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 |
|---|---|---|---|---|---|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
33,103
shares
|
$1.2 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
32,218
shares
|
$1.17 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
31,627
shares
|
$1.14 Million
0.28% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
31,250
shares
|
$1.13 Million
0.08% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
30,993
shares
|
$1.12 Million
0.41% of portfolio
|
Q2 2025
Added 76.32%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
30,933
shares
|
$1.12 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
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
30,510
shares
|
$1.1 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
30,334
shares
|
$1.1 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
30,213
shares
|
$1.09 Million
0.04% of portfolio
|
Q2 2025
Reduced 32.61%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
29,784
shares
|
$1.08 Million
0.53% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
29,117
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
28,786
shares
|
$1.04 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
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
28,189
shares
|
$1.02 Million
0.23% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
27,929
shares
|
$1.01 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
27,922
shares
|
$1.01 Million
0.64% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
27,835
shares
|
$1.01 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
26,383
shares
|
$954,800
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
26,263
shares
|
$950,457
0.19% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
26,208
shares
|
$948,467
0.04% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
25,996
shares
|
$940,795
0.0% of portfolio
|
Q1 2025
Added 147.6%
|
|
|
Barings LLC
|
Aug 12, 2025 Q2 2025 |
25,989
shares
|
$940,541
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
25,883
shares
|
$936,705
0.02% of portfolio
|
Q2 2025
Added 52.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
25,627
shares
|
$927,441
0.03% of portfolio
|
Q2 2025
Added 155.89%
|