# ISHARES TR (IDV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IDV/

- Reporting holders: 29
- Reported value: $65.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $12.0M | 284,103 | 0.9% | 32 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $11.8M | 279,270 | 1.3% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.0M | 189,370 | 0.1% | 16 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $6.4M | 151,882 | 0.5% | 24 |
| [Prota Financial, LLC](https://holderbook.com/funds/2126257-prota-financial-llc/) | $5.5M | 132,574 | 3.5% | 4 |
| [Gallagher Capital Advisors, LLC](https://holderbook.com/funds/2034519-gallagher-capital-advisors-llc/) | $5.0M | 119,515 | 2.7% | 6 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $3.6M | 84,608 | 0.3% | 3 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $2.1M | 49,929 | 0.6% | 3 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.5M | 35,279 | 0.0% | 3 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $1.5M | 34,720 | 1.4% | 3 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $1.4M | 33,313 | 0.3% | 3 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $1.3M | 31,467 | 0.3% | 24 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $889.4K | 21,081 | 0.1% | 6 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $719.8K | 17,349 | 0.5% | 4 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $715.5K | 16,960 | 0.2% | 6 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $699.6K | 16,581 | 0.3% | 5 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $440.2K | 10,433 | 0.0% | 3 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $303.4K | 7,190 | 0.1% | 6 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $279.6K | 6,627 | 0.0% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $271.4K | 6,434 | 0.0% | 9 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $240.7K | 5,705 | 0.1% | 6 |
| [Longview Financial Advisors, Inc.](https://holderbook.com/funds/1786915-longview-financial-advisors-inc/) | $223.0K | 5,285 | 0.1% | 1 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $126.6K | 3,000 | 0.1% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $78.0K | 1,849 | 0.0% | 10 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $62.8K | 1,489 | 0.0% | 18 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 29 | $65.2M |
| Q2 2026 | 630 | $5.0B |
| Q1 2026 | 603 | $5.0B |
| Q4 2025 | 579 | $3.8B |
| Q3 2025 | 521 | $3.3B |
| Q2 2025 | 512 | $3.1B |
| Q1 2025 | 457 | $2.4B |
| Q4 2024 | 459 | $2.1B |
| Q3 2024 | 448 | $2.3B |
| Q2 2024 | 431 | $2.1B |
| Q1 2024 | 442 | $2.5B |
| Q4 2023 | 455 | $2.5B |