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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
12,701
shares
|
$463,332
0.02% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,677
shares
|
$462,456
0.01% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
12,652
shares
|
$461,544
0.29% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
12,647
shares
|
$461,362
0.21% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
12,640
shares
|
$461,107
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
12,586
shares
|
$459,137
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
12,362
shares
|
$450,965
0.01% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
12,342
shares
|
$450,236
0.02% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
12,265
shares
|
$447,427
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
12,135
shares
|
$442,684
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
12,081
shares
|
$440,714
0.04% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
11,938
shares
|
$435,498
0.02% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
11,922
shares
|
$434,914
0.38% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
11,900
shares
|
$434,111
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,684
shares
|
$426,232
0.05% of portfolio
|
Q3 2022
Reduced 59.37%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
11,469
shares
|
$418,389
0.0% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
11,409
shares
|
$416,200
0.19% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
11,250
shares
|
$410,399
0.06% of portfolio
|
Q2 2025
Added 27.12%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
11,224
shares
|
$409,451
0.03% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
11,066
shares
|
$403,687
0.04% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
10,962
shares
|
$399,893
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
10,908
shares
|
$397,923
0.03% of portfolio
|
Q2 2025
Added 20.22%
|
|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
10,873
shares
|
$396,647
0.1% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
10,699
shares
|
$390,299
0.04% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
10,585
shares
|
$386,140
0.1% of portfolio
|
Q3 2025
Added 0.98%
|