Vault-13

ISHARES TR IDV

INTL SEL DIV ETF · ETP · CUSIP 464288448

581 institutional holders +62 vs Q3 2025
94,997,55595.0m shares reported held*
$3.8bnreported value*
63 new 250 added 133 reduced 20 sold out net bought ≈ $194.1m (+5.0m 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 ($11.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.67. Options: 2 managers hold calls ($568.1k notional), 2 hold puts ($2.1m).

Trends to Q4 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: 519Q4 25: 581581Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025581

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 24: 169 bought or addedQ1 24: 233 cut or sold outQ2 24: 172 bought or addedQ2 24: 212 cut or sold outQ2 24Q3 24: 199 bought or addedQ3 24: 176 cut or sold outQ4 24: 179 bought or addedQ4 24: 202 cut or sold outQ4 24Q1 25: 205 bought or addedQ1 25: 195 cut or sold outQ2 25: 290 bought or addedQ2 25: 160 cut or sold outQ2 25Q3 25: 261 bought or addedQ3 25: 193 cut or sold outQ4 25: 313 bought or addedQ4 25: 153 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024169233
Q2 2024172212
Q3 2024199176
Q4 2024179202
Q1 2025205195
Q2 2025290160
Q3 2025261193
Q4 2025313153

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ1 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 3.61Q4 25 calls: $568.1kQ4 25 puts: $2.1mQ4 25P/C 3.61
Numbers
QuarterCallsPutsP/C
Q1 2025$1.2m$1.7m1.41
Q2 2025$724.7k$2.3m3.23
Q3 2025$398.4k$1.4m3.61
Q4 2025$568.1k$2.1m3.61

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +622,662+622.7k
WELLS FARGO & COMPANY/MN Added +479,020+479.0k
ROYAL BANK OF CANADA Added +428,550+428.6k
ENVESTNET ASSET MANAGEMENT INC Added +363,927+363.9k
MERCER GLOBAL ADVISORS INC /ADV Added +276,868+276.9k
LPL Financial LLC Added +271,920+271.9k
Focus Partners Wealth Added +262,711+262.7k
BANK OF MONTREAL /CAN/ Added +195,690+195.7k
Qube Research & Technologies Ltd Added +189,580+189.6k
ANGELES WEALTH MANAGEMENT, LLC New +182,000+182.0k

Biggest sellers

JPMORGAN CHASE & CO Reduced -960,245-960.2k
Kingsview Wealth Management, LLC Reduced -161,231-161.2k
Murphy, Middleton, Hinkle & Parker, Inc. Sold out -155,730-155.7k
OSAIC HOLDINGS, INC. Reduced -101,978-102.0k
NorthCoast Asset Management LLC Reduced -87,416-87.4k
NWF Advisory Services Inc. Reduced -84,170-84.2k
ASSETMARK, INC Reduced -62,365-62.4k
Integrated Wealth Concepts LLC Reduced -46,256-46.3k
Caprock Group, LLC Sold out -39,309-39.3k
Sanctuary Advisors, LLC Reduced -38,420-38.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $307.7k7.8k shares
JANE STREET GROUP, LLC New $260.4k6.6k shares

Biggest puts

CITADEL ADVISORS LLC Added $1.6m39.9k shares
JANE STREET GROUP, LLC Reduced $477.3k12.1k 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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 13,293,28613.3m $524.4m $524.4m 0.04% Added +622.7k +622,662
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 7,483,7557.5m $295.2m $295.2m 0.02% Added +178.1k +178,082
3 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 4,471,4924.5m $176.4m $176.4m 0.03% Added +479.0k +479,020
4 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 4,033,6684.0m $159.6m $159.6m 0.04% Added +86.0k +86,008
5 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 3,987,9224.0m $157.3m $157.3m 0.05% Added +363.9k +363,927
6 MERCER GLOBAL ADVISORS INC /ADV 0.23% of their portfolio DENVER, CO 3,793,5813.8m $149.7m $149.7m 0.23% Added +276.9k +276,868
7 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,921,9262.9m $115.3m $115.3m 0.02% Reduced -467 -467
8 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 2,801,6632.8m $110.5m $110.5m 0.03% Added +271.9k +271,920
9 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 2,653,8812.7m $104.7m $104.7m 0.02% Added +119.2k +119,213
10 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 2,163,7192.2m $85.4m $85.4m 0.02% Added +428.6k +428,550
11 US BANCORP \DE\ 0.09% of their portfolio MINNEAPOLIS, MN 2,048,2602.0m $80.8m $80.8m 0.09% Added +47.2k +47,161
12 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,623,4911.6m $64.0m $64.0m 0.02% Added +170.3k +170,325
13 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 1,378,9431.4m $54.4m $54.4m 0.06% Added +169.4k +169,444
14 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,329,5731.3m $52.5m $52.5m 0.06% Added +52.2k +52,212
15 FUKOKU MUTUAL LIFE INSURANCE Co 3.19% of their portfolio TOKYO, M0 1,232,0001.2m $48.6m $48.6m 3.19% Unchanged
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 1,125,2881.1m $44.4m $44.4m 0.03% Added +88.7k +88,737
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,058,8711.1m $41.8m $41.8m 0.00% Reduced -960.2k -960,245
18 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 1,058,5561.1m $41.8m $41.8m 0.01% Reduced -37.3k -37,301
19 SCOTIA CAPITAL INC. 0.17% of their portfolio TORONTO, A6 1,047,2181.0m $41.3m $41.3m 0.17% Reduced -35.3k -35,330
20 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 1,014,0391.0m $40.0m $40.0m 0.05% Added +150.7k +150,712
21 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 934,687934.7k $36.9m $36.9m 0.03% Added +86.8k +86,777
22 GDS Wealth Management 2.20% of their portfolio FLOWER MOUND, TX 892,043892.0k $35.2m $35.2m 2.20% Added +21.4k +21,383
23 Orion Porfolio Solutions, LLC 0.26% of their portfolio OMAHA, NE 888,922888.9k $35.1m $35.1m 0.26% Added +14.0k +13,963
24 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 837,344837.3k $33.0m $33.0m 0.04% Added +262.7k +262,711
25 Arkadios Wealth Advisors 0.59% of their portfolio ATLANTA, GA 757,654757.7k $29.9m $29.9m 0.59% Added +38.8k +38,754
26 GHP Investment Advisors, Inc. 1.23% of their portfolio Denver, CO 755,612755.6k $29.8m $29.8m 1.23% Added +5.5k +5,500
27 Mariner, LLC 0.03% of their portfolio Overland Park, KS 744,810744.8k $29.4m $29.4m 0.03% Added +27.5k +27,492
28 REGIONS FINANCIAL CORP 0.17% of their portfolio BIRMINGHAM, AL 679,352679.4k $26.8m $26.8m 0.17% Added +16.6k +16,581
29 ASSETMARK, INC 0.05% of their portfolio CONCORD, CA 627,917627.9k $24.8m $24.8m 0.05% Reduced -62.4k -62,365
30 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 618,518618.5k $24.4m $24.4m 0.01% Added +44.7k +44,721
31 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 576,524576.5k $22.7m $22.7m 0.03% Reduced -102.0k -101,978
32 Parallel Advisors, LLC 0.40% of their portfolio SAN FRANCISCO, CA 549,287549.3k $21.7m $21.7m 0.40% Added +3.6k +3,600
33 SECURIAN ASSET MANAGEMENT, INC 0.75% of their portfolio ST PAUL, MN 500,000500.0k $19.7m $19.7m 0.75% Unchanged
34 TD PRIVATE CLIENT WEALTH LLC 0.39% of their portfolio NEW YORK, NY 460,223460.2k $18.2m $18.2m 0.39% Added +46.2k +46,238
35 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 452,713452.7k $17.9m $17.9m 0.04% Added +28.0k +27,959
36 AdvisorNet Financial, Inc 0.89% of their portfolio MINNETONKA, MN 422,823422.8k $16.7m $16.7m 0.89% Added +14.5k +14,467
37 HUNTINGTON NATIONAL BANK 0.09% of their portfolio COLUMBUS, OH 394,762394.8k $15.6m $15.6m 0.09% Added +4.4k +4,419
38 Sigma Planning Corp 0.42% of their portfolio ANN ARBOR, MI 386,848386.8k $15.3m $15.3m 0.42% Reduced -3.7k -3,691
39 Destination Wealth Management 0.40% of their portfolio Walnut Creek, CA 386,790386.8k $15.3m $15.3m 0.40% Reduced -3.2k -3,237
40 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 374,736374.7k $14.8m $14.8m 0.02% Added +152.1k +152,134
41 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 358,169358.2k $14.1m $14.1m 0.06% Added +45.5k +45,511
42 Eagle Bluffs Wealth Management LLC 5.59% of their portfolio COLUMBIA, MO 349,694349.7k $13.8m $13.8m 5.59% Added +19.5k +19,459
43 Linscomb Wealth, Inc. 0.57% of their portfolio Houston, TX 342,004342.0k $13.5m $13.5m 0.57% Reduced -448 -448
44 CWM, LLC 0.04% of their portfolio OMAHA, NE 331,297331.3k $13.1m $13.1m 0.04% Reduced -14.4k -14,430
45 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 326,452326.5k $12.9m $12.9m 0.01% Reduced -1.9k -1,883
46 Bangor Savings Bank 1.04% of their portfolio BANGOR, ME 326,329326.3k $12.9m $12.9m 1.04% Added +2.6k +2,591
47 Meeder Advisory Services, Inc. 0.55% of their portfolio DUBLIN, OH 322,583322.6k $12.7m $12.7m 0.55% Added +7.8k +7,817
48 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 316,664316.7k $12.5m $12.5m 0.02% Added +85.2k +85,223
49 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 305,141305.1k $12.0m $12.0m 0.00% Added +195.7k +195,690
50 One Capital Management, LLC 0.36% of their portfolio WESTLAKE VILLAGE, CA 299,631299.6k $11.8m $11.8m 0.36% Reduced -908 -908
51 Hennion & Walsh Asset Management, Inc. 0.39% of their portfolio Parsippany, NJ 284,815284.8k $11.2m $11.2m 0.39% Added +14.7k +14,726
52 Chicago Wealth Management, Inc. 4.47% of their portfolio CHICAGO, IL 282,047282.0k $11.1m $11.1m 4.47% Added +9.6k +9,598
53 COWA, LLC 3.29% of their portfolio Tulsa, OK 273,638273.6k $10.8m $10.8m 3.29% Added +2.7k +2,729
54 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 272,871272.9k $10.8m $10.8m 0.01% Added +77.3k +77,285
55 Disciplined Investors, L.L.C. 6.93% of their portfolio WACO, TX 267,660267.7k $10.6m $10.6m 6.93% Added +19.7k +19,705
56 Johnson & White Wealth Management, LLC 4.58% of their portfolio YORK, PA 266,840266.8k $10.5m $10.5m 4.58% Added +8.7k +8,703
57 COMERICA BANK 0.04% of their portfolio DALLAS, TX 263,055263.1k $10.4m $10.4m 0.04% Added +6.8k +6,775
58 FAS Wealth Partners, Inc. 0.67% of their portfolio LEAWOOD, KS 262,187262.2k $10.3m $10.3m 0.67% Added +8.2k +8,186
59 &PARTNERS 0.05% of their portfolio NASHVILLE, TN 261,792261.8k $10.3m $10.3m 0.05% Added +21.5k +21,507
60 Steward Partners Investment Advisory, LLC 0.06% of their portfolio STAMFORD, CT 261,705261.7k $10.3m $10.3m 0.06% Added +7.2k +7,224
61 NorthCoast Asset Management LLC 0.22% of their portfolio STAMFORD, CT 253,096253.1k $10.0m $10.0m 0.22% Reduced -87.4k -87,416
62 Gilbert Capital Group, Inc. 7.34% of their portfolio NORTH YARMOUTH, ME 247,655247.7k $9.8m $9.8m 7.34% Added +74.8k +74,753
63 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 233,531233.5k $9.2m $9.2m 0.01% Reduced -11.1k -11,079
64 Equitable Holdings, Inc. 0.06% of their portfolio NEW YORK, NY 229,790229.8k $9.1m $9.1m 0.06% Added +32.5k +32,547
65 Capital Advisors Wealth Management, LLC 1.23% of their portfolio YAKIMA, WA 229,059229.1k $9.0m $9.0m 1.23% Added +23.0k +23,034
66 Gallagher Fiduciary Advisors, LLC 0.29% of their portfolio ROLLING MEADOWS, IL 226,411226.4k $8.9m $8.9m 0.29% Added +99.8k +99,765
67 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 215,559215.6k $8.5m $8.5m 0.03% Added +4.1k +4,131
68 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 206,463206.5k $8.2m $8.2m 0.01% Added +4.5k +4,505
69 CX Institutional 0.24% of their portfolio AUBURN, IN 203,726203.7k $8.0m $8.0m 0.24% Added +123 +123
70 FORTE ASSET MANAGEMENT LLC 3.45% of their portfolio BEDFORD, NY 192,670192.7k $7.6m $7.6m 3.45% Added +6.5k +6,482
71 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 191,544191.5k $7.6m $7.6m 0.00% Added +6.7k +6,708
72 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 189,610189.6k $7.5m $7.5m 0.01% Added +189.6k +189,580
73 D.A. DAVIDSON & CO. 0.05% of their portfolio GREAT FALLS, MT 188,496188.5k $7.4m $7.4m 0.05% Added +6.4k +6,359
74 Vantage Financial Partners, LLC 1.49% of their portfolio ELM GROVE, WI 185,536185.5k $7.3m $7.3m 1.49% Added +6.5k +6,494
75 ANGELES WEALTH MANAGEMENT, LLC 0.40% of their portfolio SANTA MONICA, CA 182,000182.0k $7.2m $7.2m 0.40% New
76 URS Advisory LLC 5.85% of their portfolio JUPITER, FL 178,411178.4k $7.0m $7.0m 5.85% First filing
77 Heartwood Wealth Advisors LLC 0.63% of their portfolio RICHMOND, VA 174,151174.2k $6.9m $6.9m 0.63% Added +10.5k +10,544
78 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 159,397159.4k $6.3m $6.3m 0.00% Added +34.2k +34,237
79 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 154,299154.3k $6.1m $6.1m 0.00% Added +6.5k +6,469
80 Outlook Wealth Advisors, LLC 1.34% of their portfolio SHENANDOAH, TX 150,223150.2k $5.9m $5.9m 1.34% Reduced -1.6k -1,647
81 Wealth Management Associates, Inc. 2.00% of their portfolio Cherry Hill, NJ 145,945145.9k $5.8m $5.8m 2.00% Reduced -1.3k -1,318
82 Wilmington Savings Fund Society, FSB 0.13% of their portfolio WILMINGTON, DE 141,518141.5k $5.6m $5.6m 0.13% Added +1.2k +1,152
83 Enclave Advisors LLC 0.79% of their portfolio AUSTIN, TX 141,385141.4k $5.6m $5.6m 0.79% Added +15.9k +15,923
84 Prota Financial, LLC 3.97% of their portfolio HOUSTON, TX 139,661139.7k $5.5m $5.5m 3.97% First filing
85 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 137,239137.2k $5.4m $5.4m 0.01% Added +4.5k +4,495
86 Sterling Wealth Advisors Inc 3.24% of their portfolio PLANTATION, FL 136,196136.2k $5.4m $5.4m 3.24% Reduced -455 -455
87 Pinnacle Financial Partners, Inc. 0.04% of their portfolio ATLANTA, GA 133,016133.0k $5.2m $5.2m 0.04% First filing
88 J.W. COLE ADVISORS, INC. 0.13% of their portfolio TAMPA, FL 132,230132.2k $5.2m $5.2m 0.13% Added +16.6k +16,594
89 Operose Advisors LLC 1.17% of their portfolio MILWAUKEE, WI 127,529127.5k $5.0m $5.0m 1.17% Reduced -13.2k -13,247
90 NWF Advisory Services Inc. 0.55% of their portfolio Los Angeles, CA 127,213127.2k $5.0m $5.0m 0.55% Reduced -84.2k -84,170
91 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 123,561123.6k $4.9m $4.9m 0.01% Added +9.7k +9,747
92 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 121,544121.5k $4.8m $4.8m 0.01% Added +4.8k +4,798
93 TD Waterhouse Canada Inc. 0.03% of their portfolio TORONTO, A6 120,855120.9k $4.8m $4.8m 0.03% Added +144 +144
94 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 120,000120.0k $4.7m $4.7m 0.01% Added +25.5k +25,500
95 Fortitude Family Office, LLC 1.10% of their portfolio SCOTTSDALE, AZ 119,250119.2k $4.7m $4.7m 1.10% Unchanged
96 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 119,234119.2k $4.7m $4.7m 0.01% Added +1.5k +1,510
97 Stratos Wealth Partners, LTD. 0.05% of their portfolio BEACHWOOD, OH 116,484116.5k $4.6m $4.6m 0.05% Reduced -7.3k -7,304
98 VIEWPOINT INVESTMENT PARTNERS CORP 2.12% of their portfolio CALGARY, A0 113,000113.0k $4.5m $4.5m 2.12% New
99 World Investment Advisors 0.07% of their portfolio LINCROFT, NJ 111,854111.9k $4.4m $4.4m 0.07% Added +7.6k +7,605
100 Winthrop Partners - WNY, LLC 2.33% of their portfolio Buffalo, NY 109,639109.6k $4.3m $4.3m 2.33% First filing