Institutional Ownership Ishares Tr (IDV)
This table provides information about the institutional ownership of Ishares Tr (IDV). We have compiled data on the 585 institutions that hold shares in the stock, with a total of 91.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
43,001
shares
|
$1.64 Million
0.3% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
42,318
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
42,104
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Added 9.79%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
41,930
shares
|
$1.6 Million
0.53% of portfolio
|
Q3 2025
Added 35.29%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
41,816
shares
|
$1.6 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
41,760
shares
|
$1.6 Million
0.06% of portfolio
|
Q3 2025
Added 38.22%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 07, 2026 Q4 2025 |
41,280
shares
|
$1.58 Million
0.12% of portfolio
|
Q4 2025
Added 3.3%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
41,202
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2025
Added 70.78%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
41,139
shares
|
$1.57 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
40,064
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Added 44.32%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
40,058
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
Added 41.15%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
39,815
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
39,744
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
39,309
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
38,678
shares
|
$1.48 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 09, 2026 Q4 2025 |
38,581
shares
|
$1.47 Million
0.44% of portfolio
|
Q4 2025
Reduced 2.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
38,544
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 25.95%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
37,128
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 12, 2025 Q3 2025 |
37,000
shares
|
$1.41 Million
0.31% of portfolio
|
Q1 2025
Added 57.45%
|
|
|
Stolper CO
|
Jan 12, 2026 Q4 2025 |
36,301
shares
|
$1.39 Million
0.42% of portfolio
|
Q4 2025
Reduced 0.75%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Nov 13, 2025 Q3 2025 |
36,245
shares
|
$1.39 Million
0.63% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
35,841
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2022
Reduced 15.07%
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
35,426
shares
|
$1.35 Million
0.24% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
35,423
shares
|
$1.35 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
34,876
shares
|
$1.33 Million
0.05% of portfolio
|
Q3 2025
Added 4.32%
|
|