Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 478 institutions that hold shares in the stock, with a total of 76.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
261,666
shares
|
$7.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
256,103
shares
|
$7.24 Million
4.2% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
247,626
shares
|
$7 Million
0.33% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
237,186
shares
|
$6.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
236,507
shares
|
$6.69 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
225,174
shares
|
$6.37 Million
0.03% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
219,231
shares
|
$6.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
217,280
shares
|
$6.14 Million
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
216,955
shares
|
$6.13 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
199,676
shares
|
$5.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.76%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
197,271
shares
|
$5.58 Million
0.47% of portfolio
|
Q3 2024
Added 14.92%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
194,092
shares
|
$5.49 Million
1.91% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
191,448
shares
|
$5.41 Million
0.05% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
183,459
shares
|
$5.19 Million
1.9% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
175,879
shares
|
$4.97 Million
0.04% of portfolio
|
Q3 2024
Added 11.26%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
160,986
shares
|
$4.55 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
156,431
shares
|
$4.42 Million
0.09% of portfolio
|
Q3 2024
Added 722.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
146,335
shares
|
$4.14 Million
0.01% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
145,855
shares
|
$4.12 Million
0.16% of portfolio
|
Q2 2024
Added 0.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
140,576
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
139,908
shares
|
$3.96 Million
0.0% of portfolio
|
Q3 2024
Added 55.52%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
138,668
shares
|
$3.92 Million
0.68% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
135,181
shares
|
$3.82 Million
0.46% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
133,653
shares
|
$3.78 Million
0.44% of portfolio
|
Q2 2024
Reduced 28.58%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
126,216
shares
|
$3.57 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.87%
|