Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 496 institutions that hold shares in the stock, with a total of 79.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
7,897
shares
|
$248,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
7,848
shares
|
$247,368
0.38% of portfolio
|
Q1 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
7,813
shares
|
$246,265
0.01% of portfolio
|
Q2 2024
Reduced 9.9%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
7,780
shares
|
$245,225
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
7,650
shares
|
$241,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
7,459
shares
|
$235,107
0.02% of portfolio
|
Q4 2024
Reduced 32.55%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
7,450
shares
|
$234,824
0.0% of portfolio
|
Q4 2024
Reduced 54.49%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
7,404
shares
|
$233,374
0.04% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
7,404
shares
|
$233,374
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
7,355
shares
|
$231,829
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,301
shares
|
$230,127
0.03% of portfolio
|
Q2 2023
Added 7.64%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
7,226
shares
|
$227,763
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
6,938
shares
|
$218,685
0.01% of portfolio
|
Q4 2024
Reduced 36.3%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
6,807
shares
|
$214,556
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
6,455
shares
|
$203,461
0.02% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
6,455
shares
|
$203,461
0.02% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,380
shares
|
$201,097
0.06% of portfolio
|
Q1 2023
Added 0.16%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
6,070
shares
|
$191,326
0.13% of portfolio
|
Q2 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
5,974
shares
|
$188,300
0.07% of portfolio
|
Q3 2022
Added 122.08%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
5,845
shares
|
$184,234
0.01% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,703
shares
|
$179,758
0.05% of portfolio
|
Q2 2023
Reduced 20.49%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
5,686
shares
|
$179,222
0.0% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,592
shares
|
$176,259
0.01% of portfolio
|
Q4 2024
Reduced 12.17%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
5,389
shares
|
$169,861
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5,359
shares
|
$168,915
0.04% of portfolio
|
Q2 2022
Reduced 0.3%
|