Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 556 institutions that hold shares in the stock, with a total of 83 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
25,627
shares
|
$927,441
0.03% of portfolio
|
Q2 2025
Added 155.89%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
25,289
shares
|
$915,208
0.01% of portfolio
|
Q2 2025
Reduced 30.07%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
25,006
shares
|
$904,967
0.11% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
25,000
shares
|
$904,750
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
24,991
shares
|
$904,424
0.31% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
24,664
shares
|
$892,590
0.43% of portfolio
|
Q2 2022
Added 7.12%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
24,549
shares
|
$888,428
0.05% of portfolio
|
Q4 2022
Reduced 3.06%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
24,535
shares
|
$887,921
0.01% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
24,490
shares
|
$886,293
0.02% of portfolio
|
Q2 2025
Added 120.71%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
24,340
shares
|
$880,864
0.0% of portfolio
|
Q2 2025
Added 25.26%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
24,224
shares
|
$876,666
0.46% of portfolio
|
Q2 2025
Added 79.78%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
24,126
shares
|
$873,119
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
23,941
shares
|
$866,424
0.66% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
23,888
shares
|
$864,506
0.01% of portfolio
|
Q2 2025
Added 339.04%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
23,850
shares
|
$863,131
0.1% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
23,620
shares
|
$854,807
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
23,609
shares
|
$854,409
0.25% of portfolio
|
Q2 2025
Reduced 20.8%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
23,608
shares
|
$854,373
0.04% of portfolio
|
Q2 2025
Added 16.62%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
23,590
shares
|
$853,722
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
23,226
shares
|
$840,548
0.37% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
22,975
shares
|
$831,465
0.01% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
22,510
shares
|
$814,636
0.16% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
22,473
shares
|
$813,297
0.04% of portfolio
|
Q2 2025
Reduced 21.85%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
22,341
shares
|
$808,520
0.37% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
22,197
shares
|
$803,309
0.01% of portfolio
|
Q2 2025
Reduced 17.05%
|