Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 496 institutions that hold shares in the stock, with a total of 79.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
2,060
shares
|
$64,931
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
2,000
shares
|
$63,040
0.02% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
1,925
shares
|
$60,676
0.01% of portfolio
|
Q2 2024
Reduced 9.41%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,884
shares
|
$59,383
0.04% of portfolio
|
Q2 2023
Reduced 66.51%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
1,884
shares
|
$59,383
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
1,869
shares
|
$58,910
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,813
shares
|
$57,145
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
1,750
shares
|
$55,160
0.0% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,666
shares
|
$52,512
0.02% of portfolio
|
Q4 2024
Added 177.67%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
1,655
shares
|
$52,165
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
1,529
shares
|
$48,194
0.0% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,504
shares
|
$47,406
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,489
shares
|
$46,933
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,463
shares
|
$46,113
0.0% of portfolio
|
Q1 2023
Reduced 52.76%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
1,403
shares
|
$44,222
0.0% of portfolio
|
Q2 2024
Reduced 93.18%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
1,396
shares
|
$44,001
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,295
shares
|
$40,818
0.01% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,273
shares
|
$40,124
0.01% of portfolio
|
Q1 2024
Reduced 38.23%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,262
shares
|
$39,778
0.0% of portfolio
|
Q3 2020
Reduced 51.68%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,236
shares
|
$38,958
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,217
shares
|
$38,359
0.01% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,192
shares
|
$37,571
0.0% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,150
shares
|
$36,248
0.01% of portfolio
|
Q1 2024
Added 155.56%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,115
shares
|
$35,144
0.0% of portfolio
|
Q2 2024
Reduced 19.38%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,097
shares
|
$34,577
0.01% of portfolio
|
Q1 2020
Reduced 18.32%
|