Vault-13

ISHARES TR IDV

INTL SEL DIV ETF · ETP · CUSIP 464288448

519 institutional holders +5 vs Q2 2025
89,982,98490.0m shares reported held*
$3.3bnreported value*
41 new 220 added 160 reduced 33 sold out net bought ≈ $44.6m (+1.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($7.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $36.71. Options: 1 managers hold calls ($398.4k notional), 2 hold puts ($1.4m).

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 417Q4 22: 438Q1 23: 449Q2 23: 449Q3 23: 436Q4 23: 453Q1 24: 441Q2 24: 433Q3 24: 448Q4 24: 459Q1 25: 457Q2 25: 514Q3 25: 519519Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022417
Q4 2022438
Q1 2023449
Q2 2023449
Q3 2023436
Q4 2023453
Q1 2024441
Q2 2024433
Q3 2024448
Q4 2024459
Q1 2025457
Q2 2025514
Q3 2025519

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 23: 146 bought or addedQ4 23: 239 cut or sold outQ1 24: 169 bought or addedQ1 24: 233 cut or sold outQ1 24Q2 24: 172 bought or addedQ2 24: 212 cut or sold outQ3 24: 199 bought or addedQ3 24: 176 cut or sold outQ3 24Q4 24: 179 bought or addedQ4 24: 202 cut or sold outQ1 25: 205 bought or addedQ1 25: 195 cut or sold outQ1 25Q2 25: 290 bought or addedQ2 25: 160 cut or sold outQ3 25: 261 bought or addedQ3 25: 193 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023146239
Q1 2024169233
Q2 2024172212
Q3 2024199176
Q4 2024179202
Q1 2025205195
Q2 2025290160
Q3 2025261193

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ4 24 calls: $490.1kQ4 24 puts: $676.3kQ4 24P/C 1.38Q1 25 calls: $1.2mQ1 25 puts: $1.7mQ1 25P/C 1.41Q2 25 calls: $724.7kQ2 25 puts: $2.3mQ2 25P/C 3.23Q3 25 calls: $398.4kQ3 25 puts: $1.4mQ3 25P/C 3.61
Numbers
QuarterCallsPutsP/C
Q4 2024$490.1k$676.3k1.38
Q1 2025$1.2m$1.7m1.41
Q2 2025$724.7k$2.3m3.23
Q3 2025$398.4k$1.4m3.61

Biggest buyers

JPMORGAN CHASE & CO Added +1,031,744+1.0m
Cetera Investment Advisers Added +738,595+738.6k
MERCER GLOBAL ADVISORS INC /ADV Added +608,727+608.7k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +532,158+532.2k
LPL Financial LLC Added +420,577+420.6k
MORGAN STANLEY Added +288,508+288.5k
BANK OF AMERICA CORP /DE/ Added +253,403+253.4k
WELLS FARGO & COMPANY/MN Added +233,259+233.3k
Gilbert Capital Group, Inc. New +172,902+172.9k
NWF Advisory Services Inc. Added +153,449+153.4k

Biggest sellers

ROYAL BANK OF CANADA Reduced -1,516,567-1.5m
ENVESTNET ASSET MANAGEMENT INC Reduced -1,170,657-1.2m
JANE STREET GROUP, LLC Sold out -749,392-749.4k
CITADEL ADVISORS LLC Sold out -388,424-388.4k
Marks Wealth, LLC Sold out -371,470-371.5k
Mirae Asset Global Investments Co., Ltd. Reduced -331,424-331.4k
OLD MISSION CAPITAL LLC Reduced -192,437-192.4k
Rockefeller Capital Management L.P. Reduced -161,963-162.0k
MERITAGE PORTFOLIO MANAGEMENT Reduced -111,803-111.8k
NorthCoast Asset Management LLC Reduced -101,951-102.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $398.4k10.9k shares

Biggest puts

CITADEL ADVISORS LLC Added $954.0k26.1k shares
JANE STREET GROUP, LLC Added $482.5k13.2k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 12,670,62412.7m $463.1m $463.1m 0.03% Added +253.4k +253,403
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 7,305,6737.3m $267.0m $267.0m 0.02% Added +288.5k +288,508
3 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 3,992,4724.0m $145.9m $145.9m 0.03% Added +233.3k +233,259
4 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 3,947,6603.9m $144.5m $144.5m 0.03% Reduced -164 -164
5 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 3,623,9953.6m $132.5m $132.5m 0.04% Reduced -1.2m -1,170,657
6 MERCER GLOBAL ADVISORS INC /ADV 0.21% of their portfolio DENVER, CO 3,516,7133.5m $128.5m $128.5m 0.21% Added +608.7k +608,727
7 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,922,3932.9m $106.8m $106.8m 0.02% Added +87.5k +87,493
8 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 2,534,6682.5m $92.6m $92.6m 0.02% Added +43.4k +43,395
9 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 2,529,7432.5m $92.5m $92.5m 0.03% Added +420.6k +420,577
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,019,1162.0m $73.8m $73.8m 0.00% Added +1.0m +1,031,744
11 US BANCORP \DE\ 0.09% of their portfolio MINNEAPOLIS, MN 2,001,0992.0m $73.1m $73.1m 0.09% Added +81.1k +81,100
12 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,735,1691.7m $63.4m $63.4m 0.01% Reduced -1.5m -1,516,567
13 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,453,1661.5m $53.1m $53.1m 0.02% Added +50.9k +50,856
14 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 1,277,3611.3m $46.7m $46.7m 0.05% Added +738.6k +738,595
15 FUKOKU MUTUAL LIFE INSURANCE Co 2.78% of their portfolio TOKYO, M0 1,232,0001.2m $45.0m $45.0m 2.78% Unchanged
16 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 1,209,4991.2m $44.2m $44.2m 0.05% Added +68.4k +68,390
17 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 1,095,8571.1m $40.1m $40.1m 0.01% Added +59.9k +59,853
18 SCOTIA CAPITAL INC. 0.17% of their portfolio TORONTO, A6 1,082,5481.1m $39.6m $39.6m 0.17% Reduced -91.0k -91,014
19 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 1,036,5511.0m $37.9m $37.9m 0.03% Added +532.2k +532,158
20 Orion Porfolio Solutions, LLC 0.25% of their portfolio OMAHA, NE 874,959875.0k $32.0m $32.0m 0.25% Reduced -9.0k -8,988
21 GDS Wealth Management 2.10% of their portfolio FLOWER MOUND, TX 870,660870.7k $31.8m $31.8m 2.10% Added +29.1k +29,061
22 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 863,327863.3k $31.6m $31.6m 0.04% Added +130.5k +130,484
23 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 847,910847.9k $31.0m $31.0m 0.03% Added +91.9k +91,901
24 GHP Investment Advisors, Inc. 1.15% of their portfolio Denver, CO 750,112750.1k $27.4m $27.4m 1.15% Added +3.4k +3,448
25 Arkadios Wealth Advisors 0.64% of their portfolio ATLANTA, GA 718,900718.9k $26.3m $26.3m 0.64% Added +39.1k +39,121
26 Mariner, LLC 0.03% of their portfolio Overland Park, KS 717,318717.3k $26.2m $26.2m 0.03% Reduced -53.9k -53,895
27 ASSETMARK, INC 0.05% of their portfolio CONCORD, CA 690,282690.3k $25.2m $25.2m 0.05% Reduced -21.9k -21,869
28 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 678,502678.5k $24.8m $24.8m 0.03% Added +7.6k +7,589
29 REGIONS FINANCIAL CORP 0.08% of their portfolio BIRMINGHAM, AL 662,771662.8k $24.2m $24.2m 0.08% Reduced -63.7k -63,724
30 Focus Partners Wealth 0.03% of their portfolio ST LOUIS, MO 574,633574.6k $21.0m $21.0m 0.03% Added +44.7k +44,699
31 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 573,797573.8k $21.0m $21.0m 0.01% Added +33.5k +33,511
32 Parallel Advisors, LLC 0.37% of their portfolio SAN FRANCISCO, CA 545,687545.7k $19.9m $19.9m 0.37% Added +24.6k +24,645
33 SECURIAN ASSET MANAGEMENT, INC 0.48% of their portfolio ST PAUL, MN 500,000500.0k $18.3m $18.3m 0.48% Unchanged
34 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 424,754424.8k $15.5m $15.5m 0.04% Reduced -29.9k -29,905
35 Gimbal Financial 9.25% of their portfolio CARMEL, IN 421,250421.2k $15.4m $15.4m 9.25% Added +48.6k +48,560
36 TD PRIVATE CLIENT WEALTH LLC 0.34% of their portfolio NEW YORK, NY 413,985414.0k $15.1m $15.1m 0.34% Added +104.7k +104,721
37 AdvisorNet Financial, Inc 0.85% of their portfolio MINNETONKA, MN 408,356408.4k $14.9m $14.9m 0.85% Added +44.8k +44,790
38 Sigma Planning Corp 0.41% of their portfolio ANN ARBOR, MI 390,539390.5k $14.3m $14.3m 0.41% Reduced -17.4k -17,399
39 HUNTINGTON NATIONAL BANK 0.09% of their portfolio COLUMBUS, OH 390,343390.3k $14.3m $14.3m 0.09% Reduced -30.9k -30,871
40 Destination Wealth Management 0.39% of their portfolio Walnut Creek, CA 390,027390.0k $14.3m $14.3m 0.39% Reduced -10.5k -10,465
41 CWM, LLC 0.04% of their portfolio OMAHA, NE 345,727345.7k $12.6m $12.6m 0.04% Reduced -87.3k -87,265
42 Linscomb Wealth, Inc. 0.54% of their portfolio Houston, TX 342,452342.5k $12.5m $12.5m 0.54% Reduced -9.0k -8,986
43 NorthCoast Asset Management LLC 0.05% of their portfolio STAMFORD, CT 340,512340.5k $12.4m $12.4m 0.05% Reduced -102.0k -101,951
44 Eagle Bluffs Wealth Management LLC 5.21% of their portfolio COLUMBIA, MO 330,235330.2k $12.1m $12.1m 5.21% Added +9.2k +9,166
45 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 328,335328.3k $12.0m $12.0m 0.01% Reduced -39.8k -39,839
46 Bangor Savings Bank 0.99% of their portfolio BANGOR, ME 323,738323.7k $11.8m $11.8m 0.99% Reduced -5.7k -5,674
47 Meeder Advisory Services, Inc. 0.53% of their portfolio DUBLIN, OH 314,766314.8k $11.5m $11.5m 0.53% Added +631 +631
48 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 312,658312.7k $11.4m $11.4m 0.05% Added +50.5k +50,464
49 One Capital Management, LLC 0.35% of their portfolio WESTLAKE VILLAGE, CA 300,539300.5k $11.0m $11.0m 0.35% Reduced -20.7k -20,683
50 Chicago Wealth Management, Inc. 4.34% of their portfolio CHICAGO, IL 272,449272.4k $10.0m $10.0m 4.34% Added +8.5k +8,537
51 COWA, LLC 3.29% of their portfolio Tulsa, OK 270,909270.9k $9.9m $9.9m 3.29% Added +16.3k +16,298
52 Hennion & Walsh Asset Management, Inc. 0.36% of their portfolio Parsippany, NJ 270,089270.1k $9.9m $9.9m 0.36% Added +20.6k +20,629
53 Johnson & White Wealth Management, LLC 4.32% of their portfolio YORK, PA 258,137258.1k $9.4m $9.4m 4.32% Added +16.5k +16,510
54 COMERICA BANK 0.04% of their portfolio DALLAS, TX 256,280256.3k $9.4m $9.4m 0.04% Added +329 +329
55 Steward Partners Investment Advisory, LLC 0.05% of their portfolio STAMFORD, CT 254,481254.5k $9.3m $9.3m 0.05% Added +9.8k +9,767
56 FAS Wealth Partners, Inc. 0.63% of their portfolio LEAWOOD, KS 254,001254.0k $9.3m $9.3m 0.63% Added +7.5k +7,469
57 Disciplined Investors, L.L.C. 6.45% of their portfolio WACO, TX 247,955248.0k $9.1m $9.1m 6.45% Added +18.5k +18,503
58 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 244,610244.6k $8.9m $8.9m 0.01% Added +40.4k +40,447
59 &PARTNERS 0.06% of their portfolio NASHVILLE, TN 240,285240.3k $8.8m $8.8m 0.06% Added +20.5k +20,481
60 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 231,441231.4k $8.5m $8.5m 0.02% Reduced -162.0k -161,963
61 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 222,602222.6k $8.1m $8.1m 0.01% Reduced -192 -192
62 Kingsview Wealth Management, LLC 0.12% of their portfolio GRANTS PASS, OR 219,552219.6k $8.0m $8.0m 0.12% Added +33.7k +33,699
63 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 211,428211.4k $7.7m $7.7m 0.04% Added +12.6k +12,625
64 NWF Advisory Services Inc. 0.85% of their portfolio Los Angeles, CA 211,383211.4k $7.7m $7.7m 0.85% Added +153.4k +153,449
65 Capital Advisors Wealth Management, LLC 1.07% of their portfolio YAKIMA, WA 206,025206.0k $7.5m $7.5m 1.07% Added +21.9k +21,884
66 CX Institutional 0.23% of their portfolio AUBURN, IN 203,603203.6k $7.4m $7.4m 0.23% Reduced -10.4k -10,414
67 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 201,958202.0k $7.3m $7.3m 0.01% Added +13.4k +13,374
68 Equitable Holdings, Inc. 0.05% of their portfolio NEW YORK, NY 197,243197.2k $7.2m $7.2m 0.05% Added +31.4k +31,363
69 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 195,586195.6k $7.1m $7.1m 0.00% Added +34.3k +34,273
70 FORTE ASSET MANAGEMENT LLC 3.28% of their portfolio BEDFORD, NY 186,188186.2k $6.8m $6.8m 3.28% Reduced -88 -88
71 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 184,836184.8k $6.8m $6.8m 0.00% Reduced -3.6k -3,600
72 D.A. DAVIDSON & CO. 0.04% of their portfolio GREAT FALLS, MT 182,137182.1k $6.7m $6.7m 0.04% Reduced -305 -305
73 Vantage Financial Partners, LLC 1.38% of their portfolio ELM GROVE, WI 179,042179.0k $6.5m $6.5m 1.38% Added +28.0k +28,042
74 Gilbert Capital Group, Inc. 4.89% of their portfolio NORTH YARMOUTH, ME 172,902172.9k $6.3m $6.3m 4.89% New
75 Heartwood Wealth Advisors LLC 0.56% of their portfolio RICHMOND, VA 163,607163.6k $6.0m $6.0m 0.56% Added +8.0k +7,967
76 Murphy, Middleton, Hinkle & Parker, Inc. 2.78% of their portfolio Thomasville, GA 155,730155.7k $5.7m $5.7m 2.78% Added +25.9k +25,892
77 Outlook Wealth Advisors, LLC 1.38% of their portfolio SHENANDOAH, TX 151,870151.9k $5.6m $5.6m 1.38% Added +132.9k +132,896
78 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 147,830147.8k $5.4m $5.4m 0.00% Reduced -484 -484
79 Wealth Management Associates, Inc. 1.91% of their portfolio Cherry Hill, NJ 147,263147.3k $5.4m $5.4m 1.91% Reduced -1.3k -1,293
80 Operose Advisors LLC 1.28% of their portfolio MILWAUKEE, WI 140,776140.8k $5.1m $5.1m 1.28% Reduced -19.1k -19,097
81 Wilmington Savings Fund Society, FSB 0.12% of their portfolio WILMINGTON, DE 140,366140.4k $5.1m $5.1m 0.12% Reduced -5.6k -5,601
82 Sterling Wealth Advisors Inc 3.21% of their portfolio PLANTATION, FL 136,651136.7k $5.0m $5.0m 3.21% Reduced -845 -845
83 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 132,744132.7k $4.9m $4.9m 0.01% Added +6.3k +6,279
84 Gallagher Fiduciary Advisors, LLC 0.17% of their portfolio ROLLING MEADOWS, IL 126,646126.6k $4.6m $4.6m 0.17% Added +118.2k +118,196
85 Enclave Advisors LLC 0.70% of their portfolio AUSTIN, TX 125,462125.5k $4.6m $4.6m 0.70% Added +14.6k +14,586
86 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 125,160125.2k $4.6m $4.6m 0.00% Added +3.2k +3,158
87 Stratos Wealth Partners, LTD. 0.05% of their portfolio BEACHWOOD, OH 123,788123.8k $4.5m $4.5m 0.05% Added +116.7k +116,709
88 SYNOVUS FINANCIAL CORP 0.05% of their portfolio Columbus, GA 123,190123.2k $4.5m $4.5m 0.05% Reduced -15.9k -15,949
89 TD Waterhouse Canada Inc. 0.03% of their portfolio TORONTO, A6 120,711120.7k $4.4m $4.4m 0.03% Added +2.8k +2,809
90 Fortitude Family Office, LLC 1.18% of their portfolio SCOTTSDALE, AZ 119,250119.2k $4.4m $4.4m 1.18% Unchanged
91 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 117,724117.7k $4.3m $4.3m 0.01% Added +26.0k +26,036
92 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 116,746116.7k $4.3m $4.3m 0.01% Added +7.5k +7,462
93 J.W. COLE ADVISORS, INC. 0.08% of their portfolio TAMPA, FL 115,636115.6k $4.2m $4.2m 0.08% Added +2.6k +2,604
94 Sovran Advisors, LLC 0.38% of their portfolio SAN DIEGO, CA 114,305114.3k $4.3m $4.3m 0.38% Added +47.3k +47,291
95 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 113,814113.8k $4.2m $4.2m 0.01% Reduced -7.2k -7,246
96 EWG Elevate Inc. 1.26% of their portfolio ROSEVILLE, CA 109,952110.0k $4.0m $4.0m 1.26% Added +38.1k +38,123
97 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 109,451109.5k $4.0m $4.0m 0.00% Added +35.9k +35,892
98 EVERMAY WEALTH MANAGEMENT LLC 0.44% of their portfolio ARLINGTON, VA 106,387106.4k $3.9m $3.9m 0.44% Reduced -5.1k -5,084
99 Thrive Capital Management, LLC 1.00% of their portfolio FORT WASHINGTON, PA 106,230106.2k $3.9m $3.9m 1.00% Added +13.0k +13,006
100 Access Investment Management LLC 1.04% of their portfolio ATLANTA, GA 105,555105.6k $3.9m $3.9m 1.04% Added +8.5k +8,525