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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
113,032
shares
|
$4.18 Million
0.09% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
112,782
shares
|
$4.17 Million
0.1% of portfolio
|
Q4 2023
Reduced 21.51%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
112,044
shares
|
$4.14 Million
0.14% of portfolio
|
Q4 2022
Added 806.14%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
111,471
shares
|
$4.12 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
110,876
shares
|
$4.1 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
109,284
shares
|
$4.04 Million
0.01% of portfolio
|
Q2 2025
Added 14.22%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
107,365
shares
|
$3.97 Million
0.35% of portfolio
|
Q4 2023
Reduced 3.38%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
99,520
shares
|
$3.68 Million
0.62% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
98,838
shares
|
$3.66 Million
0.06% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
97,619
shares
|
$3.61 Million
1.09% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
97,030
shares
|
$3.59 Million
1.0% of portfolio
|
Q2 2025
Added 28.04%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
96,680
shares
|
$3.58 Million
0.1% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
95,455
shares
|
$3.53 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
93,224
shares
|
$3.45 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
Aug 12, 2025 Q2 2025 |
92,653
shares
|
$3.43 Million
3.22% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
92,477
shares
|
$3.42 Million
0.0% of portfolio
|
Q2 2025
Added 21.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
91,688
shares
|
$3.39 Million
0.01% of portfolio
|
Q2 2025
Added 32.25%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
89,553
shares
|
$3.31 Million
0.04% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
87,308
shares
|
$3.23 Million
1.04% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
86,748
shares
|
$3.21 Million
0.58% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
84,827
shares
|
$3.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 27.07%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
84,395
shares
|
$3.12 Million
0.35% of portfolio
|
Q2 2025
Added 4521.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
83,599
shares
|
$3.09 Million
0.08% of portfolio
|
Q2 2020
Added 11.1%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
81,586
shares
|
$3.02 Million
0.12% of portfolio
|
Q2 2025
Added 124.45%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
80,298
shares
|
$2.97 Million
0.28% of portfolio
|
Q2 2025
Added 12.6%
|