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 |
|---|---|---|---|---|---|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,326
shares
|
$431,733
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
15,140
shares
|
$426,493
0.13% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
14,961
shares
|
$421,451
0.01% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
14,959
shares
|
$421,395
0.01% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
14,798
shares
|
$416,859
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
14,715
shares
|
$414,521
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
14,682
shares
|
$413,591
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
14,521
shares
|
$409,056
0.0% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
14,485
shares
|
$408,042
0.28% of portfolio
|
Q3 2024
Reduced 57.71%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,456
shares
|
$407,225
0.08% of portfolio
|
Q3 2024
Reduced 21.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
14,397
shares
|
$405,563
0.01% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
14,286
shares
|
$402,436
0.23% of portfolio
|
Q3 2024
Reduced 5.52%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
14,248
shares
|
$401,366
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
14,211
shares
|
$400,323
0.04% of portfolio
|
Q3 2024
Reduced 55.4%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,075
shares
|
$396,492
0.04% of portfolio
|
Q2 2023
Added 2.89%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
13,740
shares
|
$387,055
0.0% of portfolio
|
Q1 2024
Added 3.7%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
13,678
shares
|
$385,309
0.3% of portfolio
|
Q2 2024
Reduced 24.0%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
13,655
shares
|
$384,661
0.02% of portfolio
|
Q1 2024
Reduced 3.32%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
13,527
shares
|
$381,055
0.16% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,462
shares
|
$379,224
0.01% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
13,430
shares
|
$378,323
0.06% of portfolio
|
Q2 2024
Reduced 10.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
13,413
shares
|
$377,844
0.0% of portfolio
|
Q3 2024
Added 24.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
13,252
shares
|
$373,308
0.01% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,220
shares
|
$372,407
0.01% of portfolio
|
Q4 2023
Reduced 0.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,124
shares
|
$369,703
0.0% of portfolio
|
Q3 2024
Reduced 57.49%
|