Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 497 institutions that hold shares in the stock, with a total of 78.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
138,287
shares
|
$4.31 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
135,321
shares
|
$4.22 Million
0.42% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
133,653
shares
|
$4.17 Million
0.44% of portfolio
|
Q2 2024
Reduced 28.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
129,775
shares
|
$4.05 Million
0.01% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
127,510
shares
|
$3.98 Million
0.03% of portfolio
|
Q4 2024
Added 11.31%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
126,634
shares
|
$3.95 Million
1.96% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
125,219
shares
|
$3.91 Million
0.0% of portfolio
|
Q4 2024
Added 22.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
122,192
shares
|
$3.81 Million
0.03% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
121,255
shares
|
$3.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 70.56%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
120,540
shares
|
$3.76 Million
1.25% of portfolio
|
Q4 2024
Added 27.85%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
119,070
shares
|
$3.71 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
117,923
shares
|
$3.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
115,116
shares
|
$3.59 Million
0.03% of portfolio
|
Q4 2024
Added 13.14%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
112,782
shares
|
$3.52 Million
0.1% of portfolio
|
Q4 2023
Reduced 21.51%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
112,044
shares
|
$3.5 Million
0.14% of portfolio
|
Q4 2022
Added 806.14%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
110,396
shares
|
$3.44 Million
1.48% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
110,396
shares
|
$3.44 Million
0.08% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
107,365
shares
|
$3.35 Million
0.35% of portfolio
|
Q4 2023
Reduced 3.38%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
105,059
shares
|
$3.28 Million
0.0% of portfolio
|
Q4 2024
Added 53.65%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
99,104
shares
|
$3.09 Million
0.05% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
98,905
shares
|
$3.09 Million
0.01% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
95,989
shares
|
$2.99 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
95,419
shares
|
$2.98 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
93,245
shares
|
$2.91 Million
0.51% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
91,264
shares
|
$2.85 Million
0.72% of portfolio
|
Q4 2024
Reduced 7.17%
|