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 |
|---|---|---|---|---|---|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
61,923
shares
|
$2.29 Million
0.26% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
60,234
shares
|
$2.23 Million
0.07% of portfolio
|
Q2 2025
Added 72.82%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
59,205
shares
|
$2.19 Million
0.4% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
59,077
shares
|
$2.18 Million
0.62% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
58,618
shares
|
$2.17 Million
0.35% of portfolio
|
Q2 2025
Reduced 21.03%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
57,934
shares
|
$2.14 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jul 14, 2025 Q2 2025 |
57,366
shares
|
$2.12 Million
1.02% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
56,514
shares
|
$2.09 Million
0.0% of portfolio
|
Q2 2025
Added 654.53%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
56,210
shares
|
$2.08 Million
0.4% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
55,788
shares
|
$2.06 Million
0.03% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
53,532
shares
|
$1.98 Million
1.52% of portfolio
|
Q2 2025
Added 26.32%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
53,241
shares
|
$1.97 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
50,897
shares
|
$1.88 Million
1.46% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
50,845
shares
|
$1.88 Million
0.17% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
50,776
shares
|
$1.88 Million
0.06% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
47,077
shares
|
$1.74 Million
0.51% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
46,205
shares
|
$1.71 Million
0.11% of portfolio
|
Q2 2025
Added 72.43%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
46,175
shares
|
$1.71 Million
0.45% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
45,554
shares
|
$1.68 Million
0.08% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
44,582
shares
|
$1.65 Million
0.39% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
43,260
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
43,125
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
42,212
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
42,170
shares
|
$1.56 Million
0.16% of portfolio
|
Q2 2025
Added 33.15%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
41,944
shares
|
$1.55 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.18%
|