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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,719,632$333M0.03%+125,51313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,958,698$216M0.02%+365,82113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,776,181$148M-628,760Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,904,116$122M0.03%+53,42413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,691,444$83.5M0.02%+119,01313F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,683,175$83.2M0.02%-21,92413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,662,185$82.6M0.19%+123,16213F-HRTimeline
LPL Financial LLC1,761,345$54.6M0.02%+112,40713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,727,299$53.6M0.07%-21,90613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,626,220$50.4M0.01%-29,92613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,260,928$39.1M0.01%+46,59913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,233,809$38.3M0.01%+23013F-HR/ATimelineGroup
SCOTIA CAPITAL INC.1,165,068$36.1M0.19%-66,78413F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,077,499$33.4M0.01%-141,16713F-HRTimeline
HighTower Advisors, LLC992,131$30.8M0.04%+582,28113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC986,131$30.6M0.08%-12,31613F-HRTimelineGroup
FUKOKU MUTUAL LIFE INSURANCE Co898,000$27.9M2.06%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP887,910$27.5M0.21%-34,47213F-HRTimelineGroup
GDS Wealth Management875,081$27.1M2.31%-29213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO853,468$26.5M<0.01%-136,51513F-HRTimelineGroup
Orion Porfolio Solutions, LLC839,351$26M0.26%-121,19013F-HRTimeline
Orion Portfolio Solutions, LLC839,351$26M0.26%-121,19013F-HR/ATimeline
Mariner, LLCin group Mariner, LLC788,584$24.5M0.04%+275,30013F-HRTimelineGroup
GHP Investment Advisors, Inc.724,423$22.5M1.08%+10,97313F-HRTimeline
Arkadios Wealth Advisors685,727$21.3M0.81%+13,76713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding601,086$18.6M+387,999Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP575,874$17.9M0.02%-33,60413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.551,185$17.1M0.04%+59,32113F-HRTimelineGroup
Parallel Advisors, LLC527,890$16.4M0.37%-23,03213F-HRTimeline
Cetera Investment Advisers521,343$16.2M0.03%+31,93013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…513,190$15.9M0.01%+11,89313F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC500,000$15.5M0.47%013F-HRTimeline
Janney Montgomery Scott LLC471,173$14.6M0.04%+12,78113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…456,296$14.2M0.01%+46,43513F-HRTimelineGroup
Destination Wealth Management413,353$12.8M0.4%+1,64713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC412,198$12.8M0.02%+9,50313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…356,383$11.1M0.05%+305,88313F-HRTimelineGroup
Linscomb Wealth, Inc.354,290$11M0.55%-6,55813F-HRTimeline
Bangor Savings Bank336,950$10.5M0.99%-17,34113F-HRTimeline
Eagle Bluffs Wealth Management LLC318,007$9.86M5.21%-113,52513F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.305,117$9.46M0.57%+21,71213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/288,944$8.96M0.01%+206,67513F-HRTimelineGroup
COWA, LLC287,223$8.91M3.81%+12,21413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.274,826$8.53M<0.01%+6,47313F-HRTimelineGroup
CWM, LLCin group CWM, LLC259,396$8.05M0.03%+9,95313F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…252,704$7.84M0.26%new13F-HRTimelineGroup
COMERICA BANK251,643$7.81M0.03%-3,41713F-HRTimeline
AdvisorNet Financial, Inc249,941$7.75M0.58%+20,33713F-HRTimeline
FAS Wealth Partners, Inc.242,647$7.53M0.61%-4,43213F-HRTimeline
FORTE ASSET MANAGEMENT LLC237,174$7.36M3.71%-69,28213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC234,479$7.27M0.2%-29,13613F-HRTimeline
Steward Partners Investment Advisory, L…233,483$7.24M0.06%+32,09513F-HRTimeline
Johnson & White Wealth Management, LLC231,276$7.17M4.03%+25,83713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP229,085$7.11M0.01%+8,85813F-HRTimelineGroup
CX Institutional226,881$7.04M0.27%-48,87313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources225,634$7M<0.01%+1,51113F-HRTimelineGroup
Curran Financial Partners, LLC223,844$6.94M1.7%+18,79713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.221,296$6.86M0.01%-17,11813F-HRTimelineGroup
Disciplined Investors, L.L.C.204,822$6.35M5.73%+32,18913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…193,490$6M0.01%+7,87113F-HRTimeline
Roberts Financial Services LLC185,646$5.76M1.12%-77,43213F-HRTimeline
Operose Advisors LLC181,918$5.64M1.87%-70213F-HRTimeline
D.A. DAVIDSON & CO.180,242$5.59M0.04%-5,35313F-HRTimeline
&PARTNERS177,896$5.55M0.06%-22,85313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…175,118$5.43M0.01%+22,64513F-HRTimelineGroup
Heartwood Wealth Advisors LLC152,027$4.72M0.54%+16,70613F-HRTimeline
Vantage Financial Partners, LLC151,713$4.71M1.17%+75,41013F-HRTimeline
Wilmington Savings Fund Society, FSB149,578$4.64M0.09%-1,49413F-HRTimeline
Creative Planningin group Creative Planning144,579$4.48M<0.01%+26,65613F-HRTimelineGroup
NorthCoast Asset Management LLC142,400$4.42M0.02%+116,36913F-HR/ATimeline
SYNOVUS FINANCIAL CORP141,594$4.39M0.06%-17,49513F-HRTimeline
Wealth Management Associates, Inc.141,481$4.39M1.88%+1,16413F-HRTimeline
NewEdge Advisors, LLC140,278$4.35M0.03%+106,15413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.140,276$4.35M0.04%+18,08413F-HRTimelineGroup
Sterling Wealth Advisors Inc139,375$4.32M3.33%-3,51613F-HRTimeline
Gunma Bank,Ltd.135,000$4.19M1.35%-130,00013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP133,980$4.18M<0.01%+28,92113F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC130,927$4.06M<0.01%+5,70813F-HR/ATimelineGroup
Murphy, Middleton, Hinkle & Parker, Inc.129,838$4.03M2.25%+3,20413F-HRTimeline
TD Waterhouse Canada Inc.127,654$3.97M0.03%+14413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.126,691$3.93M0.02%+7,62113F-HRTimeline
MML INVESTORS SERVICES, LLC122,957$3.81M0.01%-6,81813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC116,312$3.61M0.04%+1,19613F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC112,455$3.49M0.46%-25,83213F-HRTimeline
J.W. COLE ADVISORS, INC.107,786$3.34M0.1%+67,19813F-HRTimeline
Capital Advisors Wealth Management, LLC104,484$3.24M0.57%new13F-HRTimeline
Argent Advisors, Inc.97,243$3.02M1.01%+6,96713F-HRTimeline
American Money Management, LLC96,977$3.01M0.57%+3,73213F-HRTimeline
Snowden Capital Advisors LLC96,656$3M0.1%+1,23713F-HRTimeline
World Investment Advisors96,112$2.98M0.08%+16,13213F-HRTimeline
Cambridge Investment Research Advisors,…95,681$2.97M0.01%-25,57413F-HRTimeline
NewEdge Wealth, LLC95,640$2.97M0.05%-3,46413F-HRTimeline
BLAIR WILLIAM & CO/IL94,543$2.93M0.01%-4,36213F-HRTimeline
Integras Partners LLC94,516$2.93M2.65%+12,42013F-HRTimeline
Sterling Financial Planning, Inc.92,480$2.87M1.04%-28,06013F-HRTimeline
Hennion & Walsh Asset Management, Inc.91,246$2.83M0.13%+5,52713F-HRTimeline
Brady Martz Wealth Solutions, LLC84,778$2.63M0.6%+50813F-HRTimeline
Trajan Wealth LLC77,784$2.41M0.13%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC76,325$2.37M<0.01%+47,04713F-HRTimelineGroup
MACKENZIE FINANCIAL CORP76,064$2.36M<0.01%-13,01813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC74,683$2.32M0.01%+1,11913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding74,520$2.31M-6,920Timeline
NFSG Corp74,231$2.3M0.56%-83613F-HRTimeline
HANCOCK WHITNEY CORP74,175$2.3M0.08%+8,78013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…73,096$2.27M<0.01%-104,75313F-HR/ATimelineGroup
Wealth Advisory Solutions, LLC72,968$2.26M0.6%+1,81113F-HRTimeline
Waverly Advisors, LLC72,866$2.26M0.03%-1,07413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK72,147$2.24M0.01%-11,72013F-HRTimelineGroup
BANK OF HAWAII71,736$2.23M0.13%013F-HRTimeline
Crescent Grove Advisors, LLC71,313$2.21M0.23%+16,28213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS69,327$2.15M0.01%-4,69213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …68,339$2.12M0.03%+7,77213F-HRTimelineGroup
Qube Research & Technologies Ltd68,079$2.11M<0.01%new13F-HRTimeline
Transform Wealth, LLC68,032$2.11M0.13%-9,76313F-HRTimeline
180 WEALTH ADVISORS, LLC65,760$2.04M0.32%-1,10413F-HRTimeline
FIRST AMERICAN TRUST, FSB65,311$2.03M0.19%-1,05913F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/64,489$2M0.41%-1,57613F-HRTimeline
Empirical Financial Services, LLC d.b.a…63,191$1.96M0.05%-2,30713F-HRTimeline
Balentine LLC61,487$1.91M0.08%-34,50213F-HRTimeline
Cascade Financial Partners, LLC61,366$1.9M0.24%+84413F-HRTimeline
Manske Wealth Management60,203$1.87M0.71%-18713F-HRTimeline
Financial Perspectives, Inc58,729$1.82M0.62%-31113F-HRTimeline
NWF Advisory Services Inc.58,408$1.81M0.25%-3,90213F-HRTimeline
Sound Stewardship, LLC57,200$1.77M1.01%-24013F-HRTimeline
Mission Creek Capital Partners, Inc.55,586$1.72M0.42%+59313F-HRTimeline
Commonwealth Financial Services, LLC55,330$1.72M0.35%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…54,791$1.7M0.02%-2,70213F-HRTimelineGroup
Integrated Wealth Concepts LLC54,643$1.7M0.02%-34,65313F-HRTimeline
Atria Wealth Solutions, Inc.52,048$1.61M0.02%+4,06813F-HRTimeline
JNBA Financial Advisors51,777$1.61M0.17%-9,43213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding50,806$1.58M+11,886Timeline
Park Edge Advisors, LLC49,670$1.54M0.43%+3,17913F-HRTimeline
Beacon Pointe Advisors, LLC47,939$1.49M0.02%-4,09713F-HRTimeline
WEDBUSH SECURITIES INC47,771$1.48M0.05%+4,91413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding44,910$1.39M-1,931Timeline
Petix & Botte Co44,578$1.38M0.36%+213F-HRTimeline
Sunflower Bank, N.A.43,717$1.36M0.38%-12713F-HRTimeline
FINANCIAL COUNSELORS INC43,683$1.36M0.02%+3,57513F-HRTimeline
Mutual Advisors, LLC42,120$1.35M0.04%-14,34813F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC42,525$1.32M0.44%+15,26913F-HRTimeline
Argyle Capital Partners, LLC42,378$1.31M1.13%+17,11813F-HRTimeline
MOTCO42,019$1.3M0.14%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…41,806$1.3M0.07%-17,86013F-HRTimelineGroup
Sanctuary Advisors, LLC40,064$1.24M0.01%+3,43913F-HRTimeline
Financial Engines Advisors L.L.C.39,784$1.23M<0.01%-5,71213F-HRTimeline
TFB Advisors LLC39,609$1.23M0.35%+7,14613F-HRTimeline
Capital Wealth Alliance, LLC39,373$1.22M0.73%-13,90113F-HRTimeline
Caprock Group, LLC39,236$1.22M0.04%new13F-HRTimeline
Private Advisor Group, LLC38,938$1.21M0.01%+1,49213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC38,919$1.21M0.27%-78513F-HRTimeline
MAI Capital Management38,794$1.2M0.01%-13813F-HRTimeline
Ellis Investment Partners, LLC38,667$1.2M0.25%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC38,661$1.2M0.03%013F-HRTimeline
RFG Advisory, LLC38,136$1.18M0.03%-11,06313F-HRTimeline
Fragasso Financial Advisors Inc37,832$1.17M0.09%+48613F-HRTimeline
MONETARY MANAGEMENT GROUP INC37,000$1.15M0.31%+13,50013F-HRTimeline
Stolper Co36,653$1.14M0.37%+41613F-HRTimeline
Simplicity Wealth,LLC36,349$1.13M0.09%new13F-HRTimeline
Prime Capital Investment Advisors, LLC36,165$1.12M0.01%-2,78213F-HRTimeline
Elite Financial, Inc.36,045$1.12M0.59%-1,36613F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …35,976$1.12M0.26%-2,46413F-HRTimelineGroup
Axis Wealth Partners, LLC34,909$1.08M0.8%-98513F-HRTimeline
Avantax Planning Partners, Inc.34,854$1.08M0.04%+11,72213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC34,738$1.08M0.01%+2013F-HR/ATimelineGroup
PANORAMIC INVESTMENT ADVISORS, LLC34,353$1.07M0.72%+2,42713F-HRTimeline
Inman Jager Wealth Management, LLC33,858$1.05M0.79%+2,87813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners33,328$1.03M0.17%+5,25313F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC33,191$1.03M0.29%-17,26013F-HRTimeline
Kingsview Wealth Management, LLC33,174$1.03M0.02%-1,92713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…32,731$1.02M0.38%-2,06513F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…31,946$991K0.42%-51113F-HRTimeline
Wharton Business Group, LLC31,670$982K0.04%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC31,627$981K0.27%+87313F-HRTimeline
Composition Wealth, LLC30,825$956K0.02%+3,60613F-HRTimeline
Columbia River Financial Group, LLC30,643$950K0.63%-13913F-HRTimeline
Regal Investment Advisors LLC30,386$943K0.08%-20113F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC30,375$942K0.3%+5413F-HRTimeline
WealthTrust Axiom LLC29,809$925K0.28%-20013F-HRTimeline
Ashton Thomas Private Wealth, LLC29,619$919K0.04%+20,28913F-HRTimeline
Bluesphere Advisors LLC29,184$905K0.52%+3,81713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC28,786$893K0.09%013F-HRTimeline
VICUS CAPITAL28,485$884K0.08%+53713F-HRTimeline
American Capital Advisory, LLC28,359$880K0.47%-49213F-HRTimeline
Peregrine Asset Advisers, Inc.28,099$872K0.33%+4,44813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT26,796$831K0.06%+6,19413F-HRTimeline
Valmark Advisers, Inc.26,758$830K0.01%-25313F-HRTimeline
Annex Advisory Services, LLC26,538$823K0.02%-10,08313F-HRTimeline
Ironwood Financial, llc26,263$815K0.17%-83313F-HRTimeline
CIBC WORLD MARKET INC.25,996$806K<0.01%+15,49713F-HRTimeline
Sowell Financial Services LLC25,668$796K0.04%+7413F-HRTimeline
KOM Wealth Management Group, LLC25,263$784K0.68%-3,08913F-HRTimeline
Arkos Global Advisors25,006$776K0.11%-13813F-HRTimeline
Gotham Asset Management, LLC25,000$776K0.01%new13F-HRTimeline
Yukon Wealth Management, Inc.24,651$765K0.32%13F-HRTimeline
Curbstone Financial Management Corp24,610$763K0.16%+2,10013F-HRTimeline
Atria Investments, Inc24,597$763K0.01%+1,13113F-HRTimeline
NTV Asset Management LLC24,350$755K0.1%013F-HRTimeline
Hubbell Strickland Wealth Management, L…23,773$737K0.35%+25213F-HRTimeline
IFP Advisors, Inc23,606$732K0.02%+1,14013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.23,490$729K<0.01%-45013F-HRTimelineGroup