Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 556 institutions that hold shares in the stock, with a total of 83 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
12,081
shares
|
$437,211
0.04% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
12,070
shares
|
$436,813
0.01% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
11,994
shares
|
$434,062
0.34% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
11,938
shares
|
$432,036
0.02% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
11,925
shares
|
$431,565
0.02% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
11,900
shares
|
$430,661
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,684
shares
|
$422,843
0.05% of portfolio
|
Q3 2022
Reduced 59.37%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
11,683
shares
|
$422,807
0.19% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
11,514
shares
|
$416,691
0.03% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
11,409
shares
|
$412,891
0.19% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
11,250
shares
|
$407,137
0.06% of portfolio
|
Q2 2025
Added 27.12%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
11,066
shares
|
$400,478
0.04% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
11,058
shares
|
$400,189
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
10,962
shares
|
$396,714
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
10,908
shares
|
$394,760
0.03% of portfolio
|
Q2 2025
Added 20.22%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
10,843
shares
|
$392,408
0.11% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
10,699
shares
|
$387,196
0.04% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
10,498
shares
|
$379,922
0.03% of portfolio
|
Q1 2025
Added 32.05%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,482
shares
|
$379,343
0.11% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
10,407
shares
|
$376,629
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
10,352
shares
|
$374,638
0.0% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
10,331
shares
|
$373,878
0.0% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
10,273
shares
|
$371,779
0.03% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
10,225
shares
|
$370,042
0.08% of portfolio
|
Q2 2025
Added 16.34%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
10,210
shares
|
$369,499
0.22% of portfolio
|
Q2 2025
Added 16.74%
|