Effectdossier · gearchiveerd kwartaal
HDV
iShares Core High Dividend ETF · Financial Services · Asset Management - Income
69Gevolgde houders
0Δ houders
27.67MGehouden aandelen
$3.36BGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -4.3% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 71 | +2 | 141.02M | $4.08B | +5 | −3 |
| Q1 2026 | 70 | 0 | 29.30M | $3.97B | +2 | −2 |
| Q4 2025 | 69 | 0 | 27.67M | $3.36B | +1 | −1 |
| Q3 2025 | 9 | +2 | 7.30M | $894.14M | +2 | — |
| Q2 2025 | 4 | -1 | 1.23M | $144.43M | — | −1 |
| Q1 2025 | 3 | 0 | 66.94K | $8.11M | +1 | −1 |
| Q4 2024 | 3 | 0 | 44.55K | $5.00M | +1 | −1 |
| Q3 2024 | 3 | 0 | 21.29K | $2.50M | +2 | −2 |
| Q2 2024 | 3 | — | 8.08K | $878,730 | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.52M | — | $549.26M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.52M | — | $549.26M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 4.52M | — | $549.26M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 4.52M | — | $549.26M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 4.52M | — | $549.26M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.38M | +1.8% | $411.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 3.38M | +1.8% | $411.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 3.38M | +1.8% | $411.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 3.38M | +1.8% | $411.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 3.38M | +1.8% | $411.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 3.38M | +1.8% | $411.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 3.38M | +1.8% | $411.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 2.93M | — | $356.56M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1.55M | — | $188.08M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1.55M | — | $188.08M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1.55M | — | $188.08M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1.55M | — | $188.08M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 1.46M | — | $177.68M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 1.46M | — | $177.68M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 1.46M | — | $177.68M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 1.46M | — | $177.68M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.25M | — | $152.20M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 1.25M | — | $152.20M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 1.25M | — | $152.20M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 1.25M | — | $152.20M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 1.25M | — | $152.20M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.25M | — | $152.20M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 1.25M | — | $152.20M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 1.25M | — | $152.20M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 1.25M | — | $152.20M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 1.25M | — | $152.20M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 1.25M | — | $152.20M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1.22M | -52.2% | $148.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 1.22M | -52.2% | $148.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 1.22M | -52.2% | $148.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 1.22M | -52.2% | $148.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 1.22M | -52.2% | $148.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 1.22M | -52.2% | $148.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Raymond James Financial Inc | 974.26K | — | $118.48M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Raymond James Financial Inc | 974.26K | — | $118.48M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Raymond James Financial Inc | 974.26K | — | $118.48M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Envestnet Asset Management Inc | 898.00K | — | $109.21M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 871.48K | — | $105.98M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 871.48K | — | $105.98M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 738.88K | — | $89.87M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 738.88K | — | $89.87M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Ameriprise Financial Inc | 738.88K | — | $89.87M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Ameriprise Financial Inc | 738.88K | — | $89.87M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | BlackRock ✦ (passief) | 682.04K | +0.3% | $82.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | BlackRock ✦ (passief) | 682.04K | +0.3% | $82.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | BlackRock ✦ (passief) | 682.04K | +0.3% | $82.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | BlackRock ✦ (passief) | 682.04K | +0.3% | $82.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | BlackRock ✦ (passief) | 682.04K | +0.3% | $82.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | BlackRock ✦ (passief) | 682.04K | +0.3% | $82.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Commonwealth Equity Services, Llc | 643.68K | — | $78.28M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Bnp Paribas Financial Markets | 600.63K | — | $73.04M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Truist Financial Corp | 592.03K | — | $72.00M | 0.1% | n/c | 1 | SEC ↗ |
| 58 | Truist Financial Corp | 592.03K | — | $72.00M | 0.1% | n/c | 1 | SEC ↗ |
| 59 | Truist Financial Corp | 592.03K | — | $72.00M | 0.1% | n/c | 1 | SEC ↗ |
| 60 | Cetera Investment Advisers | 541.01K | — | $65.79M | 0.1% | n/c | 1 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 493.52K | -2.8% | $60.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 493.52K | -2.8% | $60.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Fidelity (FMR) ✦ | 493.52K | -2.8% | $60.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Mariner, LLC | 439.56K | — | $53.45M | 0.1% | n/c | 1 | SEC ↗ |
| 65 | Mariner, LLC | 439.56K | — | $53.45M | 0.1% | n/c | 1 | SEC ↗ |
| 66 | Mariner, LLC | 439.56K | — | $53.45M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Osaic Holdings, Inc. | 377.53K | — | $45.93M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Osaic Holdings, Inc. | 377.53K | — | $45.93M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Osaic Holdings, Inc. | 377.53K | — | $45.93M | 0.1% | n/c | 1 | SEC ↗ |
| 70 | Osaic Holdings, Inc. | 377.53K | — | $45.93M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Mml Investors Services, Llc | 307.26K | — | $37.37M | 0.1% | n/c | 1 | SEC ↗ |
| 72 | Northwestern Mutual Wealth… | 278.35K | — | $33.85M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Alliancebernstein L.P. | 273.25K | — | $33.23M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Wealth Enhancement Advisory… | 266.75K | — | $32.51M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Corient Private Wealth LP | 253.62K | — | $30.84M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Corient Private Wealth LP | 253.62K | — | $30.84M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Corient Private Wealth LP | 253.62K | — | $30.84M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Corient Private Wealth LP | 253.62K | — | $30.84M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Rockefeller Capital Management L.P. | 206.22K | — | $25.08M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Rockefeller Capital Management L.P. | 206.22K | — | $25.08M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Rockefeller Capital Management L.P. | 206.22K | — | $25.08M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Stifel Financial Corp | 186.70K | — | $22.70M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Stifel Financial Corp | 186.70K | — | $22.70M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Stifel Financial Corp | 186.70K | — | $22.70M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Stifel Financial Corp | 186.70K | — | $22.70M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Creative Planning | 153.96K | — | $18.72M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Cerity Partners LLC | 152.63K | — | $18.56M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Cerity Partners LLC | 152.63K | — | $18.56M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Cerity Partners LLC | 152.63K | — | $18.56M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Millennium Management ✦ | 141.79K | Nieuw | $17.24M | 0.0% | New | 1 | SEC ↗ |
| 91 | HighTower Advisors, LLC | 123.77K | — | $15.05M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Goldman Sachs Group ✦ | 101.59K | -42.1% | $12.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Goldman Sachs Group ✦ | 101.59K | -42.1% | $12.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Captrust Financial Advisors | 96.56K | — | $11.74M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Kayne Anderson Rudnick Investment… | 88.36K | — | $10.74M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Lido Advisors, LLC | 77.61K | — | $9.49M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Lido Advisors, LLC | 77.61K | — | $9.49M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Cwm, Llc | 77.17K | — | $9.38M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Susquehanna International Group, Llp | 70.62K | — | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Allianz Asset Management GmbH | 65.70K | — | $7.99M | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Millennium Management | $17.24M | 0.0% |
Verlaten
| Citadel Advisors | $2.47M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 848 houders, 43.55M aandelen, $5.64B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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