Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 566 institutions that hold shares in the stock, with a total of 95.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,698
shares
|
$314,780
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
8,337
shares
|
$301,716
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
8,192
shares
|
$296,468
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
8,031
shares
|
$290,641
0.03% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
7,870
shares
|
$284,815
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
7,678
shares
|
$277,866
0.1% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
7,650
shares
|
$276,853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
7,560
shares
|
$273,596
0.0% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,532
shares
|
$272,583
0.03% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
7,519
shares
|
$272,112
0.0% of portfolio
|
Q2 2025
Reduced 34.31%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
7,500
shares
|
$271,425
0.17% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
7,491
shares
|
$271,099
0.19% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
7,459
shares
|
$269,941
0.03% of portfolio
|
Q4 2024
Reduced 32.55%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,301
shares
|
$264,223
0.03% of portfolio
|
Q2 2023
Added 7.64%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
7,275
shares
|
$263,282
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
7,226
shares
|
$261,508
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
7,200
shares
|
$260,567
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
7,192
shares
|
$260,278
0.01% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
7,174
shares
|
$259,627
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
7,159
shares
|
$259,084
0.04% of portfolio
|
Q1 2025
Reduced 17.91%
|