Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 585 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 |
|---|---|---|---|---|---|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
6,322
shares
|
$241,626
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
6,313
shares
|
$241,282
0.02% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
6,300
shares
|
$240,786
0.05% of portfolio
|
Q3 2025
Reduced 47.06%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
6,297
shares
|
$240,671
0.0% of portfolio
|
Q3 2025
Reduced 73.64%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
6,290
shares
|
$240,403
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
6,254
shares
|
$239,027
0.1% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
6,243
shares
|
$238,607
0.02% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
6,223
shares
|
$237,843
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
6,222
shares
|
$237,804
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
6,204
shares
|
$237,116
0.1% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
6,200
shares
|
$236,964
0.02% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
6,142
shares
|
$234,747
0.0% of portfolio
|
Q3 2025
Reduced 44.46%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
6,106
shares
|
$233,371
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
6,070
shares
|
$231,995
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
6,036
shares
|
$230,695
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
5,986
shares
|
$228,784
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
5,974
shares
|
$228,326
0.07% of portfolio
|
Q3 2022
Added 122.08%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
5,969
shares
|
$228,135
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,872
shares
|
$224,427
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
5,776
shares
|
$220,758
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
5,754
shares
|
$219,917
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
5,719
shares
|
$218,580
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
5,683
shares
|
$217,204
0.06% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
5,680
shares
|
$217,089
0.03% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
5,597
shares
|
$213,917
0.0% of portfolio
|
Q3 2025
Reduced 74.24%
|
|