Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 583 institutions that hold shares in the stock, with a total of 91.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
28,189
shares
|
$1.08 Million
0.23% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
27,902
shares
|
$1.07 Million
0.47% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
27,740
shares
|
$1.06 Million
0.34% of portfolio
|
Q3 2025
Added 67.11%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
27,618
shares
|
$1.06 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
27,592
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Nov 13, 2025 Q3 2025 |
27,472
shares
|
$1.05 Million
0.64% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
27,399
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 87.54%
|
|
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
Nov 03, 2025 Q3 2025 |
27,000
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
26,750
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Nov 03, 2025 Q3 2025 |
26,653
shares
|
$1.02 Million
0.47% of portfolio
|
Q3 2025
Reduced 10.51%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
26,402
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Added 68.01%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
26,383
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
25,786
shares
|
$985,540
0.04% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
25,715
shares
|
$982,827
0.01% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
25,514
shares
|
$975,145
0.01% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
25,184
shares
|
$962,532
0.3% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
24,889
shares
|
$951,257
0.27% of portfolio
|
Q3 2025
Added 49.82%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
24,861
shares
|
$950,187
0.01% of portfolio
|
Q3 2025
Added 20.06%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
24,710
shares
|
$944,416
0.69% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
24,664
shares
|
$942,658
0.43% of portfolio
|
Q2 2022
Added 7.12%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
24,549
shares
|
$938,262
0.05% of portfolio
|
Q4 2022
Reduced 3.06%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
24,176
shares
|
$924,006
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
24,083
shares
|
$920,452
0.04% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
24,038
shares
|
$918,732
0.04% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
23,858
shares
|
$911,852
0.1% of portfolio
|
Q3 2025
Added 0.03%
|
|