Who Owns ISHARES TR (HDV)? -- Institutional Holders (2026-06-30)

Name: ISHARES TR (HDV) Institutional Holders (2026-06-30)
Creator: ko.io

929 institutions reported holding $6.22B of ISHARES TR (HDV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($564.1M), MORGAN STANLEY ($476.1M), LPL Financial LLC ($462.8M), UBS Group AG ($218.7M), ALLIANCEBERNSTEIN L.P. ($199.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$564.1M	20.6M	Added
2	MORGAN STANLEY	$476.1M	17.4M	Added
3	LPL Financial LLC	$462.8M	16.9M	Added
4	UBS Group AG	$218.7M	8.0M	Added
5	ALLIANCEBERNSTEIN L.P.	$199.5M	1.5M	Added
6	WELLS FARGO & COMPANY/MN	$192.3M	7.0M	Added
7	JPMORGAN CHASE & CO	$183.8M	6.6M	Added
8	JONES FINANCIAL COMPANIES LLLP	$174.9M	6.3M	Added
9	Royal Bank of Canada	$173.7M	6.3M	Added
10	ENVESTNET ASSET MANAGEMENT INC	$168.2M	6.1M	Added
11	RAYMOND JAMES FINANCIAL INC	$124.2M	4.5M	Added
12	Janney Montgomery Scott LLC	$123.0M	4.5M	Added
13	SECURIAN ASSET MANAGEMENT, INC	$100.8M	3.6M	Added
14	Cetera Investment Advisers	$97.1M	3.5M	Added
15	M&T Bank Corp	$91.6M	3.3M	Added
16	COMMONWEALTH EQUITY SERVICES, LLC	$87.1M	3.2M	Added
17	BlackRock, Inc.	$86.3M	3.1M	Added
18	AMERIPRISE FINANCIAL INC	$81.1M	3.0M	Added
19	TRUIST FINANCIAL CORP	$79.0M	2.9M	Added
20	BNP PARIBAS FINANCIAL MARKETS	$69.5M	2.5M	Added
21	LBMC INVESTMENT ADVISORS, LLC	$63.2M	2.3M	Added
22	Allianz Asset Management GmbH	$62.1M	457,400	Hold
23	Mariner, LLC	$58.8M	2.1M	Added
24	OSAIC HOLDINGS, INC.	$57.2M	2.1M	Added
25	FMR LLC	$56.2M	2.1M	Added

Source: SEC Form 13F filings · as of 2026-06-30