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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
24,566
shares
|
$692,024
0.02% of portfolio
|
Q2 2024
Reduced 4.53%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
24,549
shares
|
$691,545
0.05% of portfolio
|
Q4 2022
Reduced 3.06%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
24,315
shares
|
$684,953
0.38% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
24,086
shares
|
$678,502
0.35% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
23,696
shares
|
$667,516
0.25% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
23,608
shares
|
$665,037
0.01% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
23,500
shares
|
$661,995
0.18% of portfolio
|
Q2 2024
Added 4.44%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
23,438
shares
|
$660,248
0.01% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
23,294
shares
|
$656,191
0.6% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
23,167
shares
|
$652,614
0.03% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
22,949
shares
|
$646,473
0.07% of portfolio
|
Q3 2024
Reduced 31.49%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
22,510
shares
|
$634,106
0.15% of portfolio
|
Q2 2024
Added 2.74%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
22,400
shares
|
$631,008
0.1% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Auour Investments LLC
Wenham, MA |
Oct 30, 2024 Q3 2024 |
22,135
shares
|
$623,542
0.24% of portfolio
|
Q3 2024
Reduced 27.68%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
21,986
shares
|
$619,345
0.05% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
21,078
shares
|
$593,767
0.1% of portfolio
|
Q3 2024
Added 14.07%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
20,947
shares
|
$590,076
0.26% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
20,911
shares
|
$589,062
0.03% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
19,850
shares
|
$559,174
0.24% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
19,658
shares
|
$553,765
0.41% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
19,586
shares
|
$551,737
0.11% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
19,555
shares
|
$550,864
0.04% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
19,512
shares
|
$549,653
0.04% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
19,370
shares
|
$545,652
0.27% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
19,287
shares
|
$543,314
0.34% of portfolio
|
Q3 2024
Added 1.01%
|