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 |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
10,087
shares
|
$365,048
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
10,053
shares
|
$363,818
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
10,049
shares
|
$363,673
0.08% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
9,897
shares
|
$358,172
0.08% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Angeles Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,880
shares
|
$357,557
0.02% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
9,860
shares
|
$356,833
0.05% of portfolio
|
Q1 2025
Added 378.64%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
9,852
shares
|
$356,543
0.06% of portfolio
|
Q2 2022
Reduced 3.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,769
shares
|
$353,540
0.01% of portfolio
|
Q4 2024
Reduced 52.63%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
9,622
shares
|
$348,220
0.12% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,586
shares
|
$346,917
0.03% of portfolio
|
Q2 2023
Added 2.16%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
9,536
shares
|
$345,107
0.02% of portfolio
|
Q2 2025
Reduced 15.32%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
9,496
shares
|
$343,660
0.12% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,413
shares
|
$340,656
0.01% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
9,332
shares
|
$337,725
0.05% of portfolio
|
Q2 2025
Reduced 46.98%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
9,083
shares
|
$328,713
0.09% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,011
shares
|
$326,108
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
8,985
shares
|
$325,167
0.11% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
8,825
shares
|
$319,376
0.04% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,750
shares
|
$316,662
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
8,680
shares
|
$314,129
0.0% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
8,657
shares
|
$313,296
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
8,598
shares
|
$311,161
0.04% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
8,594
shares
|
$311,016
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
8,560
shares
|
$309,786
0.05% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,393
shares
|
$303,742
0.02% of portfolio
|
Q2 2025
Reduced 12.63%
|