Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 582 institutions that hold shares in the stock, with a total of 91.5 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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
86,214
shares
|
$3.3 Million
0.04% of portfolio
|
Q3 2025
Added 8.94%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
85,707
shares
|
$3.28 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
Oct 23, 2025 Q3 2025 |
84,339
shares
|
$3.22 Million
2.49% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
83,599
shares
|
$3.2 Million
0.08% of portfolio
|
Q2 2020
Added 11.1%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
82,534
shares
|
$3.15 Million
0.99% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
80,057
shares
|
$3.06 Million
1.15% of portfolio
|
Q3 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
79,994
shares
|
$3.06 Million
0.02% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
78,215
shares
|
$2.99 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
73,953
shares
|
$2.83 Million
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
71,265
shares
|
$2.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
70,703
shares
|
$2.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
70,070
shares
|
$2.68 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
69,848
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
69,701
shares
|
$2.66 Million
0.74% of portfolio
|
Q2 2022
Added 9.59%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
68,032
shares
|
$2.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 12.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
67,996
shares
|
$2.6 Million
0.02% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
67,716
shares
|
$2.59 Million
0.19% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
B Long Financial, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
65,592
shares
|
$2.51 Million
1.67% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
65,450
shares
|
$2.5 Million
0.58% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,368
shares
|
$2.5 Million
0.04% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
64,902
shares
|
$2.48 Million
0.1% of portfolio
|
Q3 2025
Reduced 8.64%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
64,536
shares
|
$2.47 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
62,736
shares
|
$2.4 Million
0.29% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
61,911
shares
|
$2.37 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
61,783
shares
|
$2.36 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.69%
|
|