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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
15,074
shares
|
$545,528
0.0% of portfolio
|
Q2 2025
Reduced 42.01%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
15,046
shares
|
$544,514
0.02% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
15,021
shares
|
$543,609
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
14,801
shares
|
$535,648
0.44% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
14,682
shares
|
$531,341
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
14,642
shares
|
$529,893
0.23% of portfolio
|
Q2 2025
Added 63.4%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
14,486
shares
|
$524,248
0.04% of portfolio
|
Q2 2025
Added 17.15%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
14,456
shares
|
$523,162
0.03% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,456
shares
|
$523,162
0.08% of portfolio
|
Q3 2024
Reduced 21.64%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 22, 2025 Q2 2025 |
14,248
shares
|
$515,635
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
14,120
shares
|
$511,002
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
14,075
shares
|
$509,374
0.04% of portfolio
|
Q2 2023
Added 2.89%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
13,902
shares
|
$503,113
0.08% of portfolio
|
Q2 2025
Added 446.25%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
13,740
shares
|
$497,250
0.0% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
13,729
shares
|
$496,852
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
13,697
shares
|
$495,694
0.08% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
13,655
shares
|
$494,174
0.02% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
13,517
shares
|
$489,180
0.02% of portfolio
|
Q2 2025
Added 46.54%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
13,463
shares
|
$487,225
0.12% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,220
shares
|
$478,431
0.01% of portfolio
|
Q4 2023
Reduced 0.3%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
13,089
shares
|
$473,690
0.01% of portfolio
|
Q2 2025
Added 26.44%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
13,006
shares
|
$470,687
0.23% of portfolio
|
Q2 2025
Added 39.56%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
12,975
shares
|
$469,565
0.01% of portfolio
|
Q2 2025
Added 21.79%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
12,801
shares
|
$463,268
0.1% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,677
shares
|
$458,780
0.01% of portfolio
|
Q2 2025
Reduced 13.67%
|