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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
74,231
shares
|
$2.69 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
74,175
shares
|
$2.68 Million
0.08% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
73,953
shares
|
$2.68 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
73,559
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2025
Added 232.0%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
72,871
shares
|
$2.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
72,866
shares
|
$2.64 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
71,829
shares
|
$2.6 Million
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
71,736
shares
|
$2.6 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
71,043
shares
|
$2.57 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
69,848
shares
|
$2.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
69,701
shares
|
$2.52 Million
0.74% of portfolio
|
Q2 2022
Added 9.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
69,327
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
68,079
shares
|
$2.46 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
68,056
shares
|
$2.46 Million
0.05% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
68,032
shares
|
$2.46 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
67,193
shares
|
$2.43 Million
0.19% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
67,014
shares
|
$2.43 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
66,613
shares
|
$2.41 Million
0.59% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
66,104
shares
|
$2.39 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.19%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
65,790
shares
|
$2.38 Million
0.33% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,368
shares
|
$2.37 Million
0.04% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
64,150
shares
|
$2.32 Million
0.09% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
64,147
shares
|
$2.32 Million
0.02% of portfolio
|
Q2 2025
Added 33.81%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
61,923
shares
|
$2.24 Million
0.26% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
60,234
shares
|
$2.18 Million
0.07% of portfolio
|
Q2 2025
Added 72.82%
|