HDV: Ishares Tr insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
889 institutions reported holding $5.98B of Ishares Tr on Form 13F (864 the quarter before). 69 opened a new position and 48 sold out. Shares held by institutions: +390%.
| Largest holders | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 20,579,379 | $564.08M |
| MORGAN STANLEY | 17,370,883 | $476.14M |
| LPL Financial LLC | 16,884,985 | $462.82M |
| UBS Group AG | 7,979,758 | $218.73M |
| ALLIANCEBERNSTEIN L.P. | 1,470,281 | $199.55M |
| WELLS FARGO & COMPANY/MN | 7,016,198 | $192.31M |
| JPMORGAN CHASE & CO | 6,638,509 | $183.82M |
| JONES FINANCIAL COMPANIES LLLP | 6,282,053 | $174.94M |
| ROYAL BANK OF CANADA | 6,338,436 | $173.74M |
| ENVESTNET ASSET MANAGEMENT INC | 6,135,794 | $168.18M |
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