Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 478 institutions that hold shares in the stock, with a total of 76.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
10,766,598
shares
|
$303 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
6,844,921
shares
|
$193 Million
0.02% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,382,181
shares
|
$152 Million
0.05% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,761,815
shares
|
$106 Million
0.03% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
2,660,305
shares
|
$74.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
2,377,922
shares
|
$67 Million
0.16% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,185,716
shares
|
$61.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,937,446
shares
|
$54.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,636,876
shares
|
$46.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
1,458,147
shares
|
$41.1 Million
0.71% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,256,866
shares
|
$35.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
1,202,141
shares
|
$33.9 Million
0.2% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,179,184
shares
|
$33.2 Million
0.01% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,096,062
shares
|
$30.9 Million
0.59% of portfolio
|
Q4 2022
Reduced 2.18%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,019,235
shares
|
$28.7 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
983,782
shares
|
$27.7 Million
0.09% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
916,266
shares
|
$25.8 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
909,235
shares
|
$25.6 Million
0.0% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
898,000
shares
|
$25.3 Million
1.95% of portfolio
|
Q2 2017
New holding
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
866,102
shares
|
$24.4 Million
2.56% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
734,580
shares
|
$20.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
675,444
shares
|
$19 Million
1.24% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
664,259
shares
|
$18.7 Million
0.05% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
658,469
shares
|
$18.5 Million
0.92% of portfolio
|
Q3 2024
Added 13.63%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
561,415
shares
|
$15.8 Million
0.41% of portfolio
|
Q3 2024
Added 0.47%
|