Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 480 institutions that hold shares in the stock, with a total of 76.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
83,599
shares
|
$2.27 Million
0.08% of portfolio
|
Q2 2020
Added 11.1%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
81,998
shares
|
$2.23 Million
0.08% of portfolio
|
Q3 2024
Reduced 18.01%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
79,132
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
79,014
shares
|
$2.15 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
78,542
shares
|
$2.13 Million
0.86% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
75,205
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
73,953
shares
|
$2.01 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
72,849
shares
|
$1.98 Million
0.61% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
72,276
shares
|
$1.96 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
69,701
shares
|
$1.89 Million
0.74% of portfolio
|
Q2 2022
Added 9.59%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
68,375
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Added 131.72%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
67,957
shares
|
$1.85 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
66,559
shares
|
$1.81 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
66,073
shares
|
$1.79 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
65,888
shares
|
$1.79 Million
0.24% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,368
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
63,796
shares
|
$1.73 Million
0.09% of portfolio
|
Q3 2024
Added 17.69%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
62,398
shares
|
$1.69 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
62,010
shares
|
$1.68 Million
0.65% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
60,500
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
60,141
shares
|
$1.63 Million
0.86% of portfolio
|
Q3 2024
Reduced 14.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
60,128
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.84%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
59,010
shares
|
$1.6 Million
0.38% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
57,323
shares
|
$1.56 Million
0.97% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
56,867
shares
|
$1.54 Million
0.41% of portfolio
|
Q3 2024
Added 0.69%
|