Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 574 institutions that hold shares in the stock, with a total of 97.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
12,417,221
shares
|
$453 Million
0.03% of portfolio
|
Q2 2025
Added 15.84%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
8,449,522
shares
|
$308 Million
0.41% of portfolio
|
Q2 2025
Added 3243.64%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
7,017,165
shares
|
$256 Million
0.02% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
4,794,652
shares
|
$175 Million
0.05% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,947,824
shares
|
$144 Million
0.04% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,759,213
shares
|
$137 Million
0.03% of portfolio
|
Q2 2025
Added 39.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,907,986
shares
|
$106 Million
0.21% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,834,900
shares
|
$103 Million
0.02% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,109,166
shares
|
$76.9 Million
0.03% of portfolio
|
Q2 2025
Added 19.75%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,919,999
shares
|
$70 Million
0.08% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,625,868
shares
|
$59.3 Million
0.01% of portfolio
|
Q2 2025
Added 31.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,402,310
shares
|
$51.2 Million
0.02% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
1,173,562
shares
|
$42.8 Million
0.2% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,141,109
shares
|
$41.6 Million
0.05% of portfolio
|
Q2 2025
Added 15.02%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,036,004
shares
|
$37.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
898,000
shares
|
$32.8 Million
2.1% of portfolio
|
Q2 2017
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
883,947
shares
|
$32.2 Million
0.29% of portfolio
|
Q2 2025
Added 594.88%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
875,081
shares
|
$31.9 Million
2.34% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
863,327
shares
|
$31.5 Million
0.04% of portfolio
|
Q3 2025
Added 17.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
853,468
shares
|
$31.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
839,351
shares
|
$30.6 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
771,213
shares
|
$28.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
756,009
shares
|
$27.6 Million
0.03% of portfolio
|
Q2 2025
Added 31.28%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
749,392
shares
|
$27.3 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
746,664
shares
|
$27.2 Million
1.16% of portfolio
|
Q2 2025
Added 3.07%
|