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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
188,584
shares
|
$6.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
188,436
shares
|
$6.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.49%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
186,276
shares
|
$6.89 Million
3.34% of portfolio
|
Q2 2025
Reduced 21.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
185,853
shares
|
$6.87 Million
0.12% of portfolio
|
Q2 2025
Added 460.24%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
184,141
shares
|
$6.81 Million
1.02% of portfolio
|
Q2 2025
Added 76.24%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
182,442
shares
|
$6.75 Million
0.05% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
165,880
shares
|
$6.13 Million
0.05% of portfolio
|
Q2 2025
Added 18.25%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
161,313
shares
|
$5.97 Million
0.0% of portfolio
|
Q2 2025
Added 20.4%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
159,873
shares
|
$5.91 Million
1.56% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
155,640
shares
|
$5.76 Million
0.59% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
151,000
shares
|
$5.58 Million
1.47% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
148,556
shares
|
$5.49 Million
2.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
148,314
shares
|
$5.48 Million
0.0% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
145,967
shares
|
$5.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
139,139
shares
|
$5.15 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
137,496
shares
|
$5.08 Million
3.41% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
133,653
shares
|
$4.94 Million
0.44% of portfolio
|
Q2 2024
Reduced 28.58%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
129,838
shares
|
$4.8 Million
2.39% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
126,465
shares
|
$4.68 Million
0.01% of portfolio
|
Q2 2025
Added 33.76%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
124,153
shares
|
$4.59 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
122,002
shares
|
$4.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
121,060
shares
|
$4.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
119,250
shares
|
$4.41 Million
1.35% of portfolio
|
Q2 2025
Added 519.48%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
117,902
shares
|
$4.36 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
115,165
shares
|
$4.26 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.1%
|