Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 574 institutions that hold shares in the stock, with a total of 97.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,750
shares
|
$319,200
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,698
shares
|
$317,303
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
8,657
shares
|
$315,807
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
8,607
shares
|
$313,983
0.05% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
8,598
shares
|
$313,655
0.04% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
8,594
shares
|
$313,509
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,393
shares
|
$306,176
0.02% of portfolio
|
Q2 2025
Reduced 12.63%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
8,337
shares
|
$304,133
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
8,192
shares
|
$298,844
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,960
shares
|
$290,380
0.03% of portfolio
|
Q3 2025
Added 53.61%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
7,870
shares
|
$287,097
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
7,678
shares
|
$280,093
0.1% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
7,650
shares
|
$279,072
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
7,630
shares
|
$278,342
0.03% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
7,560
shares
|
$275,788
0.0% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,532
shares
|
$274,767
0.03% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
7,519
shares
|
$274,293
0.0% of portfolio
|
Q2 2025
Reduced 34.31%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
7,500
shares
|
$273,600
0.17% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
7,491
shares
|
$273,271
0.19% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
7,459
shares
|
$272,104
0.03% of portfolio
|
Q4 2024
Reduced 32.55%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,301
shares
|
$266,340
0.03% of portfolio
|
Q2 2023
Added 7.64%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
7,226
shares
|
$263,604
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
7,200
shares
|
$262,656
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
7,192
shares
|
$262,364
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
7,180
shares
|
$261,926
0.01% of portfolio
|
Q3 2025
New holding
|