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Disclosery

IDV ISHARES TR

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INTL SEL DIV ETF (fund)

449 managers (456 13F filers) reported a position in IDV shares at 2025-03-31, 76,684,171 shares in all. 38 filers opened a position and 36 filers sold out during the quarter.

Managers
449
13F filers
456
New
38
Added
165
Reduced
162
Sold out
36
Shares held by filers
76,684,171

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
WHITTIER TRUST CO23,039$715K0.01%-39913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management22,681$704K0.01%-6,50213F-HRTimelineGroup
Atlas Private Wealth Advisors22,400$695K0.1%013F-HRTimeline
Creekside Partners22,222$689K0.36%-1,30113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/22,156$687K<0.01%+3,78013F-HRTimelineGroup
Clearstead Advisors, LLC21,455$666K0.01%-1,75013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC21,347$662K0.06%-1,15613F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.20,991$651K0.04%-713F-HRTimelineGroup
Planned Solutions, Inc.20,678$641K0.26%-80913F-HRTimeline
Independent Wealth Network Inc.20,482$635K0.25%+67013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.20,244$628K0.03%+1,03313F-HRTimeline
Eagle Strategies LLC20,042$622K0.11%+62413F-HRTimeline
DAVENPORT & Co LLC19,432$603K<0.01%-15,56213F-HRTimeline
Monterey Private Wealth, Inc.19,365$601K0.18%013F-HRTimeline
Fortitude Family Office, LLC19,250$597K0.21%-60013F-HRTimeline
Wealthspire Retirement, LLC19,097$592K0.05%+8313F-HRTimeline
Mechanics Bank Trust Department19,095$592K0.08%-1,27013F-HRTimeline
Grayhawk Investment Strategies Inc.18,810$583K1.33%013F-HRTimeline
Outlook Wealth Advisors, LLC18,770$582K0.16%new13F-HRTimeline
PATTEN & PATTEN INC/TN18,475$573K0.04%+17013F-HRTimeline
Beacon Bank & Trust18,451$572K0.14%-74513F-HRTimeline
MGO ONE SEVEN LLC18,292$567K0.02%+42313F-HRTimeline
Sunbelt Securities, Inc.17,765$551K0.05%-2,06113F-HRTimeline
OBSIDIAN CIO, LLC17,601$546K0.09%-1,21513F-HRTimeline
Alteri Wealth LLC17,578$545K0.24%+1,69213F-HRTimeline
LANDAAS & CO /WI /ADV17,548$544K0.15%013F-HRTimeline
Investmark Advisory Group LLC17,521$544K0.27%-1,42813F-HRTimeline
Fusion Family Wealth, LLC17,498$543K0.05%+37513F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd17,491$543K0.15%013F-HR/ATimelineGroup
LBMC INVESTMENT ADVISORS, LLC17,347$538K0.04%-1,58013F-HRTimeline
Fort Sheridan Advisors LLC17,278$536K0.08%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC17,100$530K<0.01%-65,90013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp17,000$527K0.03%new13F-HRTimelineGroup
Integris Wealth Management, LLC16,984$527K0.15%-32213F-HRTimeline
BFI Infinity Ltd.16,728$519K0.56%new13F-HRTimeline
Summit Financial, LLC16,301$506K0.01%+5413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…16,293$505K0.01%+6,89213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP16,115$500K<0.01%013F-HRTimelineGroup
New Republic Capital, LLC16,090$499K0.22%-1,49013F-HRTimeline
Pacific Center for Financial Services15,703$487K0.13%+52813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC15,594$484K0.01%+513F-HRTimeline
Clarity Capital Partners LLC15,586$483K0.2%-3,72913F-HRTimeline
Moloney Securities Asset Management, LLC15,497$481K0.07%+8313F-HRTimeline
Sigma Planning Corp15,478$480K0.02%+10513F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,332$476K0.01%-5,05213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC14,985$465K0.06%+39313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co14,685$456K0.01%-1,16413F-HRTimelineGroup
Michels Family Financial, LLC14,544$451K0.41%-4113F-HRTimeline
CHEMUNG CANAL TRUST CO14,455$448K0.1%-1,25013F-HRTimeline
Noble Family Wealth, LLC14,248$442K0.12%013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,957$433K0.01%+1313F-HRTimeline
Haverford Trust Co13,783$428K<0.01%+4313F-HRTimeline
PFG Investments, LLC13,728$426K0.03%-15313F-HRTimeline
ASPIRIANT, LLC13,656$424K0.01%+113F-HRTimeline
Oxinas Partners, LLC13,474$418K0.25%+10413F-HRTimeline
Security National Bank13,443$417K0.08%+1313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.13,439$417K0.12%+613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,270$412K<0.01%+9,27013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC12,801$397K0.1%-1,31413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …12,640$392K0.08%013F-HRTimeline
Van Hulzen Asset Management, LLC12,365$384K0.03%-46413F-HRTimeline
Horizon Family Wealth, Inc.12,364$384K0.26%-4313F-HRTimeline
Bleakley Financial Group, LLC12,362$383K0.01%013F-HRTimeline
Cove Street Capital, LLC12,265$380K0.6%new13F-HRTimeline
Gladstone Institutional Advisory LLC12,177$378K0.02%+82513F-HRTimeline
Fiduciary Group, LLC12,083$375K0.04%-2,39813F-HRTimeline
Advisory Services Network, LLC12,070$374K0.01%-69813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,994$372K0.28%-10913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,871$368K0.02%+3613F-HR/ATimeline
WINNACLE WEALTH LLC11,814$366K0.34%+24513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,785$366K0.02%+94113F-HR/ATimelineGroup
Lakeridge Wealth Management LLC11,683$362K0.18%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC11,514$357K0.03%-45313F-HRTimeline
Mathes Company, Inc.11,500$357K0.15%013F-HRTimeline
Element Wealth, LLC11,351$352K0.19%-91413F-HRTimeline
FIRST MERCHANTS CORP11,261$349K0.01%+1,38313F-HRTimeline
Prospera Financial Services Inc11,096$344K0.01%+1,87013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,044$343K0.01%-13,55313F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,872$337K0.01%+2,97513F-HRTimelineGroup
FMR LLCin group FMR LLC10,839$336K<0.01%-5,80513F-HRTimelineGroup
SWS Partners10,780$334K0.11%-99913F-HR/ATimeline
Bryn Mawr Trust Advisors, LLC10,741$333K0.02%+25413F-HRTimeline
Perigon Wealth Management, LLC10,654$330K0.01%-13813F-HRTimeline
Comprehensive Financial Consultants Ins…10,627$330K0.12%-2,90013F-HRTimeline
Auour Investments LLC10,148$328K0.12%-12,55413F-HRTimeline
TCI Wealth Advisors, Inc.10,498$326K0.03%+2,54813F-HRTimeline
Farther Finance Advisors, LLC10,349$322K0.01%-70613F-HRTimeline
Keystone Financial Group10,382$322K0.03%-2,17013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC10,352$321K<0.01%-43913F-HRTimelineGroup
MorganRosel Wealth Management, LLC10,324$320K0.1%-2,39813F-HRTimeline
Mezzasalma Advisors, LLC10,259$318K0.11%+5813F-HRTimeline
SeaCrest Wealth Management, LLC10,252$318K0.04%+12213F-HRTimeline
Onyx Bridge Wealth Group LLC10,115$314K0.05%-6,06613F-HRTimeline
Badgley Phelps Wealth Managers, LLC10,087$313K0.01%new13F-HRTimeline
Modera Wealth Management, LLC10,053$312K<0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,015$311K0.01%-71113F-HRTimelineGroup
Merit Financial Group, LLC9,947$309K<0.01%-1,58813F-HRTimeline
Community Bank & Trust, Waco, Texas9,897$307K0.07%-70013F-HRTimeline
TFC Financial Management, Inc.9,860$306K0.05%+7,80013F-HRTimeline
Western Wealth Management, LLC9,606$298K0.02%+17713F-HRTimeline
Geneos Wealth Management Inc.9,497$295K<0.01%+3,90513F-HRTimeline
Leo Wealth, LLC9,425$292K0.04%+5113F-HRTimeline
First Citizens Financial Corp9,411$292K0.17%-1,59613F-HRTimeline
PSI Advisors, LLC9,319$289K0.09%+45013F-HRTimeline
DEARBORN PARTNERS LLC9,224$286K0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.9,073$281K0.02%+23513F-HRTimeline
XY Planning Network, Inc.9,060$281K0.19%013F-HRTimeline
Benchmark Wealth Management, LLC8,961$278K0.13%new13F-HRTimeline
Crews Bank & Trust8,850$275K0.05%013F-HRTimeline
Patten Group, Inc.8,789$273K0.06%+14913F-HRTimeline
Frederick Financial Consultants, LLC8,746$271K0.2%-14213F-HRTimeline
Federation des caisses Desjardins du Qu…8,680$269K<0.01%+50013F-HRTimeline
Continuum Advisory, LLC8,598$267K0.03%+32713F-HRTimeline
Advyzon Investment Management, LLC8,475$263K0.09%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.8,357$259K0.01%-1,41213F-HRTimeline
Sharp Wealth Advisory, LLC8,250$256K0.2%-2,30013F-HRTimeline
Capital Advisors, Ltd. LLC7,999$248K0.03%-96913F-HRTimeline
Astoria Portfolio Advisors LLC.7,812$247K0.08%new13F-HRTimeline
SWEENEY & MICHEL, LLC8,705$242K0.11%13F-HRTimeline
BARRETT & COMPANY, INC.7,652$237K0.1%-25513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,650$237K<0.01%013F-HRTimelineGroup
BlueStem Wealth Partners, LLC7,526$233K0.03%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,490$232K<0.01%-83,25613F-HRTimelineGroup
WEBSTER BANK, N. A.7,459$231K0.03%013F-HRTimeline
CHOREO, LLC7,450$231K<0.01%013F-HRTimeline
Capital Advantage, Inc.8,430$231K0.04%013F-HRTimeline
MFA Wealth Services7,425$230K0.19%-81713F-HRTimeline
Prostatis Group LLC7,286$226K0.07%-50613F-HRTimeline
Legacy Private Trust Co.7,275$226K0.02%new13F-HRTimeline
Elyxium Wealth, LLC7,200$223K0.1%new13F-HRTimeline
UNIQUE WEALTH, LLC7,159$222K0.04%-1,56213F-HRTimeline
IFG Advisory, LLC7,142$222K0.01%-1,70913F-HRTimeline
PINNACLE ASSOCIATES LTD7,032$218K<0.01%new13F-HRTimeline
Chemistry Wealth Management LLC7,018$218K0.05%new13F-HRTimeline
Madrona Financial Services, LLC6,756$210K0.06%new13F-HRTimeline
TFG Advisers LLC6,740$209K0.08%new13F-HRTimeline
Barnes Wealth Management Group, Inc6,732$209K0.13%new13F-HRTimeline
Caliber Wealth Management, LLC / KS6,644$206K0.03%13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC6,556$203K0.04%new13F-HRTimeline
Evanson Asset Management, LLC6,459$200K0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC6,070$188K0.14%013F-HRTimeline
First Command Advisory Services, Inc.5,876$182K<0.01%+19013F-HRTimeline
BALLAST ADVISORS LLC5,703$177K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,296$175K<0.01%+6,29213F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,441$169K<0.01%+56713F-HRTimelineGroup
Anchor Investment Management, LLC5,440$169K0.02%-40513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,327$165K<0.01%+4,43013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,194$161K0.01%+713F-HRTimelineGroup
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC4,940$153K0.01%-212,00013F-HRTimelineGroup
PRIVATE TRUST CO NA4,890$152K0.02%+1,23013F-HRTimeline
North Capital, Inc.4,707$146K0.14%13F-HRTimeline
City State Bank4,114$128K0.04%new13F-HRTimeline
WealthShield Partners, LLC4,100$127K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.4,029$125K0.05%+513F-HRTimeline
Capital Investment Advisory Services, L…4,009$124K0.01%+2,77313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,900$121K0.01%-4513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,885$121K+219Timeline
Vermillion & White Wealth Management Gr…3,661$114K0.08%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC3,546$110K0.05%013F-HRTimeline
10Elms LLP3,500$109K0.11%013F-HRTimeline
Front Row Advisors LLC3,379$105K0.04%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC3,344$104K0.06%013F-HRTimeline
SSA SWISS ADVISORS AG2,976$92.4K0.05%13F-HRTimeline
Founders Financial Alliance, LLC2,977$92.3K0.02%+1013F-HRTimeline
NorthRock Partners, LLC2,879$89.3K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC2,750$85.3K0.06%013F-HRTimeline
Creekmur Asset Management LLC2,545$79K0.02%+1,25013F-HRTimeline
Cooksen Wealth, LLC2,663$74.7K0.08%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,368$73.5K0.03%+12013F-HRTimeline
Investors Research Corp2,358$73.1K0.02%013F-HRTimeline
LGT Financial Advisors LLC2,352$73K0.22%013F-HRTimeline
EASTERN BANK2,164$67.1K<0.01%013F-HRTimeline
Cedar Wealth Management, LLC2,081$64.6K0.02%013F-HRTimeline
Centerpoint Advisors, LLC2,029$63K0.02%+81213F-HRTimeline
ZynergyRetirementPlanningLLC2,276$62.3K0.04%new13F-HRTimeline
Lowe Wealth Advisors, LLC2,000$62K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,012$62K<0.01%new13F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA1,925$59.7K0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,884$58.4K0.02%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,869$58K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,826$56.7K0.01%-3,56313F-HR/ATimeline
Bogart Wealth, LLC1,814$56.3K<0.01%+113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,790$55.5K<0.01%-29813F-HRTimelineGroup
Putney Financial Group LLC1,655$51.3K0.05%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,640$50.9K<0.01%-11013F-HRTimelineGroup
EPG Wealth Management LLC1,565$48.6K0.01%new13F-HRTimeline
Versant Capital Management, Inc1,489$46.2K0.01%013F-HRTimeline
Hemington Wealth Management1,504$46K0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,463$45.4K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,403$44K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC1,396$43.3K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,262$39.1K<0.01%013F-HRTimeline
AE Wealth Management LLC1,245$38.6K<0.01%+50313F-HRTimeline
Archer Investment Corp1,097$34K0.01%013F-HRTimeline
North Star Investment Management Corp.1,075$33.3K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.1,069$33.2K0.03%+613F-HRTimeline
Mascoma Wealth Management LLC1,035$32.1K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,035$32.1K<0.01%-8013F-HRTimeline
SOA Wealth Advisors, LLC.985$30.6K0.01%+613F-HRTimeline
GPS Wealth Strategies Group, LLC943$29.2K<0.01%-24913F-HRTimeline