IDV — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IDV? 31 Institutions Hold $74.3M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IDV)? 31 institutions reported holding $74.33M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Bangor Savings Bank ($12.0M), Capital Advisors Wealth Management, LLC ($11.8M), CX Institutional ($9.1M).

Rank	Institution	Value	Shares	Change
1	Bangor Savings Bank	$12.0M	284,103	Added
2	Capital Advisors Wealth Management, LLC	$11.8M	279,270	Added
3	CX Institutional	$9.1M	216,515	Added
4	Farther Finance Advisors, LLC	$8.0M	189,370	Added
5	Heartwood Wealth Advisors LLC	$6.4M	151,882	Added
6	Prota Financial, LLC	$5.5M	132,574	Added
7	Gallagher Capital Advisors, LLC	$5.0M	119,515	Added
8	Cooper Financial Group	$3.6M	84,608	Added
9	Gerald Baker Financial Group LLC	$2.1M	49,929	Added
10	Avidian Wealth Enterprises, LLC	$1.5M	35,279	Trimmed
11	PUFF WEALTH MANAGEMENT, LLC	$1.5M	34,720	Added
12	Castle Rock Wealth Management, LLC	$1.4M	33,313	Added
13	COLLECTIVE FAMILY OFFICE LLC	$1.3M	31,467	Hold
14	ARMSTRONG ADVISORY GROUP, INC	$889,408	21,081	Trimmed
15	Asempa Wealth Advisors	$719,797	17,349	Trimmed
16	Tactive Advisors, LLC	$715,536	16,960	Trimmed
17	First Citizens Financial Corp	$699,552	16,581	Trimmed
18	PARK NATIONAL CORP /OH/	$440,168	10,433	Trimmed
19	Plan A Wealth LLC	$303,383	7,190	Trimmed
20	Gradient Investments LLC	$279,593	6,627	Added
21	CoreCap Advisors, LLC	$271,450	6,434	Added
22	BOS Asset Management, LLC	$240,694	5,705	Hold
23	Longview Financial Advisors, Inc.	$222,999	5,285	New
24	GILPIN WEALTH MANAGEMENT, LLC	$126,570	3,000	Hold
25	GAMMA Investing LLC	$78,009	1,849	Added

Source: SEC Form 13F filings · as of 2026-09-30