Vault-13

ISHARES TR IDV

INTL SEL DIV ETF · ETP · CUSIP 464288448

627 institutional holders +17 vs Q1 2026
111,508,044111.5m shares reported held*
$4.6bnreported value*
52 new 276 added 179 reduced 31 sold out net bought ≈ $221.3m (-3.6m 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 ($23.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $41.57. Options: 0 managers hold calls (— notional), 2 hold puts ($1.5m).

Trends to Q2 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: 610Q2 26: 627627Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026627

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q1 26: 343 bought or addedQ1 26: 206 cut or sold outQ2 26: 328 bought or addedQ2 26: 210 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024199176
Q4 2024179202
Q1 2025205195
Q2 2025290160
Q3 2025261193
Q4 2025313153
Q1 2026343206
Q2 2026328210

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ3 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 1.61Q2 26 calls: $0Q2 26 puts: $1.5mQ2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$398.4k$1.4m3.61
Q4 2025$568.1k$2.1m3.61
Q1 2026$1.1m$1.8m1.61
Q2 2026$0$1.5m—

Biggest buyers

Horizon Investments, LLC Added +727,458+727.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +702,794+702.8k
JANE STREET GROUP, LLC Added +420,554+420.6k
LPL Financial LLC Added +344,955+345.0k
WELLS FARGO & COMPANY/MN Added +290,433+290.4k
BASSO CAPITAL MANAGEMENT, L.P. New +259,436+259.4k
JONES FINANCIAL COMPANIES LLLP Added +238,835+238.8k
Qube Research & Technologies Ltd Added +236,397+236.4k
Integrated Wealth Concepts LLC Added +219,376+219.4k
BANK OF AMERICA CORP /DE/ Added +204,058+204.1k

Biggest sellers

Gallagher Fiduciary Advisors, LLC Reduced -8,932,323-8.9m
MORGAN STANLEY Reduced -426,883-426.9k
Mirae Asset Global Investments Co., Ltd. Reduced -325,264-325.3k
Pinnacle Financial Partners, Inc. Reduced -124,063-124.1k
ASSETMARK, INC Reduced -119,873-119.9k
Farther Finance Advisors, LLC Reduced -116,107-116.1k
Ocean Park Asset Management, LLC Reduced -113,409-113.4k
MACKENZIE FINANCIAL CORP Sold out -100,303-100.3k
Mutual Advisors, LLC Reduced -98,402-98.4k
D.A. DAVIDSON & CO. Reduced -96,307-96.3k

Biggest calls

None

Biggest puts

CITADEL ADVISORS LLC Reduced $749.9k18.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $716.7k17.3k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 14,500,64314.5m $600.8m $600.8m 0.04% Added +204.1k +204,058
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 8,538,8548.5m $353.8m $353.8m 0.02% Reduced -426.9k -426,883
3 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 5,612,6955.6m $232.5m $232.5m 0.04% Added +290.4k +290,433
4 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 4,526,8874.5m $187.5m $187.5m 0.04% Added +85.5k +85,504
5 MERCER GLOBAL ADVISORS INC /ADV 0.21% of their portfolio DENVER, CO 4,022,0704.0m $166.6m $166.6m 0.21% Added +147.4k +147,383
6 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 4,020,7174.0m $166.0m $166.0m 0.03% Reduced -41.6k -41,634
7 UBS Group AG 0.03% of their portfolio ZURICH, V8 3,849,5283.8m $159.5m $159.5m 0.03% Added +124.4k +124,433
8 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 3,678,9113.7m $152.4m $152.4m 0.03% Added +345.0k +344,955
9 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 2,851,0732.9m $118.1m $118.1m 0.02% Reduced -21.1k -21,067
10 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 2,485,7292.5m $103.0m $103.0m 0.02% Added +33.4k +33,376
11 US BANCORP \DE\ 0.10% of their portfolio MINNEAPOLIS, MN 2,195,1272.2m $90.9m $90.9m 0.10% Added +70.8k +70,797
12 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 1,804,3941.8m $74.8m $74.8m 0.02% Added +59.9k +59,858
13 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,605,1451.6m $66.5m $66.5m 0.06% Added +151.7k +151,712
14 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 1,438,4191.4m $59.6m $59.6m 0.06% Added +48.4k +48,353
15 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 1,300,4271.3m $53.9m $53.9m 0.07% Added +160.4k +160,417
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 1,297,6361.3m $53.8m $53.8m 0.03% Added +99.3k +99,346
17 FUKOKU MUTUAL LIFE INSURANCE Co 2.97% of their portfolio TOKYO, M0 1,232,0001.2m $51.0m $51.0m 2.97% Unchanged
18 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 1,159,9291.2m $48.1m $48.1m 0.03% Added +420.6k +420,554
19 ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio NASHVILLE, TN 1,153,8191.2m $49.1m $49.1m 0.02% Added +39.8k +39,762
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,115,3021.1m $46.3m $46.3m 0.00% Added +3.2k +3,167
21 SCOTIA CAPITAL INC. 0.16% of their portfolio TORONTO, A6 1,041,4331.0m $43.1m $43.1m 0.16% Reduced -8.8k -8,776
22 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 1,032,0391.0m $42.8m $42.8m 0.04% Added +42.5k +42,487
23 GDS Wealth Management 1.90% of their portfolio FLOWER MOUND, TX 965,473965.5k $40.0m $40.0m 1.90% Added +32.9k +32,943
24 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 958,642958.6k $39.7m $39.7m 0.04% Added +24.9k +24,921
25 Arkadios Wealth Advisors 0.58% of their portfolio ATLANTA, GA 906,801906.8k $37.6m $37.6m 0.58% Added +99.6k +99,586
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio BALA CYNWYD, PA 900,814900.8k $37.3m $37.3m 0.03% Added +702.8k +702,794
27 One Capital Management, LLC 0.98% of their portfolio WESTLAKE VILLAGE, CA 828,851828.9k $35.3m $35.3m 0.98% Unchanged
28 Orion Porfolio Solutions, LLC 0.26% of their portfolio OMAHA, NE 810,468810.5k $33.6m $33.6m 0.26% Reduced -30.9k -30,873
29 Mariner, LLC 0.03% of their portfolio Overland Park, KS 798,132798.1k $33.1m $33.1m 0.03% Reduced -11.2k -11,166
30 GHP Investment Advisors, Inc. 1.19% of their portfolio Denver, CO 778,589778.6k $32.3m $32.3m 1.19% Added +18.7k +18,670
31 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 758,329758.3k $31.4m $31.4m 0.02% Added +72.5k +72,456
32 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 735,821735.8k $30.4m $30.4m 0.01% Added +238.8k +238,835
33 Horizon Investments, LLC 0.33% of their portfolio Charlotte, NC 727,488727.5k $30.1m $30.1m 0.33% Added +727.5k +727,458
34 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 721,547721.5k $29.9m $29.9m 0.04% Added +95.7k +95,727
35 REGIONS FINANCIAL CORP 0.16% of their portfolio BIRMINGHAM, AL 650,724650.7k $27.0m $27.0m 0.16% Added +19.8k +19,760
36 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 562,136562.1k $23.3m $23.3m 0.05% Added +102.3k +102,302
37 Berkshire Money Management, Inc. 2.09% of their portfolio DALTON, MA 551,300551.3k $22.8m $22.8m 2.09% Added +23.9k +23,853
38 TD PRIVATE CLIENT WEALTH LLC 0.38% of their portfolio NEW YORK, NY 502,117502.1k $20.8m $20.8m 0.38% Added +28.2k +28,209
39 SECURIAN ASSET MANAGEMENT, INC 0.77% of their portfolio ST PAUL, MN 500,000500.0k $21.5m $21.5m 0.77% Unchanged
40 &PARTNERS 0.09% of their portfolio NASHVILLE, TN 499,347499.3k $20.7m $20.7m 0.09% Added +30.9k +30,867
41 ASSETMARK, INC 0.04% of their portfolio CONCORD, CA 492,388492.4k $20.4m $20.4m 0.04% Reduced -119.9k -119,873
42 Parallel Advisors, LLC 0.30% of their portfolio SAN FRANCISCO, CA 475,963476.0k $19.7m $19.7m 0.30% Reduced -203 -203
43 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 426,275426.3k $17.7m $17.7m 0.03% Added +34.7k +34,701
44 AdvisorNet Financial, Inc 0.80% of their portfolio MINNETONKA, MN 421,282421.3k $17.5m $17.5m 0.80% Added +2.2k +2,205
45 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 383,370383.4k $15.9m $15.9m 0.02% Reduced -1.4k -1,401
46 Eagle Bluffs Wealth Management LLC 5.21% of their portfolio COLUMBIA, MO 376,612376.6k $15.6m $15.6m 5.21% Added +11.1k +11,081
47 Destination Wealth Management 0.36% of their portfolio Walnut Creek, CA 373,763373.8k $15.5m $15.5m 0.36% Reduced -286 -286
48 HUNTINGTON NATIONAL BANK 0.07% of their portfolio COLUMBUS, OH 369,956370.0k $15.3m $15.3m 0.07% Added +6.4k +6,436
49 Sigma Planning Corp 0.38% of their portfolio ANN ARBOR, MI 368,931368.9k $15.3m $15.3m 0.38% Added +4.2k +4,179
50 Disciplined Investors, L.L.C. 7.11% of their portfolio WACO, TX 343,245343.2k $14.2m $14.2m 7.11% Added +39.9k +39,888
51 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 335,922335.9k $13.9m $13.9m 0.04% Added +18.1k +18,085
52 Chicago Wealth Management, Inc. 4.89% of their portfolio CHICAGO, IL 332,842332.8k $13.8m $13.8m 4.89% Added +7.5k +7,479
53 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 330,235330.2k $13.7m $13.7m 0.01% Added +5.9k +5,872
54 FIFTH THIRD BANCORP 0.02% of their portfolio CINCINNATI, OH 327,533327.5k $13.6m $13.6m 0.02% Added +16.7k +16,677
55 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 322,886322.9k $13.4m $13.4m 0.02% Added +11.9k +11,855
56 Meeder Advisory Services, Inc. 0.49% of their portfolio DUBLIN, OH 322,516322.5k $13.4m $13.4m 0.49% Reduced -22.1k -22,087
57 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 321,068321.1k $13.3m $13.3m 0.02% Added +178.2k +178,154
58 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 316,266316.3k $13.1m $13.1m 0.06% Added +219.4k +219,376
59 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 297,112297.1k $12.3m $12.3m 0.01% Reduced -32.0k -31,977
60 FAS Wealth Partners, Inc. 0.64% of their portfolio LEAWOOD, KS 294,324294.3k $12.2m $12.2m 0.64% Added +38.4k +38,397
61 Linscomb Wealth, Inc. 0.51% of their portfolio Houston, TX 285,702285.7k $11.8m $11.8m 0.51% Reduced -13.4k -13,445
62 Johnson & White Wealth Management, LLC 4.39% of their portfolio YORK, PA 283,503283.5k $11.7m $11.7m 4.39% Added +10.1k +10,065
63 Bangor Savings Bank 0.86% of their portfolio BANGOR, ME 283,010283.0k $11.7m $11.7m 0.86% Reduced -16.6k -16,619
64 Steward Partners Investment Advisory, LLC 0.06% of their portfolio STAMFORD, CT 279,758279.8k $11.6m $11.6m 0.06% Reduced -7.5k -7,534
65 Equitable Holdings, Inc. 0.07% of their portfolio NEW YORK, NY 276,976277.0k $11.5m $11.5m 0.07% Reduced -32.6k -32,624
66 COWA, LLC 2.86% of their portfolio Tulsa, OK 275,470275.5k $11.4m $11.4m 2.86% Reduced -2.3k -2,258
67 Lido Advisors, LLC 0.04% of their portfolio Los Angeles, CA 274,269274.3k $11.4m $11.4m 0.04% Reduced -10.9k -10,928
68 Hennion & Walsh Asset Management, Inc. 0.32% of their portfolio Parsippany, NJ 272,907272.9k $11.3m $11.3m 0.32% Reduced -16.7k -16,717
69 Capital Advisors Wealth Management, LLC 1.29% of their portfolio YAKIMA, WA 264,035264.0k $10.9m $10.9m 1.29% Added +20.6k +20,639
70 BASSO CAPITAL MANAGEMENT, L.P. 2.65% of their portfolio STAMFORD, CT 259,436259.4k $10.7m $10.7m 2.65% New
71 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 254,849254.8k $10.6m $10.6m 0.00% Added +4.5k +4,468
72 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 245,488245.5k $10.2m $10.2m 0.03% Added +38.0k +37,978
73 Enclave Advisors LLC 1.30% of their portfolio AUSTIN, TX 241,193241.2k $10.0m $10.0m 1.30% Added +64.3k +64,321
74 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 239,934239.9k $9.9m $9.9m 0.01% Added +236.4k +236,397
75 Outlook Wealth Advisors, LLC 2.14% of their portfolio SHENANDOAH, TX 239,217239.2k $9.9m $9.9m 2.14% Added +4.5k +4,483
76 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 232,403232.4k $9.6m $9.6m 0.00% Added +16.2k +16,233
77 URS Advisory LLC 5.29% of their portfolio JUPITER, FL 229,438229.4k $9.5m $9.5m 5.29% Added +29.3k +29,251
78 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 213,805213.8k $8.9m $8.9m 0.00% Reduced -1.0k -1,033
79 Gallagher Fiduciary Advisors, LLC 0.29% of their portfolio ROLLING MEADOWS, IL 213,736213.7k $8.9m $8.9m 0.29% Reduced -8.9m -8,932,323
80 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 207,061207.1k $8.6m $8.6m 0.01% Added +111.6k +111,598
81 CX Institutional 0.24% of their portfolio AUBURN, IN 201,194201.2k $8.3m $8.3m 0.24% Added +5.4k +5,356
82 FORTE ASSET MANAGEMENT LLC 3.32% of their portfolio BEDFORD, NY 196,265196.3k $8.1m $8.1m 3.32% Added +3.2k +3,199
83 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 190,313190.3k $8.0m $8.0m 0.01% Reduced -21.4k -21,389
84 Angeles Investment Advisors, LLC 0.47% of their portfolio SANTA MONICA, CA 187,685187.7k $7.8m $7.8m 0.47% Added +182.0k +182,000
85 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 185,937185.9k $7.7m $7.7m 0.06% Reduced -116.1k -116,107
86 Murphy, Middleton, Hinkle & Parker, Inc. 3.10% of their portfolio Thomasville, GA 184,252184.3k $7.6m $7.6m 3.10% Added +12.4k +12,351
87 ANGELES WEALTH MANAGEMENT, LLC 0.34% of their portfolio SANTA MONICA, CA 182,000182.0k $7.5m $7.5m 0.34% Unchanged
88 San Luis Wealth Advisors LLC 1.13% of their portfolio SAN LUIS OBISPO, CA 181,683181.7k $7.5m $7.5m 1.13% Added +11.7k +11,694
89 Viaable, LLC 6.07% of their portfolio WAYNE, PA 177,946177.9k $7.3m $7.3m 6.07% First filing
90 STRATEGY ASSET MANAGERS LLC 1.09% of their portfolio PASADENA, CA 175,556175.6k $7.3m $7.3m 1.09% Added +4.3k +4,268
91 NorthCoast Asset Management LLC 0.16% of their portfolio STAMFORD, CT 171,034171.0k $7.1m $7.1m 0.16% Added +2.7k +2,674
92 Ocean Park Asset Management, LLC 0.31% of their portfolio SANTA MONICA, CA 153,737153.7k $6.4m $6.4m 0.31% Reduced -113.4k -113,409
93 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 152,262152.3k $6.3m $6.3m 0.00% Reduced -4.5k -4,514
94 Heartwood Wealth Advisors LLC 0.49% of their portfolio RICHMOND, VA 151,241151.2k $6.3m $6.3m 0.49% Added +4.7k +4,675
95 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 150,047150.0k $6.2m $6.2m 0.00% Added +21.4k +21,405
96 Wealth Management Associates, Inc. 1.71% of their portfolio Cherry Hill, NJ 149,439149.4k $6.2m $6.2m 1.71% Added +2.2k +2,182
97 ARVEST INVESTMENTS, INC. 0.74% of their portfolio LOWELL, AR 148,637148.6k $6.2m $6.2m 0.74% Added +28.7k +28,721
98 J.W. COLE ADVISORS, INC. 0.10% of their portfolio TAMPA, FL 146,468146.5k $6.1m $6.1m 0.10% New
99 OPPENHEIMER & CO INC 0.06% of their portfolio NEW YORK, NY 145,965146.0k $6.0m $6.0m 0.06% Added +40.9k +40,900
100 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 137,395137.4k $5.7m $5.7m 0.03% Reduced -2.2k -2,240