ISHARES TR (HDV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
857
Reporting holders
$6.0B
Reported value
0.2%
Held as options
+23
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $564.1M | 20,579,379 | 0.04% | 31q | +403.9%+$452.1M |
| MORGAN STANLEY | $476.1M | 17,370,883 | 0.03% | 35q | +399.0%+$380.7M |
| LPL Financial LLC | $462.8M | 16,884,985 | 0.10% | 31q | +408.9%+$371.9M |
| UBS Group AG | $218.7M | 7,979,758 | 0.03% | 31q | +414.2%+$176.2M |
| ALLIANCEBERNSTEIN L.P. | $199.5M | 1,470,281 | 0.07% | 15q | +420.0%+$161.2M |
| WELLS FARGO & COMPANY/MN | $192.3M | 7,016,198 | 0.03% | 31q | +149.4%+$115.2M |
| JPMORGAN CHASE & CO | $183.8M | 6,638,509 | 0.01% | 31q | +411.8%+$147.9M |
| JONES FINANCIAL COMPANIES LLLP | $174.9M | 6,282,053 | 0.07% | 23q | +500.3%+$145.8M |
| ROYAL BANK OF CANADA | $173.7M | 6,338,436 | 0.03% | 31q | +394.4%+$138.6M |
| ENVESTNET ASSET MANAGEMENT INC | $168.2M | 6,135,794 | 0.04% | 31q | +415.4%+$135.5M |
| RAYMOND JAMES FINANCIAL INC | $124.2M | 4,529,592 | 0.03% | 7q | +367.7%+$97.6M |
| SECURIAN ASSET MANAGEMENT, INC | $100.8M | 3,569,010 | 3.62% | 31q | +400.0%+$80.7M |
| Cetera Investment Advisers | $97.1M | 3,542,948 | 0.09% | 31q | +444.9%+$79.3M |
| M&T Bank Corp | $91.6M | 3,340,337 | 0.27% | 26q | +406.1%+$73.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $87.1M | 3,178,190 | 0.11% | 31q | +407.7%+$70.0M |
| BlackRock, Inc. | $86.3M | 3,147,076 | 0.00% | 8q | +358.3%+$67.4M |
| AMERIPRISE FINANCIAL INC | $81.1M | 2,959,921 | 0.02% | 31q | +64.0%+$31.7M |
| TRUIST FINANCIAL CORP | $79.0M | 2,883,622 | 0.09% | 27q | +400.0%+$63.2M |
| BNP PARIBAS FINANCIAL MARKETS | $69.5M | 2,535,010 | 0.02% | 11q | +152.6%+$42.0M |
| LBMC INVESTMENT ADVISORS, LLC | $63.2M | 2,307,284 | 3.43% | 31q | +403.3%+$50.7M |
| Allianz Asset Management GmbH | $62.1M | 457,400 | 0.06% | 3q | HELD |
| Mariner, LLC | $58.8M | 2,145,662 | 0.06% | 31q | +375.2%+$46.4M |
| OSAIC HOLDINGS, INC. | $57.2M | 2,088,507 | 0.07% | 26q | +464.4%+$47.1M |
| FMR LLC | $56.2M | 2,050,948 | 0.00% | 31q | +261.5%+$40.7M |
| MML INVESTORS SERVICES, LLC | $47.2M | 1,721,703 | 0.10% | 31q | +465.1%+$38.8M |
| Steward Partners Investment Advisory, LLC | $40.9M | 1,490,723 | 0.21% | 31q | +380.4%+$32.4M |
| Private Advisor Group, LLC | $37.3M | 1,361,188 | 0.17% | 31q | +429.6%+$30.3M |
| Townsend & Associates, Inc | $37.0M | 1,311,868 | 3.15% | 28q | +396.7%+$29.5M |
| IFP Advisors, Inc | $33.4M | 1,219,092 | 0.60% | 39q | +867.0%+$30.0M |
| REGIMEN WEALTH, LLC | $33.0M | 1,203,858 | 8.89% | 15q | +411.4%+$26.5M |
| SBI Securities Co., Ltd. | $32.4M | 1,180,822 | 0.74% | 7q | +390.0%+$25.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $31.9M | 1,151,334 | 0.05% | 12q | +414.8%+$25.7M |
| Kestra Advisory Services, LLC | $30.2M | 1,101,619 | 0.10% | 24q | +437.7%+$24.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $29.6M | 1,080,660 | 0.02% | 31q | +317.3%+$22.5M |
| Aptus Capital Advisors, LLC | $27.9M | 1,016,944 | 0.19% | 12q | +70915.6%+$27.8M |
| VAUGHAN & Co SECURITIES, INC. | $24.9M | 910,132 | 11.63% | 27q | +401.0%+$20.0M |
| Rockefeller Capital Management L.P. | $24.5M | 894,746 | 0.04% | 27q | +342.9%+$19.0M |
| SWEENEY & MICHEL, LLC | $24.1M | 836,134 | 6.32% | 12q | +434.7%+$19.6M |
| Simmons Bank | $23.9M | 872,596 | 1.36% | 31q | +395.3%+$19.1M |
| Atwater Malick LLC | $23.6M | 860,904 | 5.14% | 19q | +509.3%+$19.7M |
| Kohmann Bosshard Financial Services, LLC | $23.2M | 845,826 | 1.97% | 30q | +416.5%+$18.7M |
| STIFEL FINANCIAL CORP | $23.1M | 842,993 | 0.02% | 31q | +410.5%+$18.6M |
| FIFTH THIRD BANCORP | $22.7M | 826,398 | 0.04% | 8q | +392.0%+$18.0M |
| HB Wealth Management, LLC | $22.5M | 819,098 | 0.13% | 19q | +387.2%+$17.8M |
| Wharton Business Group, LLC | $21.9M | 799,575 | 0.73% | 31q | +315.5%+$16.6M |
| Waverly Advisors, LLC | $21.7M | 791,070 | 0.13% | 17q | +390.0%+$17.3M |
| Creative Planning | $21.0M | 765,835 | 0.01% | 31q | +399.7%+$16.8M |
| Integrated Wealth Concepts LLC | $19.6M | 713,935 | 0.10% | 31q | +2022.0%+$18.6M |
| Cerity Partners LLC | $18.8M | 684,558 | 0.02% | 11q | +338.4%+$14.5M |
| GOLDMAN SACHS GROUP INC | $17.1M | 622,619 | 0.00% | 31q | +467.9%+$14.1M |
| McElhenny Sheffield Capital Management, LLC | $17.0M | 620,715 | 4.21% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $16.7M | 609,062 | 0.01% | 28q | +866.4%+$15.0M |
| HighTower Advisors, LLC | $16.7M | 608,957 | 0.02% | 31q | +397.6%+$13.3M |
| FRANKLIN RESOURCES INC | $16.3M | 594,785 | 0.00% | 25q | +1004.2%+$14.8M |
| Lantz Financial LLC | $16.0M | 585,336 | 2.94% | 30q | +411.1%+$12.9M |
| Adirondack Capital Advisors, LLC | $15.6M | 570,043 | 8.38% | 3q | +418.0%+$12.6M |
| GLENMEDE TRUST CO NA | $14.6M | 532,000 | 0.06% | 29q | +409.1%+$11.7M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $13.8M | 503,597 | 0.04% | 31q | +428.8%+$11.2M |
| Corient Private Wealth LP | $13.7M | 500,603 | 0.01% | 15q | +947.7%+$12.4M |
| Kapstone Financial Advisors LLC | $13.7M | 498,717 | 5.72% | 15q | +402.1%+$10.9M |
| Wealthspire Advisors, LLC | $13.4M | 487,499 | 0.07% | 29q | +384.1%+$10.6M |
| Orion Porfolio Solutions, LLC | $13.2M | 480,585 | 0.10% | 31q | +245.7%+$9.4M |
| Global Strategic Investment Solutions, LLC | $13.2M | 479,931 | 1.17% | 26q | +402.1%+$10.5M |
| COURIER CAPITAL LLC | $13.1M | 477,335 | 0.65% | 6q | +412.0%+$10.5M |
| Atria Investments, Inc | $13.0M | 475,848 | 0.13% | 20q | +487.4%+$10.8M |
| CAPTRUST FINANCIAL ADVISORS | $13.0M | 475,468 | 0.02% | 25q | +397.5%+$10.4M |
| Advisory Services Network, LLC | $12.6M | 461,508 | 0.14% | 31q | +134.0%+$7.2M |
| NTV Asset Management LLC | $12.6M | 458,277 | 1.23% | 31q | +407.8%+$10.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $12.0M | 439,320 | 1.42% | 31q | +388.6%+$9.6M |
| Lido Advisors, LLC | $11.3M | 410,680 | 0.03% | 31q | +426.4%+$9.1M |
| FAS Wealth Partners, Inc. | $11.0M | 402,591 | 0.57% | 26q | +346.8%+$8.6M |
| Base Wealth Management LLC | $10.4M | 380,207 | 4.85% | 6q | +438.2%+$8.5M |
| Beaumont Financial Advisors, LLC | $10.3M | 374,778 | 0.65% | 15q | +397.4%+$8.2M |
| Financial Perspectives, Inc | $10.3M | 374,187 | 2.50% | 27q | +400.0%+$8.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.8M | 45,609 | 0.00% | 31q | -13.4%-$1.5M |
| Maltin Wealth Management, Inc. | $9.6M | 349,061 | 3.20% | 24q | +446.3%+$7.8M |
| Forefront Analytics, LLC | $9.4M | 342,756 | 10.21% | 31q | +403.4%+$7.5M |
| Global Retirement Partners, LLC | $9.2M | 336,832 | 0.14% | 16q | +402.3%+$7.4M |
| REGIONS FINANCIAL CORP | $9.2M | 336,191 | 0.06% | 31q | +418.8%+$7.4M |
| Vestmark Advisory Solutions, Inc. | $9.2M | 333,872 | 0.09% | 7q | +392.2%+$7.3M |
| MONEY CONCEPTS CAPITAL CORP | $8.9M | 326,297 | 0.41% | 13q | +5225.6%+$8.8M |
| Gotham Asset Management, LLC | $8.9M | 323,140 | 0.02% | 4q | +400.0%+$7.1M |
| Gallagher Fiduciary Advisors, LLC | $8.6M | 313,524 | 0.28% | 14q | +552.7%+$7.3M |
| Godfrey Financial Associates, Inc. | $8.3M | 304,349 | 6.38% | 3q | +400.7%+$6.7M |
| Sanctuary Advisors, LLC | $8.2M | 299,888 | 0.04% | 9q | +413.0%+$6.6M |
| PRINCIPAL SECURITIES, INC. | $8.2M | 298,144 | 0.10% | 11q | +528.5%+$6.9M |
| Envestnet Portfolio Solutions, Inc. | $8.1M | 296,320 | 0.04% | 12q | +535.7%+$6.8M |
| Farther Finance Advisors, LLC | $8.1M | 293,870 | 0.06% | 15q | +385.8%+$6.4M |
| COWA, LLC | $7.9M | 287,720 | 1.98% | 23q | +401.4%+$6.3M |
| DAVENPORT & Co LLC | $7.8M | 285,061 | 0.04% | 17q | +16.6%+$1.1M |
| Equitable Holdings, Inc. | $7.8M | 284,502 | 0.05% | 27q | +448.3%+$6.4M |
| Arax Advisory Partners | $7.7M | 281,487 | 0.05% | 3q | +1311.3%+$7.2M |
| Sigma Planning Corp | $7.6M | 279,010 | 0.19% | 31q | +387.9%+$6.1M |
| Gray Private Wealth, LLC | $7.6M | 278,649 | 3.30% | 10q | +421.2%+$6.2M |
| OLD NATIONAL BANCORP /IN/ | $7.5M | 273,540 | 0.15% | 31q | +390.8%+$6.0M |
| PNC Financial Services Group, Inc. | $7.4M | 269,724 | 0.00% | 31q | +388.1%+$5.9M |
| BANK OF MONTREAL /CAN/ | $7.3M | 265,075 | 0.00% | 31q | +410.5%+$5.8M |
| CITIZENS FINANCIAL GROUP INC/RI | $7.1M | 260,006 | 0.09% | 9q | +396.1%+$5.7M |
| Advisor OS, LLC | $7.1M | 259,472 | 0.47% | 13q | +389.7%+$5.7M |
| Qube Research & Technologies Ltd | $7.0M | 255,394 | 0.01% | 13q | +377.3%+$5.5M |
Showing the largest 100 of 885 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 857 | $6.0B | 211,274,031 | 66 | 749 | 13 | 0.2% |
| Q1 2026 | 834 | $6.3B | 45,565,149 | 101 | 272 | 211 | 2.3% |
| Q4 2025 | 783 | $5.1B | 41,325,343 | 47 | 269 | 202 | 1.4% |
| Q3 2025 | 750 | $4.9B | 39,003,679 | 60 | 224 | 210 | 2.1% |
| Q2 2025 | 720 | $4.5B | 37,914,456 | 39 | 220 | 215 | 2.3% |
| Q1 2025 | 732 | $4.6B | 37,290,413 | 59 | 206 | 227 | 2.3% |
| Q4 2024 | 732 | $4.5B | 39,893,547 | 53 | 196 | 225 | 0.3% |
| Q3 2024 | 684 | $5.3B | 44,779,491 | 68 | 210 | 178 | 1.9% |
| Q2 2024 | 652 | $4.3B | 38,513,056 | 38 | 174 | 226 | 2.3% |
| Q1 2024 | 657 | $5.1B | 45,441,732 | 47 | 177 | 241 | 2.1% |
| Q4 2023 | 658 | $4.6B | 44,694,199 | 37 | 177 | 254 | 1.2% |
| Q3 2023 | 640 | $4.2B | 41,992,543 | 33 | 139 | 264 | 0.5% |
| Q2 2023 | 641 | $4.1B | 40,839,990 | 43 | 177 | 227 | 0.3% |
| Q1 2023 | 639 | $4.6B | 44,535,047 | 41 | 185 | 242 | 1.2% |
| Q4 2022 | 632 | $6.3B | 60,497,338 | 71 | 207 | 186 | 0.3% |
| Q3 2022 | 708 | $6.4B | 69,568,875 | 58 | 244 | 233 | 0.8% |
| Q2 2022 | 734 | $7.7B | 76,430,156 | 167 | 300 | 111 | 0.3% |
| Q1 2022 | 612 | $3.7B | 33,850,216 | 65 | 219 | 151 | 2.2% |
| Q4 2021 | 585 | $2.9B | 28,327,669 | 46 | 171 | 160 | 2.4% |
| Q3 2021 | 523 | $2.8B | 29,770,314 | 39 | 172 | 139 | 0.7% |
| Q2 2021 | 519 | $2.8B | 28,956,178 | 33 | 178 | 157 | 1.1% |
| Q1 2021 | 521 | $2.5B | 28,895,702 | 33 | 158 | 187 | 0.9% |
| Q4 2020 | 509 | $2.2B | 25,105,222 | 41 | 121 | 186 | 0.8% |
| Q3 2020 | 475 | $2.0B | 24,812,282 | 26 | 132 | 191 | 0.3% |
| Q2 2020 | 488 | $2.1B | 26,154,345 | 43 | 115 | 214 | 0.0% |
| Q1 2020 | 507 | $2.6B | 35,342,125 | 38 | 135 | 224 | 0.0% |
| Q4 2019 | 560 | $3.2B | 32,645,655 | 38 | 178 | 133 | 0.0% |
| Q3 2019 | 493 | $3.1B | 32,515,032 | 31 | 190 | 120 | 0.0% |
| Q2 2019 | 485 | $3.0B | 31,276,609 | 49 | 174 | 123 | 0.2% |
| Q1 2019 | 459 | $2.8B | 29,976,887 | 41 | 142 | 142 | 0.1% |
| Q4 2018 | 451 | $2.9B | 34,888,668 | 7 | 12 | 7 | 0.0% |