Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 583 institutions that hold shares in the stock, with a total of 91.6 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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
13,220
shares
|
$505,268
0.01% of portfolio
|
Q4 2023
Reduced 0.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
13,135
shares
|
$502,019
0.01% of portfolio
|
Q3 2025
Reduced 29.17%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,006
shares
|
$497,089
0.12% of portfolio
|
Q2 2025
Added 39.56%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
12,729
shares
|
$486,502
0.3% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
12,701
shares
|
$485,432
0.02% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
12,677
shares
|
$484,514
0.01% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
12,659
shares
|
$483,826
0.1% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
12,647
shares
|
$483,368
0.21% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
12,586
shares
|
$481,036
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
12,410
shares
|
$474,310
0.05% of portfolio
|
Q3 2025
Added 15.99%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
12,362
shares
|
$472,475
0.01% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
12,350
shares
|
$472,017
0.03% of portfolio
|
Q3 2025
Reduced 90.05%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
12,342
shares
|
$471,711
0.02% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
12,081
shares
|
$461,735
0.04% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
11,922
shares
|
$455,658
0.38% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
11,684
shares
|
$446,562
0.05% of portfolio
|
Q3 2022
Reduced 59.37%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
11,469
shares
|
$438,345
0.0% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
11,378
shares
|
$434,867
0.23% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
11,261
shares
|
$430,395
0.63% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
11,250
shares
|
$429,975
0.06% of portfolio
|
Q2 2025
Added 27.12%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
11,224
shares
|
$428,981
0.03% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
11,070
shares
|
$423,095
0.01% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
11,053
shares
|
$422,445
0.13% of portfolio
|
Q3 2025
Added 14.87%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
11,047
shares
|
$422,216
0.03% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
11,027
shares
|
$421,451
0.12% of portfolio
|
Q3 2025
New holding
|
|