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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
690
shares
|
$26,371
0.02% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
677
shares
|
$25,874
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
665
shares
|
$25,416
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
636
shares
|
$24,307
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
628
shares
|
$24,002
0.0% of portfolio
|
Q2 2024
Added 124.29%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
605
shares
|
$23,123
0.02% of portfolio
|
Q3 2025
Reduced 85.11%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
546
shares
|
$20,868
0.01% of portfolio
|
Q3 2025
Added 36.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
520
shares
|
$19,874
0.0% of portfolio
|
Q2 2025
Reduced 43.11%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
501
shares
|
$19,148
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
500
shares
|
$19,110
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
500
shares
|
$19,110
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
500
shares
|
$19,110
0.01% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
500
shares
|
$19,110
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
450
shares
|
$17,199
0.0% of portfolio
|
Q1 2025
Reduced 60.87%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
437
shares
|
$16,702
0.0% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
433
shares
|
$16,549
0.0% of portfolio
|
Q3 2025
Added 477.33%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
416
shares
|
$15,899
0.0% of portfolio
|
Q2 2025
Added 106.97%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
404
shares
|
$15,440
0.0% of portfolio
|
Q3 2018
Reduced 52.69%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
400
shares
|
$15,288
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
380
shares
|
$14,523
0.01% of portfolio
|
Q2 2022
Added 280.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
362
shares
|
$13,835
0.0% of portfolio
|
Q3 2025
Reduced 71.32%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
329
shares
|
$12,574
0.0% of portfolio
|
Q1 2024
Reduced 18.97%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
281
shares
|
$10,739
0.0% of portfolio
|
Q3 2022
Reduced 47.08%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
250
shares
|
$9,555
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
245
shares
|
$9,363
0.01% of portfolio
|
Q2 2024
New holding
|
|