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 $2.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
34,994
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 25.31%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
34,718
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
34,124
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 43.25%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
32,463
shares
|
$1.01 Million
0.26% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
32,457
shares
|
$1.01 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
31,926
shares
|
$996,091
0.57% of portfolio
|
Q4 2024
Added 62.41%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
31,670
shares
|
$988,104
0.04% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
30,980
shares
|
$966,576
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
30,933
shares
|
$965,109
0.42% of portfolio
|
Q2 2022
Added 0.86%
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
30,782
shares
|
$960,398
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
30,754
shares
|
$959,524
0.23% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
30,587
shares
|
$954,314
0.06% of portfolio
|
Q4 2024
Added 8.19%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Jan 31, 2025 Q4 2024 |
30,321
shares
|
$946,015
0.27% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
30,009
shares
|
$936,280
0.25% of portfolio
|
Q4 2024
Reduced 7.26%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
29,278
shares
|
$913,473
0.0% of portfolio
|
Q4 2024
Reduced 70.06%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
29,183
shares
|
$910,509
0.01% of portfolio
|
Q4 2024
Reduced 11.3%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
28,892
shares
|
$901,430
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
28,851
shares
|
$900,151
0.44% of portfolio
|
Q4 2024
Reduced 7.8%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
28,786
shares
|
$898,123
0.08% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
28,352
shares
|
$884,582
0.6% of portfolio
|
Q4 2024
Added 21.71%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
28,189
shares
|
$879,496
0.23% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
28,075
shares
|
$875,940
0.13% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
27,948
shares
|
$871,977
0.07% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
27,256
shares
|
$850,387
0.25% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
27,219
shares
|
$849,232
0.02% of portfolio
|
Q4 2024
Reduced 15.94%
|