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 |
|---|---|---|---|---|---|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
35,423
shares
|
$1.35 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
34,876
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
34,418
shares
|
$1.32 Million
0.74% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
34,238
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
34,102
shares
|
$1.3 Million
0.7% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
33,705
shares
|
$1.29 Million
0.65% of portfolio
|
Q3 2025
Reduced 13.57%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
33,217
shares
|
$1.27 Million
0.01% of portfolio
|
Q2 2025
Added 32.87%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
32,924
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
32,716
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2025
Added 27.66%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
32,309
shares
|
$1.23 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
31,721
shares
|
$1.21 Million
0.27% of portfolio
|
Q3 2025
Reduced 60.47%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
31,525
shares
|
$1.2 Million
0.04% of portfolio
|
Q3 2025
Added 1.94%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
31,517
shares
|
$1.2 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
31,319
shares
|
$1.2 Million
0.34% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
31,207
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
30,933
shares
|
$1.18 Million
0.42% of portfolio
|
Q2 2022
Added 0.86%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
30,289
shares
|
$1.16 Million
1.21% of portfolio
|
Q3 2025
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
30,169
shares
|
$1.15 Million
0.09% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
29,916
shares
|
$1.14 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.15%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
29,914
shares
|
$1.14 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
29,442
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
29,221
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2025
Added 144.77%
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
28,616
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
28,549
shares
|
$1.09 Million
0.7% of portfolio
|
Q3 2025
Added 31.92%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
28,469
shares
|
$1.09 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|