13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
HDV

ISHARES CORE HIGH DIVIDEND E

911 institutions still hold ISHARES CORE HIGH DIVIDEND E as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46429B663·Exchange Traded Fund·911 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.5%
vs prior quarter
13F value held
$3.6B
73.0% inst. owned
of float
Holders
911
+1 QoQ
filers reporting
Activity
+101 / −73
+948 added · −799 reduced
this quarter
Concentration
15.43%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

911 institutions reported HDV in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 15.4% of the visible book. +1 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$554M4.1M0.04%Q1 202602
MORGAN STANLEY
CIK 0000895421
$472M3.5M0.03%Q1 202603
LPL Financial LLC
CIK 0001403438
$450M3.3M0.12%Q1 202604
UBS Group AG
CIK 0001610520
$211M1.6M0.03%Q1 202605
WELLS FARGO & COMPANY/MN
CIK 0000072971
$191M1.4M0.04%Q1 202606
JPMORGAN CHASE & CO
CIK 0000019617
$176M1.3M0.01%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$174M1.3M0.03%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$162M1.2M0.04%Q1 202609
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$141M1.0M0.07%Q1 202610
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$136M1.0M0.07%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$131M968K0.04%Q1 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$122M902K0.03%Q1 202613
SECURIAN ASSET MANAGEMENT, INC
CIK 0001035350
$97M714K3.83%Q1 202614
BlackRock, Inc.
CIK 0002012383
$93M687K0.00%Q1 202615
M&T BANK CORP
CIK 0000036270
$90M660K0.31%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$88M650K0.09%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$85M626K0.12%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$78M577K0.11%Q1 202619
FMR LLC
CIK 0000315066
$77M567K0.00%Q1 202620
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$62M458K3.79%Q1 2026
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