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 |
|---|---|---|---|---|---|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
80,252
shares
|
$2.97 Million
0.71% of portfolio
|
Q2 2025
Reduced 64.15%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
80,218
shares
|
$2.97 Million
1.39% of portfolio
|
Q2 2025
Added 2595.5%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
79,138
shares
|
$2.93 Million
0.04% of portfolio
|
Q2 2025
Added 15.8%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
75,956
shares
|
$2.81 Million
2.02% of portfolio
|
Q2 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
75,007
shares
|
$2.77 Million
0.02% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
74,645
shares
|
$2.76 Million
0.01% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
73,953
shares
|
$2.73 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
73,559
shares
|
$2.72 Million
0.0% of portfolio
|
Q2 2025
Added 232.0%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
72,871
shares
|
$2.69 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
72,194
shares
|
$2.67 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
71,829
shares
|
$2.66 Million
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
71,400
shares
|
$2.64 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
71,043
shares
|
$2.63 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
69,848
shares
|
$2.58 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
69,701
shares
|
$2.58 Million
0.74% of portfolio
|
Q2 2022
Added 9.59%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
68,056
shares
|
$2.52 Million
0.05% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
68,032
shares
|
$2.52 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
67,659
shares
|
$2.5 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
67,193
shares
|
$2.48 Million
0.19% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
67,014
shares
|
$2.48 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
66,613
shares
|
$2.46 Million
0.59% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
65,790
shares
|
$2.43 Million
0.33% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,368
shares
|
$2.42 Million
0.04% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
64,150
shares
|
$2.37 Million
0.09% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
64,147
shares
|
$2.37 Million
0.02% of portfolio
|
Q2 2025
Added 33.81%
|