Who Owns iShares Core High Dividend ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Core High Dividend ETF.
Who crossed 5% of HDV →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Adirondack Capital Advisors, LLCCORE HIGH DV ETF569.9K shtrimmed | $15.9M |
| Farther Finance Advisors, LLCETF359.8K shadded | $10.1M |
| Capital Advisors Wealth Management, LLCCORE HIGH DV ETF172.2K shadded | $4.8M |
| Shulman DeMeo Asset Management LLCCORE HIGH DV ETF160K shtrimmed | $4.5M |
| Keystone Financial Planning, Inc.CORE HIGH DV ETF156.6K shadded | $4.4M |
| Gallagher Capital Advisors, LLCCORE HIGH DV ETF145.7K shadded | $4.1M |
| Valeo Financial Advisors, LLCETF122.5K shtrimmed | $3.4M |
| Gerald Baker Financial Group LLCCORE HIGH DV ETF113.1K shadded | $3.2M |
| FC Advisory LLCCORE HIGH DV ETF107.8K shadded | $3M |
| Cooper Financial GroupCORE HIGH DV ETF73.7K shtrimmed | $2.1M |
| COLLECTIVE FAMILY OFFICE LLCCORE HIGH DV ETF72.4K shadded | $2M |
| Balefire, LLCCORE HIGH DV ETF59.3K sh— | $1.7M |
| CoreCap Advisors, LLCETF55.9K shtrimmed | $1.6M |
| Weaver Consulting GroupCORE HIGH DV ETF45.5K shtrimmed | $1.3M |
| KFA Private Wealth Group, LLCCORE HIGH DV ETF43.8K shtrimmed | $1.2M |
| First Heartland Consultants, Inc.CORE HIGH DIV ETF40.8K shtrimmed | $1.1M |
| Investment Partners Asset Management, Inc.CORE HIGH DV ETF33.1K shadded | $926.3K |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC.CORE HIGH DV ETF30.4K shadded | $849.7K |
| INSPIRION WEALTH ADVISORS, LLCCORE HIGH DV ETF27.5K shheld | $768.4K |
| CHAPIN DAVIS, INC.CORE HIGH DV ETF27.4K shheld | $766.9K |
| David J Yvars GroupCORE HIGH DV ETF25.1K shadded | $701K |
| Trust CoETF22.4K shheld | $626.3K |
| Apella Capital, LLCCORE HIGH DV ETF20.4K shadded | $576.2K |
| Baring Financial LLCCORE HIGH DV ETF19.7K shadded | $550.4K |
| TrueWealth Advisors, LLCCORE HIGH DV ETF16.9K shheld | $471.4K |
| ARMSTRONG ADVISORY GROUP, INCCORE HIGH DV ETF14.2K shadded | $395.8K |
| Shira Ridge Wealth ManagementCORE HIGH DV ETF12.1K shtrimmed | $337.7K |
| Echo45 Advisors LLCCORE HIGH DV ETF11.3K sh— | $316.9K |
| Gradient Investments LLCCORE HIGH DV ETF10.7K shtrimmed | $297.9K |
| SigFig Wealth Management, LLCCORE HIGH DV ETF10.5K shadded | $293.2K |
| Cadent Capital Advisors, LLCCORE HIGH DV ETF10.1K shtrimmed | $282.1K |
| BAKER TILLY WEALTH MANAGEMENT, LLCCORE HIGH DV ETF8.6K shadded | $239.2K |
| Plan A Wealth LLCCORE HIGH DV ETF8.4K shheld | $235.1K |
| Avidian Wealth Enterprises, LLCCORE HIGH DV ETF7.9K sh— | $220.7K |
| Acropolis Investment Management, LLCCORE HIGH DV ETF7.1K shadded | $199.2K |
| Rosenberg Matthew HamiltonETF4.7K shheld | $132.5K |
| Aventus Investment Advisors, Inc.ETF3.1K shadded | $86.8K |
| EASTERN BANKCORE HIGH DV ETF2.7K shheld | $76.2K |
| TOMPKINS FINANCIAL CORPCORE HIGH DV ETF2.3K shheld | $62.9K |
| FIRST COMMUNITY TRUST NACORE HIGH DV ETF2.2K shheld | $60.8K |
| Bullock Wealth Management GroupETF773 shadded | $21.6K |
| GAMMA Investing LLCETF730 shheld | $20.4K |
| Grove Bank & TrustCORE HIGH DV ETF100 shtrimmed | $2.8K |
| Retirement Wealth Solutions LLCCORE HIGH DV ETF0 shtrimmed | $6 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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