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 |
|---|---|---|---|---|---|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
5,974
shares
|
$185,851
0.07% of portfolio
|
Q3 2022
Added 122.08%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
5,845
shares
|
$181,837
0.01% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,703
shares
|
$177,420
0.05% of portfolio
|
Q2 2023
Reduced 20.49%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
5,686
shares
|
$176,891
0.0% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,592
shares
|
$173,967
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
|
$167,651
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5,359
shares
|
$166,718
0.04% of portfolio
|
Q2 2022
Reduced 0.3%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,187
shares
|
$161,367
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
4,874
shares
|
$151,630
0.0% of portfolio
|
Q4 2024
Added 961.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,460
shares
|
$138,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
4,114
shares
|
$127,986
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,100
shares
|
$127,551
0.02% of portfolio
|
Q4 2024
Added 925.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
4,024
shares
|
$125,186
0.04% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$124,440
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
3,900
shares
|
$121,329
0.01% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
3,661
shares
|
$113,893
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,660
shares
|
$113,862
0.01% of portfolio
|
Q4 2024
Reduced 35.04%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
3,546
shares
|
$110,316
0.05% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
3,500
shares
|
$108,885
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
3,379
shares
|
$105,120
0.03% of portfolio
|
Q3 2024
Reduced 22.09%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
3,344
shares
|
$104,031
0.05% of portfolio
|
Q2 2024
Reduced 48.98%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,967
shares
|
$92,303
0.02% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,855
shares
|
$88,819
0.0% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
2,750
shares
|
$85,552
0.05% of portfolio
|
Q2 2024
Added 2650.0%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
2,358
shares
|
$73,357
0.02% of portfolio
|
Q4 2020
Added 2.66%
|