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 |
|---|---|---|---|---|---|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
187
shares
|
$6,328
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
180
shares
|
$6,091
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
164
shares
|
$5,549
0.0% of portfolio
|
Q1 2022
Reduced 59.2%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
163
shares
|
$5,515
0.0% of portfolio
|
Q1 2024
Reduced 59.05%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
160
shares
|
$5,414
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
130
shares
|
$4,399
0.0% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
117
shares
|
$3,959
0.0% of portfolio
|
Q3 2022
Reduced 69.77%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
107
shares
|
$3,620
0.0% of portfolio
|
Q1 2025
Reduced 48.06%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
94
shares
|
$3,180
0.0% of portfolio
|
Q1 2025
Added 487.5%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
75
shares
|
$2,538
0.0% of portfolio
|
Q1 2025
Reduced 71.15%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
75
shares
|
$2,538
0.0% of portfolio
|
Q4 2024
Reduced 86.36%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
50
shares
|
$1,692
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
45
shares
|
$1,522
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
40
shares
|
$1,353
0.0% of portfolio
|
Q3 2024
Added 185.71%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
22
shares
|
$744
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
14
shares
|
$473
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
14
shares
|
$473
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
5
shares
|
$169
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
1
shares
|
$33
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1
shares
|
$33
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|