Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 504 institutions that hold shares in the stock, with a total of 79.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
252,704
shares
|
$8.55 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
251,643
shares
|
$8.52 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
249,941
shares
|
$8.46 Million
0.61% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
242,647
shares
|
$8.21 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
237,174
shares
|
$8.03 Million
3.78% of portfolio
|
Q1 2025
Reduced 22.61%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
234,479
shares
|
$7.93 Million
0.2% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
233,483
shares
|
$7.9 Million
0.07% of portfolio
|
Q1 2025
Added 15.94%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
231,276
shares
|
$7.83 Million
4.03% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
229,085
shares
|
$7.75 Million
0.01% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
226,881
shares
|
$7.68 Million
0.27% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
225,634
shares
|
$7.64 Million
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Curran Financial Partners, LLC
|
Apr 21, 2025 Q1 2025 |
223,844
shares
|
$7.57 Million
1.97% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
221,296
shares
|
$7.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
204,822
shares
|
$6.93 Million
5.73% of portfolio
|
Q1 2025
Added 18.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
193,490
shares
|
$6.55 Million
0.01% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
185,646
shares
|
$6.28 Million
1.12% of portfolio
|
Q1 2025
Reduced 29.43%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
181,918
shares
|
$6.16 Million
1.88% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
180,242
shares
|
$6.1 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
177,896
shares
|
$6.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
175,118
shares
|
$5.93 Million
0.01% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
152,027
shares
|
$5.14 Million
0.57% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
151,713
shares
|
$5.13 Million
1.32% of portfolio
|
Q1 2025
Added 98.83%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
149,578
shares
|
$5.06 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
144,579
shares
|
$4.89 Million
0.0% of portfolio
|
Q1 2025
Added 22.6%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
142,400
shares
|
$4.82 Million
0.02% of portfolio
|
Q1 2025
Added 447.04%
|