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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
17,000
shares
|
$575,280
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Apr 22, 2025 Q1 2025 |
16,984
shares
|
$574,738
0.15% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
16,728
shares
|
$566,075
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
16,301
shares
|
$551,625
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
16,293
shares
|
$551,355
0.01% of portfolio
|
Q1 2025
Added 73.31%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
16,115
shares
|
$545,331
0.0% of portfolio
|
Q4 2024
Added 20.14%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
16,090
shares
|
$544,485
0.22% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
15,903
shares
|
$538,157
0.08% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
15,730
shares
|
$532,303
0.16% of portfolio
|
Q1 2024
Reduced 10.52%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
15,703
shares
|
$531,389
0.15% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
15,594
shares
|
$527,700
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
15,586
shares
|
$527,430
0.19% of portfolio
|
Q1 2025
Reduced 19.31%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
15,497
shares
|
$524,418
0.07% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
15,478
shares
|
$523,775
0.02% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
15,332
shares
|
$518,834
0.02% of portfolio
|
Q1 2025
Reduced 24.78%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,326
shares
|
$518,631
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
15,224
shares
|
$515,180
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
14,985
shares
|
$507,092
0.06% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
14,685
shares
|
$496,940
0.01% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
14,682
shares
|
$496,838
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
May 15, 2025 Q1 2025 |
14,544
shares
|
$492,168
0.41% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,456
shares
|
$489,191
0.08% of portfolio
|
Q3 2024
Reduced 21.64%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
14,248
shares
|
$482,152
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,075
shares
|
$476,298
0.04% of portfolio
|
Q2 2023
Added 2.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
13,957
shares
|
$472,304
0.01% of portfolio
|
Q1 2025
Added 0.09%
|