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 |
|---|---|---|---|---|---|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
314,766
shares
|
$12 Million
0.53% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
312,658
shares
|
$11.9 Million
0.06% of portfolio
|
Q3 2025
Added 19.25%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
300,539
shares
|
$11.5 Million
0.39% of portfolio
|
Q3 2025
Reduced 6.44%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
285,328
shares
|
$10.9 Million
2.25% of portfolio
|
Q2 2022
Added 438.55%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
272,449
shares
|
$10.4 Million
4.44% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
270,909
shares
|
$10.4 Million
3.31% of portfolio
|
Q3 2025
Added 6.4%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
270,089
shares
|
$10.3 Million
0.38% of portfolio
|
Q3 2025
Added 8.27%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
267,395
shares
|
$10.2 Million
2.2% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
258,137
shares
|
$9.87 Million
4.61% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
256,280
shares
|
$9.8 Million
0.04% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
254,481
shares
|
$9.73 Million
0.06% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
254,001
shares
|
$9.71 Million
0.68% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
247,955
shares
|
$9.48 Million
6.45% of portfolio
|
Q3 2025
Added 8.06%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
244,610
shares
|
$9.35 Million
0.01% of portfolio
|
Q3 2025
Added 19.81%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
240,285
shares
|
$9.18 Million
0.06% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
231,441
shares
|
$8.85 Million
0.02% of portfolio
|
Q3 2025
Added 17.66%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
222,602
shares
|
$8.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
219,552
shares
|
$8.39 Million
0.14% of portfolio
|
Q3 2025
Added 18.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
211,428
shares
|
$8.08 Million
0.04% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
211,383
shares
|
$8.08 Million
0.85% of portfolio
|
Q4 2023
Reduced 2.57%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
206,025
shares
|
$7.87 Million
1.11% of portfolio
|
Q3 2025
Added 11.88%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
203,603
shares
|
$7.78 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
201,958
shares
|
$7.72 Million
0.01% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
197,243
shares
|
$7.54 Million
0.06% of portfolio
|
Q3 2025
Added 18.91%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
195,586
shares
|
$7.48 Million
0.0% of portfolio
|
Q3 2025
Added 21.25%
|
|