Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 504 institutions that hold shares in the stock, with a total of 79.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
754
shares
|
$25,515
0.01% of portfolio
|
Q1 2025
Reduced 54.74%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
730
shares
|
$24,703
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
677
shares
|
$22,909
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
666
shares
|
$22,537
0.01% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
645
shares
|
$21,826
0.0% of portfolio
|
Q4 2023
Reduced 50.15%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
628
shares
|
$21,251
0.0% of portfolio
|
Q2 2024
Added 124.29%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
500
shares
|
$16,920
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$16,920
0.0% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$16,920
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
500
shares
|
$16,920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
450
shares
|
$15,228
0.0% of portfolio
|
Q1 2025
Reduced 60.87%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
436
shares
|
$14,754
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
422
shares
|
$14,280
0.0% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
404
shares
|
$13,671
0.0% of portfolio
|
Q3 2018
Reduced 52.69%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
398
shares
|
$13,468
0.0% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
380
shares
|
$12,859
0.01% of portfolio
|
Q2 2022
Added 280.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
357
shares
|
$12,080
0.0% of portfolio
|
Q1 2025
Reduced 46.64%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
329
shares
|
$11,133
0.0% of portfolio
|
Q1 2024
Reduced 18.97%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
308
shares
|
$10,422
0.0% of portfolio
|
Q4 2024
Added 161.02%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
300
shares
|
$10,152
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
290
shares
|
$9,813
0.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
281
shares
|
$9,509
0.0% of portfolio
|
Q3 2022
Reduced 47.08%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
245
shares
|
$8,290
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
201
shares
|
$6,801
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
190
shares
|
$6,429
0.0% of portfolio
|
Q1 2025
New holding
|