Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 505 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
66,370
shares
|
$2.06 Million
0.19% of portfolio
|
Q4 2024
Reduced 40.91%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
66,065
shares
|
$2.06 Million
0.38% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
65,760
shares
|
$2.05 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
65,498
shares
|
$2.04 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
65,395
shares
|
$2.03 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,368
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
61,209
shares
|
$1.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
60,567
shares
|
$1.88 Million
0.03% of portfolio
|
Q4 2024
Added 27.84%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
60,522
shares
|
$1.88 Million
0.22% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
59,666
shares
|
$1.86 Million
0.1% of portfolio
|
Q4 2024
Reduced 49.2%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
58,752
shares
|
$1.83 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
58,729
shares
|
$1.83 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
58,512
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Added 345.84%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
57,493
shares
|
$1.79 Million
0.02% of portfolio
|
Q4 2024
Added 6.51%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Apr 16, 2025 Q1 2025 |
57,200
shares
|
$1.78 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
56,468
shares
|
$1.76 Million
0.05% of portfolio
|
Q4 2024
Added 23.09%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
55,702
shares
|
$1.73 Million
0.04% of portfolio
|
Q2 2024
Reduced 38.37%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
55,031
shares
|
$1.71 Million
0.16% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
54,993
shares
|
$1.71 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
53,274
shares
|
$1.66 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
52,036
shares
|
$1.62 Million
0.02% of portfolio
|
Q4 2024
Added 14.53%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
50,500
shares
|
$1.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
49,670
shares
|
$1.55 Million
0.48% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
47,980
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
45,496
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Added 5.24%
|