Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 574 institutions that hold shares in the stock, with a total of 97.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
115,165
shares
|
$4.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
113,032
shares
|
$4.12 Million
0.09% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
112,782
shares
|
$4.11 Million
0.1% of portfolio
|
Q4 2023
Reduced 21.51%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
112,044
shares
|
$4.09 Million
0.14% of portfolio
|
Q4 2022
Added 806.14%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
111,471
shares
|
$4.07 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
109,952
shares
|
$4.01 Million
1.46% of portfolio
|
Q3 2025
Added 53.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
109,284
shares
|
$3.99 Million
0.01% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
107,365
shares
|
$3.92 Million
0.35% of portfolio
|
Q4 2023
Reduced 3.38%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
104,249
shares
|
$3.8 Million
0.08% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
99,520
shares
|
$3.63 Million
0.62% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
98,838
shares
|
$3.61 Million
0.06% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
97,619
shares
|
$3.56 Million
1.09% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
97,030
shares
|
$3.54 Million
1.0% of portfolio
|
Q2 2025
Added 28.04%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
96,680
shares
|
$3.53 Million
0.1% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
93,224
shares
|
$3.4 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
92,477
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2025
Added 21.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
91,688
shares
|
$3.34 Million
0.01% of portfolio
|
Q2 2025
Added 32.25%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
89,553
shares
|
$3.27 Million
0.04% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
87,657
shares
|
$3.2 Million
0.58% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
85,707
shares
|
$3.13 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
84,395
shares
|
$3.08 Million
0.35% of portfolio
|
Q2 2025
Added 4521.85%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
84,339
shares
|
$3.08 Million
2.49% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
83,599
shares
|
$3.05 Million
0.08% of portfolio
|
Q2 2020
Added 11.1%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
82,534
shares
|
$3.01 Million
0.99% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
81,586
shares
|
$2.98 Million
0.12% of portfolio
|
Q2 2025
Added 124.45%
|