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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
190
shares
|
$7,261
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
180
shares
|
$6,879
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
173
shares
|
$6,612
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
163
shares
|
$6,229
0.0% of portfolio
|
Q1 2024
Reduced 59.05%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
160
shares
|
$6,115
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
141
shares
|
$5,389
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
140
shares
|
$5,350
0.02% of portfolio
|
Q3 2025
Added 84.21%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
118
shares
|
$4,509
0.0% of portfolio
|
Q3 2025
Reduced 85.83%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
117
shares
|
$4,471
0.0% of portfolio
|
Q3 2022
Reduced 69.77%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
110
shares
|
$4,204
0.0% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
100
shares
|
$3,822
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
100
shares
|
$3,822
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
85
shares
|
$3,248
0.0% of portfolio
|
Q3 2025
Reduced 42.18%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
45
shares
|
$1,719
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
44
shares
|
$1,681
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
37
shares
|
$1,414
0.0% of portfolio
|
Q3 2025
Reduced 97.93%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
31
shares
|
$1,184
0.0% of portfolio
|
Q3 2025
Added 29.17%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
30
shares
|
$1,146
0.0% of portfolio
|
Q3 2025
Reduced 99.92%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
17
shares
|
$649
0.0% of portfolio
|
Q2 2025
Reduced 81.91%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
14
shares
|
$535
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
11
shares
|
$420
0.0% of portfolio
|
Q2 2025
Reduced 72.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
7
shares
|
$267
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
5
shares
|
$191
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
1
shares
|
$38
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1
shares
|
$38
0.0% of portfolio
|
Q2 2024
New holding
|
|