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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
315,218
shares
|
$11.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 61.09%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
314,135
shares
|
$11.4 Million
0.56% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
309,264
shares
|
$11.2 Million
0.26% of portfolio
|
Q2 2025
Added 31.89%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
285,328
shares
|
$10.3 Million
2.25% of portfolio
|
Q2 2022
Added 438.55%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
267,395
shares
|
$9.68 Million
2.2% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
255,951
shares
|
$9.26 Million
0.04% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
254,611
shares
|
$9.21 Million
3.37% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
252,704
shares
|
$9.15 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
249,460
shares
|
$9.03 Million
0.37% of portfolio
|
Q2 2025
Added 173.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
244,714
shares
|
$8.86 Million
0.07% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
242,647
shares
|
$8.78 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
241,627
shares
|
$8.74 Million
4.2% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
229,452
shares
|
$8.3 Million
6.17% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
222,794
shares
|
$8.06 Million
0.01% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
219,804
shares
|
$7.95 Million
0.06% of portfolio
|
Q2 2025
Added 23.56%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
214,017
shares
|
$7.75 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
204,163
shares
|
$7.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
196,702
shares
|
$7.12 Million
0.02% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
188,584
shares
|
$6.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
188,436
shares
|
$6.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
186,276
shares
|
$6.74 Million
3.34% of portfolio
|
Q2 2025
Reduced 21.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
185,853
shares
|
$6.73 Million
0.12% of portfolio
|
Q2 2025
Added 460.24%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
184,141
shares
|
$6.66 Million
1.02% of portfolio
|
Q2 2025
Added 76.24%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
182,442
shares
|
$6.6 Million
0.05% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
181,918
shares
|
$6.58 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.38%
|