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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
22,975
shares
|
$838,127
0.01% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
22,811
shares
|
$832,145
0.15% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
22,736
shares
|
$829,409
0.36% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
22,510
shares
|
$821,164
0.16% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
22,473
shares
|
$819,815
0.04% of portfolio
|
Q2 2025
Reduced 21.85%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
22,341
shares
|
$814,999
0.37% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
22,210
shares
|
$810,220
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
21,897
shares
|
$798,802
0.02% of portfolio
|
Q2 2025
Added 56.89%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
21,729
shares
|
$792,673
0.01% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
21,641
shares
|
$789,463
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
21,190
shares
|
$773,011
0.27% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
20,747
shares
|
$756,850
0.02% of portfolio
|
Q2 2025
Added 27.34%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
20,735
shares
|
$756,412
0.29% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
20,660
shares
|
$753,676
0.21% of portfolio
|
Q3 2025
Added 46.32%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
20,259
shares
|
$739,048
0.05% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
19,826
shares
|
$723,252
0.06% of portfolio
|
Q2 2025
Added 11.6%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
19,781
shares
|
$721,610
0.04% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
19,756
shares
|
$720,698
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
19,407
shares
|
$707,967
0.0% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
19,365
shares
|
$706,435
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
19,365
shares
|
$706,435
0.05% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
19,097
shares
|
$696,658
0.05% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
18,991
shares
|
$692,791
0.24% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
18,974
shares
|
$692,171
0.2% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
18,810
shares
|
$686,188
1.34% of portfolio
|
Q4 2024
Reduced 41.71%
|