Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 477 institutions that hold shares in the stock, with a total of 76.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
19,586
shares
|
$552,521
0.11% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
19,555
shares
|
$551,646
0.04% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
19,512
shares
|
$550,433
0.04% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
19,365
shares
|
$546,286
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
19,287
shares
|
$544,086
0.34% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
19,196
shares
|
$541,519
0.12% of portfolio
|
Q4 2024
Reduced 28.55%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
18,945
shares
|
$534,438
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,927
shares
|
$533,930
0.04% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
18,869
shares
|
$532,294
0.13% of portfolio
|
Q3 2024
Reduced 82.82%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
18,828
shares
|
$531,137
0.28% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
18,629
shares
|
$525,524
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
18,620
shares
|
$525,270
0.32% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
18,512
shares
|
$522,223
0.01% of portfolio
|
Q2 2024
Added 7.25%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
18,360
shares
|
$517,935
0.16% of portfolio
|
Q3 2024
Added 13.47%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
18,358
shares
|
$517,879
0.09% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
18,292
shares
|
$516,017
0.04% of portfolio
|
Q3 2024
Added 41.71%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
17,306
shares
|
$488,202
0.13% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
17,123
shares
|
$483,039
0.05% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
17,117
shares
|
$482,870
0.01% of portfolio
|
Q2 2024
Added 21.13%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
16,764
shares
|
$472,912
0.01% of portfolio
|
Q3 2024
Reduced 13.57%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
16,486
shares
|
$465,070
0.05% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
16,370
shares
|
$461,797
0.01% of portfolio
|
Q3 2024
Added 115.37%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
16,289
shares
|
$459,512
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
15,903
shares
|
$448,623
0.08% of portfolio
|
Q1 2024
Added 0.66%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
15,730
shares
|
$443,743
0.16% of portfolio
|
Q1 2024
Reduced 10.52%
|