ISHARES CORE HIGH DIVIDEND E (HDV) Institutional Ownership

HDV is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.27M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $1.40M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's HDV position is now estimated to be worth approximately $283,364.58, representing an estimated loss of -79.80% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks 13F-reported ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES CORE HIGH DIVIDEND E (HDV).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$2,271,72316,738
Q4 20252$2,196,90218,065
Q3 20252$4,858,25639,675
Q2 20251$422,0913,602
Q1 20252$7,522,44362,107
Q4 20241$553,1144,927
Q3 20242$597,7545,082
Q2 20242$498,0724,582
Q1 20242$394,63748,236
Q4 20232$419,9217,314
Q3 20231$406,8414,114
Q2 20232$304,6503,023