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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
109,284
shares
|
$3.95 Million
0.01% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
107,365
shares
|
$3.89 Million
0.35% of portfolio
|
Q4 2023
Reduced 3.38%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
99,520
shares
|
$3.6 Million
0.62% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
98,838
shares
|
$3.58 Million
0.06% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
97,619
shares
|
$3.53 Million
1.09% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
97,030
shares
|
$3.51 Million
1.0% of portfolio
|
Q2 2025
Added 28.04%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
96,656
shares
|
$3.5 Million
0.1% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
95,455
shares
|
$3.45 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
93,224
shares
|
$3.37 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
Aug 12, 2025 Q2 2025 |
92,653
shares
|
$3.35 Million
3.22% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
92,477
shares
|
$3.35 Million
0.0% of portfolio
|
Q2 2025
Added 21.58%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
89,553
shares
|
$3.24 Million
0.04% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
87,308
shares
|
$3.16 Million
1.04% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
86,748
shares
|
$3.14 Million
0.58% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
84,827
shares
|
$3.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 27.07%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
84,395
shares
|
$3.05 Million
0.35% of portfolio
|
Q2 2025
Added 4521.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
83,599
shares
|
$3.03 Million
0.08% of portfolio
|
Q2 2020
Added 11.1%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
81,586
shares
|
$2.95 Million
0.12% of portfolio
|
Q2 2025
Added 124.45%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
80,298
shares
|
$2.91 Million
0.28% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
80,252
shares
|
$2.9 Million
0.71% of portfolio
|
Q2 2025
Reduced 64.15%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
80,218
shares
|
$2.9 Million
1.39% of portfolio
|
Q2 2025
Added 2595.5%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
79,138
shares
|
$2.86 Million
0.04% of portfolio
|
Q2 2025
Added 15.8%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
75,956
shares
|
$2.75 Million
2.02% of portfolio
|
Q2 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
75,007
shares
|
$2.71 Million
0.02% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
74,645
shares
|
$2.7 Million
0.03% of portfolio
|
Q2 2025
Added 2.12%
|