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 |
|---|---|---|---|---|---|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
3,344
shares
|
$121,019
0.06% of portfolio
|
Q2 2024
Reduced 48.98%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
3,015
shares
|
$109,112
0.02% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,879
shares
|
$104,191
0.0% of portfolio
|
Q4 2024
Reduced 41.57%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
2,750
shares
|
$99,522
0.06% of portfolio
|
Q2 2024
Added 2650.0%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
2,663
shares
|
$96,373
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2,352
shares
|
$85,118
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,317
shares
|
$83,852
0.0% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
2,276
shares
|
$82,368
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
2,211
shares
|
$80,016
0.03% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,172
shares
|
$78,604
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,164
shares
|
$78,315
0.0% of portfolio
|
Q1 2024
Reduced 45.48%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
2,164
shares
|
$78,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,121
shares
|
$76,758
0.01% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
2,081
shares
|
$75,311
0.02% of portfolio
|
Q1 2020
Added 301.74%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
2,076
shares
|
$75,130
0.02% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,054
shares
|
$74,334
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,000
shares
|
$72,380
0.03% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
2,000
shares
|
$72,380
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
1,925
shares
|
$69,665
0.02% of portfolio
|
Q2 2024
Reduced 9.41%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,899
shares
|
$68,724
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,884
shares
|
$68,181
0.04% of portfolio
|
Q2 2023
Reduced 66.51%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,884
shares
|
$68,181
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,869
shares
|
$67,639
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,814
shares
|
$65,648
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,790
shares
|
$64,780
0.0% of portfolio
|
Q1 2025
Reduced 14.27%
|