Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 489 institutions that hold shares in the stock, with a total of 79.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
14,191
shares
|
$414,235
0.01% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
14,115
shares
|
$412,016
0.1% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,075
shares
|
$410,849
0.04% of portfolio
|
Q2 2023
Added 2.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
13,944
shares
|
$407,025
0.01% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
13,881
shares
|
$405,186
0.02% of portfolio
|
Q4 2024
Added 28.15%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
13,740
shares
|
$401,070
0.0% of portfolio
|
Q1 2024
Added 3.7%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
13,655
shares
|
$398,589
0.01% of portfolio
|
Q1 2024
Reduced 3.32%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
13,527
shares
|
$394,853
0.15% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
13,433
shares
|
$392,109
0.11% of portfolio
|
Q4 2024
Added 18.15%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
13,430
shares
|
$392,021
0.05% of portfolio
|
Q2 2024
Reduced 10.32%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
13,370
shares
|
$390,270
0.22% of portfolio
|
Q4 2024
Reduced 7.7%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,220
shares
|
$385,891
0.01% of portfolio
|
Q4 2023
Reduced 0.3%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
12,829
shares
|
$374,478
0.03% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
12,768
shares
|
$372,697
0.01% of portfolio
|
Q4 2024
Reduced 25.41%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
12,722
shares
|
$371,355
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
12,640
shares
|
$368,961
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
12,586
shares
|
$367,385
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
12,552
shares
|
$366,392
0.04% of portfolio
|
Q3 2024
Reduced 57.09%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
12,407
shares
|
$362,160
0.24% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
12,362
shares
|
$360,846
0.01% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
12,265
shares
|
$358,015
0.18% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
12,103
shares
|
$353,286
0.29% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
11,967
shares
|
$349,316
0.03% of portfolio
|
Q4 2024
Reduced 15.79%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
11,835
shares
|
$345,463
0.01% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
11,779
shares
|
$343,829
0.1% of portfolio
|
Q4 2024
Reduced 2.82%
|