Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 504 institutions that hold shares in the stock, with a total of 79.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,790
shares
|
$60,573
0.0% of portfolio
|
Q1 2025
Reduced 14.27%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
1,655
shares
|
$56,005
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
1,640
shares
|
$55,497
0.0% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
1,565
shares
|
$52,959
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,529
shares
|
$51,741
0.0% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,504
shares
|
$50,895
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,489
shares
|
$50,387
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,463
shares
|
$49,507
0.0% of portfolio
|
Q1 2023
Reduced 52.76%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
1,403
shares
|
$47,477
0.0% of portfolio
|
Q2 2024
Reduced 93.18%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,396
shares
|
$47,240
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,273
shares
|
$43,078
0.01% of portfolio
|
Q1 2024
Reduced 38.23%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,262
shares
|
$42,706
0.0% of portfolio
|
Q3 2020
Reduced 51.68%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,245
shares
|
$42,130
0.0% of portfolio
|
Q1 2025
Added 67.79%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,097
shares
|
$37,122
0.01% of portfolio
|
Q1 2020
Reduced 18.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,075
shares
|
$36,378
0.0% of portfolio
|
Q3 2022
Reduced 66.16%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
1,069
shares
|
$36,174
0.03% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,035
shares
|
$35,024
0.01% of portfolio
|
Q3 2023
Reduced 16.93%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,035
shares
|
$35,024
0.0% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
985
shares
|
$33,332
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
943
shares
|
$31,911
0.0% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
914
shares
|
$30,929
0.0% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
888
shares
|
$30,049
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
833
shares
|
$28,188
0.0% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
812
shares
|
$27,478
0.0% of portfolio
|
Q1 2025
Added 21.92%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
771
shares
|
$26,090
0.0% of portfolio
|
Q4 2024
Reduced 52.2%
|