Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 582 institutions that hold shares in the stock, with a total of 91.5 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 |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
15,730
shares
|
$601,200
0.16% of portfolio
|
Q1 2024
Reduced 10.52%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
15,667
shares
|
$598,792
0.03% of portfolio
|
Q3 2025
Added 15.91%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
15,366
shares
|
$587,288
0.02% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
15,326
shares
|
$585,759
0.34% of portfolio
|
Q2 2022
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
15,321
shares
|
$585,568
0.07% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
15,088
shares
|
$576,663
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
15,028
shares
|
$574,370
0.05% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
14,990
shares
|
$572,917
0.03% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
14,784
shares
|
$565,044
0.04% of portfolio
|
Q3 2025
Added 226.07%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
14,778
shares
|
$564,815
0.04% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
14,728
shares
|
$562,904
0.16% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
14,682
shares
|
$561,146
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
14,642
shares
|
$559,617
0.23% of portfolio
|
Q2 2025
Added 63.4%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
14,495
shares
|
$553,998
0.03% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
14,491
shares
|
$553,846
0.41% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,456
shares
|
$552,508
0.08% of portfolio
|
Q3 2024
Reduced 21.64%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
14,285
shares
|
$545,972
0.07% of portfolio
|
Q3 2025
Reduced 13.37%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
14,248
shares
|
$544,558
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,075
shares
|
$537,946
0.04% of portfolio
|
Q2 2023
Added 2.89%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
13,869
shares
|
$530,073
0.08% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
13,740
shares
|
$525,142
0.0% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
13,697
shares
|
$523,499
0.08% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
13,655
shares
|
$521,894
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
13,473
shares
|
$514,938
0.13% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,220
shares
|
$505,268
0.01% of portfolio
|
Q4 2023
Reduced 0.3%
|
|