Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 478 institutions that hold shares in the stock, with a total of 76.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
2,600
shares
|
$73,242
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
2,410
shares
|
$67,889
0.03% of portfolio
|
Q2 2023
Reduced 20.98%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
2,358
shares
|
$66,424
0.02% of portfolio
|
Q4 2020
Added 2.66%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
2,352
shares
|
$66,255
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
2,275
shares
|
$64,086
0.03% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
2,234
shares
|
$62,931
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
2,164
shares
|
$60,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,164
shares
|
$60,959
0.0% of portfolio
|
Q1 2024
Reduced 45.48%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
2,088
shares
|
$58,818
0.0% of portfolio
|
Q3 2024
Reduced 17.37%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
2,081
shares
|
$58,621
0.02% of portfolio
|
Q1 2020
Added 301.74%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
2,060
shares
|
$58,030
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$56,340
0.0% of portfolio
|
Q1 2024
Reduced 80.0%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
1,925
shares
|
$54,227
0.01% of portfolio
|
Q2 2024
Reduced 9.41%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
1,884
shares
|
$53,072
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,884
shares
|
$53,072
0.04% of portfolio
|
Q2 2023
Reduced 66.51%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
1,869
shares
|
$52,649
0.0% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,813
shares
|
$51,072
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
1,785
shares
|
$50,283
0.0% of portfolio
|
Q2 2024
Added 5.93%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,689
shares
|
$47,579
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,613
shares
|
$45,438
0.0% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,529
shares
|
$43,071
0.0% of portfolio
|
Q2 2024
Reduced 5.03%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,504
shares
|
$42,367
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
1,489
shares
|
$41,945
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,463
shares
|
$41,212
0.0% of portfolio
|
Q1 2023
Reduced 52.76%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2024 Q3 2024 |
1,403
shares
|
$39,522
0.0% of portfolio
|
Q2 2024
Reduced 93.18%
|