Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 556 institutions that hold shares in the stock, with a total of 83 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
161,313
shares
|
$5.84 Million
0.0% of portfolio
|
Q2 2025
Added 20.4%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
155,640
shares
|
$5.63 Million
0.59% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
151,000
shares
|
$5.46 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
148,556
shares
|
$5.38 Million
2.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
148,314
shares
|
$5.37 Million
0.0% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
145,967
shares
|
$5.28 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
142,400
shares
|
$5.15 Million
0.02% of portfolio
|
Q1 2025
Added 447.04%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
141,594
shares
|
$5.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
140,278
shares
|
$5.08 Million
0.03% of portfolio
|
Q1 2025
Added 311.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
140,276
shares
|
$5.08 Million
0.04% of portfolio
|
Q1 2025
Added 14.8%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
137,496
shares
|
$4.98 Million
3.41% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
133,653
shares
|
$4.84 Million
0.44% of portfolio
|
Q2 2024
Reduced 28.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
130,927
shares
|
$4.74 Million
0.0% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
129,838
shares
|
$4.7 Million
2.39% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
126,465
shares
|
$4.58 Million
0.01% of portfolio
|
Q2 2025
Added 33.76%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
124,153
shares
|
$4.49 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
122,957
shares
|
$4.45 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
119,250
shares
|
$4.32 Million
1.35% of portfolio
|
Q2 2025
Added 519.48%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
117,902
shares
|
$4.27 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
115,165
shares
|
$4.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
113,032
shares
|
$4.09 Million
0.09% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
112,782
shares
|
$4.08 Million
0.1% of portfolio
|
Q4 2023
Reduced 21.51%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
112,044
shares
|
$4.05 Million
0.14% of portfolio
|
Q4 2022
Added 806.14%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
111,471
shares
|
$4.03 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
110,876
shares
|
$4.01 Million
0.62% of portfolio
|
Q2 2025
New holding
|