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 |
|---|---|---|---|---|---|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
34,570
shares
|
$1.28 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
34,417
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
33,634
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Aug 07, 2025 Q2 2025 |
33,580
shares
|
$1.24 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
33,433
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
33,217
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 32.87%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
33,103
shares
|
$1.22 Million
0.77% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
32,218
shares
|
$1.19 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
31,627
shares
|
$1.17 Million
0.28% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
31,250
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
30,993
shares
|
$1.15 Million
0.41% of portfolio
|
Q2 2025
Added 76.32%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
30,933
shares
|
$1.14 Million
0.42% of portfolio
|
Q2 2022
Added 0.86%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
30,925
shares
|
$1.14 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
30,510
shares
|
$1.13 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
30,334
shares
|
$1.12 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
30,213
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Reduced 32.61%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
30,004
shares
|
$1.11 Million
0.14% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
29,784
shares
|
$1.1 Million
0.53% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
29,117
shares
|
$1.08 Million
0.09% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
28,786
shares
|
$1.06 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
28,412
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
28,379
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 135.12%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
28,189
shares
|
$1.04 Million
0.23% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
27,929
shares
|
$1.03 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Aug 05, 2025 Q2 2025 |
27,922
shares
|
$1.03 Million
0.64% of portfolio
|
Q2 2025
Reduced 8.88%
|