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 |
|---|---|---|---|---|---|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
43,683
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
42,525
shares
|
$1.44 Million
0.44% of portfolio
|
Q1 2025
Added 56.02%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
42,120
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2025
Reduced 25.41%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
42,019
shares
|
$1.42 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
41,806
shares
|
$1.41 Million
0.08% of portfolio
|
Q1 2025
Reduced 29.93%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
39,784
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
39,609
shares
|
$1.34 Million
0.36% of portfolio
|
Q1 2025
Added 22.01%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
39,373
shares
|
$1.33 Million
0.77% of portfolio
|
Q1 2025
Reduced 26.09%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
39,236
shares
|
$1.33 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
38,938
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Marino, Stram & Associates LLC
|
Apr 21, 2025 Q1 2025 |
38,919
shares
|
$1.32 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
38,794
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
38,667
shares
|
$1.31 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
38,661
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
38,136
shares
|
$1.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 22.49%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
37,832
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
37,000
shares
|
$1.25 Million
0.31% of portfolio
|
Q1 2025
Added 57.45%
|
|
|
Stolper CO
|
Apr 08, 2025 Q1 2025 |
36,653
shares
|
$1.24 Million
0.37% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,625
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
36,349
shares
|
$1.23 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
36,165
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
36,045
shares
|
$1.22 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
35,976
shares
|
$1.22 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
35,841
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2022
Reduced 15.07%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
34,909
shares
|
$1.18 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.74%
|