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 |
|---|---|---|---|---|---|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
46,766
shares
|
$1.46 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.87%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
46,491
shares
|
$1.45 Million
0.42% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
45,496
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
44,576
shares
|
$1.39 Million
0.33% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
43,844
shares
|
$1.37 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
42,857
shares
|
$1.34 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
42,019
shares
|
$1.31 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
41,848
shares
|
$1.31 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
40,588
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
40,108
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
39,704
shares
|
$1.24 Million
0.24% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
38,947
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.13%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
38,932
shares
|
$1.21 Million
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
38,661
shares
|
$1.21 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
38,440
shares
|
$1.2 Million
0.26% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
37,446
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Mar 06, 2025 Q4 2024 |
37,411
shares
|
$1.17 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
37,346
shares
|
$1.17 Million
0.08% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
36,625
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
36,621
shares
|
$1.14 Million
0.03% of portfolio
|
Q4 2024
Reduced 17.21%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
36,237
shares
|
$1.13 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
35,894
shares
|
$1.12 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
35,847
shares
|
$1.12 Million
0.48% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
35,841
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2022
Reduced 15.07%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
35,101
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 7.96%
|