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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
95,640
shares
|
$3.24 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
94,543
shares
|
$3.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
94,516
shares
|
$3.2 Million
2.65% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
92,480
shares
|
$3.13 Million
1.08% of portfolio
|
Q1 2025
Reduced 23.28%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
91,246
shares
|
$3.09 Million
0.13% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
87,583
shares
|
$2.96 Million
0.04% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Apr 21, 2025 Q1 2025 |
84,778
shares
|
$2.87 Million
0.6% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
83,599
shares
|
$2.83 Million
0.08% of portfolio
|
Q2 2020
Added 11.1%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
77,784
shares
|
$2.63 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
76,325
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2025
Added 160.69%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
76,064
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.61%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
75,780
shares
|
$2.56 Million
0.63% of portfolio
|
Q4 2024
Added 41.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
74,683
shares
|
$2.53 Million
0.01% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
74,231
shares
|
$2.51 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
74,175
shares
|
$2.51 Million
0.08% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
73,953
shares
|
$2.5 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
73,096
shares
|
$2.47 Million
0.01% of portfolio
|
Q1 2025
Reduced 58.9%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
72,968
shares
|
$2.47 Million
0.6% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
72,866
shares
|
$2.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
72,147
shares
|
$2.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
71,736
shares
|
$2.43 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
71,313
shares
|
$2.41 Million
0.24% of portfolio
|
Q1 2025
Added 29.59%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
69,701
shares
|
$2.36 Million
0.74% of portfolio
|
Q2 2022
Added 9.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
69,327
shares
|
$2.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
68,339
shares
|
$2.31 Million
0.03% of portfolio
|
Q1 2025
Added 12.83%
|