Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 556 institutions that hold shares in the stock, with a total of 83 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
6,732
shares
|
$243,631
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
6,556
shares
|
$237,261
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
6,507
shares
|
$235,488
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
6,455
shares
|
$233,606
0.02% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
6,455
shares
|
$233,606
0.02% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
6,400
shares
|
$231,616
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
6,388
shares
|
$231,181
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,380
shares
|
$230,892
0.06% of portfolio
|
Q1 2023
Added 0.16%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
6,376
shares
|
$230,747
0.01% of portfolio
|
Q2 2025
Added 22.76%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
6,353
shares
|
$229,915
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
6,328
shares
|
$229,010
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
6,322
shares
|
$228,793
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
6,300
shares
|
$227,997
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,296
shares
|
$227,852
0.0% of portfolio
|
Q1 2025
Added 157300.0%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
6,291
shares
|
$227,671
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Townsend & Associates, Inc
|
Jul 29, 2025 Q2 2025 |
6,290
shares
|
$227,635
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
6,264
shares
|
$226,694
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
6,259
shares
|
$226,513
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
6,230
shares
|
$225,463
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
6,223
shares
|
$225,210
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
6,220
shares
|
$225,101
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
6,166
shares
|
$223,147
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
6,140
shares
|
$222,206
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
6,137
shares
|
$222,098
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,106
shares
|
$220,976
0.03% of portfolio
|
Q2 2025
New holding
|