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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,489
shares
|
$56,909
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,475
shares
|
$56,374
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,463
shares
|
$55,915
0.0% of portfolio
|
Q1 2023
Reduced 52.76%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
1,443
shares
|
$55,151
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
1,403
shares
|
$53,622
0.0% of portfolio
|
Q2 2024
Reduced 93.18%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,396
shares
|
$53,355
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,368
shares
|
$52,284
0.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,320
shares
|
$50,450
0.0% of portfolio
|
Q3 2025
Reduced 13.21%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,273
shares
|
$48,654
0.01% of portfolio
|
Q1 2024
Reduced 38.23%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,215
shares
|
$46,437
0.02% of portfolio
|
Q3 2025
Added 10.45%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,160
shares
|
$44,335
0.0% of portfolio
|
Q3 2025
Reduced 31.32%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
1,136
shares
|
$43,417
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
1,097
shares
|
$41,927
0.01% of portfolio
|
Q1 2020
Reduced 18.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,075
shares
|
$41,086
0.0% of portfolio
|
Q3 2022
Reduced 66.16%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
1,035
shares
|
$39,557
0.01% of portfolio
|
Q3 2023
Reduced 16.93%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
1,019
shares
|
$38,946
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,011
shares
|
$38,640
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
988
shares
|
$37,761
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
980
shares
|
$37,455
0.0% of portfolio
|
Q2 2025
Added 44.12%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
888
shares
|
$33,939
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
871
shares
|
$33,289
0.03% of portfolio
|
Q3 2025
Reduced 20.38%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
819
shares
|
$31,302
0.0% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
811
shares
|
$30,996
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
690
shares
|
$26,371
0.02% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
677
shares
|
$25,874
0.0% of portfolio
|
Q2 2022
New holding
|
|