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 97.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
732,843
shares
|
$27.1 Million
0.03% of portfolio
|
Q2 2025
Added 77.79%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
726,495
shares
|
$26.9 Million
0.18% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
712,151
shares
|
$26.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
679,779
shares
|
$25.1 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
670,913
shares
|
$24.8 Million
0.04% of portfolio
|
Q2 2025
Added 26.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
664,259
shares
|
$24.6 Million
0.05% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
540,286
shares
|
$20 Million
0.01% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
538,766
shares
|
$19.9 Million
0.03% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
521,042
shares
|
$19.3 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
504,393
shares
|
$18.7 Million
0.01% of portfolio
|
Q2 2025
Added 10.54%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
500,000
shares
|
$18.5 Million
0.5% of portfolio
|
Q4 2018
Added 100.0%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
454,659
shares
|
$16.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
442,463
shares
|
$16.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 94.12%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
432,992
shares
|
$16 Million
0.05% of portfolio
|
Q2 2025
Added 66.92%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
425,924
shares
|
$15.8 Million
0.05% of portfolio
|
Q2 2025
Added 19.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
425,528
shares
|
$15.7 Million
0.01% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
421,214
shares
|
$15.6 Million
0.1% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
407,938
shares
|
$15.1 Million
0.44% of portfolio
|
Q2 2025
Added 2535.6%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
400,492
shares
|
$14.8 Million
0.42% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
398,018
shares
|
$14.7 Million
3.16% of portfolio
|
Q3 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
388,424
shares
|
$14.4 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Jul 30, 2025 Q2 2025 |
372,690
shares
|
$13.8 Million
7.9% of portfolio
|
Q2 2025
New holding
|
|
|
Marks Wealth, LLC
|
Jul 18, 2025 Q2 2025 |
371,470
shares
|
$13.7 Million
4.16% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
368,174
shares
|
$13.6 Million
0.01% of portfolio
|
Q2 2025
Added 27.42%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
363,566
shares
|
$13.4 Million
0.86% of portfolio
|
Q2 2025
Added 45.46%
|