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 |
|---|---|---|---|---|---|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
18,756
shares
|
$684,218
0.16% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,512
shares
|
$675,317
0.01% of portfolio
|
Q2 2024
Added 7.25%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
17,584
shares
|
$641,464
0.3% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
17,498
shares
|
$638,327
0.05% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
17,278
shares
|
$630,301
0.09% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
17,147
shares
|
$625,522
0.08% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
17,044
shares
|
$621,765
0.14% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
16,799
shares
|
$612,827
0.02% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
16,697
shares
|
$609,106
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
16,613
shares
|
$606,042
0.18% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
16,600
shares
|
$605,568
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
16,297
shares
|
$594,514
0.08% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
16,269
shares
|
$593,493
0.01% of portfolio
|
Q3 2025
Reduced 17.5%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
16,233
shares
|
$592,179
0.14% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
16,195
shares
|
$590,793
0.01% of portfolio
|
Q3 2025
Added 23.73%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
16,175
shares
|
$590,064
0.07% of portfolio
|
Q2 2025
Added 114.92%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
16,014
shares
|
$584,190
0.01% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
16,000
shares
|
$583,680
0.08% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
15,903
shares
|
$580,141
0.08% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
15,775
shares
|
$575,472
0.04% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
15,730
shares
|
$573,830
0.16% of portfolio
|
Q1 2024
Reduced 10.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
15,715
shares
|
$573,283
0.0% of portfolio
|
Q2 2025
Reduced 11.29%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
15,612
shares
|
$569,525
0.01% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
15,396
shares
|
$561,646
0.07% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
15,366
shares
|
$560,551
0.02% of portfolio
|
Q3 2025
Added 2.13%
|