Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 566 institutions that hold shares in the stock, with a total of 95.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
21,897
shares
|
$792,452
0.02% of portfolio
|
Q2 2025
Added 56.89%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
21,729
shares
|
$786,372
0.01% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
21,641
shares
|
$783,187
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
21,062
shares
|
$762,233
0.28% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
20,747
shares
|
$750,833
0.02% of portfolio
|
Q2 2025
Added 27.34%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
20,707
shares
|
$749,386
0.01% of portfolio
|
Q2 2025
Added 90.46%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
20,404
shares
|
$738,420
0.06% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
20,259
shares
|
$733,173
0.05% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
20,246
shares
|
$732,702
0.29% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
19,826
shares
|
$717,502
0.06% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
19,756
shares
|
$714,969
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
19,721
shares
|
$713,702
0.01% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
19,407
shares
|
$702,339
0.0% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
19,365
shares
|
$700,819
0.05% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
19,365
shares
|
$700,819
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
19,097
shares
|
$691,120
0.05% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
18,974
shares
|
$686,669
0.2% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
18,810
shares
|
$680,733
1.34% of portfolio
|
Q4 2024
Reduced 41.71%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
18,756
shares
|
$678,779
0.16% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
18,544
shares
|
$671,107
0.02% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,512
shares
|
$669,949
0.01% of portfolio
|
Q2 2024
Added 7.25%
|