Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 556 institutions that hold shares in the stock, with a total of 83 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
17,374
shares
|
$628,765
0.14% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
17,360
shares
|
$628,258
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
17,278
shares
|
$625,290
0.09% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
17,147
shares
|
$620,549
0.08% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
16,968
shares
|
$614,071
0.22% of portfolio
|
Q2 2025
Added 117.2%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
16,690
shares
|
$604,011
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
16,600
shares
|
$600,754
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
16,490
shares
|
$596,773
0.08% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
16,386
shares
|
$593,009
0.15% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
16,175
shares
|
$585,373
0.07% of portfolio
|
Q2 2025
Added 114.92%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
16,115
shares
|
$583,201
0.0% of portfolio
|
Q4 2024
Added 20.14%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
16,000
shares
|
$579,040
0.08% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
15,903
shares
|
$575,529
0.08% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
15,730
shares
|
$569,268
0.16% of portfolio
|
Q1 2024
Reduced 10.52%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
15,703
shares
|
$568,291
0.15% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
15,612
shares
|
$564,998
0.01% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
15,594
shares
|
$564,346
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
15,396
shares
|
$557,181
0.07% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,326
shares
|
$554,647
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
15,110
shares
|
$546,830
0.18% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
15,046
shares
|
$544,514
0.02% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
15,021
shares
|
$543,609
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
14,801
shares
|
$535,648
0.44% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
14,682
shares
|
$531,341
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
14,642
shares
|
$529,893
0.23% of portfolio
|
Q2 2025
Added 63.4%
|