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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
543,063
shares
|
$15.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
512,999
shares
|
$14.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
500,000
shares
|
$14.1 Million
0.44% of portfolio
|
Q4 2018
Added 100.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
492,276
shares
|
$13.9 Million
0.03% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
470,784
shares
|
$13.3 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
445,613
shares
|
$12.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
431,819
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
425,528
shares
|
$12 Million
0.01% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
416,306
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2024
Added 19.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
411,819
shares
|
$11.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 24.8%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 04, 2024 Q3 2024 |
402,166
shares
|
$11.3 Million
6.55% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
398,018
shares
|
$11.2 Million
3.16% of portfolio
|
Q3 2023
New holding
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
397,544
shares
|
$11.2 Million
0.37% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
381,811
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
372,899
shares
|
$10.5 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
362,031
shares
|
$10.2 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
354,224
shares
|
$9.98 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Gunma Bank,Ltd.
|
Nov 06, 2024 Q3 2024 |
323,770
shares
|
$9.12 Million
4.03% of portfolio
|
Q3 2024
Added 34.9%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
315,218
shares
|
$8.88 Million
0.0% of portfolio
|
Q2 2024
Reduced 61.09%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
288,551
shares
|
$8.13 Million
4.15% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
285,328
shares
|
$8.04 Million
2.25% of portfolio
|
Q2 2022
Added 438.55%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
277,243
shares
|
$7.81 Million
0.24% of portfolio
|
Q1 2024
Added 10.1%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
273,835
shares
|
$7.71 Million
0.54% of portfolio
|
Q3 2024
Added 15.35%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
271,488
shares
|
$7.65 Million
1.54% of portfolio
|
Q3 2024
Added 90.68%
|
|
|
River & Mercantile LLC
Waltham, MA |
Nov 06, 2024 Q3 2024 |
261,912
shares
|
$7.38 Million
2.35% of portfolio
|
Q3 2024
Reduced 96.43%
|