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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
12,670,624
shares
|
$484 Million
0.03% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
7,305,673
shares
|
$279 Million
0.02% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
3,992,472
shares
|
$153 Million
0.03% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
3,947,660
shares
|
$151 Million
0.03% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
3,623,995
shares
|
$139 Million
0.04% of portfolio
|
Q3 2025
Reduced 24.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,516,713
shares
|
$134 Million
0.22% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,922,393
shares
|
$112 Million
0.02% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,529,743
shares
|
$96.7 Million
0.03% of portfolio
|
Q3 2025
Added 19.94%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,001,099
shares
|
$76.5 Million
0.09% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,735,169
shares
|
$66.3 Million
0.01% of portfolio
|
Q2 2025
Added 31.78%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,453,166
shares
|
$55.5 Million
0.02% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,277,361
shares
|
$48.8 Million
0.06% of portfolio
|
Q3 2025
Added 137.09%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 12, 2025 Q3 2025 |
1,232,000
shares
|
$47.1 Million
2.79% of portfolio
|
Q3 2025
Added 37.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,209,499
shares
|
$46.2 Million
0.05% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,095,857
shares
|
$41.9 Million
0.01% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
1,082,548
shares
|
$41.4 Million
0.18% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,036,551
shares
|
$39.6 Million
0.03% of portfolio
|
Q3 2025
Added 105.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,009,558
shares
|
$38.6 Million
0.0% of portfolio
|
Q3 2025
Added 18.29%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
874,959
shares
|
$33.4 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
870,660
shares
|
$33.3 Million
2.14% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
863,327
shares
|
$33 Million
0.04% of portfolio
|
Q3 2025
Added 17.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
847,910
shares
|
$32.4 Million
0.03% of portfolio
|
Q3 2025
Added 12.16%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
839,351
shares
|
$32.1 Million
0.28% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
750,112
shares
|
$28.7 Million
1.17% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
734,580
shares
|
$28.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.55%
|
|