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 |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
61,254
shares
|
$2.34 Million
0.05% of portfolio
|
Q3 2025
Reduced 9.99%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
59,515
shares
|
$2.27 Million
0.6% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
58,275
shares
|
$2.23 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
57,900
shares
|
$2.21 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
57,819
shares
|
$2.21 Million
0.65% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
57,408
shares
|
$2.19 Million
0.13% of portfolio
|
Q3 2025
Reduced 29.63%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Oct 14, 2025 Q3 2025 |
57,078
shares
|
$2.18 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
56,054
shares
|
$2.14 Million
0.03% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
53,314
shares
|
$2.04 Million
0.32% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
52,817
shares
|
$2.02 Million
1.38% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
52,314
shares
|
$2 Million
0.06% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
51,808
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2025
Added 136.6%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
51,434
shares
|
$1.97 Million
1.11% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
50,660
shares
|
$1.94 Million
0.33% of portfolio
|
Q3 2025
Reduced 9.87%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
49,716
shares
|
$1.9 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
49,570
shares
|
$1.89 Million
0.05% of portfolio
|
Q3 2025
Added 37.88%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
48,804
shares
|
$1.87 Million
0.04% of portfolio
|
Q3 2025
Added 17.72%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
48,236
shares
|
$1.84 Million
0.45% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
48,227
shares
|
$1.84 Million
0.51% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
47,940
shares
|
$1.83 Million
0.11% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
46,347
shares
|
$1.77 Million
0.08% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
45,156
shares
|
$1.73 Million
0.04% of portfolio
|
Q3 2025
Added 58.93%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
44,584
shares
|
$1.7 Million
0.39% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
44,418
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 40.49%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
44,307
shares
|
$1.69 Million
0.48% of portfolio
|
Q3 2025
Added 19.38%
|
|