# ISHARES TR (HDV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HDV/

- Reporting holders: 48
- Reported value: $75.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Adirondack Capital Advisors, LLC](https://holderbook.com/funds/2107623-adirondack-capital-advisors-llc/) | $15.9M | 569,916 | 8.2% | 4 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $10.1M | 359,838 | 0.1% | 16 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $4.8M | 172,201 | 0.5% | 23 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $4.5M | 160,037 | 0.9% | 20 |
| [Keystone Financial Planning, Inc.](https://holderbook.com/funds/1596906-keystone-financial-planning-inc/) | $4.4M | 156,554 | 1.1% | 32 |
| [Gallagher Capital Advisors, LLC](https://holderbook.com/funds/2034519-gallagher-capital-advisors-llc/) | $4.1M | 145,730 | 2.2% | 3 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $3.4M | 122,528 | 0.1% | 32 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $3.2M | 113,144 | 0.9% | 3 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $3.0M | 107,807 | 0.8% | 32 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $2.1M | 73,725 | 0.2% | 18 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $2.0M | 72,365 | 0.4% | 19 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $1.7M | 59,251 | 0.3% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.6M | 55,871 | 0.0% | 19 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $1.3M | 45,473 | 0.2% | 31 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $1.2M | 43,796 | 0.3% | 28 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $1.2M | 41,815 | 0.7% | 2 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.1M | 40,832 | 0.1% | 15 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $926.3K | 33,129 | 0.5% | 12 |
| [PPS&V ASSET MANAGEMENT CONSULTANTS, INC.](https://holderbook.com/funds/1936380-pps-v-asset-management-consultants-inc/) | $849.7K | 30,391 | 0.5% | 16 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $768.4K | 27,483 | 0.1% | 32 |
| [CHAPIN DAVIS, INC.](https://holderbook.com/funds/872098-chapin-davis-inc/) | $766.9K | 27,430 | 0.1% | 11 |
| [David J Yvars Group](https://holderbook.com/funds/1836266-david-j-yvars-group/) | $701.0K | 25,073 | 0.3% | 24 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $626.3K | 22,400 | 0.1% | 32 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $576.2K | 20,373 | 0.0% | 3 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $550.4K | 19,683 | 0.3% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 48 | $75.1M |
| Q2 2026 | 891 | $6.5B |
| Q1 2026 | 865 | $6.6B |
| Q4 2025 | 817 | $5.3B |
| Q3 2025 | 785 | $5.2B |
| Q2 2025 | 765 | $4.9B |
| Q1 2025 | 783 | $5.0B |
| Q4 2024 | 783 | $4.9B |
| Q3 2024 | 742 | $5.8B |
| Q2 2024 | 713 | $4.6B |
| Q1 2024 | 718 | $5.5B |
| Q4 2023 | 729 | $4.9B |