Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 571 institutions that hold shares in the stock, with a total of 96.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,512
shares
|
$669,949
0.01% of portfolio
|
Q2 2024
Added 7.25%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
18,065
shares
|
$653,772
0.1% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
17,895
shares
|
$647,620
0.02% of portfolio
|
Q2 2025
Reduced 32.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
17,715
shares
|
$641,105
0.0% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
17,697
shares
|
$640,454
0.3% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
17,498
shares
|
$633,252
0.05% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
17,374
shares
|
$628,765
0.14% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
17,360
shares
|
$628,258
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
17,278
shares
|
$625,290
0.09% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
17,147
shares
|
$620,549
0.08% of portfolio
|
Q2 2025
Added 14.43%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
16,968
shares
|
$614,071
0.22% of portfolio
|
Q2 2025
Added 117.2%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
16,690
shares
|
$604,011
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
16,613
shares
|
$601,224
0.18% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
16,600
shares
|
$600,754
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
16,490
shares
|
$596,773
0.08% of portfolio
|
Q2 2025
Reduced 13.64%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
16,386
shares
|
$593,009
0.15% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Aug 12, 2025 Q2 2025 |
16,175
shares
|
$585,373
0.07% of portfolio
|
Q2 2025
Added 114.92%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
16,014
shares
|
$579,546
0.01% of portfolio
|
Q2 2025
Added 2.69%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
16,000
shares
|
$579,040
0.08% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
15,903
shares
|
$575,529
0.08% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
15,730
shares
|
$569,268
0.16% of portfolio
|
Q1 2024
Reduced 10.52%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
15,612
shares
|
$564,998
0.01% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
15,396
shares
|
$557,181
0.07% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,326
shares
|
$554,647
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
15,110
shares
|
$546,830
0.18% of portfolio
|
Q2 2025
Reduced 6.09%
|