Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 505 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
180
shares
|
$5,599
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
164
shares
|
$5,102
0.0% of portfolio
|
Q1 2022
Reduced 59.2%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
163
shares
|
$5,070
0.0% of portfolio
|
Q1 2024
Reduced 59.05%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
160
shares
|
$4,977
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
146
shares
|
$4,542
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
134
shares
|
$4,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
117
shares
|
$3,639
0.0% of portfolio
|
Q3 2022
Reduced 69.77%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$3,111
0.0% of portfolio
|
Q1 2024
Reduced 94.03%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
75
shares
|
$2,333
0.0% of portfolio
|
Q4 2024
Reduced 86.36%
|
|
|
Integrity Financial Corp
|
Feb 13, 2025 Q4 2024 |
50
shares
|
$1,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
45
shares
|
$1,399
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
40
shares
|
$1,244
0.0% of portfolio
|
Q3 2024
Added 185.71%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
37
shares
|
$1,151
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
35
shares
|
$1,088
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
22
shares
|
$684
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
16
shares
|
$497
0.0% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
14
shares
|
$435
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
14
shares
|
$435
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
5
shares
|
$155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
4
shares
|
$124
0.0% of portfolio
|
Q4 2024
Reduced 99.69%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1
shares
|
$31
0.0% of portfolio
|
Q4 2024
Reduced 88.89%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1
shares
|
$31
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1
shares
|
$31
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|