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Who owns HDVWhat HDV owns — n/a

Who owns iShares Core High Dividend ETF?

Institutional ownership of HDV from SEC Form 13F filings across 468 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

468

13F holders

$4.97B

value, 2026 filers

37.9%

of shares outstanding (180.8M sh)

49

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of HDV's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BANK OF AMERICA CORP /DE/20.6M$564.1M0.0%4.3%+403.9%
2MORGAN STANLEY17.4M$476.1M0.0%3.6%+399.0%
3LPL Financial LLC16.9M$462.8M0.1%3.5%+408.9%
4UBS Group AG8.0M$218.7M0.0%1.7%+414.2%
5WELLS FARGO & COMPANY/MN7.0M$192.3M0.0%1.5%+398.9%
6JPMORGAN CHASE & CO6.6M$183.8M0.0%1.4%+411.8%
7ROYAL BANK OF CANADA6.3M$173.7M0.0%1.3%+394.4%
8JONES FINANCIAL COMPANIES LLLP6.3M$174.9M0.1%1.3%+500.3%
9ENVESTNET ASSET MANAGEMENT INC6.1M$168.2M0.0%1.3%+415.4%
10RAYMOND JAMES FINANCIAL INC4.5M$124.2M0.0%0.9%+367.7%
11Janney Montgomery Scott LLC4.5M$122,9860.2%0.9%+402.0%
12Cetera Investment Advisers3.5M$97.1M0.1%0.7%+444.9%
13M&T Bank Corp3.3M$91.6M0.3%0.7%+406.1%
14COMMONWEALTH EQUITY SERVICES, LLC3.2M$87.1M0.1%0.7%+407.7%
15BlackRock, Inc.3.1M$86.3M0.0%0.7%+358.3%
16AMERIPRISE FINANCIAL INC3.0M$81.1M0.0%0.6%+228.1%
17TRUIST FINANCIAL CORP2.9M$79.0M0.1%0.6%+400.0%
18BNP PARIBAS FINANCIAL MARKETS2.5M$69.5M0.0%0.5%+152.6%
19LBMC INVESTMENT ADVISORS, LLC2.3M$63.2M3.4%0.5%+403.3%
20Mariner, LLC2.1M$58.8M0.1%0.4%+375.2%
21OSAIC HOLDINGS, INC.2.1M$57.2M0.1%0.4%+464.4%
22FMR LLC2.1M$56.2M0.0%0.4%+261.5%
23Cambridge Investment Research Advisors, Inc.2.0M$54,4320.1%0.4%+981.6%
24MML INVESTORS SERVICES, LLC1.7M$47.2M0.1%0.4%+465.1%
25Steward Partners Investment Advisory, LLC1.5M$40.9M0.2%0.3%+380.4%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.