Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 479 institutions that hold shares in the stock, with a total of 76.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,750
shares
|
$246,837
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
8,608
shares
|
$242,831
0.0% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
Hc Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
8,555
shares
|
$241,336
0.22% of portfolio
|
Q2 2024
Reduced 5.37%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
8,513
shares
|
$240,151
0.0% of portfolio
|
Q3 2018
Reduced 10.03%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
8,271
shares
|
$233,324
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
8,145
shares
|
$229,770
0.02% of portfolio
|
Q3 2024
Reduced 11.95%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
8,004
shares
|
$225,792
0.1% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
7,848
shares
|
$221,392
0.42% of portfolio
|
Q1 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
7,813
shares
|
$220,404
0.01% of portfolio
|
Q2 2024
Reduced 9.9%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
7,383
shares
|
$208,274
0.02% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
7,383
shares
|
$208,274
0.04% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
7,371
shares
|
$207,935
0.0% of portfolio
|
Q3 2024
Reduced 29.16%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
7,355
shares
|
$207,484
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,301
shares
|
$205,961
0.03% of portfolio
|
Q2 2023
Added 7.64%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
7,188
shares
|
$202,773
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
7,179
shares
|
$202,519
0.01% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
7,130
shares
|
$201,137
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
7,110
shares
|
$200,573
0.05% of portfolio
|
Q3 2024
Reduced 15.05%
|
|
|
West Bancorporation Inc
|
Oct 24, 2024 Q3 2024 |
7,105
shares
|
$200,432
0.15% of portfolio
|
Q3 2024
Reduced 16.52%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
7,105
shares
|
$200,432
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
7,100
shares
|
$200,291
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
7,050
shares
|
$198,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
7,018
shares
|
$197,977
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
6,999
shares
|
$197,441
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
6,953
shares
|
$196,144
0.0% of portfolio
|
Q3 2024
New holding
|