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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
141,594
shares
|
$4.79 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
141,481
shares
|
$4.79 Million
1.88% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
140,278
shares
|
$4.75 Million
0.03% of portfolio
|
Q1 2025
Added 311.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
140,276
shares
|
$4.75 Million
0.04% of portfolio
|
Q1 2025
Added 14.8%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
May 12, 2025 Q1 2025 |
139,375
shares
|
$4.72 Million
3.33% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Gunma Bank,Ltd.
|
May 07, 2025 Q1 2025 |
135,000
shares
|
$4.57 Million
1.35% of portfolio
|
Q1 2025
Reduced 49.06%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
133,980
shares
|
$4.53 Million
0.0% of portfolio
|
Q1 2025
Added 866.88%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
133,653
shares
|
$4.52 Million
0.44% of portfolio
|
Q2 2024
Reduced 28.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
130,927
shares
|
$4.43 Million
0.0% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
129,838
shares
|
$4.39 Million
2.27% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
127,654
shares
|
$4.32 Million
0.03% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
126,691
shares
|
$4.29 Million
0.02% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
122,957
shares
|
$4.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
116,312
shares
|
$3.94 Million
0.04% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
112,782
shares
|
$3.82 Million
0.1% of portfolio
|
Q4 2023
Reduced 21.51%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
112,455
shares
|
$3.81 Million
0.46% of portfolio
|
Q1 2025
Reduced 18.68%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
112,044
shares
|
$3.79 Million
0.14% of portfolio
|
Q4 2022
Added 806.14%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
107,786
shares
|
$3.65 Million
0.11% of portfolio
|
Q1 2025
Added 165.56%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
107,365
shares
|
$3.63 Million
0.35% of portfolio
|
Q4 2023
Reduced 3.38%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
104,484
shares
|
$3.54 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
97,243
shares
|
$3.29 Million
1.06% of portfolio
|
Q1 2025
Added 7.72%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
96,977
shares
|
$3.28 Million
0.58% of portfolio
|
Q1 2025
Added 4.0%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
96,656
shares
|
$3.27 Million
0.1% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
96,112
shares
|
$3.25 Million
0.08% of portfolio
|
Q1 2025
Added 20.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
95,681
shares
|
$3.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.09%
|