Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 498 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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
22,400
shares
|
$698,880
0.09% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
22,152
shares
|
$691,142
0.02% of portfolio
|
Q4 2024
Reduced 47.63%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
21,955
shares
|
$684,996
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
21,546
shares
|
$672,235
0.01% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
21,487
shares
|
$670,394
0.25% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
21,094
shares
|
$658,132
0.0% of portfolio
|
Q1 2025
Added 3002.06%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
20,998
shares
|
$655,137
0.04% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
20,602
shares
|
$642,782
0.04% of portfolio
|
Q4 2024
Added 33.42%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
20,384
shares
|
$635,980
0.02% of portfolio
|
Q4 2024
Reduced 12.01%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
20,365
shares
|
$635,388
0.08% of portfolio
|
Q4 2024
Reduced 17.77%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
19,850
shares
|
$619,320
0.19% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
19,826
shares
|
$618,571
0.05% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
19,812
shares
|
$618,134
0.23% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,418
shares
|
$605,841
0.09% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
19,365
shares
|
$604,188
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
19,315
shares
|
$602,628
0.27% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
19,211
shares
|
$599,383
0.03% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
19,196
shares
|
$598,915
0.12% of portfolio
|
Q4 2024
Reduced 28.55%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
19,014
shares
|
$593,236
0.04% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
18,949
shares
|
$591,208
0.26% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,927
shares
|
$590,522
0.04% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
18,816
shares
|
$587,059
0.1% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
18,810
shares
|
$586,872
0.99% of portfolio
|
Q4 2024
Reduced 41.71%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,512
shares
|
$577,574
0.01% of portfolio
|
Q2 2024
Added 7.25%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
18,376
shares
|
$573,331
0.0% of portfolio
|
Q4 2024
Added 113.48%
|