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 |
|---|---|---|---|---|---|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
8,985
shares
|
$343,406
0.11% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
8,805
shares
|
$336,527
0.0% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,750
shares
|
$334,425
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
8,747
shares
|
$334,310
0.04% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Capital Advantage, Inc.
|
Oct 22, 2025 Q3 2025 |
8,607
shares
|
$328,959
0.05% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
8,598
shares
|
$328,615
0.04% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,535
shares
|
$326,207
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,421
shares
|
$321,850
0.02% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
8,337
shares
|
$318,640
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
8,300
shares
|
$317,226
0.01% of portfolio
|
Q3 2025
Added 35.25%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
8,000
shares
|
$305,760
0.08% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
7,960
shares
|
$304,231
0.03% of portfolio
|
Q3 2025
Added 53.61%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
7,870
shares
|
$300,791
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
7,759
shares
|
$296,548
0.1% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
7,650
shares
|
$292,383
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
7,645
shares
|
$292,191
0.03% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
7,636
shares
|
$291,847
0.0% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
7,630
shares
|
$291,618
0.03% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
7,537
shares
|
$288,064
0.0% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
7,532
shares
|
$287,873
0.03% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
7,522
shares
|
$287,490
0.19% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
7,459
shares
|
$285,082
0.03% of portfolio
|
Q4 2024
Reduced 32.55%
|
|
|
Alpha Cubed Investments, LLC
|
Nov 03, 2025 Q3 2025 |
7,452
shares
|
$284,815
0.01% of portfolio
|
Q3 2025
Reduced 13.92%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
7,435
shares
|
$284,165
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
7,365
shares
|
$281,490
0.0% of portfolio
|
Q3 2025
Added 17.09%
|
|