Skip to content
Disclosery

IDEV ISHARES TR

Follow

CORE MSCI INTL (fund)

523 managers (527 13F filers) reported a position in IDEV shares at 2025-03-31, 213,275,717 shares in all. 53 filers opened a position and 39 filers sold out during the quarter.

Managers
523
13F filers
527
New
53
Added
234
Reduced
134
Sold out
39
Shares held by filers
213,275,717

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/47,738,453$3.29B0.29%+11,157,90013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.18,879,838$1.3B0.03%+55,12913F-HRTimelineGroup
Creative Planningin group Creative Planning17,699,815$1.22B1.15%-295,76413F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO10,525,397$725M0.93%+704,71313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY10,468,999$721M0.05%+148,56213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding6,074,967$419M+581,039Timeline
Bank of Finland5,965,563$411M29.88%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,702,843$393M0.21%+4,639,37413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,135,322$349M0.09%+4,981,74713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,199,533$289M0.22%-1,414,92813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding3,702,810$255M+770,905Timeline
Horizon Investments, LLC3,648,012$251M7.49%+2,295,06813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,607,656$249M0.45%-98,65913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,230,317$223M0.02%+591,57013F-HRTimelineGroup
Heritage Financial Services, LLC3,176,295$219M21.66%+3,047,70713F-HRTimeline
Alesco Advisors, LLC, An ESL Co3,102,345$214M6.71%+19,99513F-HRTimeline
Aptus Capital Advisors, LLC2,272,838$157M1.77%+355,40113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,659,634$114M0.04%-27,34013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,651,488$114M0.31%+28,47713F-HRTimelineGroup
MCF Advisors LLC1,568,484$108M7.77%-18,34513F-HRTimeline
DAVIDSON INVESTMENT ADVISORS1,553,920$107M5.29%+33,28013F-HRTimeline
CCM INVESTMENT GROUP, LLC1,435,325$99.7M10.54%+19,69313F-HRTimeline
Clarius Group, LLC1,441,842$99.3M6.24%+352,54813F-HRTimeline
Empowered Funds, LLC1,435,744$98.9M1.41%+15,92213F-HRTimeline
TFC Financial Management, Inc.1,416,233$97.6M14.94%-21,99613F-HRTimeline
UBS Group AGin group UBS Group AG1,367,408$94.2M0.02%+35,04313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.1,314,715$90.6M1.38%-151,54513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,265,854$87.2M0.02%+980,17313F-HRTimelineGroup
Capital Asset Advisory Services LLC1,256,999$87.1M4.44%-29,01413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,256,222$86.5M2.36%-35,72713F-HRTimeline
NIXON PEABODY TRUST CO1,198,737$82.6M7.01%-1,44813F-HRTimeline
Litman Gregory Wealth Management LLC1,150,779$79.3M6.8%-3,04613F-HRTimeline
LPL Financial LLC1,075,050$74.1M0.03%+331,23313F-HRTimeline
First Command Advisory Services, Inc.1,020,134$70.3M0.67%+160,20313F-HRTimeline
Cetera Investment Advisers922,942$63.6M0.12%+257,32813F-HRTimeline
AMARILLO NATIONAL BANK845,346$58.2M11.33%-18,09813F-HRTimeline
Mariner, LLCin group Mariner, LLC834,705$57.5M0.1%+7,42113F-HRTimelineGroup
Wealthspire Retirement, LLC804,445$55.4M4.39%+59,57513F-HRTimeline
Rock Creek Group LLCin group Rock Creek Group LLC807,900$55.3M6.55%+122,59113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS750,726$51.7M0.13%+247,98713F-HRTimeline
Foster Group, Inc.729,956$50.3M1.88%+23,76513F-HRTimeline
Main Management ETF Advisors, LLCgroup of 2 filers holding704,729$48.5MnewTimeline
Klaas Financial Asset Advisors, LLC692,445$47.7M8.22%+12,85313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…690,832$47.6M0.04%+31,15313F-HRTimelineGroup
Standpoint Asset Management, LLC679,000$46.8M8.62%+22,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC669,673$46.1M0.07%+34,54513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA658,407$45.4M0.01%-80,77913F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC649,554$44.7M0.08%+640,43213F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC690,887$44.5M1%013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…529,168$36.5M0.96%+110,99013F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC511,906$35.3M7.87%+496,20513F-HRTimeline
Sterling Capital Management LLC488,291$33.6M0.52%+43,90013F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co525,500$33.6M0.89%-2,072,50013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN481,685$33.2M0.01%-96,65813F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp453,166$31.2M3.49%-2,16113F-HRTimelineGroup
HighTower Advisors, LLC419,395$28.9M0.04%+24,20613F-HRTimeline
Stockman Wealth Management, Inc.406,350$28M4.14%+35,30813F-HRTimeline
Cambridge Investment Research Advisors,…404,471$27.9M0.09%+19,16713F-HRTimeline
AAF Wealth Management, LLC384,037$26.5M14.28%-10,86113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.350,957$24.2M0.05%+209,79113F-HRTimelineGroup
Veery Capital, LLC350,384$24.1M9.39%+14,83013F-HRTimeline
DDFG, Inc349,200$24.1M6.67%-62,29013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC304,875$21M0.45%+46,22713F-HRTimeline
AE Wealth Management LLC304,673$21M0.18%-9,09713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC291,216$20.8M1.76%+121,46513F-HRTimeline
BSW Wealth Partners302,094$20.8M3.16%+10,81113F-HRTimeline
Fortitude Family Office, LLC291,799$20.1M7.19%+59,82413F-HRTimeline
MBL Wealth, LLC263,388$18.1M1.84%+13,08813F-HRTimeline
Columbus Macro, LLC262,916$18.1M2.39%+12,22913F-HRTimeline
Blue Investment Partners LLC251,432$17.3M6.52%+67,32013F-HRTimeline
Vision Capital Management, Inc.251,270$17.3M2.49%-2,79713F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.246,285$17M4.83%+62,62213F-HRTimeline
Global Strategic Investment Solutions, …246,188$17M1.96%-313F-HRTimeline
Orion Porfolio Solutions, LLC241,682$16.6M0.16%+33013F-HRTimeline
Orion Portfolio Solutions, LLC241,682$16.6M0.16%+33013F-HR/ATimeline
Cornerstone Wealth Group, LLC240,318$16.6M1.37%+55,09713F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS240,074$16.5M6.69%-19,56413F-HRTimeline
Kondo Wealth Advisors, Inc.239,897$16.5M8.15%+19,07613F-HRTimeline
Aerodigm Wealth, LLC233,496$16.1M8.97%+13,91813F-HRTimeline
OLD MISSION CAPITAL LLC231,921$16M0.31%new13F-HRTimeline
FDx Advisors, Inc.227,211$15.7M5.09%-22,54413F-HRTimeline
Hi-Line Capital Management, LLC226,844$15.6M5.85%+26,22613F-HRTimeline
Allworth Financial LP203,949$14.4M0.08%+17,36513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC205,529$14.2M0.43%+24,90013F-HRTimeline
Financial Advisors Network, Inc.194,388$13.4M2.22%+8,87713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC192,929$13.3M2.65%+10,61113F-HRTimeline
Oak Root LLC180,212$12.4M1.66%-99,59513F-HRTimeline
Allegiance Financial Group Advisory Ser…179,630$12.4M3.76%+15,41213F-HRTimeline
&PARTNERS178,409$12.4M0.13%+18,53913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…179,236$12.3M0.02%-18,32213F-HRTimeline
Modern Wealth Management, LLC185,791$12.2M0.39%+61,21113F-HR/ATimeline
Peirce Capital Management, LLC176,137$12.1M6%+18,78213F-HRTimeline
Missouri Trust & Investment Co176,031$12.1M4.26%+78413F-HRTimeline
Relyea Zuckerberg Hanson LLC172,663$11.9M1.6%+70513F-HRTimeline
INTEGRITY ALLIANCE, LLC.172,255$11.9M0.47%new13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK162,382$11.5M1.05%013F-HRTimeline
ABLE Financial Group, LLC161,301$11.1M3.12%+11,09513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP159,733$11M0.02%+2,94313F-HRTimelineGroup
Accelerate Investment Advisors LLC145,982$10.1M8.42%+2,37413F-HRTimeline
Squire Investment Management Company, L…145,957$10.1M4.19%+13,41913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …144,011$9.92M0.27%-2,25513F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…138,905$9.57M0.19%-15,98013F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.136,292$9.39M5.44%-47613F-HRTimeline
Solstein Capital, LLC135,283$9.32M5.42%013F-HRTimeline
Heritage Investment Group, Inc.134,763$9.28M1.75%+14,42313F-HRTimeline
Running Point Capital Advisors, LLC134,603$9.27M2.94%+11,80213F-HRTimeline
Steele Capital Management, Inc.131,873$9.08M0.47%-3,40413F-HRTimeline
Steward Partners Investment Advisory, L…130,597$9M0.08%-1,14713F-HRTimeline
Peterson Wealth Advisors, LLC138,160$8.57M1.66%-40,80413F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM122,400$8.43M1.22%013F-HRTimelineGroup
FAMILY WEALTH PARTNERS, LLC121,368$8.36M3.82%+8,24313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.120,733$8.32M0.02%+4,91813F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC120,045$8.27M0.21%+58,87813F-HRTimeline
Premier Path Wealth Partners, LLC118,970$8.2M1.28%+3,30513F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC117,400$8.09M1.31%013F-HRTimeline
Bremer Bank National Association116,913$8.05M1.43%-6,11313F-HRTimeline
Simplicity Wealth,LLC114,807$7.91M0.61%+18,35213F-HRTimeline
Baltimore-Washington Financial Advisors…110,975$7.65M0.41%-48213F-HRTimeline
World Investment Advisors109,529$7.55M0.2%+106,16913F-HRTimeline
Legacy Private Trust Co.107,944$7.44M0.51%+1,45813F-HRTimeline
Sterling Manor Financial, LLC105,647$7.28M5.2%+32,98413F-HRTimeline
Vestmark Advisory Solutions, Inc.104,982$7.23M0.19%new13F-HRTimeline
Resonant Capital Advisors, LLC103,141$7.11M0.5%+11,63613F-HRTimeline
Causey Wealth LLC102,171$7.04M3.94%+46713F-HRTimeline
Beckerman Institutional, LLC98,828$6.81M4.93%+4,79713F-HRTimeline
Friday Financial97,902$6.78M4.06%+19,54613F-HRTimeline
Perigon Wealth Management, LLC97,309$6.7M0.17%+1,12013F-HRTimeline
OMNI 360 Wealth, Inc.94,171$6.49M4.35%+5,41513F-HR/ATimeline
CogentBlue Wealth Advisors, LLC90,943$6.27M5.5%-42913F-HRTimeline
TOWNSQUARE CAPITAL LLC89,071$6.14M0.07%-44,36513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…89,005$6.13M0.46%+9,70613F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC88,822$6.12M3.61%+1,15613F-HRTimeline
Wedmont Private Capital91,050$6.08M0.31%+9,77913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC87,769$6.05M0.18%+3,27013F-HRTimelineGroup
KICKSTAND VENTURES, LLC.87,310$6.01M1.55%-1,66213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC83,423$5.75M1.98%-44,14013F-HRTimeline
MBA Advisors LLC83,021$5.72M2.83%+3,61713F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI82,514$5.68M0.43%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC81,359$5.6M0.01%+17,26513F-HRTimelineGroup
Integrated Wealth Concepts LLC80,662$5.56M0.06%+34,51113F-HRTimeline
Merit Financial Group, LLC79,694$5.49M0.08%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC78,855$5.43M3.85%+13,68413F-HRTimeline
Red Wave Investments LLC78,401$5.4M1.94%-26913F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.77,750$5.36M0.39%+1,09813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding75,285$5.19M+33,445Timeline
EIGHT 31 FINANCIAL, LLC75,151$5.18M3.31%+9,73113F-HRTimeline
FINANCIAL COUNSELORS INC73,275$5.05M0.08%+12213F-HRTimeline
Brady Martz Wealth Solutions, LLC72,747$5.01M1.13%+23,72213F-HRTimeline
Kaufman Rossin Wealth, LLC72,661$5.01M3.58%+3,03913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.70,623$4.87M0.03%-19,30813F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC69,154$4.76M0.18%-1,08313F-HRTimeline
R. W. Roge & Company, Inc.68,021$4.68M2.57%-5,38213F-HRTimeline
Arbor Investment Advisors, LLC67,599$4.66M0.64%+8,25913F-HRTimeline
Gladstone Institutional Advisory LLC65,061$4.48M0.21%+1,24913F-HRTimeline
DRAVO BAY LLC64,289$4.43M2.35%-2,43113F-HRTimeline
Hemington Wealth Management64,183$4.42M0.69%-90113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.61,969$4.27M0.21%+10,69513F-HRTimeline
Tranquilli Financial Advisor LLC58,243$4.01M2.54%+44,37713F-HRTimeline
Sanctuary Advisors, LLC58,043$4M0.03%+4,36313F-HRTimeline
Cascade Financial Partners, LLC57,618$3.97M0.5%-2,50013F-HRTimeline
Strid Group, LLC56,399$3.89M0.6%-15813F-HRTimeline
Private Advisor Group, LLC55,296$3.81M0.02%-22,90113F-HRTimeline
FF Advisors,LLC49,324$3.58M2.05%+4,42913F-HRTimeline
Probity Advisors, Inc.51,770$3.57M0.68%+28413F-HRTimeline
Atria Wealth Solutions, Inc.50,086$3.45M0.04%+8,13113F-HRTimeline
Advus Financial Partners, LLC49,028$3.38M1.45%-29513F-HR/ATimeline
Summit Wealth Partners, LLC48,865$3.37M0.68%+7,57113F-HRTimeline
Cosner Financial Group, LLC46,496$3.2M1.96%+75013F-HRTimeline
Evensky & Katz LLC46,373$3.19M0.21%-26213F-HRTimeline
NewEdge Advisors, LLC45,974$3.17M0.02%+1,33713F-HRTimeline
HMV Wealth Advisors, LLC43,395$2.99M2.37%+31,97013F-HRTimeline
BEAM WEALTH ADVISORS, INC.42,735$2.94M0.99%-2,68913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…42,544$2.93M0.06%+14,01413F-HRTimelineGroup
Beacon Pointe Advisors, LLC41,766$2.88M0.03%-78413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…40,879$2.82M0.02%+10013F-HRTimelineGroup
DEFINED WEALTH MANAGEMENT, LLC40,152$2.77M1.86%+64613F-HRTimeline
D.A. DAVIDSON & CO.39,928$2.75M0.02%+6613F-HRTimeline
National Wealth Management Group, LLC38,762$2.67M1.76%+2,58613F-HRTimeline
Granite Bay Wealth Management, LLC37,572$2.59M0.9%+2,40413F-HRTimeline
CWM, LLCin group CWM, LLC37,558$2.59M0.01%-1,22713F-HRTimelineGroup
FWG Investments, LLC.37,486$2.58M3.03%-88313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,422$2.58M<0.01%+11,01013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC36,404$2.51M0.01%-104,03413F-HRTimeline
WealthShield Partners, LLC35,773$2.46M0.32%-1,65613F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/35,275$2.43M0.13%+1,53013F-HRTimeline
Resolute Advisors LLC34,799$2.4M0.69%013F-HRTimeline
Asset Dedication, LLC34,725$2.39M0.19%+5,18713F-HRTimeline
IFP Advisors, Inc34,009$2.34M0.07%+7,63213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC33,648$2.32M<0.01%+8,05913F-HRTimelineGroup
FMR LLCin group FMR LLC32,885$2.27M<0.01%+2,34713F-HRTimelineGroup
KRAFT ASSET MANAGEMENT, LLC32,435$2.23M2.05%+2,63513F-HRTimeline
FC Advisory LLC32,257$2.22M0.75%+15713F-HRTimeline
Lauterbach Financial Advisors, LLC32,014$2.21M1.37%+1,41513F-HRTimeline
HOWARD BAILEY SECURITIES, LLC31,381$2.16M0.72%-2,89913F-HR/ATimeline
HOGE FINANCIAL SERVICES, LLC31,257$2.15M1.51%-40113F-HRTimeline
Snowden Capital Advisors LLC31,167$2.15M0.07%-2,43113F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP30,865$2.13M0.34%+51613F-HRTimeline
Lakeridge Wealth Management LLC30,501$2.1M1.05%+1,23313F-HRTimeline
Cloud Capital Management, LLC30,213$2.08M1.48%13F-HRTimeline
Diversified Enterprises, LLC30,088$2.07M0.17%+23,42813F-HRTimeline