Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 479 institutions that hold shares in the stock, with a total of 76.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Motco
|
Nov 05, 2024 Q3 2024 |
43,230
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
43,156
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
42,296
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2023
Added 15.36%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
41,294
shares
|
$1.17 Million
0.4% of portfolio
|
Q3 2024
Added 16.2%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
41,127
shares
|
$1.16 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
41,063
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.78%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
39,656
shares
|
$1.12 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
39,322
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
39,086
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
38,923
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
36,717
shares
|
$1.04 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
36,293
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
35,925
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2024
Added 6.18%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
35,841
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2022
Reduced 15.07%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
35,749
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
34,355
shares
|
$971,215
0.02% of portfolio
|
Q3 2024
Added 17.15%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
33,852
shares
|
$956,996
0.5% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
33,358
shares
|
$943,030
0.05% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
33,122
shares
|
$936,358
0.15% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
32,901
shares
|
$930,111
0.02% of portfolio
|
Q3 2024
Reduced 11.7%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
32,514
shares
|
$919,170
0.02% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
32,379
shares
|
$915,354
0.02% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
32,357
shares
|
$914,732
0.3% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
32,270
shares
|
$912,272
1.54% of portfolio
|
Q2 2023
New holding
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
32,034
shares
|
$905,601
0.27% of portfolio
|
Q3 2024
Reduced 18.63%
|