Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 489 institutions that hold shares in the stock, with a total of 79.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
10,594,119
shares
|
$311 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
6,592,877
shares
|
$193 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
5,395,396
shares
|
$158 Million
0.05% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,850,692
shares
|
$113 Million
0.03% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,705,099
shares
|
$79.3 Million
0.01% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,572,431
shares
|
$75.4 Million
0.02% of portfolio
|
Q4 2024
Added 17.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,539,023
shares
|
$74.5 Million
0.17% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
1,749,205
shares
|
$51.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,648,938
shares
|
$48.4 Million
0.02% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
1,458,147
shares
|
$42.8 Million
0.71% of portfolio
|
Q2 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,233,579
shares
|
$36.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
1,231,852
shares
|
$36.1 Million
0.19% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,218,666
shares
|
$35.7 Million
0.01% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,214,330
shares
|
$35.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,096,062
shares
|
$32.1 Million
0.59% of portfolio
|
Q4 2022
Reduced 2.18%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
998,447
shares
|
$29.3 Million
0.08% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
989,983
shares
|
$29 Million
0.0% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
960,541
shares
|
$28.2 Million
0.28% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
922,382
shares
|
$27.1 Million
0.19% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
898,000
shares
|
$26.3 Million
1.8% of portfolio
|
Q2 2017
New holding
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
875,373
shares
|
$25.7 Million
2.2% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
734,580
shares
|
$21.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
713,450
shares
|
$20.9 Million
0.92% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
671,960
shares
|
$19.7 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
664,259
shares
|
$19.5 Million
0.05% of portfolio
|
Q3 2023
Reduced 4.86%
|