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 |
|---|---|---|---|---|---|
|
Madrona Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
7,152
shares
|
$258,830
0.06% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
7,088
shares
|
$256,514
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
7,079
shares
|
$256,189
0.0% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
7,018
shares
|
$253,981
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
6,848
shares
|
$247,829
0.08% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,796
shares
|
$245,947
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
6,732
shares
|
$243,631
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
6,507
shares
|
$235,488
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
6,455
shares
|
$233,606
0.02% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
6,455
shares
|
$233,606
0.02% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
6,400
shares
|
$231,616
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
6,388
shares
|
$231,181
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,380
shares
|
$230,892
0.06% of portfolio
|
Q1 2023
Added 0.16%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
6,376
shares
|
$230,747
0.01% of portfolio
|
Q2 2025
Added 22.76%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
6,353
shares
|
$229,915
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
6,328
shares
|
$229,010
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
6,322
shares
|
$228,793
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
6,300
shares
|
$227,997
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
6,296
shares
|
$227,852
0.0% of portfolio
|
Q1 2025
Added 157300.0%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
6,291
shares
|
$227,671
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
6,290
shares
|
$227,635
0.01% of portfolio
|
Q2 2025
Reduced 35.61%
|
|
|
Townsend & Associates, Inc
|
Jul 29, 2025 Q2 2025 |
6,290
shares
|
$227,635
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
6,264
shares
|
$226,694
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
6,259
shares
|
$226,513
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
6,230
shares
|
$225,463
0.1% of portfolio
|
Q2 2025
New holding
|