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 |
|---|---|---|---|---|---|
|
Sws Partners
|
Oct 16, 2025 Q3 2025 |
10,873
shares
|
$415,566
0.1% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
10,585
shares
|
$404,558
0.1% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
10,498
shares
|
$401,233
0.03% of portfolio
|
Q1 2025
Added 32.05%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
10,434
shares
|
$398,787
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
10,378
shares
|
$396,647
0.03% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
10,150
shares
|
$387,933
0.06% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
10,053
shares
|
$384,225
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
10,002
shares
|
$382,276
0.19% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 29, 2025 Q3 2025 |
9,903
shares
|
$378,492
0.12% of portfolio
|
Q3 2025
Added 4.29%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
9,897
shares
|
$378,263
0.07% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
9,860
shares
|
$376,849
0.05% of portfolio
|
Q1 2025
Added 378.64%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
9,852
shares
|
$376,543
0.06% of portfolio
|
Q2 2022
Reduced 3.56%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
9,820
shares
|
$375,320
0.05% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
9,766
shares
|
$373,256
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,586
shares
|
$366,376
0.03% of portfolio
|
Q2 2023
Added 2.16%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,544
shares
|
$364,771
0.0% of portfolio
|
Q3 2025
Added 9.73%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
9,543
shares
|
$364,733
0.02% of portfolio
|
Q3 2025
Reduced 8.3%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
9,536
shares
|
$364,465
0.02% of portfolio
|
Q2 2025
Reduced 15.32%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
9,466
shares
|
$361,790
0.0% of portfolio
|
Q3 2025
Added 15.55%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
9,413
shares
|
$359,764
0.01% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
9,387
shares
|
$358,771
0.01% of portfolio
|
Q3 2025
Reduced 6.94%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
9,336
shares
|
$356,821
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
9,243
shares
|
$353,267
0.01% of portfolio
|
Q3 2025
Reduced 28.76%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
9,083
shares
|
$347,152
0.09% of portfolio
|
Q2 2025
Reduced 12.02%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,011
shares
|
$344,400
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|