Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 505 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
27,123
shares
|
$843,796
0.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
27,011
shares
|
$840,312
0.01% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
26,538
shares
|
$825,597
0.03% of portfolio
|
Q1 2025
Reduced 27.53%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
26,263
shares
|
$817,041
0.18% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
26,031
shares
|
$809,824
0.0% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
25,668
shares
|
$798,531
0.04% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
25,367
shares
|
$789,167
0.35% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
25,144
shares
|
$782,229
0.1% of portfolio
|
Q4 2024
Reduced 24.09%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
24,729
shares
|
$769,319
0.04% of portfolio
|
Q4 2024
Added 26.74%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
24,664
shares
|
$767,297
0.43% of portfolio
|
Q2 2022
Added 7.12%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
24,610
shares
|
$765,617
0.16% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
24,597
shares
|
$765,212
0.02% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
24,549
shares
|
$763,719
0.05% of portfolio
|
Q4 2022
Reduced 3.06%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
24,350
shares
|
$757,528
0.09% of portfolio
|
Q4 2024
Reduced 16.18%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
23,940
shares
|
$744,773
0.0% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
23,651
shares
|
$735,782
0.24% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
23,523
shares
|
$731,800
0.33% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
23,521
shares
|
$731,738
0.31% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
23,500
shares
|
$731,085
0.17% of portfolio
|
Q2 2024
Added 4.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
23,466
shares
|
$730,027
0.01% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
23,438
shares
|
$729,156
0.01% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
23,205
shares
|
$721,907
0.01% of portfolio
|
Q4 2024
Reduced 32.46%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
23,132
shares
|
$719,636
0.02% of portfolio
|
Q4 2024
Added 48.76%
|
|
|
Auour Investments LLC
Wenham, MA |
Feb 03, 2025 Q4 2024 |
22,702
shares
|
$706,259
0.23% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
22,503
shares
|
$700,068
0.05% of portfolio
|
Q4 2024
Added 2.35%
|