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 |
|---|---|---|---|---|---|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
186,188
shares
|
$7.12 Million
3.33% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
184,836
shares
|
$7.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
182,137
shares
|
$6.96 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
179,042
shares
|
$6.84 Million
1.69% of portfolio
|
Q3 2025
Added 18.57%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
172,902
shares
|
$6.61 Million
4.89% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
163,607
shares
|
$6.25 Million
0.59% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Nov 04, 2025 Q3 2025 |
155,730
shares
|
$5.95 Million
2.79% of portfolio
|
Q3 2025
Added 19.94%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
151,870
shares
|
$5.8 Million
1.68% of portfolio
|
Q3 2025
Added 700.41%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
147,830
shares
|
$5.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
147,263
shares
|
$5.63 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
140,776
shares
|
$5.38 Million
1.29% of portfolio
|
Q3 2025
Reduced 11.95%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
140,366
shares
|
$5.36 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
136,651
shares
|
$5.22 Million
3.21% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
133,653
shares
|
$5.11 Million
0.44% of portfolio
|
Q2 2024
Reduced 28.58%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
132,744
shares
|
$5.07 Million
0.01% of portfolio
|
Q3 2025
Added 4.97%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
126,646
shares
|
$4.84 Million
0.17% of portfolio
|
Q3 2025
Reduced 98.5%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
125,462
shares
|
$4.8 Million
0.7% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
125,160
shares
|
$4.78 Million
0.0% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
123,788
shares
|
$4.73 Million
0.06% of portfolio
|
Q3 2025
Added 1648.67%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
123,190
shares
|
$4.71 Million
0.05% of portfolio
|
Q3 2025
Reduced 11.46%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
120,711
shares
|
$4.61 Million
0.03% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
119,250
shares
|
$4.56 Million
1.17% of portfolio
|
Q2 2025
Added 519.48%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
117,724
shares
|
$4.5 Million
0.01% of portfolio
|
Q3 2025
Added 28.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
116,746
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2025
Added 6.83%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
115,636
shares
|
$4.42 Million
0.08% of portfolio
|
Q3 2025
Added 2.3%
|
|