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Disclosery

IDV ISHARES TR

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INTL SEL DIV ETF (fund)

504 managers (513 13F filers) reported a position in IDV shares at 2025-06-30, 95,631,086 shares in all. 83 filers opened a position and 26 filers sold out during the quarter.

Managers
504
13F filers
513
New
83
Added
208
Reduced
133
Sold out
26
Shares held by filers
95,631,086

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SILVER OAK SECURITIES, INCORPORATED4,534$156K0.01%new13F-HRTimeline
City State Bank4,114$142K0.04%013F-HRTimeline
WealthShield Partners, LLC4,100$141K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.4,064$140K0.05%+3513F-HRTimeline
Capital Investment Advisory Services, L…4,019$139K0.01%+1013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,808$131K0.01%-9213F-HRTimeline
Vermillion & White Wealth Management Gr…3,661$126K0.08%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding3,642$126K-243Timeline
ELEVATION WEALTH PARTNERS, LLC3,546$122K0.05%013F-HRTimeline
10Elms LLP3,500$121K0.11%013F-HRTimeline
Front Row Advisors LLC3,379$117K0.04%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC3,344$115K0.06%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,280$113K0.02%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding3,269$113K+1,629Timeline
Founders Financial Alliance, LLC3,015$104K0.02%+3813F-HRTimeline
WOLFF WIESE MAGANA LLC2,750$94.9K0.06%013F-HRTimeline
Cooksen Wealth, LLC2,732$94.3K0.08%+6913F-HRTimeline
LGT Financial Advisors LLC2,352$81.2K0.21%013F-HRTimeline
Global Retirement Partners, LLC2,317$80K<0.01%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,211$76.3K0.03%-15713F-HRTimeline
Glenmede Investment Management, LP2,172$75K<0.01%13F-HRTimeline
EASTERN BANK2,164$74.7K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC2,076$72K0.02%+4713F-HRTimeline
Cedar Wealth Management, LLC2,081$71.8K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,054$71K<0.01%+4213F-HRTimelineGroup
Lowe Wealth Advisors, LLC2,000$69K0.03%013F-HRTimeline
Avalon Trust Co2,000$69K0.01%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,925$66.4K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,899$65.5K0.01%13F-HRTimeline
United Community Bankin group United Community Bank1,884$65K0.02%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC1,869$64.5K<0.01%013F-HRTimeline
Bogart Wealth, LLC1,814$62.6K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,790$61.8K<0.01%013F-HRTimelineGroup
Putney Financial Group LLC1,655$57.1K0.06%013F-HR/ATimeline
Clearstead Trust, LLC1,636$56.5K0.01%new13F-HRTimeline
Hurley Capital, LLC1,500$51.8K0.04%new13F-HRTimeline
Versant Capital Management, Inc1,489$51.4K0.01%013F-HRTimeline
Hemington Wealth Management1,504$51K0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,463$50.5K<0.01%013F-HRTimeline
Dunhill Financial, LLC1,396$48.2K0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,403$48K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC1,355$46.8K<0.01%+54313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,262$43.6K<0.01%013F-HRTimeline
AE Wealth Management LLC1,254$43.3K<0.01%+913F-HRTimeline
DHJJ Financial Advisors, Ltd.1,100$38K0.01%new13F-HRTimeline
Archer Investment Corp1,097$37.9K0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.1,094$37.8K0.03%+2513F-HRTimeline
North Star Investment Management Corp.1,075$37.1K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC1,035$35.7K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,008$34.8K0.01%+2313F-HRTimeline
GAMMA Investing LLC980$33.8K<0.01%+30013F-HRTimeline
Allworth Financial LP884$30.5K<0.01%+11313F-HRTimeline
Beaird Harris Wealth Management, LLC884$30.5K<0.01%-15113F-HRTimeline
HHM Wealth Advisors, LLC833$28.7K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC805$27.8K<0.01%-13813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.683$23.5K0.02%+1713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\677$23.4K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC665$22.9K<0.01%013F-HRTimeline
McIlrath & Eck, LLC628$21.7K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC600$20.7K0.01%new13F-HRTimeline
Blue Trust, Inc.547$18.9K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC520$17.9K<0.01%-39413F-HRTimelineGroup
Tradewinds Capital Management, LLC500$17.3K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.500$17.3K0.01%013F-HRTimeline
Larson Financial Group LLC500$17.3K<0.01%013F-HRTimeline
Westside Investment Management, Inc.450$15.5K<0.01%013F-HRTimeline
CVA Family Office, LLC432$14.9K<0.01%+1013F-HRTimeline
Physician Wealth Advisors, Inc.416$14.4K<0.01%+21513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…407$14.1K<0.01%+913F-HRTimeline
Realta Investment Advisors400$13.8K0.01%-35413F-HRTimeline
Robinswood Financial LLC321$11.1K<0.01%013F-HRTimeline
Costello Asset Management, INC296$10.2K<0.01%+613F-HRTimeline
1620 INVESTMENT ADVISORS, INC.245$8.46K0.01%013F-HRTimeline
Key Financial Inc180$6.21K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.190$6K<0.01%013F-HRTimeline
TSFG, LLC163$6K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC161$5.56K<0.01%+4313F-HRTimeline
ROTHSCHILD INVESTMENT LLC160$5.52K<0.01%013F-HRTimeline
Beacon Capital Management, LLC154$5.3K<0.01%new13F-HRTimeline
AlphaCore Capital LLC150$5.18K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC147$5.05K<0.01%new13F-HRTimeline
HOWE & RUSLING INC141$4.87K<0.01%013F-HRTimeline
UMB Bank, n.a.126$4.35K<0.01%new13F-HR/ATimeline
Main Street Group, LTD109$3.75K<0.01%+213F-HRTimeline
COUNTRY TRUST BANK100$3.45K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC100$3.45K<0.01%+2513F-HRTimeline
Park Square Financial Group, LLC76$2.62K<0.01%-5413F-HRTimeline
Strategic Wealth Investment Group, LLC63$2.17K<0.01%new13F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…28$1.82K<0.01%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp50$1.73K<0.01%new13F-HRTimelineGroup
Integrity Financial Corp /WA50$1.73K<0.01%013F-HRTimeline
CENTRAL TRUST Co45$1.55K<0.01%-31213F-HRTimeline
Vermillion Wealth Management, Inc.45$1.55K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC44$1.52K<0.01%new13F-HRTimeline
Crewe Advisors LLC24$836<0.01%+213F-HRTimeline
Iron Horse Wealth Management, LLC17$579<0.01%-7713F-HRTimeline
Horizon Investments, LLC11$380<0.01%-2913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7$242<0.01%new13F-HRTimelineGroup
Fourth Dimension Wealth, LLC5$173<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1$35<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC1$23<0.01%013F-HRTimeline
NewSquare Capital LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,449,522$242K+8,196,81813F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.