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 |
|---|---|---|---|---|---|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
125,260
shares
|
$3.54 Million
2.04% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
120,280
shares
|
$3.4 Million
0.0% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
117,442
shares
|
$3.32 Million
0.24% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
117,179
shares
|
$3.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
114,557
shares
|
$3.24 Million
0.03% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
114,195
shares
|
$3.23 Million
0.03% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
112,782
shares
|
$3.19 Million
0.1% of portfolio
|
Q4 2023
Reduced 21.51%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
112,314
shares
|
$3.18 Million
0.34% of portfolio
|
Q3 2024
Added 28.94%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
112,044
shares
|
$3.17 Million
0.14% of portfolio
|
Q4 2022
Added 806.14%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
107,365
shares
|
$3.04 Million
0.35% of portfolio
|
Q4 2023
Reduced 3.38%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
106,228
shares
|
$3 Million
0.08% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
106,228
shares
|
$3 Million
1.6% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
106,106
shares
|
$3 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
104,494
shares
|
$2.95 Million
0.12% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
102,079
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2024
Added 70.95%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
101,746
shares
|
$2.88 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
100,004
shares
|
$2.83 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
98,312
shares
|
$2.78 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
97,785
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
96,504
shares
|
$2.73 Million
0.05% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
95,419
shares
|
$2.7 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
94,282
shares
|
$2.67 Million
1.08% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
91,111
shares
|
$2.58 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
88,955
shares
|
$2.51 Million
0.03% of portfolio
|
Q3 2024
Added 11.15%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
88,802
shares
|
$2.51 Million
1.0% of portfolio
|
Q3 2024
Added 0.05%
|