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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
600
shares
|
$16,902
0.01% of portfolio
|
Q3 2024
Reduced 12.02%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
550
shares
|
$15,493
0.0% of portfolio
|
Q3 2021
Added 37.5%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
550
shares
|
$15,493
0.0% of portfolio
|
Q4 2023
Reduced 39.96%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$14,085
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
500
shares
|
$14,085
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$14,085
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
475
shares
|
$13,380
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
459
shares
|
$12,930
0.0% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
440
shares
|
$12,394
0.0% of portfolio
|
Q3 2024
Reduced 30.16%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
427
shares
|
$12,028
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
414
shares
|
$11,662
0.0% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
410
shares
|
$11,549
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
404
shares
|
$11,380
0.0% of portfolio
|
Q3 2018
Reduced 52.69%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
400
shares
|
$11,268
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
400
shares
|
$11,268
0.0% of portfolio
|
Q1 2023
Reduced 44.44%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
397
shares
|
$11,183
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
390
shares
|
$10,986
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
380
shares
|
$10,704
0.01% of portfolio
|
Q2 2022
Added 280.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
329
shares
|
$9,267
0.0% of portfolio
|
Q1 2024
Reduced 18.97%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
288
shares
|
$8,112
0.0% of portfolio
|
Q3 2023
Reduced 80.37%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
284
shares
|
$8,000
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
281
shares
|
$7,915
0.0% of portfolio
|
Q3 2022
Reduced 47.08%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
260
shares
|
$7,324
0.0% of portfolio
|
Q3 2024
Reduced 26.55%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
257
shares
|
$7,239
0.0% of portfolio
|
Q1 2024
Reduced 43.76%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
245
shares
|
$6,901
0.01% of portfolio
|
Q2 2024
New holding
|