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 |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,684
shares
|
$341,055
0.05% of portfolio
|
Q3 2022
Reduced 59.37%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
11,683
shares
|
$341,026
0.17% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
11,535
shares
|
$336,706
0.01% of portfolio
|
Q4 2024
Reduced 27.0%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
11,500
shares
|
$335,685
0.11% of portfolio
|
Q1 2022
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
11,352
shares
|
$331,364
0.01% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
11,055
shares
|
$322,695
0.01% of portfolio
|
Q4 2024
Reduced 13.06%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
11,007
shares
|
$321,294
0.16% of portfolio
|
Q4 2024
Reduced 22.95%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
10,844
shares
|
$316,536
0.02% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
10,792
shares
|
$315,018
0.01% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
10,791
shares
|
$314,989
0.0% of portfolio
|
Q4 2024
Reduced 42.07%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,726
shares
|
$313,091
0.01% of portfolio
|
Q4 2024
Reduced 20.32%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
10,597
shares
|
$309,326
0.07% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
10,550
shares
|
$307,954
0.22% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
10,505
shares
|
$306,640
0.24% of portfolio
|
Q4 2024
Added 22.79%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
10,499
shares
|
$306,465
0.0% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
10,487
shares
|
$306,115
0.02% of portfolio
|
Q4 2024
Added 93.13%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,201
shares
|
$297,767
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
10,130
shares
|
$295,694
0.03% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
9,878
shares
|
$288,338
0.02% of portfolio
|
Q1 2024
Reduced 18.11%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
9,852
shares
|
$287,579
0.06% of portfolio
|
Q2 2022
Reduced 3.56%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,586
shares
|
$279,815
0.03% of portfolio
|
Q2 2023
Added 2.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
9,545
shares
|
$278,618
0.0% of portfolio
|
Q4 2024
Reduced 34.27%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,413
shares
|
$274,765
0.01% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
9,401
shares
|
$274,415
0.01% of portfolio
|
Q4 2024
Reduced 37.16%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,393
shares
|
$274,181
0.02% of portfolio
|
Q3 2024
Added 0.99%
|