Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 574 institutions that hold shares in the stock, with a total of 97.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
7,088
shares
|
$258,570
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
7,079
shares
|
$258,241
0.0% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
West Bancorporation Inc
|
Oct 23, 2025 Q3 2025 |
7,039
shares
|
$256,782
0.15% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 20, 2025 Q3 2025 |
7,018
shares
|
$256,016
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,015
shares
|
$255,907
0.06% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
6,848
shares
|
$249,815
0.08% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
6,832
shares
|
$249,231
0.11% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,796
shares
|
$247,918
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
6,455
shares
|
$235,478
0.02% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
6,455
shares
|
$235,478
0.02% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
6,400
shares
|
$233,471
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
6,393
shares
|
$233,216
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
6,388
shares
|
$233,034
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,380
shares
|
$232,742
0.06% of portfolio
|
Q1 2023
Added 0.16%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
6,353
shares
|
$231,757
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
6,322
shares
|
$230,626
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
6,300
shares
|
$229,823
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,296
shares
|
$229,678
0.0% of portfolio
|
Q1 2025
Added 157300.0%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
6,291
shares
|
$229,495
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
6,290
shares
|
$229,459
0.01% of portfolio
|
Q2 2025
Reduced 35.61%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
6,290
shares
|
$229,459
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
6,264
shares
|
$228,510
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
6,259
shares
|
$228,328
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
|
$227,270
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
6,223
shares
|
$227,015
0.17% of portfolio
|
Q2 2025
New holding
|