Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 505 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
18,376
shares
|
$571,677
0.0% of portfolio
|
Q4 2024
Added 113.48%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
18,305
shares
|
$569,468
0.04% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
17,869
shares
|
$555,904
0.02% of portfolio
|
Q4 2024
Reduced 63.09%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
17,580
shares
|
$546,913
0.31% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Landaas & CO
Milwaukee, WI |
Feb 27, 2025 Q4 2024 |
17,548
shares
|
$545,918
0.13% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
17,347
shares
|
$539,665
0.04% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
17,306
shares
|
$538,389
0.13% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
17,278
shares
|
$537,518
0.07% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
17,123
shares
|
$532,696
0.04% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
16,728
shares
|
$520,408
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
16,289
shares
|
$506,750
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
16,247
shares
|
$505,444
0.02% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
16,181
shares
|
$503,390
0.07% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
16,115
shares
|
$501,337
0.0% of portfolio
|
Q4 2024
Added 20.14%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
15,903
shares
|
$494,742
0.08% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
15,886
shares
|
$494,213
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
15,849
shares
|
$493,062
0.01% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
15,730
shares
|
$489,360
0.16% of portfolio
|
Q1 2024
Reduced 10.52%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
15,589
shares
|
$484,973
0.01% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
15,414
shares
|
$479,529
0.06% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
15,373
shares
|
$478,254
0.01% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,326
shares
|
$476,791
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
15,175
shares
|
$472,094
0.12% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
14,682
shares
|
$456,757
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
14,592
shares
|
$453,957
0.06% of portfolio
|
Q4 2024
New holding
|