Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 478 institutions that hold shares in the stock, with a total of 76.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
55,702
shares
|
$1.57 Million
0.04% of portfolio
|
Q2 2024
Reduced 38.37%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
54,344
shares
|
$1.53 Million
0.99% of portfolio
|
Q3 2024
Reduced 18.78%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
53,979
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
53,735
shares
|
$1.51 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
53,630
shares
|
$1.51 Million
0.52% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
52,994
shares
|
$1.49 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
52,422
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
51,890
shares
|
$1.46 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
51,392
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 41.82%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
48,838
shares
|
$1.38 Million
0.38% of portfolio
|
Q3 2024
Added 154.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
48,411
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
47,379
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
46,543
shares
|
$1.31 Million
0.46% of portfolio
|
Q3 2024
Reduced 10.44%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
46,503
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
45,877
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Reduced 23.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
45,543
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
45,436
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
45,400
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 19.79%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
44,894
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
44,832
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
44,615
shares
|
$1.26 Million
0.37% of portfolio
|
Q3 2024
Reduced 18.61%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
44,574
shares
|
$1.26 Million
0.36% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
44,234
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
43,231
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
43,230
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.25%
|