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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,594,119$290M0.03%-172,47913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,592,877$181M0.01%-252,04413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,404,941$148M+8,239Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,850,692$105M0.03%+88,87713F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,705,099$74.1M0.02%+44,79413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,572,431$70.4M0.02%+386,71513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,539,023$69.5M0.17%+161,10113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,749,205$47.9M0.06%-188,24113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,656,146$45.3M0.01%+10,30213F-HRTimelineGroup
LPL Financial LLC1,648,938$45.1M0.02%+12,06213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,233,579$33.8M0.01%-23,28713F-HRTimelineGroup
SCOTIA CAPITAL INC.1,231,852$33.7M0.18%+29,71113F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,218,666$33.4M0.01%+39,48213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,214,329$33.2M0.01%13F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC998,447$27.3M0.07%+14,66513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO989,983$27.1M<0.01%+80,74813F-HRTimelineGroup
Orion Porfolio Solutions, LLC960,541$26.3M0.26%+44,27513F-HRTimeline
Orion Portfolio Solutions, LLC960,541$26.3M0.26%+44,27513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP922,382$25.3M0.19%-96,85313F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co898,000$24.6M1.77%013F-HRTimeline
GDS Wealth Management875,373$24M2.18%+9,27113F-HRTimeline
GHP Investment Advisors, Inc.713,450$19.5M0.91%+54,98113F-HRTimeline
Arkadios Wealth Advisors671,960$18.4M1%-3,48413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP609,478$16.7M0.02%+66,41513F-HRTimelineGroup
Parallel Advisors, LLC550,922$15.1M0.34%-10,49313F-HRTimeline
Mariner, LLCin group Mariner, LLC513,284$14.1M0.02%+372,70813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…501,297$13.7M0.01%-11,70213F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC500,000$13.7M0.4%013F-HRTimeline
Cetera Investment Advisers489,413$13.4M0.03%-2,86313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.491,864$12.7M0.03%+46,25113F-HR/ATimelineGroup
Janney Montgomery Scott LLC458,392$12.6M0.03%-12,39213F-HRTimeline
Eagle Bluffs Wealth Management LLC431,532$11.8M6.34%+29,36613F-HRTimeline
FLOW TRADERS U.S. LLC421,253$11.5M0.46%new13F-HRTimeline
Destination Wealth Management411,706$11.3M0.35%+6,88513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…409,861$11.2M0.01%-21,95813F-HRTimelineGroup
HighTower Advisors, LLC409,850$11.2M0.02%-6,45613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC402,695$11M0.02%+20,88413F-HRTimeline
Linscomb Wealth, Inc.360,848$9.88M0.49%-12,05113F-HRTimeline
Bangor Savings Bank354,291$9.7M0.91%-7,74013F-HRTimeline
FORTE ASSET MANAGEMENT LLC306,456$8.39M4.46%+50,35313F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.283,405$7.76M0.48%+9,57013F-HRTimelineGroup
CX Institutional275,754$7.55M0.3%+28,12813F-HRTimeline
COWA, LLC275,009$7.53M3.47%-13,54213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.268,353$7.35M<0.01%-41,64713F-HRTimelineGroup
AGILIS PARTNERS LLC267,395$7.32M2.2%+5,48313F-HRTimeline
Gunma Bank,Ltd.265,000$7.26M2.4%-58,77013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC263,615$7.22M0.2%-16,79113F-HRTimeline
Roberts Financial Services LLC263,078$7.2M1.36%-8,41013F-HRTimeline
COMERICA BANK255,060$6.98M0.03%-6,60613F-HR/ATimeline
CWM, LLCin group CWM, LLC249,443$6.83M0.03%+24,26913F-HRTimelineGroup
FAS Wealth Partners, Inc.247,079$6.77M0.57%+10,57213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.238,414$6.53M0.01%+1,22813F-HRTimelineGroup
AdvisorNet Financial, Inc229,604$6.29M0.53%+32,33313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources224,123$6.14M<0.01%+6,84313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP220,227$6.03M0.01%+99613F-HRTimelineGroup
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC216,940$5.94M0.29%-1513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding213,087$5.83MnewTimeline
Johnson & White Wealth Management, LLC205,439$5.62M3.4%new13F-HRTimeline
Curran Financial Partners, LLC205,047$5.61M1.47%+21,58813F-HRTimeline
Steward Partners Investment Advisory, L…201,388$5.51M0.05%+9,94013F-HRTimeline
&PARTNERS200,749$5.51M0.07%+44,31813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…185,619$5.08M0.01%+79,51313F-HR/ATimeline
D.A. DAVIDSON & CO.185,595$5.08M0.04%+9,71613F-HRTimeline
Operose Advisors LLC182,620$5M1.71%-11,47213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…177,849$4.87M0.01%-21,82713F-HRTimelineGroup
Disciplined Investors, L.L.C.172,633$4.68M4.51%13F-HRTimeline
SYNOVUS FINANCIAL CORP159,089$4.36M0.06%-1,89713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC158,381$4.34M0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…152,473$4.17M0.01%+6,13813F-HRTimelineGroup
Wilmington Savings Fund Society, FSB151,072$4.14M0.07%+1,89613F-HRTimeline
Sterling Wealth Advisors Inc142,891$3.91M3.07%13F-HRTimeline
Wealth Management Associates, Inc.140,317$3.84M1.64%+2,35613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC138,287$3.79M0.57%-38113F-HRTimeline
Heartwood Wealth Advisors LLC135,321$3.71M0.42%+14013F-HRTimeline
MML INVESTORS SERVICES, LLC129,775$3.55M0.01%+12,59613F-HRTimeline
TD Waterhouse Canada Inc.127,510$3.49M0.03%+12,95313F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.126,634$3.47M1.96%+1,37413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC125,219$3.43M<0.01%+23,14013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.122,192$3.35M0.03%+7,99713F-HRTimelineGroup
Cambridge Investment Research Advisors,…121,255$3.32M0.01%-290,56413F-HRTimeline
Sterling Financial Planning, Inc.120,540$3.3M1.21%+26,25813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.119,070$3.26M0.02%-7,14613F-HRTimeline
Creative Planningin group Creative Planning117,923$3.23M<0.01%-2,35713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC115,116$3.15M0.03%+13,37013F-HRTimelineGroup
Colonial River Investments, LLC110,396$3.02M1.46%+4,16813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC110,396$3.02M0.07%+4,16813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP105,059$2.88M<0.01%+36,68413F-HRTimelineGroup
NewEdge Wealth, LLC99,104$2.71M0.05%+2,60013F-HRTimeline
BLAIR WILLIAM & CO/IL98,905$2.71M0.01%+10,14013F-HRTimeline
Balentine LLC95,989$2.63M0.11%-8,50513F-HRTimeline
Snowden Capital Advisors LLC95,419$2.61M0.08%013F-HRTimeline
American Money Management, LLC93,245$2.55M0.5%+2,13413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC91,264$2.5M0.72%-7,04813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…90,746$2.48M<0.01%-49,16213F-HRTimelineGroup
Argent Advisors, Inc.90,276$2.47M0.92%+1,47413F-HRTimeline
Integrated Wealth Concepts LLC89,296$2.44M0.03%+34113F-HRTimeline
MACKENZIE FINANCIAL CORP89,082$2.44M<0.01%new13F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.85,719$2.35M0.11%+21,92313F-HRTimeline
Brady Martz Wealth Solutions, LLC84,270$2.3M0.55%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK83,867$2.3M0.01%+4,73513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC83,000$2.27M<0.01%+37,60013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/82,269$2.25M<0.01%+30,87713F-HRTimelineGroup
Integras Partners LLC82,096$2.25M1.92%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding81,440$2.23M-5,957Timeline
World Investment Advisors79,980$2.19M0.06%-2,01813F-HRTimeline
Transform Wealth, LLC77,795$2.13M0.12%new13F-HRTimeline
Vantage Financial Partners, LLC76,303$2.09M0.52%+27,46513F-HRTimeline
Access Investment Management LLC75,780$2.07M0.6%+22,15013F-HRTimeline
NFSG Corp75,067$2.06M0.53%-3,47513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS74,019$2.03M0.01%+65,07513F-HRTimeline
Waverly Advisors, LLC73,940$2.02M0.03%-5,07413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC73,564$2.01M0.01%+28,02113F-HRTimelineGroup
BANK OF HAWAII71,736$1.96M0.11%-54013F-HRTimeline
Wealth Advisory Solutions, LLC71,157$1.95M0.55%-1,69213F-HRTimeline
180 WEALTH ADVISORS, LLC66,864$1.83M0.29%+30513F-HRTimeline
FIRST AMERICAN TRUST, FSB66,370$1.82M0.18%-45,94413F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/66,065$1.81M0.38%+7,05513F-HRTimeline
Empirical Financial Services, LLC d.b.a…65,498$1.79M0.05%-57513F-HRTimeline
HANCOCK WHITNEY CORP65,395$1.79M0.06%-2,56213F-HRTimeline
NWF Advisory Services Inc.62,310$1.71M0.25%+14813F-HRTimeline
JNBA Financial Advisors61,209$1.68M0.17%-1,18913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …60,567$1.66M0.02%+13,18813F-HRTimelineGroup
Cascade Financial Partners, LLC60,522$1.66M0.22%-5,36613F-HRTimeline
Manske Wealth Management60,390$1.65M0.66%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…59,666$1.63M0.09%-57,77613F-HRTimelineGroup
Financial Perspectives, Inc59,040$1.62M0.54%-2,97013F-HRTimeline
Thrive Capital Management, LLC58,752$1.61M0.74%-1,38913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC58,512$1.6M<0.01%+45,38813F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…57,493$1.57M0.02%+3,51413F-HRTimelineGroup
Sound Stewardship, LLC57,440$1.57M0.93%+11713F-HRTimeline
Mutual Advisors, LLC56,468$1.56M0.05%+10,59113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.55,702$1.52M0.04%013F-HRTimelineGroup
Crescent Grove Advisors, LLC55,031$1.51M0.15%+1,29613F-HRTimeline
Mission Creek Capital Partners, Inc.54,993$1.51M0.33%-1,87413F-HRTimeline
Capital Wealth Alliance, LLC53,274$1.46M0.83%-1,07013F-HRTimeline
Beacon Pointe Advisors, LLC52,036$1.42M0.02%+6,60013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC50,451$1.38M0.45%+3,90813F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…50,500$1.38M0.01%-10,00013F-HRTimelineGroup
RFG Advisory, LLC49,199$1.35M0.04%+2,69613F-HRTimeline
Atria Wealth Solutions, Inc.47,980$1.31M0.01%+8,65813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding46,841$1.28M-5,599Timeline
Park Edge Advisors, LLC46,491$1.27M0.37%+5,19713F-HRTimeline
Financial Engines Advisors L.L.C.45,496$1.25M<0.01%+2,26513F-HRTimeline
Petix & Botte Co44,576$1.22M0.32%+213F-HRTimeline
Sunflower Bank, N.A.43,844$1.2M0.33%-77113F-HRTimeline
WEDBUSH SECURITIES INC42,857$1.17M0.04%-29913F-HRTimeline
MOTCO42,019$1.15M0.12%-1,21113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC41,848$1.15M0.06%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.40,588$1.11M0.04%+4,29513F-HRTimeline
FINANCIAL COUNSELORS INC40,108$1.1M0.02%-4,78613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC39,704$1.09M0.24%+4813F-HRTimeline
Prime Capital Investment Advisors, LLC38,947$1.07M0.02%-5,88513F-HRTimeline
MAI Capital Management38,932$1.07M0.01%+913F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding38,920$1.07M-5,921Timeline
WHITTIER TRUST CO OF NEVADA INC38,661$1.06M0.03%-42513F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …38,440$1.05M0.25%-2,68713F-HRTimelineGroup
Sanctuary Advisors, LLC36,625$1.05M0.01%-7,04613F-HRTimeline
Private Advisor Group, LLC37,446$1.03M0.01%-14,97613F-HRTimeline
Elite Financial, Inc.37,411$1.02M0.55%13F-HRTimeline
Fragasso Financial Advisors Inc37,346$1.02M0.08%+1,59713F-HRTimeline
Annex Advisory Services, LLC36,621$1M0.03%-7,61313F-HRTimeline
Stolper Co36,237$992K0.33%-48013F-HRTimeline
Axis Wealth Partners, LLC35,894$983K0.83%13F-HRTimeline
Beta Wealth Group, Inc.35,847$981K0.43%+1,99513F-HRTimeline
Kingsview Wealth Management, LLC35,101$961K0.02%+2,58713F-HRTimeline
DAVENPORT & Co LLC34,994$958K0.01%+7,06913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…34,796$953K0.38%+1,69713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC34,718$951K0.01%-6,34513F-HRTimelineGroup
NewEdge Advisors, LLC34,124$934K0.01%-26,00413F-HRTimeline
TFB Advisors LLC32,463$889K0.25%+1,34913F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…32,457$889K0.38%13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC31,926$874K0.57%+12,26813F-HRTimeline
Wharton Business Group, LLC31,670$867K0.04%-4,25513F-HRTimeline
Inman Jager Wealth Management, LLC30,980$848K0.66%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC30,754$842K0.23%-1,28013F-HRTimeline
Columbia River Financial Group, LLC30,782$842K0.58%13F-HRTimeline
Regal Investment Advisors LLC30,587$837K0.06%+2,31613F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC30,321$830K0.27%-30313F-HRTimeline
WealthTrust Axiom LLC30,009$822K0.24%-2,34813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC29,278$802K<0.01%-68,50713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management29,183$799K0.01%-3,71813F-HRTimelineGroup
OLD MISSION CAPITAL LLC28,892$791K0.02%new13F-HRTimeline
American Capital Advisory, LLC28,851$790K0.44%-2,44013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC28,786$788K0.08%-57113F-HRTimeline
KOM Wealth Management Group, LLC28,352$776K0.57%+5,05813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners28,075$769K0.13%-2,03613F-HRTimelineGroup
VICUS CAPITAL27,948$765K0.07%+65613F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC27,256$746K0.25%+1,70513F-HRTimeline
Composition Wealth, LLC27,219$745K0.02%-5,16013F-HRTimeline
Foundations Investment Advisors, LLC27,123$743K0.01%+7313F-HRTimeline
Ironwood Financial, llc27,096$742K0.16%-2,66413F-HRTimeline
Valmark Advisers, Inc.27,011$740K0.01%+16913F-HRTimeline
NorthCoast Asset Management LLC26,031$713K<0.01%-44713F-HR/ATimeline
Sowell Financial Services LLC25,594$701K0.04%-7,76413F-HRTimeline
Bluesphere Advisors LLC25,367$695K0.34%+60013F-HRTimeline
Argyle Capital Partners, LLC25,260$692K0.59%13F-HRTimeline
Arkos Global Advisors25,144$688K0.1%-7,97813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,597$673K0.02%-2,21713F-HRTimelineGroup
NTV Asset Management LLC24,350$667K0.09%-4,70013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.23,940$655K<0.01%-3,30013F-HRTimelineGroup