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 |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,352
shares
|
$73,170
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
2,248
shares
|
$69,935
0.03% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
2,234
shares
|
$69,499
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
2,164
shares
|
$67,322
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,164
shares
|
$67,322
0.0% of portfolio
|
Q1 2024
Reduced 45.48%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
2,137
shares
|
$66,482
0.01% of portfolio
|
Q4 2024
Added 385.68%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
2,081
shares
|
$64,739
0.02% of portfolio
|
Q1 2020
Added 301.74%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
2,060
shares
|
$64,086
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
2,000
shares
|
$62,220
0.03% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
1,925
shares
|
$59,886
0.01% of portfolio
|
Q2 2024
Reduced 9.41%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1,884
shares
|
$58,611
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,884
shares
|
$58,611
0.04% of portfolio
|
Q2 2023
Reduced 66.51%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,869
shares
|
$58,144
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,813
shares
|
$56,402
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,790
shares
|
$55,686
0.0% of portfolio
|
Q1 2025
Reduced 14.27%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,750
shares
|
$54,442
0.0% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,666
shares
|
$51,829
0.02% of portfolio
|
Q4 2024
Added 177.67%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
1,655
shares
|
$51,487
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
1,529
shares
|
$47,567
0.0% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,504
shares
|
$46,789
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,489
shares
|
$46,322
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,463
shares
|
$45,513
0.0% of portfolio
|
Q1 2023
Reduced 52.76%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
1,403
shares
|
$43,647
0.0% of portfolio
|
Q2 2024
Reduced 93.18%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,396
shares
|
$43,429
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,295
shares
|
$40,287
0.01% of portfolio
|
Q4 2024
Reduced 0.15%
|