Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 496 institutions that hold shares in the stock, with a total of 78.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
9,401
shares
|
$291,713
0.01% of portfolio
|
Q4 2024
Reduced 37.16%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
9,374
shares
|
$290,875
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
9,330
shares
|
$289,509
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
9,226
shares
|
$286,282
0.01% of portfolio
|
Q4 2024
Reduced 23.58%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Feb 26, 2025 Q4 2024 |
9,060
shares
|
$281,131
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,011
shares
|
$279,611
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
8,968
shares
|
$278,277
0.03% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
8,888
shares
|
$275,794
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
8,872
shares
|
$275,298
0.05% of portfolio
|
Q4 2024
Reduced 69.51%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,869
shares
|
$275,205
0.07% of portfolio
|
Q3 2024
Added 58.91%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
8,851
shares
|
$274,646
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
8,850
shares
|
$274,615
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,838
shares
|
$274,243
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,750
shares
|
$271,512
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
8,721
shares
|
$270,612
0.05% of portfolio
|
Q4 2024
Reduced 19.97%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
8,647
shares
|
$268,316
0.0% of portfolio
|
Q4 2024
Reduced 29.08%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
8,640
shares
|
$268,099
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
8,640
shares
|
$268,099
0.01% of portfolio
|
Q4 2024
Reduced 13.66%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
8,430
shares
|
$261,582
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
8,271
shares
|
$256,649
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
8,242
shares
|
$255,749
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
8,180
shares
|
$253,825
0.0% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
7,950
shares
|
$246,688
0.02% of portfolio
|
Q4 2024
Reduced 20.06%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
7,907
shares
|
$245,354
0.09% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
7,897
shares
|
$245,043
0.0% of portfolio
|
Q4 2024
New holding
|