Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 489 institutions that hold shares in the stock, with a total of 79.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
300
shares
|
$8,757
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
288
shares
|
$8,406
0.0% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
288
shares
|
$8,406
0.0% of portfolio
|
Q3 2023
Reduced 80.37%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
281
shares
|
$8,202
0.0% of portfolio
|
Q3 2022
Reduced 47.08%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
266
shares
|
$7,764
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
260
shares
|
$7,589
0.0% of portfolio
|
Q3 2024
Reduced 26.55%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
245
shares
|
$7,151
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
206
shares
|
$6,013
0.0% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
201
shares
|
$5,867
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
187
shares
|
$5,458
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
180
shares
|
$5,254
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
164
shares
|
$4,787
0.0% of portfolio
|
Q1 2022
Reduced 59.2%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
163
shares
|
$4,757
0.0% of portfolio
|
Q1 2024
Reduced 59.05%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
160
shares
|
$4,670
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
146
shares
|
$4,261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
117
shares
|
$3,415
0.0% of portfolio
|
Q3 2022
Reduced 69.77%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$2,919
0.0% of portfolio
|
Q1 2024
Reduced 94.03%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
75
shares
|
$2,189
0.0% of portfolio
|
Q4 2024
Reduced 86.36%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
50
shares
|
$1,459
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
40
shares
|
$1,167
0.0% of portfolio
|
Q3 2024
Added 185.71%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
37
shares
|
$1,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
35
shares
|
$1,021
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
22
shares
|
$642
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
16
shares
|
$467
0.0% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
14
shares
|
$408
0.0% of portfolio
|
Q3 2024
New holding
|