Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / CORE HIGH DV ETF
-
Total 13F shares
-
2,269,815
-
Share change
-
+197,317
-
Total reported value
-
$276,162,187
-
Price per share
-
$121.61
-
Number of holders
-
169
-
Value change
-
+$23,960,996
-
Number of buys
-
77
-
Number of sells
-
58
Institutional Holders of ISHARES TR - CORE HIGH DV ETF (HDV) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - CORE HIGH DV ETF (HDV) was held by
169 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,269,815 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, DAVENPORT & Co LLC, Lantz Financial LLC, NTV Asset Management LLC, SteelPeak Wealth, LLC, Beaumont Financial Advisors, LLC, Base Wealth Management LLC, Redhawk Wealth Advisors, Inc., Maltin Wealth Management, Inc., and J2 Capital Management Inc.
This page lists
169
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.