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 |
|---|---|---|---|---|---|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,326
shares
|
$559,092
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
15,110
shares
|
$551,212
0.18% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
15,074
shares
|
$549,899
0.0% of portfolio
|
Q2 2025
Reduced 42.01%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
15,028
shares
|
$548,221
0.05% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
14,801
shares
|
$539,940
0.44% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
14,784
shares
|
$539,320
0.04% of portfolio
|
Q3 2025
Added 226.07%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
14,682
shares
|
$535,599
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
14,642
shares
|
$534,140
0.23% of portfolio
|
Q2 2025
Added 63.4%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
14,486
shares
|
$528,449
0.04% of portfolio
|
Q2 2025
Added 17.15%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
14,456
shares
|
$527,354
0.03% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,456
shares
|
$527,354
0.08% of portfolio
|
Q3 2024
Reduced 21.64%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
14,285
shares
|
$521,116
0.07% of portfolio
|
Q3 2025
Reduced 13.37%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
14,248
shares
|
$519,767
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,075
shares
|
$513,455
0.04% of portfolio
|
Q2 2023
Added 2.89%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
13,902
shares
|
$507,144
0.08% of portfolio
|
Q2 2025
Added 446.25%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
13,740
shares
|
$501,235
0.0% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
13,729
shares
|
$500,833
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
13,697
shares
|
$499,666
0.08% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
13,655
shares
|
$498,134
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
13,517
shares
|
$493,100
0.02% of portfolio
|
Q2 2025
Added 46.54%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
13,473
shares
|
$491,495
0.13% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,220
shares
|
$482,265
0.01% of portfolio
|
Q4 2023
Reduced 0.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
13,135
shares
|
$479,164
0.01% of portfolio
|
Q3 2025
Reduced 29.17%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
13,006
shares
|
$474,458
0.23% of portfolio
|
Q2 2025
Added 39.56%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
12,801
shares
|
$466,980
0.1% of portfolio
|
Q1 2025
Reduced 9.31%
|