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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
380
shares
|
$13,752
0.01% of portfolio
|
Q2 2022
Added 280.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
329
shares
|
$11,906
0.0% of portfolio
|
Q1 2024
Reduced 18.97%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
308
shares
|
$11,146
0.0% of portfolio
|
Q4 2024
Added 161.02%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
296
shares
|
$10,712
0.0% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
281
shares
|
$10,169
0.0% of portfolio
|
Q3 2022
Reduced 47.08%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
245
shares
|
$8,866
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
190
shares
|
$6,876
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
180
shares
|
$6,514
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
163
shares
|
$5,898
0.0% of portfolio
|
Q1 2024
Reduced 59.05%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
160
shares
|
$5,790
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
154
shares
|
$5,573
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
150
shares
|
$5,428
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
147
shares
|
$5,319
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
141
shares
|
$5,102
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
126
shares
|
$4,559
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
117
shares
|
$4,234
0.0% of portfolio
|
Q3 2022
Reduced 69.77%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
109
shares
|
$3,944
0.0% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
100
shares
|
$3,619
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
100
shares
|
$3,619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
76
shares
|
$2,750
0.0% of portfolio
|
Q2 2025
Reduced 41.54%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
75
shares
|
$2,714
0.0% of portfolio
|
Q4 2024
Reduced 86.36%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
63
shares
|
$2,279
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
50
shares
|
$1,809
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$1,809
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
45
shares
|
$1,628
0.0% of portfolio
|
Q2 2025
Reduced 87.39%
|