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 |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,689
shares
|
$61,124
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
1,655
shares
|
$59,894
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
1,636
shares
|
$59,206
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
1,580
shares
|
$57,180
0.0% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,521
shares
|
$55,044
0.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
1,504
shares
|
$54,429
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,500
shares
|
$54,285
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,489
shares
|
$53,886
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,463
shares
|
$52,945
0.0% of portfolio
|
Q1 2023
Reduced 52.76%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
1,403
shares
|
$50,774
0.0% of portfolio
|
Q2 2024
Reduced 93.18%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,396
shares
|
$50,521
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,273
shares
|
$46,069
0.01% of portfolio
|
Q1 2024
Reduced 38.23%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,262
shares
|
$45,671
0.0% of portfolio
|
Q3 2020
Reduced 51.68%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,254
shares
|
$45,382
0.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,100
shares
|
$39,809
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,097
shares
|
$39,700
0.01% of portfolio
|
Q1 2020
Reduced 18.32%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
1,094
shares
|
$39,591
0.03% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,075
shares
|
$38,904
0.0% of portfolio
|
Q3 2022
Reduced 66.16%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
1,035
shares
|
$37,456
0.0% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,035
shares
|
$37,456
0.01% of portfolio
|
Q3 2023
Reduced 16.93%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,008
shares
|
$36,479
0.0% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
980
shares
|
$35,466
0.0% of portfolio
|
Q2 2025
Added 44.12%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
888
shares
|
$32,136
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
884
shares
|
$31,991
0.0% of portfolio
|
Q2 2025
Added 14.66%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
833
shares
|
$30,146
0.0% of portfolio
|
Q3 2024
Reduced 9.26%
|