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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
13,037
shares
|
$367,252
0.09% of portfolio
|
Q1 2024
Reduced 5.75%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
12,953
shares
|
$364,886
0.01% of portfolio
|
Q3 2024
Reduced 24.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
12,716
shares
|
$358,209
0.01% of portfolio
|
Q3 2024
Added 13.71%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
12,640
shares
|
$356,068
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
12,594
shares
|
$354,772
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
12,586
shares
|
$354,547
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,529
shares
|
$352,941
0.03% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
12,483
shares
|
$351,646
0.01% of portfolio
|
Q2 2024
Reduced 5.57%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
12,444
shares
|
$350,547
0.28% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
12,255
shares
|
$345,223
0.2% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,192
shares
|
$343,448
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
12,162
shares
|
$342,603
0.17% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
12,121
shares
|
$341,448
0.12% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
12,103
shares
|
$340,941
0.34% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
12,077
shares
|
$340,209
0.02% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
12,073
shares
|
$340,096
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
11,899
shares
|
$335,194
0.13% of portfolio
|
Q4 2023
Reduced 33.77%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
11,772
shares
|
$331,617
0.01% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,684
shares
|
$329,138
0.05% of portfolio
|
Q3 2022
Reduced 59.37%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
11,683
shares
|
$329,110
0.19% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
11,500
shares
|
$323,955
0.12% of portfolio
|
Q1 2022
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
11,449
shares
|
$322,518
0.01% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
11,369
shares
|
$320,264
0.1% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
11,312
shares
|
$318,659
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
11,297
shares
|
$318,236
0.08% of portfolio
|
Q3 2024
Reduced 2.03%
|