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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
10,407
shares
|
$376,629
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
10,331
shares
|
$373,878
0.0% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
10,273
shares
|
$371,779
0.03% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
10,225
shares
|
$370,042
0.08% of portfolio
|
Q2 2025
Added 16.34%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
10,210
shares
|
$369,499
0.22% of portfolio
|
Q2 2025
Added 16.74%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
10,121
shares
|
$366,278
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
10,087
shares
|
$365,048
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
10,053
shares
|
$363,818
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
10,049
shares
|
$363,673
0.08% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
9,897
shares
|
$358,172
0.08% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Angeles Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,880
shares
|
$357,557
0.02% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
9,860
shares
|
$356,833
0.05% of portfolio
|
Q1 2025
Added 378.64%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
9,852
shares
|
$356,543
0.06% of portfolio
|
Q2 2022
Reduced 3.56%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
9,622
shares
|
$348,220
0.12% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,586
shares
|
$346,917
0.03% of portfolio
|
Q2 2023
Added 2.16%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
9,536
shares
|
$345,107
0.02% of portfolio
|
Q2 2025
Reduced 15.32%
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
9,496
shares
|
$343,660
0.12% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,413
shares
|
$340,656
0.01% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
9,332
shares
|
$337,725
0.05% of portfolio
|
Q2 2025
Reduced 46.98%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
9,083
shares
|
$328,713
0.09% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,011
shares
|
$326,108
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
8,985
shares
|
$325,167
0.11% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
8,973
shares
|
$324,732
0.0% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
8,825
shares
|
$319,376
0.04% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,750
shares
|
$316,662
0.02% of portfolio
|
Q4 2022
New holding
|