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 91.6 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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,776
shares
|
$106,098
0.0% of portfolio
|
Q3 2025
Added 2103.17%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
2,750
shares
|
$105,105
0.06% of portfolio
|
Q2 2024
Added 2650.0%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
2,591
shares
|
$99,028
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,480
shares
|
$94,785
0.0% of portfolio
|
Q3 2025
Added 97.77%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
2,352
shares
|
$89,893
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
2,211
shares
|
$84,504
0.03% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
2,180
shares
|
$83,319
0.02% of portfolio
|
Q3 2025
Added 33.25%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,166
shares
|
$82,784
0.0% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
2,164
shares
|
$82,708
0.0% of portfolio
|
Q1 2024
Reduced 45.48%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
2,164
shares
|
$82,708
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,098
shares
|
$80,185
0.02% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
2,081
shares
|
$79,535
0.02% of portfolio
|
Q1 2020
Added 301.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
2,065
shares
|
$78,924
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
2,000
shares
|
$76,440
0.03% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
1,925
shares
|
$73,573
0.02% of portfolio
|
Q2 2024
Reduced 9.41%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,899
shares
|
$72,579
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,884
shares
|
$72,006
0.04% of portfolio
|
Q2 2023
Reduced 66.51%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,884
shares
|
$72,006
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
1,843
shares
|
$70,439
0.0% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,815
shares
|
$69,369
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,546
shares
|
$59,088
0.01% of portfolio
|
Q3 2025
Reduced 27.11%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,504
shares
|
$57,482
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
1,500
shares
|
$57,330
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,500
shares
|
$57,330
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
1,490
shares
|
$56,947
0.0% of portfolio
|
Q3 2025
Reduced 5.7%
|
|