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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
26,758
shares
|
$905,490
0.01% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
26,538
shares
|
$898,045
0.03% of portfolio
|
Q1 2025
Reduced 27.53%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
26,263
shares
|
$888,739
0.18% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
25,996
shares
|
$879,704
0.0% of portfolio
|
Q1 2025
Added 147.6%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
25,668
shares
|
$868,605
0.04% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
25,263
shares
|
$854,899
0.68% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
25,006
shares
|
$846,203
0.11% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
25,000
shares
|
$846,000
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
24,664
shares
|
$834,629
0.43% of portfolio
|
Q2 2022
Added 7.12%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
24,651
shares
|
$834,189
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
24,610
shares
|
$832,802
0.16% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
24,597
shares
|
$832,362
0.01% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
24,549
shares
|
$830,738
0.05% of portfolio
|
Q4 2022
Reduced 3.06%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
24,350
shares
|
$824,004
0.1% of portfolio
|
Q4 2024
Reduced 16.18%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
23,773
shares
|
$804,478
0.36% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
23,606
shares
|
$798,827
0.02% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
23,490
shares
|
$794,901
0.0% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
23,039
shares
|
$779,639
0.01% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
22,681
shares
|
$767,525
0.01% of portfolio
|
Q1 2025
Reduced 22.28%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
22,400
shares
|
$758,016
0.1% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
22,222
shares
|
$751,992
0.36% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
22,156
shares
|
$749,759
0.0% of portfolio
|
Q1 2025
Added 20.57%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
21,455
shares
|
$726,037
0.01% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
21,347
shares
|
$722,382
0.03% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
21,094
shares
|
$713,820
0.0% of portfolio
|
Q1 2025
Reduced 96.78%
|