Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 479 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 $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
6,819
shares
|
$184,113
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
6,807
shares
|
$183,789
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
6,633
shares
|
$179,091
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
6,455
shares
|
$174,285
0.02% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
6,455
shares
|
$174,285
0.02% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
6,380
shares
|
$172,260
0.06% of portfolio
|
Q1 2023
Added 0.16%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
6,367
shares
|
$171,909
0.01% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
6,070
shares
|
$163,890
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
5,974
shares
|
$161,298
0.07% of portfolio
|
Q3 2022
Added 122.08%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
5,964
shares
|
$161,028
0.02% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
5,750
shares
|
$155,250
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
5,703
shares
|
$153,981
0.05% of portfolio
|
Q2 2023
Reduced 20.49%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,634
shares
|
$152,118
0.02% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
5,475
shares
|
$147,825
0.0% of portfolio
|
Q2 2024
Added 13.94%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5,359
shares
|
$144,693
0.04% of portfolio
|
Q2 2022
Reduced 0.3%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
5,169
shares
|
$139,563
0.01% of portfolio
|
Q3 2024
Reduced 26.18%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
4,008
shares
|
$108,216
0.05% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$108,000
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
3,661
shares
|
$98,847
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
3,492
shares
|
$94,284
0.04% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
3,379
shares
|
$91,233
0.04% of portfolio
|
Q3 2024
Reduced 22.09%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 08, 2025 Q3 2024 |
3,344
shares
|
$90,288
0.05% of portfolio
|
Q2 2024
Reduced 48.98%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
3,339
shares
|
$90,153
0.03% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
3,202
shares
|
$86,454
0.0% of portfolio
|
Q3 2024
Reduced 39.62%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
2,750
shares
|
$74,250
0.06% of portfolio
|
Q2 2024
Added 2650.0%
|