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Disclosery

IDEV ISHARES TR

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CORE MSCI INTL (fund)

511 managers (515 13F filers) reported a position in IDEV shares at 2024-12-31, 181,868,438 shares in all. 50 filers opened a position and 20 filers sold out during the quarter.

Managers
511
13F filers
515
New
50
Added
221
Reduced
127
Sold out
20
Shares held by filers
181,868,438

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Portside Wealth Group, LLC3,618$233K0.04%013F-HR/ATimeline
PETRA FINANCIAL ADVISORS INC3,574$230K0.16%+16213F-HRTimeline
Opes Wealth Management LLC3,508$226K0.05%013F-HRTimeline
Evercore Wealth Management, LLC3,491$225K<0.01%new13F-HRTimeline
Trivium Point Advisory, LLC3,485$225K0.03%+413F-HRTimeline
Northwest Capital Management Inc3,477$224K0.1%+5313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,411$220K<0.01%new13F-HRTimelineGroup
World Investment Advisors3,360$217K0.01%new13F-HRTimeline
Armbruster Capital Management, Inc.3,356$216K0.04%new13F-HRTimeline
Lynx Investment Advisory3,346$216K0.15%+14613F-HRTimeline
SMART Wealth LLC3,344$216K0.08%+3413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding3,321$214K0Timeline
Carlson Capital Management3,285$212K0.01%+25213F-HRTimeline
Robertson Stephens Wealth Management, L…3,233$208K0.01%+113F-HRTimeline
Fairman Group, LLC3,230$208K0.17%-24713F-HRTimeline
WPG Advisers, LLC3,228$208K0.19%13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,222$208K0.08%013F-HRTimeline
AIRE ADVISORS, LLC3,208$207K0.04%013F-HRTimeline
Main Street Financial Solutions, LLC3,174$205K0.02%new13F-HRTimeline
Sage Mountain Advisors LLC3,086$199K0.01%new13F-HRTimeline
Venturi Wealth Management, LLC3,001$193K0.01%013F-HRTimeline
Global Retirement Partners, LLC2,936$189K0.01%+45113F-HRTimeline
Golden State Wealth Management, LLC2,827$182K0.03%13F-HRTimeline
Towne Trust Company, N.A2,780$179K0.06%new13F-HRTimeline
Capital Advisors, Ltd. LLC2,776$179K0.02%+1813F-HRTimeline
Trust Co2,707$174K0.02%-2913F-HRTimeline
Parkworth Wealth Management, Inc.2,697$174K0.14%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,463$160K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,341$151K<0.01%-39913F-HRTimeline
Heck Capital Advisors, LLC2,284$147K0.02%-10013F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,206$142K0.01%+3813F-HRTimeline
NorthRock Partners, LLC2,172$140K<0.01%013F-HR/ATimeline
MATHER GROUP, LLC.2,116$136K<0.01%013F-HRTimeline
Caldwell Trust Co1,547$99.7K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,375$88.6K0.03%+6113F-HRTimeline
PRIVATE TRUST CO NA1,374$88.6K0.01%-2613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,283$82.7K0.04%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,240$79.8K<0.01%013F-HR/ATimeline
Coppell Advisory Solutions LLC1,207$77.8K0.01%+79113F-HRTimeline
Pineridge Advisors LLC1,188$76.6K0.03%-18013F-HRTimeline
Turim 21 Investimentos Ltda.1,133$76.3K0.02%013F-HRTimeline
WHITTIER TRUST CO1,175$75.8K<0.01%new13F-HRTimeline
Nemes Rush Group LLC1,063$68.6K0.01%-51113F-HRTimeline
Armor Investment Advisors, LLC973$62.7K0.03%013F-HRTimeline
First PREMIER Bank961$62K0.02%+10113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…911$60.5K<0.01%+36313F-HRTimeline
SIGNATUREFD, LLC900$58K<0.01%013F-HRTimeline
Wingate Wealth Advisors, Inc.884$57K0.06%13F-HRTimeline
Smartleaf Asset Management LLC879$56.7K0.01%-113F-HRTimeline
Farther Finance Advisors, LLC856$55.2K<0.01%-2,66413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC852$54.9K<0.01%new13F-HR/ATimeline
CONQUIS FINANCIAL LLC847$54.6K0.06%13F-HRTimeline
Avion Wealth835$53K0.01%013F-HRTimeline
Ridgewood Investments LLC800$51.6K0.02%new13F-HRTimeline
TD Waterhouse Canada Inc.800$51.6K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC785$50.6K0.01%013F-HRTimeline
Main Street Group, LTD637$41.1K0.02%013F-HRTimeline
Rialto Wealth Management, LLC602$38.8K0.01%13F-HRTimeline
Crewe Advisors LLC550$35.5K<0.01%-1513F-HRTimeline
Van Hulzen Asset Management, LLC550$35.5K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc521$33.6K<0.01%+5013F-HRTimeline
Legacy Investment Solutions, LLC491$33.2K0.02%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…491$33.2K0.02%new13F-HRTimelineGroup
Paladin Advisory Group, LLC511$32.9K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.489$32.9K0.02%13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.451$30.4K0.02%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC376$24.2K<0.01%new13F-HRTimelineGroup
FLP Wealth Management, LLC362$23.3K0.06%13F-HRTimeline
Archer Investment Corp356$23K0.01%+4713F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC318$20.5K0.01%13F-HRTimeline
Dogwood Wealth Management LLC288$18.6K0.01%new13F-HRTimeline
Continuum Advisory, LLC283$18.2K<0.01%+713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/263$17K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.260$16.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC248$16K<0.01%013F-HRTimeline
Sachetta, LLC245$15.8K0.01%013F-HRTimeline
Avior Wealth Management, LLC193$12.4K<0.01%013F-HRTimeline
Creekmur Asset Management LLC189$12.2K<0.01%-1,86713F-HRTimeline
CoreCap Advisors, LLC183$11.8K<0.01%+6213F-HRTimeline
Deane Retirement Strategies, Inc.177$11.4K0.01%+913F-HRTimeline
Cherry Tree Wealth Management, LLC167$10.8K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.133$9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Investors Research Corp123$7.93K<0.01%013F-HRTimeline
Transce3nd, LLC97$6.25K<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…93$6.02K<0.01%+313F-HRTimelineGroup
North Star Investment Management Corp.85$5.48K<0.01%013F-HRTimeline
Menard Financial Group LLC77$4.96K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC67$4.32K<0.01%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED64$4.13K<0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding63$4.06K-41Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.61$3.93K<0.01%013F-HRTimelineGroup
Capital A Wealth Management, LLC54$3.48K0.01%13F-HRTimeline
ROSS\JOHNSON & Associates LLC47$3.04K0.07%13F-HRTimeline
Whipplewood Advisors, LLC44$2.84K<0.01%13F-HRTimeline
Larson Financial Group LLC39$2.51K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.35$2.26K<0.01%-53513F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…33$2.13K<0.01%013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP29$1.87K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC20$1.29K<0.01%new13F-HRTimelineGroup
AlphaMark Advisors, LLC14$1K<0.01%013F-HRTimeline
Blue Trust, Inc.15$967<0.01%-613F-HR/ATimeline
GS Investments, Inc.8$532<0.01%013F-HRTimeline
Sound Income Strategies, LLC7$451<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC5$323<0.01%013F-HRTimeline
Copia Wealth Management5$322<0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO3$193<0.01%-3013F-HRTimelineGroup
Qube Research & Technologies Ltd2$129<0.01%-11313F-HRTimeline
Delos Wealth Advisors, LLC2$129<0.01%013F-HRTimeline
TRUST CO OF VERMONT1$64<0.01%new13F-HRTimeline
Truvestments Capital LLC1$64<0.01%new13F-HRTimeline
Morling Financial Advisors, LLC1$51<0.01%013F-HRTimeline