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 |
|---|---|---|---|---|---|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
23,814
shares
|
$910,171
0.5% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
23,609
shares
|
$902,335
0.24% of portfolio
|
Q2 2025
Reduced 20.8%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
23,341
shares
|
$892,093
0.39% of portfolio
|
Q3 2025
Added 104.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
22,979
shares
|
$878,257
0.01% of portfolio
|
Q3 2025
Reduced 6.34%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
22,965
shares
|
$877,722
0.15% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
22,811
shares
|
$871,836
0.15% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
22,736
shares
|
$868,969
0.36% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
22,674
shares
|
$866,600
0.09% of portfolio
|
Q3 2025
Added 40.18%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
22,510
shares
|
$860,332
0.16% of portfolio
|
Q2 2025
Reduced 8.53%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
22,396
shares
|
$855,975
0.36% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
22,210
shares
|
$848,866
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
21,239
shares
|
$811,754
0.05% of portfolio
|
Q3 2025
Added 9.68%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
21,190
shares
|
$809,881
0.27% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
20,759
shares
|
$793,408
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
20,735
shares
|
$792,491
0.29% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
20,660
shares
|
$789,625
0.21% of portfolio
|
Q3 2025
Added 46.32%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
20,512
shares
|
$783,968
0.04% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
20,169
shares
|
$770,859
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
20,019
shares
|
$765,126
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
19,936
shares
|
$761,953
0.05% of portfolio
|
Q3 2025
Added 96.98%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
19,781
shares
|
$756,029
0.04% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
19,726
shares
|
$753,927
0.07% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
19,365
shares
|
$740,130
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
19,308
shares
|
$737,951
0.03% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
19,247
shares
|
$735,620
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|