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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
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS742$20.3K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC742$20.3K<0.01%new13F-HRTimeline
GAMMA Investing LLC680$18.6K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\677$18.5K<0.01%013F-HR/ATimelineGroup
CENTRAL TRUST Co669$18.3K<0.01%-1,02013F-HRTimeline
CoreCap Advisors, LLC666$18.2K<0.01%+113F-HRTimeline
Provenance Wealth Advisors, LLC665$18.2K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.663$18.1K0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA645$17.4K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC628$17.2K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.550$15.1K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC500$13.7K<0.01%013F-HRTimeline
Larson Financial Group LLC500$13.7K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.436$12.4K0.01%13F-HRTimeline
OARSMAN CAPITAL, INC.427$11.7K<0.01%013F-HRTimeline
CVA Family Office, LLC420$11.5K<0.01%+613F-HRTimeline
TRUST CO OF VERMONT400$11K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO397$10.9K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…395$10.8K<0.01%+513F-HRTimeline
Robinswood Financial LLC321$8.79K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC308$8.43K<0.01%+19013F-HRTimeline
Laurel Wealth Advisors LLC300$8.21K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC288$7.88K<0.01%013F-HRTimelineGroup
Costello Asset Management, INC288$7.88K0.01%+413F-HRTimeline
Sandy Spring Bank281$7.69K<0.01%013F-HRTimeline
Transce3nd, LLC266$7.28K<0.01%13F-HRTimeline
Aptus Capital Advisors, LLC260$7.11K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.245$6.71K0.01%013F-HRTimeline
Main Street Group, LTD206$5.63K<0.01%+313F-HRTimeline
Physician Wealth Advisors, Inc.201$5.5K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.187$5.12K<0.01%13F-HRTimeline
Key Financial Inc180$4.93K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC160$4.38K<0.01%013F-HRTimeline
Avion Wealth164$4K<0.01%013F-HRTimeline
TSFG, LLC163$4K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC146$4K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC134$3.67K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$3K<0.01%013F-HRTimeline
Integrity Financial Corp /WA50$1.37K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.45$1.23K<0.01%13F-HRTimeline
Horizon Investments, LLC40$1.09K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC35$955<0.01%+113F-HRTimeline
Crewe Advisors LLC22$591<0.01%+113F-HRTimeline
Iron Horse Wealth Management, LLC16$446<0.01%013F-HRTimeline
Darwin Wealth Management, LLC14$383<0.01%013F-HR/ATimeline
Cassady Schiller Wealth Management, LLC14$383<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC5$137<0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4$109<0.01%-1,30113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$27<0.01%-813F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC1$27<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC1$18<0.01%013F-HRTimeline
NewSquare Capital LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.