Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 505 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
8,271
shares
|
$257,310
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
8,180
shares
|
$254,479
0.0% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
7,999
shares
|
$248,848
0.03% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
7,897
shares
|
$245,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
7,813
shares
|
$243,062
0.01% of portfolio
|
Q2 2024
Reduced 9.9%
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
7,792
shares
|
$242,409
0.06% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
7,780
shares
|
$242,035
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
7,652
shares
|
$238,053
0.1% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
7,650
shares
|
$237,991
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
7,459
shares
|
$232,049
0.03% of portfolio
|
Q4 2024
Reduced 32.55%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
7,450
shares
|
$231,769
0.0% of portfolio
|
Q4 2024
Reduced 54.49%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
7,425
shares
|
$230,991
0.19% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
7,404
shares
|
$230,338
0.04% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
7,404
shares
|
$230,338
0.02% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
7,355
shares
|
$228,814
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,301
shares
|
$227,134
0.03% of portfolio
|
Q2 2023
Added 7.64%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
7,275
shares
|
$226,325
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
7,226
shares
|
$224,800
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Apr 11, 2025 Q1 2025 |
7,159
shares
|
$222,716
0.04% of portfolio
|
Q1 2025
Reduced 17.91%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
7,018
shares
|
$218,329
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
6,938
shares
|
$215,841
0.01% of portfolio
|
Q4 2024
Reduced 36.3%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
6,455
shares
|
$200,815
0.02% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
6,455
shares
|
$200,815
0.02% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,380
shares
|
$198,481
0.06% of portfolio
|
Q1 2023
Added 0.16%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
6,070
shares
|
$188,837
0.13% of portfolio
|
Q2 2023
New holding
|