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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
11,163
shares
|
$314,908
0.02% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
11,007
shares
|
$310,507
0.16% of portfolio
|
Q4 2024
Reduced 22.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
10,892
shares
|
$307,263
0.02% of portfolio
|
Q3 2024
Reduced 26.81%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
10,851
shares
|
$306,106
0.03% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
10,792
shares
|
$304,442
0.01% of portfolio
|
Q4 2024
Reduced 8.32%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
10,550
shares
|
$297,615
0.22% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
10,499
shares
|
$296,176
0.0% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
10,300
shares
|
$290,563
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
10,130
shares
|
$285,767
0.03% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
10,007
shares
|
$282,297
0.01% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
9,878
shares
|
$278,658
0.02% of portfolio
|
Q1 2024
Reduced 18.11%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
9,852
shares
|
$277,924
0.06% of portfolio
|
Q2 2022
Reduced 3.56%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,586
shares
|
$270,421
0.03% of portfolio
|
Q2 2023
Added 2.16%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,393
shares
|
$264,976
0.02% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,377
shares
|
$264,525
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
9,375
shares
|
$264,468
0.03% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
9,217
shares
|
$260,011
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
9,011
shares
|
$254,200
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
8,961
shares
|
$252,789
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,944
shares
|
$252,310
0.0% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,869
shares
|
$250,194
0.07% of portfolio
|
Q3 2024
Added 58.91%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
8,850
shares
|
$249,658
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,838
shares
|
$249,319
0.0% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,750
shares
|
$246,837
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
8,721
shares
|
$246,019
0.05% of portfolio
|
Q4 2024
Reduced 19.97%
|