Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 574 institutions that hold shares in the stock, with a total of 97.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
35,841
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2022
Reduced 15.07%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
35,423
shares
|
$1.29 Million
0.25% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
34,418
shares
|
$1.26 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
34,417
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
34,102
shares
|
$1.24 Million
0.7% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
33,433
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
33,217
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Added 32.87%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
33,103
shares
|
$1.21 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
32,924
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
31,721
shares
|
$1.16 Million
0.27% of portfolio
|
Q3 2025
Reduced 60.47%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
31,517
shares
|
$1.15 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
31,250
shares
|
$1.14 Million
0.08% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
30,993
shares
|
$1.13 Million
0.41% of portfolio
|
Q2 2025
Added 76.32%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
30,933
shares
|
$1.13 Million
0.42% of portfolio
|
Q2 2022
Added 0.86%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
30,925
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
30,334
shares
|
$1.11 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
30,289
shares
|
$1.1 Million
1.21% of portfolio
|
Q3 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
30,169
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
30,004
shares
|
$1.09 Million
0.14% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
29,916
shares
|
$1.09 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
29,784
shares
|
$1.09 Million
0.53% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
28,786
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
28,412
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
28,379
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Added 135.12%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
28,189
shares
|
$1.03 Million
0.23% of portfolio
|
Q2 2024
Added 0.2%
|