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 |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
59,205
shares
|
$2.14 Million
0.4% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
59,077
shares
|
$2.14 Million
0.62% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
58,408
shares
|
$2.11 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
57,366
shares
|
$2.08 Million
1.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
55,788
shares
|
$2.02 Million
0.03% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
May 14, 2025 Q1 2025 |
55,586
shares
|
$2.01 Million
0.38% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
54,643
shares
|
$1.98 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.81%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
53,532
shares
|
$1.94 Million
1.52% of portfolio
|
Q2 2025
Added 26.32%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
50,897
shares
|
$1.84 Million
1.46% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
50,845
shares
|
$1.84 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
50,776
shares
|
$1.84 Million
0.06% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
47,077
shares
|
$1.7 Million
0.51% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
46,205
shares
|
$1.67 Million
0.11% of portfolio
|
Q2 2025
Added 72.43%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
46,175
shares
|
$1.67 Million
0.45% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
45,554
shares
|
$1.65 Million
0.08% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
44,582
shares
|
$1.61 Million
0.39% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
43,260
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
43,125
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
42,212
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
42,170
shares
|
$1.53 Million
0.16% of portfolio
|
Q2 2025
Added 33.15%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
41,944
shares
|
$1.52 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
41,457
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
41,438
shares
|
$1.5 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jul 17, 2025 Q2 2025 |
41,332
shares
|
$1.5 Million
1.19% of portfolio
|
Q2 2025
Added 147.08%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
40,411
shares
|
$1.46 Million
0.28% of portfolio
|
Q2 2025
Added 4.51%
|