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 |
|---|---|---|---|---|---|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
351,438
shares
|
$13 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
329,412
shares
|
$12.2 Million
1.02% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
321,222
shares
|
$11.9 Million
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 17, 2025 Q2 2025 |
321,069
shares
|
$11.9 Million
5.32% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
315,218
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 61.09%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
314,135
shares
|
$11.6 Million
0.56% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
309,264
shares
|
$11.4 Million
0.26% of portfolio
|
Q2 2025
Added 31.89%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
285,328
shares
|
$10.6 Million
2.25% of portfolio
|
Q2 2022
Added 438.55%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
267,395
shares
|
$9.89 Million
2.2% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
263,912
shares
|
$9.76 Million
4.35% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
262,194
shares
|
$9.7 Million
0.05% of portfolio
|
Q2 2025
Added 296.64%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
255,951
shares
|
$9.47 Million
0.04% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
254,611
shares
|
$9.42 Million
3.37% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
249,460
shares
|
$9.23 Million
0.37% of portfolio
|
Q2 2025
Added 173.39%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
246,532
shares
|
$9.12 Million
0.68% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
244,714
shares
|
$9.05 Million
0.07% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
241,627
shares
|
$8.94 Million
4.2% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
229,452
shares
|
$8.49 Million
6.17% of portfolio
|
Q2 2025
Added 12.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
222,794
shares
|
$8.24 Million
0.01% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
219,836
shares
|
$8.13 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
219,804
shares
|
$8.13 Million
0.06% of portfolio
|
Q2 2025
Added 23.56%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
214,017
shares
|
$7.91 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.67%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
204,163
shares
|
$7.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
198,803
shares
|
$7.35 Million
0.04% of portfolio
|
Q2 2025
Added 41.72%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
196,702
shares
|
$7.27 Million
0.02% of portfolio
|
Q2 2025
Added 12.33%
|