Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 504 institutions that hold shares in the stock, with a total of 79.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
11,447
shares
|
$387,366
0.0% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
11,351
shares
|
$384,117
0.19% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
11,261
shares
|
$381,072
0.03% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
11,096
shares
|
$375,488
0.01% of portfolio
|
Q1 2025
Added 20.27%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
11,044
shares
|
$373,728
0.01% of portfolio
|
Q1 2025
Reduced 55.1%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
10,872
shares
|
$367,908
0.01% of portfolio
|
Q1 2025
Added 37.67%
|
|
|
Sws Partners
|
May 27, 2025 Q1 2025 |
10,780
shares
|
$364,795
0.12% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
10,741
shares
|
$363,475
0.02% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
10,654
shares
|
$360,531
0.01% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
10,627
shares
|
$359,617
0.13% of portfolio
|
Q1 2025
Reduced 21.44%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
10,498
shares
|
$355,252
0.03% of portfolio
|
Q1 2025
Added 32.05%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
10,382
shares
|
$351,326
0.03% of portfolio
|
Q1 2025
Reduced 17.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
10,352
shares
|
$350,311
0.0% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
10,349
shares
|
$350,210
0.01% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,324
shares
|
$349,364
0.1% of portfolio
|
Q1 2025
Reduced 18.85%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
10,259
shares
|
$347,164
0.11% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
10,252
shares
|
$346,927
0.04% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Auour Investments LLC
Wenham, MA |
May 01, 2025 Q1 2025 |
10,148
shares
|
$343,408
0.12% of portfolio
|
Q1 2025
Reduced 55.3%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
10,115
shares
|
$342,291
0.05% of portfolio
|
Q1 2025
Reduced 37.49%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
10,087
shares
|
$341,344
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
10,053
shares
|
$340,193
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
10,015
shares
|
$338,907
0.01% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
9,947
shares
|
$336,606
0.0% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
May 13, 2025 Q1 2025 |
9,897
shares
|
$334,914
0.07% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
9,860
shares
|
$333,662
0.05% of portfolio
|
Q1 2025
Added 378.64%
|