Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 459 institutions that hold shares in the stock, with a total of 77.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
10,625,310
shares
|
$314 Million
0.03% of portfolio
|
Q1 2024
Reduced 12.65%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
6,695,033
shares
|
$198 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.21%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
5,299,519
shares
|
$156 Million
0.06% of portfolio
|
Q1 2024
Added 7.7%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
3,774,441
shares
|
$111 Million
0.03% of portfolio
|
Q1 2024
Reduced 6.71%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
2,955,234
shares
|
$87.2 Million
0.02% of portfolio
|
Q1 2024
Added 3.44%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
2,395,241
shares
|
$70.7 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.42%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
2,062,328
shares
|
$60.9 Million
0.16% of portfolio
|
Q1 2024
Added 17.02%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,850,666
shares
|
$54.6 Million
0.03% of portfolio
|
Q1 2024
Added 5.29%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,819,182
shares
|
$53.7 Million
0.07% of portfolio
|
Q1 2024
Reduced 10.94%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,509,616
shares
|
$44.6 Million
0.01% of portfolio
|
Q1 2024
Added 1.63%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
1,458,147
shares
|
$43 Million
0.71% of portfolio
|
Q2 2023
New holding
|
|
Scotia Capital Inc.
|
May 14, 2024 Q1 2024 |
1,197,751
shares
|
$35.4 Million
0.21% of portfolio
|
Q1 2024
Added 1.05%
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
1,152,448
shares
|
$34 Million
0.01% of portfolio
|
Q1 2024
Added 4.65%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,096,062
shares
|
$32.4 Million
0.59% of portfolio
|
Q4 2022
Reduced 2.18%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
1,059,744
shares
|
$31.3 Million
0.33% of portfolio
|
Q1 2024
Reduced 4.02%
|
|
Regions Financial Corp
|
Apr 23, 2024 Q1 2024 |
1,056,863
shares
|
$31.2 Million
0.23% of portfolio
|
Q1 2024
Reduced 8.07%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
1,030,671
shares
|
$30.4 Million
0.09% of portfolio
|
Q1 2024
Added 7.06%
|
|
Fukoku Mutual Life Insurance CO
|
May 10, 2024 Q1 2024 |
898,000
shares
|
$26.5 Million
1.99% of portfolio
|
Q2 2017
New holding
|
|
Gds Wealth Management
|
Apr 24, 2024 Q1 2024 |
843,365
shares
|
$24.9 Million
2.78% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
810,052
shares
|
$23.9 Million
0.0% of portfolio
|
Q1 2024
Added 3.38%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
749,816
shares
|
$22.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.79%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
724,172
shares
|
$21.4 Million
0.03% of portfolio
|
Q1 2024
Reduced 9.51%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
664,259
shares
|
$19.6 Million
0.05% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
Signature Estate & Investment Advisors LLC
|
May 10, 2024 Q1 2024 |
642,721
shares
|
$19 Million
0.51% of portfolio
|
Q1 2024
Reduced 5.67%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
609,166
shares
|
$18 Million
0.47% of portfolio
|
Q3 2023
Reduced 69.31%
|