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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
11,163
shares
|
$314,461
0.02% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
11,059
shares
|
$311,532
0.04% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
10,897
shares
|
$306,968
0.08% of portfolio
|
Q3 2024
Reduced 46.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
10,892
shares
|
$306,827
0.02% of portfolio
|
Q3 2024
Reduced 26.81%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
10,851
shares
|
$305,672
0.03% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
10,832
shares
|
$305,137
0.02% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
10,741
shares
|
$302,573
0.0% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
10,433
shares
|
$293,897
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
10,300
shares
|
$290,151
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
10,050
shares
|
$283,108
0.23% of portfolio
|
Q3 2024
Reduced 17.46%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
10,007
shares
|
$281,897
0.01% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,945
shares
|
$280,150
0.03% of portfolio
|
Q3 2022
Added 5.84%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
9,878
shares
|
$278,263
0.02% of portfolio
|
Q1 2024
Reduced 18.11%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
9,852
shares
|
$277,530
0.06% of portfolio
|
Q2 2022
Reduced 3.56%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,586
shares
|
$270,037
0.03% of portfolio
|
Q2 2023
Added 2.16%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,393
shares
|
$264,600
0.02% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,377
shares
|
$264,150
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
9,375
shares
|
$264,093
0.03% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,217
shares
|
$259,642
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,011
shares
|
$253,839
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
8,961
shares
|
$252,431
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,944
shares
|
$251,952
0.0% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
8,869
shares
|
$249,839
0.08% of portfolio
|
Q3 2024
Added 58.91%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
8,861
shares
|
$249,614
0.02% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,750
shares
|
$246,487
0.02% of portfolio
|
Q4 2022
New holding
|