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 |
|---|---|---|---|---|---|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
6,070
shares
|
$219,673
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
6,063
shares
|
$219,419
0.02% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
5,974
shares
|
$216,199
0.07% of portfolio
|
Q3 2022
Added 122.08%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
5,876
shares
|
$212,652
0.0% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
5,844
shares
|
$211,494
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
5,820
shares
|
$210,625
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
5,683
shares
|
$205,667
0.06% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
5,440
shares
|
$196,873
0.02% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5,359
shares
|
$193,942
0.04% of portfolio
|
Q2 2022
Reduced 0.3%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,182
shares
|
$187,536
0.02% of portfolio
|
Q2 2025
Added 5.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
5,096
shares
|
$184,424
0.0% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
4,910
shares
|
$177,692
0.0% of portfolio
|
Q2 2025
Reduced 63.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
4,861
shares
|
$175,919
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,611
shares
|
$166,872
0.0% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
4,573
shares
|
$165,496
0.14% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,534
shares
|
$164,085
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
4,114
shares
|
$148,885
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
4,100
shares
|
$148,379
0.02% of portfolio
|
Q4 2024
Added 925.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
4,029
shares
|
$145,809
0.05% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,019
shares
|
$145,447
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,808
shares
|
$137,811
0.01% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
3,661
shares
|
$132,491
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
3,546
shares
|
$128,329
0.05% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
3,500
shares
|
$126,664
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
3,379
shares
|
$122,286
0.04% of portfolio
|
Q3 2024
Reduced 22.09%
|