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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
115,165
shares
|
$4.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
114,305
shares
|
$4.37 Million
0.38% of portfolio
|
Q3 2025
Added 70.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
113,814
shares
|
$4.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
112,782
shares
|
$4.31 Million
0.1% of portfolio
|
Q4 2023
Reduced 21.51%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
112,044
shares
|
$4.28 Million
0.14% of portfolio
|
Q4 2022
Added 806.14%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
109,952
shares
|
$4.2 Million
1.46% of portfolio
|
Q3 2025
Added 53.07%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
109,451
shares
|
$4.18 Million
0.0% of portfolio
|
Q3 2025
Added 48.79%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
107,365
shares
|
$4.1 Million
0.35% of portfolio
|
Q4 2023
Reduced 3.38%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
106,387
shares
|
$4.07 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
106,230
shares
|
$4.06 Million
1.01% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
105,555
shares
|
$4.03 Million
1.08% of portfolio
|
Q3 2025
Added 8.79%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
104,249
shares
|
$3.98 Million
0.08% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
102,215
shares
|
$3.91 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
99,007
shares
|
$3.78 Million
0.05% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
98,252
shares
|
$3.76 Million
1.67% of portfolio
|
Q3 2025
Added 22.48%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
97,249
shares
|
$3.72 Million
0.0% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
96,828
shares
|
$3.7 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
96,826
shares
|
$3.7 Million
0.1% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
96,779
shares
|
$3.7 Million
0.03% of portfolio
|
Q3 2025
Added 81.78%
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
95,091
shares
|
$3.63 Million
0.59% of portfolio
|
Q3 2025
Reduced 4.45%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
94,500
shares
|
$3.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 77.81%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
91,711
shares
|
$3.51 Million
0.37% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
89,172
shares
|
$3.41 Million
0.33% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
88,981
shares
|
$3.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
87,657
shares
|
$3.35 Million
0.58% of portfolio
|
Q3 2025
Added 1.05%
|
|