Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 566 institutions that hold shares in the stock, with a total of 95.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
884
shares
|
$31,991
0.0% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
833
shares
|
$30,146
0.0% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
805
shares
|
$29,132
0.0% of portfolio
|
Q2 2025
Reduced 14.63%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
683
shares
|
$24,717
0.02% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
677
shares
|
$24,500
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
628
shares
|
$22,727
0.0% of portfolio
|
Q2 2024
Added 124.29%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
600
shares
|
$21,714
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
547
shares
|
$19,795
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
520
shares
|
$18,818
0.0% of portfolio
|
Q2 2025
Reduced 43.11%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
500
shares
|
$18,095
0.01% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
500
shares
|
$18,095
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
500
shares
|
$18,095
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
500
shares
|
$18,095
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
450
shares
|
$16,285
0.0% of portfolio
|
Q1 2025
Reduced 60.87%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
432
shares
|
$15,634
0.0% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
416
shares
|
$15,055
0.0% of portfolio
|
Q2 2025
Added 106.97%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
407
shares
|
$14,729
0.0% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
404
shares
|
$14,620
0.0% of portfolio
|
Q3 2018
Reduced 52.69%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
400
shares
|
$14,476
0.01% of portfolio
|
Q2 2025
Reduced 46.95%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
380
shares
|
$13,752
0.01% of portfolio
|
Q2 2022
Added 280.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
329
shares
|
$11,906
0.0% of portfolio
|
Q1 2024
Reduced 18.97%
|