Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 544 institutions that hold shares in the stock, with a total of 81.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
10,719,632
shares
|
$388 Million
0.03% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,958,698
shares
|
$252 Million
0.02% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,794,652
shares
|
$174 Million
0.05% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,904,116
shares
|
$141 Million
0.03% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,691,444
shares
|
$97.4 Million
0.02% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,683,175
shares
|
$97.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,662,185
shares
|
$96.3 Million
0.19% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,919,999
shares
|
$69.5 Million
0.08% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,761,345
shares
|
$63.7 Million
0.02% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,260,928
shares
|
$45.6 Million
0.02% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,233,809
shares
|
$44.7 Million
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
1,165,068
shares
|
$42.2 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,141,109
shares
|
$41.3 Million
0.05% of portfolio
|
Q2 2025
Added 15.02%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
1,077,499
shares
|
$39 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
898,000
shares
|
$32.5 Million
2.1% of portfolio
|
Q2 2017
New holding
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
875,081
shares
|
$31.7 Million
2.34% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
853,468
shares
|
$30.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
839,351
shares
|
$30.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
839,351
shares
|
$30.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
788,584
shares
|
$28.5 Million
0.04% of portfolio
|
Q1 2025
Added 53.64%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
746,664
shares
|
$27 Million
1.16% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
734,580
shares
|
$26.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
732,843
shares
|
$26.5 Million
0.03% of portfolio
|
Q2 2025
Added 77.79%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
726,495
shares
|
$26.3 Million
0.18% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
712,151
shares
|
$25.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 27.78%
|