Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 496 institutions that hold shares in the stock, with a total of 78.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
90,746
shares
|
$2.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 35.14%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
90,276
shares
|
$2.82 Million
0.95% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
89,296
shares
|
$2.79 Million
0.03% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
89,082
shares
|
$2.78 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
87,075
shares
|
$2.72 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
85,719
shares
|
$2.67 Million
0.11% of portfolio
|
Q4 2024
Added 34.36%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
84,270
shares
|
$2.63 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
83,867
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
83,599
shares
|
$2.61 Million
0.08% of portfolio
|
Q2 2020
Added 11.1%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
83,000
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Added 82.82%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
82,269
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2024
Added 60.08%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
82,096
shares
|
$2.56 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
79,980
shares
|
$2.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
77,795
shares
|
$2.43 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
76,303
shares
|
$2.38 Million
0.58% of portfolio
|
Q4 2024
Added 56.24%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
75,780
shares
|
$2.36 Million
0.63% of portfolio
|
Q4 2024
Added 41.3%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
75,067
shares
|
$2.34 Million
0.55% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
74,019
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Added 727.58%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
73,953
shares
|
$2.31 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
73,940
shares
|
$2.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
73,564
shares
|
$2.3 Million
0.01% of portfolio
|
Q4 2024
Added 61.53%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
72,793
shares
|
$2.27 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
71,736
shares
|
$2.24 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
71,157
shares
|
$2.22 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
69,701
shares
|
$2.17 Million
0.74% of portfolio
|
Q2 2022
Added 9.59%
|