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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
664,259
shares
|
$22.5 Million
0.05% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
575,874
shares
|
$19.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
551,185
shares
|
$18.7 Million
0.04% of portfolio
|
Q1 2025
Added 15.58%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
527,890
shares
|
$17.9 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
521,343
shares
|
$17.6 Million
0.03% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
513,190
shares
|
$17.4 Million
0.01% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
500,000
shares
|
$16.9 Million
0.48% of portfolio
|
Q4 2018
Added 100.0%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
471,173
shares
|
$15.9 Million
0.04% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
456,296
shares
|
$15.4 Million
0.01% of portfolio
|
Q1 2025
Added 11.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
425,528
shares
|
$14.4 Million
0.01% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
413,353
shares
|
$14 Million
0.41% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
412,198
shares
|
$13.9 Million
0.02% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
411,992
shares
|
$13.9 Million
0.1% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
398,018
shares
|
$13.5 Million
3.16% of portfolio
|
Q3 2023
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
356,383
shares
|
$12.1 Million
0.03% of portfolio
|
Q1 2025
Added 605.71%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
354,290
shares
|
$12 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
336,950
shares
|
$11.4 Million
1.0% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
May 07, 2025 Q1 2025 |
318,007
shares
|
$10.8 Million
5.2% of portfolio
|
Q1 2025
Reduced 26.31%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
315,218
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 61.09%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
305,117
shares
|
$10.3 Million
0.57% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
288,944
shares
|
$9.78 Million
0.01% of portfolio
|
Q1 2025
Added 251.22%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
287,223
shares
|
$9.72 Million
3.81% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
285,328
shares
|
$9.66 Million
2.25% of portfolio
|
Q2 2022
Added 438.55%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
267,395
shares
|
$9.05 Million
2.2% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
259,396
shares
|
$8.78 Million
0.03% of portfolio
|
Q1 2025
Added 3.99%
|