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 |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
34,854
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Added 50.67%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
34,738
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
34,353
shares
|
$1.16 Million
0.72% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
33,858
shares
|
$1.15 Million
0.79% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
33,328
shares
|
$1.13 Million
0.17% of portfolio
|
Q1 2025
Added 18.71%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
33,191
shares
|
$1.12 Million
0.29% of portfolio
|
Q1 2025
Reduced 34.21%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
33,174
shares
|
$1.12 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
31,946
shares
|
$1.08 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
31,670
shares
|
$1.07 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
31,627
shares
|
$1.07 Million
0.27% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
30,933
shares
|
$1.05 Million
0.42% of portfolio
|
Q2 2022
Added 0.86%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
30,825
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
30,643
shares
|
$1.04 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
30,386
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Apr 25, 2025 Q1 2025 |
30,375
shares
|
$1.03 Million
0.31% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
29,809
shares
|
$1.01 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
29,619
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Added 217.46%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Apr 23, 2025 Q1 2025 |
29,184
shares
|
$987,586
0.53% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
28,786
shares
|
$974,118
0.09% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
28,757
shares
|
$973,136
0.05% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
28,485
shares
|
$963,932
0.08% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
28,359
shares
|
$959,668
0.47% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
28,189
shares
|
$953,915
0.23% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
28,099
shares
|
$950,870
0.36% of portfolio
|
Q1 2025
Added 18.81%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
26,796
shares
|
$906,776
0.06% of portfolio
|
Q1 2025
Added 30.07%
|