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 |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
9,852
shares
|
$333,391
0.06% of portfolio
|
Q2 2022
Reduced 3.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,769
shares
|
$330,582
0.01% of portfolio
|
Q4 2024
Reduced 52.63%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
9,606
shares
|
$325,067
0.02% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,586
shares
|
$324,390
0.03% of portfolio
|
Q2 2023
Added 2.16%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
9,425
shares
|
$318,942
0.04% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,413
shares
|
$318,535
0.01% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
9,411
shares
|
$318,468
0.17% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
9,319
shares
|
$315,354
0.1% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
9,224
shares
|
$312,140
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
9,073
shares
|
$307,030
0.02% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
9,060
shares
|
$306,590
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,011
shares
|
$304,932
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
8,961
shares
|
$303,240
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
8,850
shares
|
$299,484
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
8,789
shares
|
$297,419
0.06% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,750
shares
|
$296,100
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
8,746
shares
|
$295,964
0.2% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
8,705
shares
|
$294,577
0.11% of portfolio
|
Q1 2025
Added 27.88%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
8,680
shares
|
$293,731
0.0% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
8,598
shares
|
$290,956
0.04% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
8,475
shares
|
$286,794
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
8,430
shares
|
$285,271
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
8,416
shares
|
$284,797
0.0% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
8,250
shares
|
$279,180
0.2% of portfolio
|
Q1 2025
Reduced 21.8%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
7,999
shares
|
$270,686
0.03% of portfolio
|
Q1 2025
Reduced 10.81%
|