Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 574 institutions that hold shares in the stock, with a total of 97.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
4,042
shares
|
$147,452
0.11% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,019
shares
|
$146,613
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
3,776
shares
|
$137,748
0.01% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
3,661
shares
|
$133,553
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
3,546
shares
|
$129,358
0.05% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
3,502
shares
|
$127,752
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
3,500
shares
|
$127,679
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
3,379
shares
|
$123,265
0.04% of portfolio
|
Q3 2024
Reduced 22.09%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
3,344
shares
|
$121,989
0.06% of portfolio
|
Q2 2024
Reduced 48.98%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
3,280
shares
|
$119,654
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
3,015
shares
|
$109,987
0.02% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,879
shares
|
$105,025
0.0% of portfolio
|
Q4 2024
Reduced 41.57%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
2,750
shares
|
$100,319
0.06% of portfolio
|
Q2 2024
Added 2650.0%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
2,732
shares
|
$99,663
0.08% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2,352
shares
|
$85,800
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
2,211
shares
|
$80,657
0.03% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,172
shares
|
$79,234
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,166
shares
|
$79,015
0.0% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
2,164
shares
|
$78,942
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,164
shares
|
$78,942
0.0% of portfolio
|
Q1 2024
Reduced 45.48%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,121
shares
|
$77,374
0.01% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
2,081
shares
|
$75,914
0.02% of portfolio
|
Q1 2020
Added 301.74%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
2,076
shares
|
$75,732
0.02% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,054
shares
|
$74,929
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,000
shares
|
$72,960
0.03% of portfolio
|
Q4 2024
Reduced 17.01%
|