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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
19,033
shares
|
$727,441
0.01% of portfolio
|
Q3 2025
Added 21.91%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
18,991
shares
|
$725,836
0.24% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
18,810
shares
|
$718,918
1.34% of portfolio
|
Q4 2024
Reduced 41.71%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,512
shares
|
$707,528
0.01% of portfolio
|
Q2 2024
Added 7.25%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
18,016
shares
|
$688,571
0.02% of portfolio
|
Q3 2025
Reduced 27.02%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
17,880
shares
|
$683,373
0.05% of portfolio
|
Q3 2025
Reduced 9.82%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
17,648
shares
|
$674,506
0.08% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
17,584
shares
|
$672,060
0.3% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Fusion Family Wealth LLC
|
Nov 06, 2025 Q3 2025 |
17,498
shares
|
$668,773
0.05% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
17,278
shares
|
$660,365
0.08% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
17,111
shares
|
$653,982
0.0% of portfolio
|
Q3 2025
Added 171.78%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
17,111
shares
|
$653,982
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Berkshire Bank
|
Oct 24, 2025 Q3 2025 |
17,044
shares
|
$651,421
0.14% of portfolio
|
Q3 2025
Reduced 1.9%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 04, 2025 Q3 2025 |
16,945
shares
|
$647,637
0.15% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
16,799
shares
|
$642,057
0.02% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
16,697
shares
|
$638,159
0.05% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
16,503
shares
|
$630,744
0.0% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
16,297
shares
|
$622,871
0.08% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
16,276
shares
|
$622,068
0.01% of portfolio
|
Q3 2025
Added 34.12%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
16,269
shares
|
$621,801
0.01% of portfolio
|
Q3 2025
Reduced 17.5%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
16,233
shares
|
$620,425
0.14% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
16,202
shares
|
$619,240
0.01% of portfolio
|
Q3 2025
Added 53.59%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
16,195
shares
|
$618,972
0.01% of portfolio
|
Q3 2025
Added 23.73%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
15,903
shares
|
$607,812
0.08% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
15,775
shares
|
$602,920
0.04% of portfolio
|
Q3 2025
Reduced 9.13%
|
|