Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 505 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,273
shares
|
$39,603
0.01% of portfolio
|
Q1 2024
Reduced 38.23%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,262
shares
|
$39,260
0.0% of portfolio
|
Q3 2020
Reduced 51.68%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,236
shares
|
$38,451
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,217
shares
|
$37,860
0.01% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,150
shares
|
$35,776
0.01% of portfolio
|
Q1 2024
Added 155.56%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
1,115
shares
|
$34,687
0.0% of portfolio
|
Q2 2024
Reduced 19.38%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,097
shares
|
$34,127
0.01% of portfolio
|
Q1 2020
Reduced 18.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,075
shares
|
$33,443
0.0% of portfolio
|
Q3 2022
Reduced 66.16%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
1,069
shares
|
$33,256
0.03% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
1,035
shares
|
$32,198
0.01% of portfolio
|
Q3 2023
Reduced 16.93%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
985
shares
|
$30,643
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
943
shares
|
$29,336
0.0% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
914
shares
|
$28,434
0.0% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
897
shares
|
$27,905
0.0% of portfolio
|
Q4 2024
Reduced 18.75%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
888
shares
|
$27,625
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
833
shares
|
$25,914
0.0% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
771
shares
|
$23,985
0.0% of portfolio
|
Q4 2024
Reduced 52.2%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
742
shares
|
$23,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
730
shares
|
$22,710
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
677
shares
|
$21,061
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
666
shares
|
$20,719
0.0% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
663
shares
|
$20,625
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
645
shares
|
$20,065
0.0% of portfolio
|
Q4 2023
Reduced 50.15%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
628
shares
|
$19,537
0.0% of portfolio
|
Q2 2024
Added 124.29%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
550
shares
|
$17,110
0.0% of portfolio
|
Q3 2021
Added 37.5%
|