advisor | 163.8K | $22.2M | 2.2% | +1.9% |
| Waverly Advisors, LLC | Wealth advisor | 161.5K | $21.9M | 0.2% | -1.1% |
| PRUDENTIAL PLC | Other | 157.0K | $21.3M | 0.1% | New |
| Cerity Partners LLC | Diversified mechanical | 156.2K | $21.2M | 0.0% | +2.3% |
| SWEENEY & MICHEL, LLC | Wealth advisor | 156.4K | $21.0M | 6.2% | +2.4% |
| Thrivent Financial for Lutherans | Diversified mechanical | 153.9K | $20.9M | 0.0% | +4.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.