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 Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
31,291
shares
|
$849,863
0.55% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
31,114
shares
|
$845,056
0.28% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
30,933
shares
|
$840,140
0.42% of portfolio
|
Q2 2022
Added 0.86%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
30,624
shares
|
$831,747
0.3% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
30,111
shares
|
$817,814
0.15% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
29,760
shares
|
$808,281
0.19% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
29,357
shares
|
$797,336
0.09% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
29,094
shares
|
$790,193
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
29,050
shares
|
$788,998
0.12% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
28,723
shares
|
$780,116
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
28,271
shares
|
$767,840
0.06% of portfolio
|
Q3 2024
Added 51.25%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
28,189
shares
|
$765,613
0.23% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
27,925
shares
|
$758,443
0.01% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
27,292
shares
|
$741,250
0.07% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
27,240
shares
|
$739,838
0.0% of portfolio
|
Q3 2024
Added 13.78%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
27,050
shares
|
$734,678
0.02% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
26,868
shares
|
$729,734
0.19% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
26,842
shares
|
$729,028
0.01% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
26,814
shares
|
$728,268
0.02% of portfolio
|
Q3 2024
Reduced 26.66%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
26,478
shares
|
$719,142
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
25,921
shares
|
$704,014
0.01% of portfolio
|
Q3 2024
Added 18.02%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
25,551
shares
|
$693,965
0.26% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
25,504
shares
|
$692,688
0.03% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
24,767
shares
|
$672,671
0.38% of portfolio
|
Q3 2024
Added 8.78%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
24,765
shares
|
$672,617
0.1% of portfolio
|
Q3 2024
Reduced 6.99%
|