Vault-13

ISHARES TR IDV

INTL SEL DIV ETF · ETP · CUSIP 464288448

610 institutional holders +29 vs Q4 2025
115,338,548115.3m shares reported held*
$4.5bnreported value*
68 new 275 added 169 reduced 37 sold out net bought ≈ $519.3m (+21.0m 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 ($22.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.28. Options: 1 managers hold calls ($1.1m notional), 2 hold puts ($1.8m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 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: 581Q1 26: 610610Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026610

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 313 bought or addedQ4 25: 153 cut or sold outQ1 26: 343 bought or addedQ1 26: 206 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024172212
Q3 2024199176
Q4 2024179202
Q1 2025205195
Q2 2025290160
Q3 2025261193
Q4 2025313153
Q1 2026343206

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ2 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 3.61Q1 26 calls: $1.1mQ1 26 puts: $1.8mQ1 26P/C 1.61
Numbers
QuarterCallsPutsP/C
Q2 2025$724.7k$2.3m3.23
Q3 2025$398.4k$1.4m3.61
Q4 2025$568.1k$2.1m3.61
Q1 2026$1.1m$1.8m1.61

Biggest buyers

Gallagher Fiduciary Advisors, LLC Added +8,919,648+8.9m
MORGAN STANLEY Added +1,481,982+1.5m
BANK OF AMERICA CORP /DE/ Added +1,003,299+1.0m
WELLS FARGO & COMPANY/MN Added +850,770+850.8k
UBS Group AG Added +803,169+803.2k
JANE STREET GROUP, LLC Added +720,485+720.5k
LPL Financial LLC Added +532,293+532.3k
One Capital Management, LLC Added +529,220+529.2k
Berkshire Money Management, Inc. New +527,447+527.4k
ENVESTNET ASSET MANAGEMENT INC Added +453,461+453.5k

Biggest sellers

Gilbert Capital Group, Inc. Reduced -242,112-242.1k
BANK OF MONTREAL /CAN/ Reduced -199,812-199.8k
Qube Research & Technologies Ltd Reduced -186,073-186.1k
J.W. COLE ADVISORS, INC. Sold out -132,230-132.2k
VIEWPOINT INVESTMENT PARTNERS CORP Sold out -113,000-113.0k
Stratos Wealth Partners, LTD. Reduced -96,611-96.6k
Align Financial, LLC Reduced -93,164-93.2k
NorthCoast Asset Management LLC Reduced -84,736-84.7k
Parallel Advisors, LLC Reduced -73,121-73.1k
BAROMETER CAPITAL MANAGEMENT INC. Sold out -68,487-68.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.1m26.1k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $1.4m33.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $361.8k8.5k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 14,296,58514.3m $608.5m $608.5m 0.04% Added +1.0m +1,003,299
2 Gallagher Fiduciary Advisors, LLC 0.01% of their portfolio ROLLING MEADOWS, IL 9,146,0599.1m $214.9k $214.9k 0.01% Added +8.9m +8,919,648
3 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 8,965,7379.0m $381.6m $381.6m 0.02% Added +1.5m +1,481,982
4 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 5,322,2625.3m $226.5m $226.5m 0.05% Added +850.8k +850,770
5 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 4,441,3834.4m $189.0m $189.0m 0.05% Added +453.5k +453,461
6 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 4,062,3514.1m $173.2m $173.2m 0.04% Added +28.7k +28,683
7 MERCER GLOBAL ADVISORS INC /ADV 0.24% of their portfolio DENVER, CO 3,874,6873.9m $164.9m $164.9m 0.24% Added +81.1k +81,106
8 UBS Group AG 0.03% of their portfolio ZURICH, V8 3,725,0953.7m $158.5m $158.5m 0.03% Added +803.2k +803,169
9 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 3,333,9563.3m $141.9m $141.9m 0.04% Added +532.3k +532,293
10 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 2,872,1402.9m $122.2m $122.2m 0.02% Added +218.3k +218,259
11 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 2,452,3532.5m $104.4m $104.4m 0.02% Added +288.6k +288,634
12 US BANCORP \DE\ 0.11% of their portfolio MINNEAPOLIS, MN 2,124,3302.1m $90.4m $90.4m 0.11% Added +76.1k +76,070
13 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,744,5361.7m $74.2m $74.2m 0.02% Added +121.0k +121,045
14 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 1,453,4331.5m $61.9m $61.9m 0.07% Added +123.9k +123,860
15 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 1,390,0661.4m $59.2m $59.2m 0.06% Added +11.1k +11,123
16 FUKOKU MUTUAL LIFE INSURANCE Co 3.43% of their portfolio TOKYO, M0 1,232,0001.2m $52.4m $52.4m 3.43% Unchanged
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 1,198,2901.2m $51.0m $51.0m 0.03% Added +73.0k +73,002
18 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 1,140,0101.1m $48.5m $48.5m 0.07% Added +126.0k +125,971
19 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 1,114,0571.1m $43.9m $43.9m 0.01% Added +55.5k +55,501
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,112,1351.1m $46.1m $46.1m 0.00% Added +53.3k +53,264
21 SCOTIA CAPITAL INC. 0.18% of their portfolio TORONTO, A6 1,050,2091.1m $44.7m $44.7m 0.18% Added +3.0k +2,991
22 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 989,552989.6k $42.1m $42.1m 0.04% Added +54.9k +54,865
23 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 933,721933.7k $39.7m $39.7m 0.04% Added +96.4k +96,377
24 GDS Wealth Management 2.38% of their portfolio FLOWER MOUND, TX 932,530932.5k $39.7m $39.7m 2.38% Added +40.5k +40,487
25 Orion Porfolio Solutions, LLC 0.31% of their portfolio OMAHA, NE 841,341841.3k $35.8m $35.8m 0.31% Reduced -47.6k -47,581
26 One Capital Management, LLC 0.97% of their portfolio WESTLAKE VILLAGE, CA 828,851828.9k $35.3m $35.3m 0.97% Added +529.2k +529,220
27 Mariner, LLC 0.04% of their portfolio Overland Park, KS 809,298809.3k $34.4m $34.4m 0.04% Added +64.5k +64,488
28 Arkadios Wealth Advisors 0.57% of their portfolio ATLANTA, GA 807,215807.2k $34.4m $34.4m 0.57% Added +49.6k +49,561
29 GHP Investment Advisors, Inc. 1.33% of their portfolio Denver, CO 759,919759.9k $32.3m $32.3m 1.33% Added +4.3k +4,307
30 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 739,375739.4k $31.5m $31.5m 0.03% Added +720.5k +720,485
31 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 685,873685.9k $29.2m $29.2m 0.02% Added +67.4k +67,355
32 REGIONS FINANCIAL CORP 0.17% of their portfolio BIRMINGHAM, AL 630,964631.0k $26.9m $26.9m 0.17% Reduced -48.4k -48,388
33 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 625,820625.8k $26.6m $26.6m 0.04% Added +49.3k +49,296
34 ASSETMARK, INC 0.05% of their portfolio CONCORD, CA 612,261612.3k $26.1m $26.1m 0.05% Reduced -15.7k -15,656
35 Berkshire Money Management, Inc. 2.30% of their portfolio DALTON, MA 527,447527.4k $22.4m $22.4m 2.30% New
36 SECURIAN ASSET MANAGEMENT, INC 0.84% of their portfolio ST PAUL, MN 500,000500.0k $21.3m $21.3m 0.84% Unchanged
37 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 496,986497.0k $20.5m $20.5m 0.01% Added +224.1k +224,115
38 Parallel Advisors, LLC 0.37% of their portfolio SAN FRANCISCO, CA 476,166476.2k $20.3m $20.3m 0.37% Reduced -73.1k -73,121
39 TD PRIVATE CLIENT WEALTH LLC 0.42% of their portfolio NEW YORK, NY 473,908473.9k $20.2m $20.2m 0.42% Added +13.7k +13,685
40 &PARTNERS 0.10% of their portfolio NASHVILLE, TN 468,480468.5k $20.0m $20.0m 0.10% Added +206.7k +206,688
41 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 459,834459.8k $19.6m $19.6m 0.05% Added +7.1k +7,121
42 AdvisorNet Financial, Inc 0.92% of their portfolio MINNETONKA, MN 419,077419.1k $17.8m $17.8m 0.92% Reduced -3.7k -3,746
43 CWM, LLC 0.05% of their portfolio OMAHA, NE 405,742405.7k $17.3m $17.3m 0.05% Added +74.4k +74,445
44 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 391,574391.6k $16.7m $16.7m 0.03% Added +74.9k +74,910
45 Mirae Asset Global Investments Co., Ltd. 0.05% of their portfolio SEOUL, M5 386,264386.3k $16.4m $16.4m 0.05% Added +266.3k +266,264
46 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 384,771384.8k $16.4m $16.4m 0.03% Added +10.0k +10,035
47 Destination Wealth Management 0.41% of their portfolio Walnut Creek, CA 374,049374.0k $15.9m $15.9m 0.41% Reduced -12.7k -12,741
48 Eagle Bluffs Wealth Management LLC 6.06% of their portfolio COLUMBIA, MO 365,531365.5k $15.6m $15.6m 6.06% Added +15.8k +15,837
49 Sigma Planning Corp 0.43% of their portfolio ANN ARBOR, MI 364,752364.8k $15.5m $15.5m 0.43% Reduced -22.1k -22,096
50 HUNTINGTON NATIONAL BANK 0.09% of their portfolio COLUMBUS, OH 363,520363.5k $15.5m $15.5m 0.09% Reduced -31.2k -31,242
51 Meeder Advisory Services, Inc. 0.61% of their portfolio DUBLIN, OH 344,603344.6k $14.7m $14.7m 0.61% Added +22.0k +22,020
52 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 329,089329.1k $14.0m $14.0m 0.01% Added +2.6k +2,637
53 Chicago Wealth Management, Inc. 5.53% of their portfolio CHICAGO, IL 325,363325.4k $13.8m $13.8m 5.53% Added +43.3k +43,316
54 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 324,363324.4k $13.8m $13.8m 0.01% Added +314.1k +314,104
55 Kestra Advisory Services, LLC 0.05% of their portfolio AUSTIN, TX 317,837317.8k $13.5m $13.5m 0.05% Reduced -40.3k -40,332
56 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 311,031311.0k $13.2m $13.2m 0.02% Added +77.5k +77,500
57 FIFTH THIRD BANCORP 0.02% of their portfolio CINCINNATI, OH 310,856310.9k $13.2m $13.2m 0.02% Added +310.4k +310,423
58 Equitable Holdings, Inc. 0.08% of their portfolio NEW YORK, NY 309,600309.6k $12.4m $12.4m 0.08% Added +79.8k +79,810
59 Disciplined Investors, L.L.C. 7.69% of their portfolio WACO, TX 303,357303.4k $12.9m $12.9m 7.69% Added +35.7k +35,697
60 Farther Finance Advisors, LLC 0.12% of their portfolio SAN FRANCISCO, CA 302,044302.0k $12.9m $12.9m 0.12% Added +218.7k +218,715
61 Bangor Savings Bank 1.02% of their portfolio BANGOR, ME 299,629299.6k $12.8m $12.8m 1.02% Reduced -26.7k -26,700
62 Linscomb Wealth, Inc. 0.57% of their portfolio Houston, TX 299,147299.1k $12.7m $12.7m 0.57% Reduced -42.9k -42,857
63 Hennion & Walsh Asset Management, Inc. 0.41% of their portfolio Parsippany, NJ 289,624289.6k $12.3m $12.3m 0.41% Added +4.8k +4,809
64 Steward Partners Investment Advisory, LLC 0.06% of their portfolio STAMFORD, CT 287,292287.3k $12.2m $12.2m 0.06% Added +25.6k +25,587
65 Lido Advisors, LLC 0.05% of their portfolio Los Angeles, CA 285,197285.2k $12.1m $12.1m 0.05% Added +211.6k +211,570
66 COWA, LLC 3.19% of their portfolio Tulsa, OK 277,728277.7k $11.8m $11.8m 3.19% Added +4.1k +4,090
67 Johnson & White Wealth Management, LLC 4.92% of their portfolio YORK, PA 273,438273.4k $11.6m $11.6m 4.92% Added +6.6k +6,598
68 Ocean Park Asset Management, LLC 0.66% of their portfolio SANTA MONICA, CA 267,146267.1k $11.4m $11.4m 0.66% Added +260.0k +259,966
69 FAS Wealth Partners, Inc. 0.68% of their portfolio LEAWOOD, KS 255,927255.9k $10.9m $10.9m 0.68% Reduced -6.3k -6,260
70 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 250,381250.4k $10.7m $10.7m 0.00% Added +58.8k +58,837
71 Capital Advisors Wealth Management, LLC 1.39% of their portfolio YAKIMA, WA 243,396243.4k $10.4m $10.4m 1.39% Added +14.3k +14,337
72 Outlook Wealth Advisors, LLC 2.42% of their portfolio SHENANDOAH, TX 234,734234.7k $10.0m $10.0m 2.42% Added +84.5k +84,511
73 Pinnacle Financial Partners, Inc. 0.07% of their portfolio ATLANTA, GA 224,599224.6k $9.6m $9.6m 0.07% Added +91.6k +91,583
74 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 216,170216.2k $9.2m $9.2m 0.00% Added +56.8k +56,773
75 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 214,838214.8k $9.1m $9.1m 0.00% Added +169.3k +169,318
76 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 211,702211.7k $9.1m $9.1m 0.02% Added +5.2k +5,239
77 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 207,510207.5k $8.8m $8.8m 0.03% Reduced -8.0k -8,049
78 URS Advisory LLC 6.23% of their portfolio JUPITER, FL 200,187200.2k $8.5m $8.5m 6.23% Added +21.8k +21,776
79 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 198,020198.0k $8.4m $8.4m 0.01% New
80 CX Institutional 0.25% of their portfolio AUBURN, IN 195,838195.8k $8.3m $8.3m 0.25% Reduced -7.9k -7,888
81 FORTE ASSET MANAGEMENT LLC 3.61% of their portfolio BEDFORD, NY 193,066193.1k $8.2m $8.2m 3.61% Added +396 +396
82 D.A. DAVIDSON & CO. 0.05% of their portfolio GREAT FALLS, MT 191,182191.2k $8.1m $8.1m 0.05% Added +2.7k +2,686
83 ANGELES WEALTH MANAGEMENT, LLC 0.42% of their portfolio SANTA MONICA, CA 182,000182.0k $7.7m $7.7m 0.42% Unchanged
84 Enclave Advisors LLC 1.07% of their portfolio AUSTIN, TX 176,872176.9k $7.5m $7.5m 1.07% Added +35.5k +35,487
85 Mutual Advisors, LLC 0.16% of their portfolio OMAHA, NE 176,205176.2k $7.5m $7.5m 0.16% Added +106.9k +106,901
86 Murphy, Middleton, Hinkle & Parker, Inc. 3.39% of their portfolio Thomasville, GA 171,901171.9k $7.3m $7.3m 3.39% New
87 STRATEGY ASSET MANAGERS LLC 1.20% of their portfolio PASADENA, CA 171,288171.3k $7.3m $7.3m 1.20% Added +146.7k +146,733
88 San Luis Wealth Advisors LLC 1.20% of their portfolio SAN LUIS OBISPO, CA 169,989170.0k $7.2m $7.2m 1.20% New
89 NorthCoast Asset Management LLC 0.17% of their portfolio STAMFORD, CT 168,360168.4k $7.2m $7.2m 0.17% Reduced -84.7k -84,736
90 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 156,776156.8k $6.7m $6.7m 0.00% Added +2.5k +2,477
91 Wealth Management Associates, Inc. 2.16% of their portfolio Cherry Hill, NJ 147,257147.3k $6.3m $6.3m 2.16% Added +1.3k +1,312
92 Heartwood Wealth Advisors LLC 0.54% of their portfolio RICHMOND, VA 146,566146.6k $6.2m $6.2m 0.54% Reduced -27.6k -27,585
93 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 142,914142.9k $6.1m $6.1m 0.02% Added +21.4k +21,370
94 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 139,635139.6k $5.9m $5.9m 0.03% Added +71.0k +71,021
95 BLAIR WILLIAM & CO/IL 0.02% of their portfolio CHICAGO, IL 137,841137.8k $5.9m $5.9m 0.02% Added +602 +602
96 Wilmington Savings Fund Society, FSB 0.14% of their portfolio WILMINGTON, DE 135,082135.1k $5.7m $5.7m 0.14% Reduced -6.4k -6,436
97 NWF Advisory Services Inc. 0.64% of their portfolio Los Angeles, CA 133,016133.0k $5.7m $5.7m 0.64% Added +5.8k +5,803
98 Prota Financial, LLC 4.06% of their portfolio HOUSTON, TX 131,602131.6k $5.6m $5.6m 4.06% Reduced -8.1k -8,059
99 SSA SWISS ADVISORS AG 2.56% of their portfolio ZURICH, V8 129,595129.6k $5.5m $5.5m 2.56% Added +36.2k +36,248
100 Sterling Wealth Advisors Inc 3.26% of their portfolio PLANTATION, FL 129,126129.1k $5.7m $5.7m 3.26% Reduced -7.1k -7,070