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 |
|---|---|---|---|---|---|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
4,019
shares
|
$145,447
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,808
shares
|
$137,811
0.01% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
3,661
shares
|
$132,491
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
3,546
shares
|
$128,329
0.05% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
3,500
shares
|
$126,664
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
3,379
shares
|
$122,286
0.04% of portfolio
|
Q3 2024
Reduced 22.09%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
3,344
shares
|
$121,019
0.06% of portfolio
|
Q2 2024
Reduced 48.98%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
3,015
shares
|
$109,112
0.02% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,879
shares
|
$104,191
0.0% of portfolio
|
Q4 2024
Reduced 41.57%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
2,750
shares
|
$99,522
0.06% of portfolio
|
Q2 2024
Added 2650.0%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
2,732
shares
|
$98,871
0.08% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2,352
shares
|
$85,118
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,317
shares
|
$83,852
0.0% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Apr 24, 2025 Q1 2025 |
2,276
shares
|
$82,368
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
2,211
shares
|
$80,016
0.03% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,172
shares
|
$78,604
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,164
shares
|
$78,315
0.0% of portfolio
|
Q1 2024
Reduced 45.48%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
2,164
shares
|
$78,315
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,121
shares
|
$76,758
0.01% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
2,081
shares
|
$75,311
0.02% of portfolio
|
Q1 2020
Added 301.74%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
2,076
shares
|
$75,130
0.02% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,054
shares
|
$74,334
0.0% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
2,000
shares
|
$72,380
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,000
shares
|
$72,380
0.03% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
1,925
shares
|
$69,665
0.02% of portfolio
|
Q2 2024
Reduced 9.41%
|