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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,187
shares
|
$160,952
0.0% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
4,874
shares
|
$151,240
0.0% of portfolio
|
Q4 2024
Added 961.87%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
4,460
shares
|
$138,393
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
4,100
shares
|
$127,223
0.02% of portfolio
|
Q4 2024
Added 925.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
4,024
shares
|
$124,864
0.04% of portfolio
|
Q4 2024
Added 15.23%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$124,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,945
shares
|
$122,413
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
3,661
shares
|
$113,600
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,660
shares
|
$113,569
0.01% of portfolio
|
Q4 2024
Reduced 35.04%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
3,546
shares
|
$110,032
0.04% of portfolio
|
Q4 2024
Reduced 11.53%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
3,500
shares
|
$108,605
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
3,379
shares
|
$104,850
0.03% of portfolio
|
Q3 2024
Reduced 22.09%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
3,344
shares
|
$103,764
0.05% of portfolio
|
Q2 2024
Reduced 48.98%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,967
shares
|
$92,066
0.02% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,855
shares
|
$88,590
0.0% of portfolio
|
Q4 2024
Reduced 10.84%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
2,750
shares
|
$85,332
0.05% of portfolio
|
Q2 2024
Added 2650.0%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
2,358
shares
|
$73,168
0.01% of portfolio
|
Q4 2020
Added 2.66%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,352
shares
|
$72,982
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
2,248
shares
|
$69,755
0.03% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
2,234
shares
|
$69,321
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,164
shares
|
$67,148
0.0% of portfolio
|
Q1 2024
Reduced 45.48%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
2,164
shares
|
$67,148
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
2,137
shares
|
$66,311
0.01% of portfolio
|
Q4 2024
Added 385.68%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
2,088
shares
|
$64,790
0.0% of portfolio
|
Q3 2024
Reduced 17.37%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
2,081
shares
|
$64,573
0.02% of portfolio
|
Q1 2020
Added 301.74%
|