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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
718,900
shares
|
$27.5 Million
0.69% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
717,318
shares
|
$27.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
690,282
shares
|
$26.4 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
678,502
shares
|
$25.9 Million
0.04% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
664,259
shares
|
$25.4 Million
0.05% of portfolio
|
Q3 2023
Reduced 4.86%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
662,771
shares
|
$25.3 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
573,797
shares
|
$21.9 Million
0.01% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
545,687
shares
|
$20.9 Million
0.38% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
500,000
shares
|
$19.1 Million
0.49% of portfolio
|
Q4 2018
Added 100.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
425,528
shares
|
$16.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
424,754
shares
|
$16.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
421,250
shares
|
$16.1 Million
9.25% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
413,985
shares
|
$15.8 Million
0.34% of portfolio
|
Q3 2025
Added 33.86%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
408,356
shares
|
$15.6 Million
0.9% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
398,018
shares
|
$15.2 Million
3.16% of portfolio
|
Q3 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
390,539
shares
|
$14.9 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
390,343
shares
|
$14.9 Million
0.09% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
390,027
shares
|
$14.9 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
345,727
shares
|
$13.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 20.15%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
342,452
shares
|
$13.1 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
340,512
shares
|
$13 Million
0.05% of portfolio
|
Q3 2025
Reduced 23.04%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 06, 2025 Q3 2025 |
330,235
shares
|
$12.6 Million
5.28% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
328,335
shares
|
$12.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
323,738
shares
|
$12.4 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
315,218
shares
|
$12 Million
0.0% of portfolio
|
Q2 2024
Reduced 61.09%
|
|