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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
679,779
shares
|
$24.6 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
664,259
shares
|
$24 Million
0.05% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
575,874
shares
|
$20.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
540,286
shares
|
$19.6 Million
0.01% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
538,766
shares
|
$19.5 Million
0.03% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
531,478
shares
|
$19.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
521,042
shares
|
$18.9 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
504,393
shares
|
$18.3 Million
0.01% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
500,000
shares
|
$18.1 Million
0.5% of portfolio
|
Q4 2018
Added 100.0%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
454,659
shares
|
$16.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
432,992
shares
|
$15.7 Million
0.05% of portfolio
|
Q2 2025
Added 66.92%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
425,924
shares
|
$15.4 Million
0.05% of portfolio
|
Q2 2025
Added 19.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
425,528
shares
|
$15.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
421,214
shares
|
$15.2 Million
0.1% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
413,353
shares
|
$15 Million
0.41% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
407,938
shares
|
$14.8 Million
0.44% of portfolio
|
Q2 2025
Added 2535.6%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
398,018
shares
|
$14.4 Million
3.16% of portfolio
|
Q3 2023
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Jul 30, 2025 Q2 2025 |
372,690
shares
|
$13.5 Million
7.9% of portfolio
|
Q2 2025
New holding
|
|
|
Marks Wealth, LLC
|
Jul 18, 2025 Q2 2025 |
371,470
shares
|
$13.4 Million
4.16% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
368,174
shares
|
$13.3 Million
0.01% of portfolio
|
Q2 2025
Added 27.42%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
363,566
shares
|
$13.2 Million
0.86% of portfolio
|
Q2 2025
Added 45.46%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
351,438
shares
|
$12.7 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
329,412
shares
|
$11.9 Million
1.02% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
321,222
shares
|
$11.6 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
321,069
shares
|
$11.6 Million
5.32% of portfolio
|
Q2 2025
Added 0.96%
|