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 |
|---|---|---|---|---|---|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
40,240
shares
|
$1.46 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
40,240
shares
|
$1.46 Million
0.21% of portfolio
|
Q2 2025
Added 20.74%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
39,784
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
39,374
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
39,236
shares
|
$1.42 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
38,995
shares
|
$1.41 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
38,794
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
38,661
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
38,544
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2025
Reduced 25.95%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
38,351
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2025
Added 270.58%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Aug 11, 2025 Q2 2025 |
37,345
shares
|
$1.35 Million
0.65% of portfolio
|
Q2 2025
Added 3.61%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
37,113
shares
|
$1.34 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
37,000
shares
|
$1.34 Million
0.31% of portfolio
|
Q1 2025
Added 57.45%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
36,691
shares
|
$1.33 Million
0.42% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,625
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
36,124
shares
|
$1.31 Million
0.49% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
35,976
shares
|
$1.3 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.41%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
35,951
shares
|
$1.3 Million
0.04% of portfolio
|
Q2 2025
Added 52.3%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
35,841
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2022
Reduced 15.07%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
35,423
shares
|
$1.28 Million
0.25% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
34,570
shares
|
$1.25 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
34,417
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
33,634
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
33,580
shares
|
$1.22 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
33,433
shares
|
$1.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.33%
|