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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,097
shares
|
$40,018
0.01% of portfolio
|
Q1 2020
Reduced 18.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,075
shares
|
$39,216
0.0% of portfolio
|
Q3 2022
Reduced 66.16%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,035
shares
|
$37,756
0.01% of portfolio
|
Q3 2023
Reduced 16.93%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
1,019
shares
|
$37,173
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
988
shares
|
$36,042
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
980
shares
|
$35,750
0.0% of portfolio
|
Q2 2025
Added 44.12%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
888
shares
|
$32,394
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
884
shares
|
$32,248
0.0% of portfolio
|
Q2 2025
Added 14.66%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
884
shares
|
$32,248
0.0% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
871
shares
|
$31,774
0.03% of portfolio
|
Q3 2025
Reduced 20.38%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
833
shares
|
$30,387
0.0% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
805
shares
|
$29,366
0.0% of portfolio
|
Q2 2025
Reduced 14.63%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
683
shares
|
$24,915
0.02% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
677
shares
|
$24,696
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
665
shares
|
$24,259
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
628
shares
|
$22,909
0.0% of portfolio
|
Q2 2024
Added 124.29%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
600
shares
|
$21,887
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
546
shares
|
$19,918
0.01% of portfolio
|
Q3 2025
Added 36.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
520
shares
|
$18,969
0.0% of portfolio
|
Q2 2025
Reduced 43.11%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
501
shares
|
$18,276
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
500
shares
|
$18,240
0.01% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
500
shares
|
$18,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
500
shares
|
$18,240
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
500
shares
|
$18,240
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
450
shares
|
$16,416
0.0% of portfolio
|
Q1 2025
Reduced 60.87%
|