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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
68,079
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
68,032
shares
|
$2.3 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
66,104
shares
|
$2.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
65,760
shares
|
$2.23 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,368
shares
|
$2.21 Million
0.04% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
65,311
shares
|
$2.21 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
64,489
shares
|
$2.18 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
63,191
shares
|
$2.14 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
62,310
shares
|
$2.11 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
61,487
shares
|
$2.08 Million
0.09% of portfolio
|
Q1 2025
Reduced 35.94%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
61,366
shares
|
$2.08 Million
0.24% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
58,729
shares
|
$1.99 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
57,200
shares
|
$1.94 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
55,586
shares
|
$1.88 Million
0.38% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
55,330
shares
|
$1.87 Million
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
54,791
shares
|
$1.85 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
54,643
shares
|
$1.85 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
52,048
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
51,777
shares
|
$1.75 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.41%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
49,670
shares
|
$1.68 Million
0.48% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
47,939
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
47,771
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
44,835
shares
|
$1.52 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
44,578
shares
|
$1.51 Million
0.38% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
43,717
shares
|
$1.48 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.29%
|