Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 505 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,586
shares
|
$298,220
0.03% of portfolio
|
Q2 2023
Added 2.16%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
9,545
shares
|
$296,944
0.0% of portfolio
|
Q4 2024
Reduced 34.27%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
9,429
shares
|
$293,336
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,413
shares
|
$292,838
0.01% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
9,411
shares
|
$292,776
0.17% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
9,401
shares
|
$292,465
0.01% of portfolio
|
Q4 2024
Reduced 37.16%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
9,374
shares
|
$291,625
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
9,330
shares
|
$290,256
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
9,226
shares
|
$287,020
0.01% of portfolio
|
Q4 2024
Reduced 23.58%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
9,060
shares
|
$281,856
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,011
shares
|
$280,332
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
8,961
shares
|
$278,776
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
8,888
shares
|
$276,505
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
8,872
shares
|
$276,007
0.05% of portfolio
|
Q4 2024
Reduced 69.51%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,869
shares
|
$275,914
0.07% of portfolio
|
Q3 2024
Added 58.91%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
8,851
shares
|
$275,354
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
8,850
shares
|
$275,323
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,838
shares
|
$274,950
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,750
shares
|
$272,212
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
8,705
shares
|
$270,812
0.11% of portfolio
|
Q1 2025
Added 27.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
8,647
shares
|
$269,008
0.0% of portfolio
|
Q4 2024
Reduced 29.08%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8,640
shares
|
$268,790
0.01% of portfolio
|
Q4 2024
Reduced 13.66%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
8,640
shares
|
$268,790
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
8,430
shares
|
$262,257
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
8,271
shares
|
$257,310
0.03% of portfolio
|
Q1 2024
New holding
|