iSHARES TRUST - HDV

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$5.275B

QoQ value delta ($000)

+$461.6M (+9.59%)

Implied price effect (QoQ)

-0.56%

Total shares

43,341,854

QoQ shares delta

+4,013,392 (+10.2%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 3 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	549,262	4,516,593	0.04%
MORGAN STANLEY	411,065	3,380,192	0.02%
LPL Financial LLC	356,556	2,931,967	0.1%
WELLS FARGO & COMPANY/MN	188,083	1,546,611	0.03%
UBS Group AG	177,681	1,461,075	0.03%
ROYAL BANK OF CANADA	152,202	1,251,561	0.02%
JPMORGAN CHASE & CO	148,455	1,220,748	0.01%
RAYMOND JAMES FINANCIAL INC	118,479	974,262	0.04%
ENVESTNET ASSET MANAGEMENT INC	109,206	898,003	0.03%
JONES FINANCIAL COMPANIES LLLP	105,980	871,480	0.06%
Janney Montgomery Scott LLC	100,988	830,428	0.23%
SECURIAN ASSET MANAGEMENT, INC	91,791	754,802	3.48%
AMERIPRISE FINANCIAL INC	89,870	738,879	0.02%
M&T BANK CORP	83,615	687,570	0.27%
BlackRock, Inc.	82,942	682,039	0.0%
COMMONWEALTH EQUITY SERVICES, LLC	78,277	643,678	0.1%
BNP PARIBAS FINANCIAL MARKETS	73,043	600,634	0.03%
TRUIST FINANCIAL CORP	71,996	592,028	0.1%
Cetera Investment Advisers	65,792	541,012	0.07%
FMR LLC	60,016	493,518	0.0%
CITADEL ADVISORS LLC	55,758	458,500	0.01%
LBMC INVESTMENT ADVISORS, LLC	55,548	456,776	3.42%
Mariner, LLC	53,454	439,559	0.06%
OSAIC HOLDINGS, INC.	45,928	377,534	0.07%
Townsend & Associates, Inc	38,664	304,637	3.45%