Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 505 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
263,615
shares
|
$8.2 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
263,078
shares
|
$8.18 Million
1.36% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
255,060
shares
|
$7.93 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
249,941
shares
|
$7.78 Million
0.61% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
249,443
shares
|
$7.76 Million
0.03% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
247,079
shares
|
$7.69 Million
0.61% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
238,414
shares
|
$7.42 Million
0.01% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
231,276
shares
|
$7.19 Million
4.03% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
226,881
shares
|
$7.06 Million
0.27% of portfolio
|
Q1 2025
Reduced 17.72%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
224,123
shares
|
$6.97 Million
0.0% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
220,227
shares
|
$6.85 Million
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
216,940
shares
|
$6.75 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
205,047
shares
|
$6.38 Million
1.74% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
201,388
shares
|
$6.27 Million
0.05% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
200,749
shares
|
$6.25 Million
0.07% of portfolio
|
Q4 2024
Added 28.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
193,490
shares
|
$6.02 Million
0.01% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
185,595
shares
|
$5.77 Million
0.04% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
182,620
shares
|
$5.68 Million
1.71% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
177,849
shares
|
$5.53 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
172,633
shares
|
$5.37 Million
4.51% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
159,089
shares
|
$4.95 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
158,381
shares
|
$4.93 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
152,473
shares
|
$4.74 Million
0.01% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
151,072
shares
|
$4.7 Million
0.08% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
142,891
shares
|
$4.45 Million
3.07% of portfolio
|
Q4 2024
New holding
|