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 |
|---|---|---|---|---|---|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
2,000
shares
|
$72,960
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
1,925
shares
|
$70,224
0.02% of portfolio
|
Q2 2024
Reduced 9.41%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,899
shares
|
$69,275
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,884
shares
|
$68,728
0.04% of portfolio
|
Q2 2023
Reduced 66.51%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,884
shares
|
$68,728
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
1,869
shares
|
$68,181
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,814
shares
|
$66,174
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,790
shares
|
$65,299
0.0% of portfolio
|
Q1 2025
Reduced 14.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,689
shares
|
$61,614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
1,655
shares
|
$60,374
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,636
shares
|
$59,681
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,580
shares
|
$57,638
0.0% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,521
shares
|
$55,486
0.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,504
shares
|
$54,865
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,500
shares
|
$54,719
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,489
shares
|
$54,318
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,475
shares
|
$53,807
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,463
shares
|
$53,370
0.0% of portfolio
|
Q1 2023
Reduced 52.76%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
1,403
shares
|
$51,181
0.0% of portfolio
|
Q2 2024
Reduced 93.18%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,396
shares
|
$50,926
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,368
shares
|
$49,904
0.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,273
shares
|
$46,439
0.01% of portfolio
|
Q1 2024
Reduced 38.23%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,262
shares
|
$46,037
0.0% of portfolio
|
Q3 2020
Reduced 51.68%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,254
shares
|
$45,745
0.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,215
shares
|
$44,323
0.02% of portfolio
|
Q3 2025
Added 10.45%
|