Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 504 institutions that hold shares in the stock, with a total of 79.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.68 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
|
$363 Million
0.03% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,958,698
shares
|
$235 Million
0.02% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,764,734
shares
|
$161 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,904,116
shares
|
$132 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
|
$91.1 Million
0.02% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,683,175
shares
|
$90.8 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
|
$90.1 Million
0.19% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,761,345
shares
|
$59.6 Million
0.02% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,727,299
shares
|
$58.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,260,928
shares
|
$42.7 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
|
$41.8 Million
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
1,165,068
shares
|
$39.4 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,096,062
shares
|
$37.1 Million
0.59% of portfolio
|
Q4 2022
Reduced 2.18%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
1,077,499
shares
|
$36.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
992,131
shares
|
$33.6 Million
0.04% of portfolio
|
Q1 2025
Added 142.07%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
986,131
shares
|
$33.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
898,000
shares
|
$30.4 Million
2.1% of portfolio
|
Q2 2017
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
887,910
shares
|
$30 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
875,081
shares
|
$29.6 Million
2.34% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
853,468
shares
|
$28.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
839,351
shares
|
$28.4 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
788,584
shares
|
$26.7 Million
0.04% of portfolio
|
Q1 2025
Added 53.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
734,580
shares
|
$24.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
724,423
shares
|
$24.5 Million
1.09% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
685,727
shares
|
$23.2 Million
0.86% of portfolio
|
Q1 2025
Added 2.05%
|