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 |
|---|---|---|---|---|---|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
12,652
shares
|
$457,875
0.29% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
12,640
shares
|
$457,441
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
12,586
shares
|
$455,487
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
12,362
shares
|
$447,380
0.01% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Aug 14, 2025 Q2 2025 |
12,265
shares
|
$443,870
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
12,177
shares
|
$440,685
0.02% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
12,135
shares
|
$439,165
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
12,081
shares
|
$437,211
0.04% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
11,994
shares
|
$434,062
0.34% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
11,938
shares
|
$432,036
0.02% of portfolio
|
Q2 2025
Added 11.14%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
11,925
shares
|
$431,565
0.02% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
11,900
shares
|
$430,661
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,684
shares
|
$422,843
0.05% of portfolio
|
Q3 2022
Reduced 59.37%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
11,683
shares
|
$422,807
0.19% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
11,514
shares
|
$416,691
0.03% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
11,409
shares
|
$412,891
0.19% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
11,250
shares
|
$407,137
0.06% of portfolio
|
Q2 2025
Added 27.12%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
11,066
shares
|
$400,478
0.04% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
11,058
shares
|
$400,189
0.01% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
10,962
shares
|
$396,714
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
10,908
shares
|
$394,760
0.03% of portfolio
|
Q2 2025
Added 20.22%
|
|
|
Sws Partners
|
Jul 17, 2025 Q2 2025 |
10,843
shares
|
$392,408
0.11% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
10,699
shares
|
$387,196
0.04% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
10,498
shares
|
$379,922
0.03% of portfolio
|
Q1 2025
Added 32.05%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,482
shares
|
$379,343
0.11% of portfolio
|
Q2 2025
Added 2.17%
|