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Disclosery

IDV ISHARES TR

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INTL SEL DIV ETF (fund)

452 managers (458 13F filers) reported a position in IDV shares at 2024-12-31, 76,440,845 shares in all. 29 filers opened a position and 42 filers sold out during the quarter.

Managers
452
13F filers
458
New
29
Added
150
Reduced
159
Sold out
42
Shares held by filers
76,440,845

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
Peregrine Asset Advisers, Inc.23,651$648K0.24%-4513F-HRTimeline
Creekside Partners23,523$644K0.33%-79213F-HRTimeline
Auour Investments LLC22,702$644K0.23%+56713F-HRTimeline
Hubbell Strickland Wealth Management, L…23,521$644K0.31%-56513F-HRTimeline
MONETARY MANAGEMENT GROUP INC23,500$643K0.17%013F-HRTimeline
Atria Investments, Inc23,466$642K0.01%-14213F-HRTimeline
WHITTIER TRUST CO23,438$641K0.01%013F-HRTimeline
Clearstead Advisors, LLC23,205$635K0.01%-11,15013F-HRTimeline
Avantax Planning Partners, Inc.23,132$633K0.02%+7,58213F-HRTimeline
Curbstone Financial Management Corp22,510$616K0.13%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC22,503$616K0.05%+51713F-HRTimeline
IFP Advisors, Inc22,466$615K0.02%-28513F-HRTimeline
Atlas Private Wealth Advisors22,400$613K0.09%013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …22,152$607K0.02%-20,14413F-HRTimelineGroup
Independent Advisor Alliance21,955$601K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC21,546$590K0.01%-4,37513F-HRTimeline
Planned Solutions, Inc.21,487$588K0.24%+54013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,998$575K0.04%+2,70613F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT20,602$564K0.04%+5,16013F-HRTimeline
U.S. Capital Wealth Advisors, LLC20,384$558K0.02%-2,78313F-HRTimeline
Mechanics Bank Trust Department20,365$558K0.07%-4,40013F-HRTimeline
Fortitude Family Office, LLC19,850$543K0.19%013F-HRTimeline
Independent Wealth Network Inc.19,812$542K0.22%+44213F-HRTimeline
Sunbelt Securities, Inc.19,826$542K0.05%-47813F-HRTimeline
Eagle Strategies LLC19,418$532K0.09%-16813F-HRTimeline
Monterey Private Wealth, Inc.19,365$530K0.17%new13F-HRTimeline
Clarity Capital Partners LLC19,315$529K0.27%+2813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.19,211$526K0.03%-1,70013F-HRTimeline
Beacon Bank & Trust19,196$526K0.12%-7,67213F-HRTimeline
Wealthspire Retirement, LLC19,014$521K0.04%+65813F-HRTimeline
Investmark Advisory Group LLC18,949$519K0.25%+12113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC18,927$518K0.04%+11413F-HRTimeline
OBSIDIAN CIO, LLC18,816$515K0.09%-5313F-HRTimeline
Grayhawk Investment Strategies Inc.18,810$515K0.98%-13,46013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/18,376$503K<0.01%+9,76813F-HRTimelineGroup
PATTEN & PATTEN INC/TN18,305$501K0.03%-1,25013F-HRTimeline
MGO ONE SEVEN LLC17,869$489K0.02%-30,54213F-HRTimeline
New Republic Capital, LLC17,580$481K0.31%-1,04013F-HRTimeline
LANDAAS & CO /WI /ADV17,548$480K0.13%-81213F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd17,491$479K0.13%13F-HRTimelineGroup
Integris Wealth Management, LLC17,306$474K0.13%-47113F-HRTimeline
Fort Sheridan Advisors LLC17,278$473K0.07%-3,80013F-HRTimeline
Fusion Family Wealth, LLC17,123$469K0.04%013F-HRTimeline
FMR LLCin group FMR LLC16,644$456K<0.01%-3713F-HRTimelineGroup
Argent Trust Co16,289$446K0.02%013F-HRTimeline
Summit Financial, LLC16,247$445K0.02%+54113F-HRTimeline
Onyx Bridge Wealth Group LLC16,181$443K0.06%-2,17713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,115$441K<0.01%+2,70213F-HRTimelineGroup
Alteri Wealth LLC15,886$435K0.12%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co15,849$434K0.01%+1,05113F-HRTimelineGroup
CHEMUNG CANAL TRUST CO15,705$430K0.09%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC15,589$427K0.01%-1,17513F-HRTimeline
Moloney Securities Asset Management, LLC15,414$422K0.06%-3513F-HRTimeline
Sigma Planning Corp15,373$421K0.01%+41413F-HRTimeline
Pacific Center for Financial Services15,175$415K0.11%+3513F-HRTimeline
Private Portfolio Partners LLC14,682$402K0.07%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC14,592$400K0.05%new13F-HRTimeline
Michels Family Financial, LLC14,585$399K0.37%13F-HRTimeline
Fiduciary Group, LLC14,481$396K0.04%-2,00513F-HRTimeline
Thompson David Blair14,233$390K0.28%13F-HRTimeline
Noble Family Wealth, LLC14,248$389K0.11%013F-HRTimeline
Cadence Bank14,204$389K0.03%-51113F-HRTimeline
Cherry Tree Wealth Management, LLC14,115$386K0.1%+1,07813F-HRTimeline
HARBOUR INVESTMENTS, INC.13,944$382K0.01%-45313F-HRTimeline
PFG Investments, LLC13,881$380K0.02%+3,04913F-HRTimeline
Haverford Trust Co13,740$376K<0.01%013F-HRTimeline
ASPIRIANT, LLC13,655$374K0.01%013F-HRTimeline
Comprehensive Financial Consultants Ins…13,527$370K0.13%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.13,433$368K0.11%+2,06413F-HRTimeline
Security National Bank13,430$368K0.05%013F-HRTimeline
Oxinas Partners, LLC13,370$366K0.21%-1,11513F-HRTimeline
Van Hulzen Asset Management, LLC12,829$351K0.03%+30013F-HRTimeline
Advisory Services Network, LLC12,768$350K0.01%-4,34913F-HRTimeline
MorganRosel Wealth Management, LLC12,722$348K0.11%new13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …12,640$346K0.07%013F-HRTimeline
Keystone Financial Group12,552$344K0.03%+40513F-HRTimeline
Horizon Family Wealth, Inc.12,407$340K0.23%-3713F-HRTimeline
Bleakley Financial Group, LLC12,362$338K0.01%-12113F-HRTimeline
Element Wealth, LLC12,265$336K0.18%+1013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC12,103$331K0.28%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC11,967$328K0.03%-2,24413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,835$324K0.01%-1,11813F-HR/ATimeline
SWS Partners11,779$323K0.1%-34213F-HRTimeline
Lakeridge Wealth Management LLC11,683$320K0.17%013F-HRTimeline
Merit Financial Group, LLC11,535$316K0.01%-4,26613F-HRTimeline
WINNACLE WEALTH LLC11,569$316K0.31%13F-HRTimeline
Mathes Company, Inc.11,500$315K0.11%013F-HRTimeline
Gladstone Institutional Advisory LLC11,352$311K0.01%+18913F-HRTimeline
Farther Finance Advisors, LLC11,055$303K0.01%-1,66113F-HRTimeline
First Citizens Financial Corp11,007$301K0.16%-3,27913F-HRTimeline
Perigon Wealth Management, LLC10,792$299K0.01%-98013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.10,844$297K0.02%-2,34013F-HR/ATimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,791$295K<0.01%-7,83813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,726$294K0.01%-2,73613F-HRTimelineGroup
Community Bank & Trust, Waco, Texas10,597$290K0.07%-70013F-HRTimeline
Sharp Wealth Advisory, LLC10,550$289K0.22%+50013F-HRTimeline
HC Advisors, LLC10,505$288K0.23%+1,95013F-HRTimeline
Bryn Mawr Trust Advisors, LLC10,487$287K0.02%+3,65213F-HR/ATimeline
CIBC WORLD MARKET INC.10,499$287K<0.01%-24213F-HRTimeline
Mezzasalma Advisors, LLC10,201$279K0.09%new13F-HRTimeline
SeaCrest Wealth Management, LLC10,130$277K0.03%-30313F-HRTimeline
FIRST MERCHANTS CORP9,878$270K0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,769$267K0.01%-10,85213F-HRTimeline
Western Wealth Management, LLC9,429$258K0.02%+3613F-HR/ATimeline
Edge Capital Group, LLC9,413$258K0.01%+2,56913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…9,401$257K0.01%-5,56013F-HRTimelineGroup
Leo Wealth, LLC9,374$257K0.02%-113F-HRTimeline
Ashton Thomas Private Wealth, LLC9,330$255K0.01%new13F-HRTimeline
Prospera Financial Services Inc9,226$253K0.01%-2,84713F-HRTimeline
XY Planning Network, Inc.9,060$248K0.19%13F-HRTimeline
Capital Advisors, Ltd. LLC8,968$246K0.03%+713F-HRTimeline
Frederick Financial Consultants, LLC8,888$243K0.19%13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…8,872$243K0.04%-20,22213F-HRTimelineGroup
PSI Advisors, LLC8,869$243K0.07%013F-HRTimeline
IFG Advisory, LLC8,851$242K0.01%new13F-HRTimeline
Crews Bank & Trust8,850$242K0.04%13F-HRTimeline
Koshinski Asset Management, Inc.8,838$242K0.02%-2313F-HRTimeline
UNIQUE WEALTH, LLC8,721$239K0.05%-2,17613F-HRTimeline
Valeo Financial Advisors, LLC8,640$237K0.01%-1,36713F-HRTimeline
Patten Group, Inc.8,640$237K0.05%new13F-HRTimeline
Capital Advantage, Inc.8,430$231K0.04%new13F-HRTimeline
Continuum Advisory, LLC8,271$226K0.03%013F-HRTimeline
MFA Wealth Services8,242$226K0.18%13F-HRTimeline
Federation des caisses Desjardins du Qu…8,180$224K<0.01%-33313F-HRTimeline
TCI Wealth Advisors, Inc.7,950$218K0.02%-1,99513F-HRTimeline
BARRETT & COMPANY, INC.7,907$216K0.09%-9713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,897$216K<0.01%new13F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.7,848$215K0.37%013F-HRTimeline
Chicago Partners Investment Group LLC7,813$214K0.01%013F-HRTimeline
Prostatis Group LLC7,792$213K0.06%-83113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,650$209K<0.01%new13F-HRTimelineGroup
WEBSTER BANK, N. A.7,459$204K0.02%-3,60013F-HRTimeline
CHOREO, LLC7,450$204K<0.01%-8,92013F-HRTimeline
MJP ASSOCIATES INC /ADV7,404$203K0.04%+2113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,404$203K0.02%+2113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp7,355$201K<0.01%013F-HRTimelineGroup
AlphaMark Advisors, LLC7,226$198K0.09%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,938$194K0.01%-3,95413F-HRTimeline
Atlantic Private Wealth, LLC6,070$166K0.13%013F-HRTimeline
Anchor Investment Management, LLC5,845$160K0.01%-11913F-HRTimeline
BALLAST ADVISORS LLC5,703$156K0.05%013F-HRTimeline
First Command Advisory Services, Inc.5,686$156K<0.01%+21113F-HRTimeline
Geneos Wealth Management Inc.5,592$153K0.01%-77513F-HRTimeline
Golden State Wealth Management, LLC5,389$148K0.02%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,187$142K<0.01%+1813F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,874$133K<0.01%+4,41513F-HRTimelineGroup
EP Wealth Advisors, LLC4,460$122K<0.01%new13F-HRTimeline
WealthShield Partners, LLC4,100$112K0.02%+3,70013F-HRTimeline
Cape Investment Advisory, Inc.4,024$110K0.04%+53213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,000$110K<0.01%013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,945$108K0.01%new13F-HR/ATimeline
Colonial Trust Advisorsgroup of 2 filers holding3,666$100K+1,697Timeline
Vermillion & White Wealth Management Gr…3,661$100K0.07%013F-HRTimeline
PRIVATE TRUST CO NA3,660$100K0.01%-1,97413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,546$97.1K0.04%-46213F-HRTimeline
10Elms LLP3,500$95.8K0.1%13F-HRTimeline
Front Row Advisors LLC3,379$92.5K0.03%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC3,344$91.6K0.05%013F-HRTimeline
Founders Financial Alliance, LLC2,967$81.2K0.02%-37213F-HRTimeline
NorthRock Partners, LLC2,879$78.8K<0.01%-2,04813F-HR/ATimeline
Global Retirement Partners, LLC2,855$78.2K<0.01%-34713F-HRTimeline
WOLFF WIESE MAGANA LLC2,750$75.3K0.05%013F-HRTimeline
Investors Research Corp2,358$64.6K0.01%013F-HRTimeline
LGT Financial Advisors LLC2,352$64.4K0.14%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,248$61.5K0.03%-2713F-HRTimeline
Coastline Trust Co2,234$61.2K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EASTERN BANK2,164$59.2K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,088$57.2K<0.01%013F-HRTimelineGroup
Cedar Wealth Management, LLC2,081$57K0.02%013F-HRTimeline
TFC Financial Management, Inc.2,060$56.4K0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC2,000$54.8K0.02%-41013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,925$52.7K0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,884$51.6K0.02%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,869$51.2K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,813$49.6K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,750$47.9K<0.01%-3513F-HRTimelineGroup
Realta Investment Advisors1,666$45.7K0.02%+1,06613F-HRTimeline
Putney Financial Group LLC1,655$45.3K0.04%13F-HRTimeline
Hemington Wealth Management1,504$41K0.01%013F-HRTimeline
Versant Capital Management, Inc1,489$40.8K0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,463$40.1K<0.01%013F-HRTimeline
Dunhill Financial, LLC1,396$38.2K0.02%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,403$38K<0.01%013F-HR/ATimelineGroup
Creekmur Asset Management LLC1,295$35.5K0.01%-213F-HRTimeline
Sugarloaf Wealth Management, LLC1,273$34.9K0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,262$34.6K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,236$33.8K<0.01%+20613F-HRTimeline
Centerpoint Advisors, LLC1,217$33K0.01%+1713F-HRTimeline
GPS Wealth Strategies Group, LLC1,192$32.6K<0.01%+313F-HRTimeline
Westside Investment Management, Inc.1,150$31.5K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,115$30.5K<0.01%013F-HRTimeline
Archer Investment Corp1,097$30K0.01%013F-HRTimeline
North Star Investment Management Corp.1,075$29.4K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.1,063$29.1K0.03%13F-HRTimeline
Mascoma Wealth Management LLC1,035$28.3K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.979$26.8K<0.01%+1313F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC914$25K<0.01%+213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC897$24.6K<0.01%-20713F-HRTimeline
HHM Wealth Advisors, LLC833$22.8K<0.01%013F-HRTimeline
Allworth Financial LP771$21.5K<0.01%-84213F-HRTimeline