Vault-13

ISHARES TR IDEV

CORE MSCI INTL · ETP · CUSIP 46435G326

528 institutional holders +10 vs Q4 2024
213,121,318213.1m shares reported held*
$14.7bnreported value*
54 new 233 added 135 reduced 42 sold out net bought ≈ $2.0bn (+28.8m 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 ($28.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $68.93. Options: 1 managers hold calls ($124.0k notional), 0 hold puts (—).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 227Q4 22: 283Q1 23: 299Q2 23: 318Q3 23: 322Q4 23: 393Q1 24: 398Q2 24: 434Q3 24: 450Q4 24: 518Q1 25: 528528Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022227
Q4 2022283
Q1 2023299
Q2 2023318
Q3 2023322
Q4 2023393
Q1 2024398
Q2 2024434
Q3 2024450
Q4 2024518
Q1 2025528

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 23: 171 bought or addedQ2 23: 115 cut or sold outQ3 23: 170 bought or addedQ3 23: 114 cut or sold outQ3 23Q4 23: 200 bought or addedQ4 23: 126 cut or sold outQ1 24: 215 bought or addedQ1 24: 143 cut or sold outQ1 24Q2 24: 264 bought or addedQ2 24: 125 cut or sold outQ3 24: 224 bought or addedQ3 24: 160 cut or sold outQ3 24Q4 24: 271 bought or addedQ4 24: 148 cut or sold outQ1 25: 287 bought or addedQ1 25: 177 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023171115
Q3 2023170114
Q4 2023200126
Q1 2024215143
Q2 2024264125
Q3 2024224160
Q4 2024271148
Q1 2025287177

Calls vs puts

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

CallsPuts
$0$50k$100k$150kQ2 24 calls: $0Q2 24 puts: $0Q2 24P/C —Q3 24 calls: $127.5kQ3 24 puts: $0Q3 24P/C 0.00Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $124.0kQ1 25 puts: $0Q1 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2024$0$0—
Q3 2024$127.5k$00.00
Q4 2024$0$0—
Q1 2025$124.0k$00.00

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +11,157,900+11.2m
AMERIPRISE FINANCIAL INC Added +4,981,747+5.0m
PNC Financial Services Group, Inc. Added +4,639,374+4.6m
Heritage Financial Services, LLC Added +3,047,707+3.0m
Horizon Investments, LLC Added +2,295,068+2.3m
Bank of New York Mellon Corp Added +980,173+980.2k
SEI INVESTMENTS CO Added +704,713+704.7k
Main Management ETF Advisors, LLC New +700,650+700.6k
JANE STREET GROUP, LLC Added +640,432+640.4k
JPMORGAN CHASE & CO Added +591,570+591.6k

Biggest sellers

Focus Partners Wealth Reduced -2,584,289-2.6m
Auto-Owners Insurance Co Reduced -2,072,500-2.1m
CITIGROUP INC Reduced -1,414,928-1.4m
Creative Planning Reduced -295,764-295.8k
Stark Wealth Management LLC Sold out -182,588-182.6k
Stratos Wealth Partners, LTD. Reduced -151,545-151.5k
MML INVESTORS SERVICES, LLC Reduced -104,034-104.0k
Oak Root LLC Reduced -99,595-99.6k
BESSEMER GROUP INC Reduced -98,659-98.7k
WELLS FARGO & COMPANY/MN Reduced -96,658-96.7k

Biggest calls

CITADEL ADVISORS LLC New $124.0k1.8k shares

Biggest puts

None

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.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-04-17 5.9% 15.7m≈ $1.4bn 2025-04-17
PNC FINANCIAL SERVICES GROUP, INC. 13G · institution new · filed 2026-08-07 5.3% new 18.4m≈ $1.6bn 2026-08-07

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.29% of their portfolio CHARLOTTE, NC 47,738,45347.7m $3.3bn $3.3bn 0.29% Added +11.2m +11,157,900
2 BlackRock, Inc. 0.03% of their portfolio New York, NY 18,879,83818.9m $1.3bn $1.3bn 0.03% Added +55.1k +55,129
3 Creative Planning 1.15% of their portfolio OVERLAND PARK, KS 17,699,81517.7m $1.2bn $1.2bn 1.15% Reduced -295.8k -295,764
4 SEI INVESTMENTS CO 0.93% of their portfolio OAKS, PA 10,525,39710.5m $725.1m $725.1m 0.93% Added +704.7k +704,713
5 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 10,468,99910.5m $721.2m $721.2m 0.05% Added +148.6k +148,562
6 Bank of Finland 29.88% of their portfolio HELSINKI, H9 5,965,5636.0m $411.0m $411.0m 29.88% Unchanged
7 PNC Financial Services Group, Inc. 0.21% of their portfolio Pittsburgh, PA 5,702,8435.7m $392.9m $392.9m 0.21% Added +4.6m +4,639,374
8 AMERIPRISE FINANCIAL INC 0.09% of their portfolio MINNEAPOLIS, MN 5,135,3225.1m $349.5m $349.5m 0.09% Added +5.0m +4,981,747
9 CITIGROUP INC 0.22% of their portfolio NEW YORK, NY 4,199,5334.2m $289.3m $289.3m 0.22% Reduced -1.4m -1,414,928
10 Horizon Investments, LLC 7.49% of their portfolio Charlotte, NC 3,648,0123.6m $251.3m $251.3m 7.49% Added +2.3m +2,295,068
11 BESSEMER GROUP INC 0.45% of their portfolio WOODBRIDGE, NJ 3,607,6563.6m $248.5m $248.5m 0.45% Reduced -98.7k -98,659
12 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 3,412,7713.4m $235.1m $235.1m 0.08% Added +542.6k +542,603
13 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 3,230,3173.2m $222.5m $222.5m 0.02% Added +591.6k +591,570
14 Heritage Financial Services, LLC 21.66% of their portfolio Westwood, MA 3,176,2953.2m $218.8m $218.8m 21.66% Added +3.0m +3,047,707
15 Alesco Advisors, LLC, An ESL Co 6.71% of their portfolio Pittsford, NY 3,102,3453.1m $213.7m $213.7m 6.71% Added +20.0k +19,995
16 Focus Partners Advisor Solutions, LLC 3.21% of their portfolio SAINT LOUIS, MO 3,062,7293.1m $211.0m $211.0m 3.21% Added +367.1k +367,126
17 Focus Partners Wealth 0.52% of their portfolio ST LOUIS, MO 3,012,2383.0m $207.5m $207.5m 0.52% Reduced -2.6m -2,584,289
18 Aptus Capital Advisors, LLC 1.77% of their portfolio FAIRHOPE, AL 2,272,8382.3m $156.6m $156.6m 1.77% Added +355.4k +355,401
19 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,659,6341.7m $114.3m $114.3m 0.04% Reduced -27.3k -27,340
20 ASSETMARK, INC 0.31% of their portfolio CONCORD, CA 1,651,4881.7m $113.8m $113.8m 0.31% Added +28.5k +28,477
21 MCF Advisors LLC 7.77% of their portfolio LEXINGTON, KY 1,568,4841.6m $108.1m $108.1m 7.77% Reduced -18.3k -18,345
22 DAVIDSON INVESTMENT ADVISORS 5.29% of their portfolio GREAT FALLS, MT 1,553,9201.6m $107.0m $107.0m 5.29% Added +33.3k +33,280
23 Clarius Group, LLC 6.24% of their portfolio SEATTLE, WA 1,441,8421.4m $99.3m $99.3m 6.24% Added +352.5k +352,548
24 Empowered Funds, LLC 1.41% of their portfolio NEWTOWN SQUARE, PA 1,435,7441.4m $98.9m $98.9m 1.41% Added +15.9k +15,922
25 CCM INVESTMENT GROUP, LLC 10.54% of their portfolio NORTHFIELD, MN 1,435,3251.4m $99.7m $99.7m 10.54% Added +19.7k +19,693
26 TFC Financial Management, Inc. 14.94% of their portfolio BOSTON, MA 1,416,2331.4m $97.6m $97.6m 14.94% Reduced -22.0k -21,996
27 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,367,4081.4m $94.2m $94.2m 0.02% Added +35.0k +35,043
28 Stratos Wealth Partners, LTD. 1.38% of their portfolio BEACHWOOD, OH 1,314,7151.3m $90.6m $90.6m 1.38% Reduced -151.5k -151,545
29 Bank of New York Mellon Corp 0.02% of their portfolio NEW YORK, NY 1,265,8541.3m $87.2m $87.2m 0.02% Added +980.2k +980,173
30 Capital Asset Advisory Services LLC 4.44% of their portfolio Williamston, MI 1,256,9991.3m $87.1m $87.1m 4.44% Reduced -29.0k -29,014
31 AXXCESS WEALTH MANAGEMENT, LLC 2.36% of their portfolio CARLSBAD, CA 1,256,2221.3m $86.5m $86.5m 2.36% Reduced -35.7k -35,727
32 NIXON PEABODY TRUST CO 7.01% of their portfolio BOSTON, MA 1,198,7371.2m $82.6m $82.6m 7.01% Reduced -1.4k -1,448
33 Litman Gregory Wealth Management LLC 6.80% of their portfolio LARKSPUR, CA 1,150,7791.2m $79.3m $79.3m 6.80% Reduced -3.0k -3,046
34 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,075,0501.1m $74.1m $74.1m 0.03% Added +331.2k +331,233
35 First Command Advisory Services, Inc. 0.67% of their portfolio FORT WORTH, TX 1,020,1341.0m $70.3m $70.3m 0.67% Added +160.2k +160,203
36 Cetera Investment Advisers 0.12% of their portfolio SCHAUMBURG, IL 922,942922.9k $63.6m $63.6m 0.12% Added +257.3k +257,328
37 AMARILLO NATIONAL BANK 11.33% of their portfolio AMARILLO, TX 845,346845.3k $58.2m $58.2m 11.33% Reduced -18.1k -18,098
38 Mariner, LLC 0.10% of their portfolio Overland Park, KS 834,705834.7k $57.5m $57.5m 0.10% Added +7.4k +7,421
39 Rock Creek Group LLC 6.55% of their portfolio Washington, DC 807,900807.9k $55.3m $55.3m 6.55% Added +122.6k +122,591
40 Wealthspire Retirement, LLC 4.39% of their portfolio ALISO VIEJO, CA 804,445804.4k $55.4m $55.4m 4.39% Added +59.6k +59,575
41 CAPTRUST FINANCIAL ADVISORS 0.13% of their portfolio RALEIGH, NC 750,726750.7k $51.7m $51.7m 0.13% Added +248.0k +247,987
42 Foster Group, Inc. 1.88% of their portfolio WEST DES MOINES, IA 729,956730.0k $50.3m $50.3m 1.88% Added +23.8k +23,765
43 Main Management ETF Advisors, LLC 2.35% of their portfolio SAN FRANCISCO, CA 700,650700.6k $48.3m $48.3m 2.35% New
44 Klaas Financial Asset Advisors, LLC 8.22% of their portfolio LOVES PARK, IL 692,445692.4k $47.7m $47.7m 8.22% Added +12.9k +12,853
45 PRINCIPAL SECURITIES, INC. 1.00% of their portfolio DES MOINES, IA 690,887690.9k $44.5m $44.5m 1.00% Unchanged
46 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 690,832690.8k $47.6m $47.6m 0.04% Added +31.2k +31,153
47 Standpoint Asset Management, LLC 8.62% of their portfolio SCOTTSDALE, AZ 679,000679.0k $46.8m $46.8m 8.62% Added +22.0k +22,000
48 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 669,673669.7k $46.1m $46.1m 0.07% Added +34.5k +34,545
49 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 658,407658.4k $45.4m $45.4m 0.01% Reduced -80.8k -80,779
50 JANE STREET GROUP, LLC 0.08% of their portfolio NEW YORK, NY 649,554649.6k $44.7m $44.7m 0.08% Added +640.4k +640,432
51 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.96% of their portfolio LOS ANGELES, CA 529,168529.2k $36.5m $36.5m 0.96% Added +111.0k +110,990
52 Auto-Owners Insurance Co 0.89% of their portfolio LANSING, MI 525,500525.5k $33.6m $33.6m 0.89% Reduced -2.1m -2,072,500
53 RIVERSEDGE ADVISORS, LLC 7.87% of their portfolio Wilmington, DE 511,906511.9k $35.3m $35.3m 7.87% Added +496.2k +496,205
54 Sterling Capital Management LLC 0.52% of their portfolio CHARLOTTE, NC 488,291488.3k $33.6m $33.6m 0.52% Added +43.9k +43,900
55 Orion Portfolio Solutions, LLC 0.16% of their portfolio Omaha, NE 483,034483.0k $32.2m $32.2m 0.16% Added +241.7k +241,682
56 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 481,685481.7k $33.2m $33.2m 0.01% Reduced -96.7k -96,658
57 Arrow Financial Corp 3.49% of their portfolio Glens Falls, NY 453,166453.2k $31.2m $31.2m 3.49% Reduced -2.2k -2,161
58 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 419,395419.4k $28.9m $28.9m 0.04% Added +24.2k +24,206
59 Stockman Wealth Management, Inc. 4.14% of their portfolio BILLINGS, MT 406,350406.4k $28.0m $28.0m 4.14% Added +35.3k +35,308
60 Cambridge Investment Research Advisors, Inc. 0.09% of their portfolio FAIRFIELD, IA 404,471404.5k $27.9m $27.9m 0.09% Added +19.2k +19,167
61 AAF Wealth Management, LLC 14.28% of their portfolio WESTBOROUGH, MA 384,037384.0k $26.5m $26.5m 14.28% Reduced -10.9k -10,861
62 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 350,957351.0k $24.2m $24.2m 0.05% Added +209.8k +209,791
63 Veery Capital, LLC 9.39% of their portfolio Wilmington, DE 350,384350.4k $24.1m $24.1m 9.39% Added +14.8k +14,830
64 DDFG, Inc 6.67% of their portfolio THOUSAND OAKS, CA 349,200349.2k $24.1m $24.1m 6.67% Reduced -62.3k -62,290
65 COLDSTREAM CAPITAL MANAGEMENT INC 0.45% of their portfolio BELLEVUE, WA 304,875304.9k $21.0m $21.0m 0.45% Added +46.2k +46,227
66 AE Wealth Management LLC 0.18% of their portfolio TOPEKA, KS 304,673304.7k $21.0m $21.0m 0.18% Reduced -9.1k -9,097
67 BSW Wealth Partners 3.16% of their portfolio BOULDER, CO 302,094302.1k $20.8m $20.8m 3.16% Added +10.8k +10,811
68 Fortitude Family Office, LLC 7.19% of their portfolio SCOTTSDALE, AZ 291,799291.8k $20.1m $20.1m 7.19% Added +59.8k +59,824
69 FOUNDERS FINANCIAL SECURITIES LLC 1.76% of their portfolio TOWSON, MD 291,216291.2k $20.8m $20.8m 1.76% Added +121.5k +121,465
70 Envestnet Portfolio Solutions, Inc. 0.08% of their portfolio BERWYN, PA 290,039290.0k $20.0m $20.0m 0.08% Added +228.3k +228,302
71 MBL Wealth, LLC 1.84% of their portfolio CHARLOTTE, NC 263,388263.4k $18.1m $18.1m 1.84% Added +13.1k +13,088
72 Columbus Macro, LLC 2.39% of their portfolio NEW CASTLE, PA 262,916262.9k $18.1m $18.1m 2.39% Added +12.2k +12,229
73 Blue Investment Partners LLC 6.52% of their portfolio ALAMO, CA 251,432251.4k $17.3m $17.3m 6.52% Added +67.3k +67,320
74 Vision Capital Management, Inc. 2.49% of their portfolio PORTLAND, OR 251,270251.3k $17.3m $17.3m 2.49% Reduced -2.8k -2,797
75 PRUDENT INVESTORS NETWORK, INC. 4.83% of their portfolio LAKE FOREST, CA 246,285246.3k $17.0m $17.0m 4.83% Added +62.6k +62,622
76 Global Strategic Investment Solutions, LLC 1.96% of their portfolio Scottsdale, AZ 246,188246.2k $17.0m $17.0m 1.96% Reduced -3 -3
77 Orion Porfolio Solutions, LLC 0.16% of their portfolio OMAHA, NE 241,682241.7k $16.6m $16.6m 0.16% Added +330 +330
78 Cornerstone Wealth Group, LLC 1.37% of their portfolio HUNTERSVILLE, NC 240,318240.3k $16.6m $16.6m 1.37% Added +55.1k +55,097
79 FIRST NATIONAL BANK SIOUX FALLS 6.69% of their portfolio SIOUX FALLS, SD 240,074240.1k $16.5m $16.5m 6.69% Reduced -19.6k -19,564
80 Kondo Wealth Advisors, Inc. 8.15% of their portfolio PASADENA, CA 239,897239.9k $16.5m $16.5m 8.15% Added +19.1k +19,076
81 Aerodigm Wealth, LLC 8.97% of their portfolio LAKE OSWEGO, OR 233,496233.5k $16.1m $16.1m 8.97% Added +13.9k +13,918
82 OLD MISSION CAPITAL LLC 0.31% of their portfolio CHICAGO, IL 231,921231.9k $16.0m $16.0m 0.31% New
83 FDx Advisors, Inc. 5.09% of their portfolio BERWYN, PA 227,211227.2k $15.7m $15.7m 5.09% Reduced -22.5k -22,544
84 Hi-Line Capital Management, LLC 5.85% of their portfolio WATERTOWN, SD 226,844226.8k $15.6m $15.6m 5.85% Added +26.2k +26,226
85 SECURIAN ASSET MANAGEMENT, INC 0.43% of their portfolio ST PAUL, MN 205,529205.5k $14.2m $14.2m 0.43% Added +24.9k +24,900
86 Allworth Financial LP 0.08% of their portfolio FOLSOM, CA 203,949203.9k $14.4m $14.4m 0.08% Added +17.4k +17,365
87 Financial Advisors Network, Inc. 2.22% of their portfolio TUSTIN, CA 194,388194.4k $13.4m $13.4m 2.22% Added +8.9k +8,877
88 NORTHWEST WEALTH MANAGEMENT, LLC 2.65% of their portfolio SPENCER, IA 192,929192.9k $13.3m $13.3m 2.65% Added +10.6k +10,611
89 Modern Wealth Management, LLC 0.39% of their portfolio KANSAS CITY, MO 185,791185.8k $12.2m $12.2m 0.39% Added +61.2k +61,211
90 Oak Root LLC 1.66% of their portfolio Santa Barbara, CA 180,212180.2k $12.4m $12.4m 1.66% Reduced -99.6k -99,595
91 Allegiance Financial Group Advisory Services LLC 3.76% of their portfolio VIENNA, VA 179,630179.6k $12.4m $12.4m 3.76% Added +15.4k +15,412
92 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 179,236179.2k $12.3m $12.3m 0.02% Reduced -18.3k -18,322
93 &PARTNERS 0.13% of their portfolio NASHVILLE, TN 178,409178.4k $12.4m $12.4m 0.13% Added +18.5k +18,539
94 Geneos Wealth Management Inc. 0.45% of their portfolio ENGLEWOOD, CO 178,042178.0k $31.3m $31.3m 0.45% Added +69.4k +69,442
95 Peirce Capital Management, LLC 6.00% of their portfolio THE WOODLANDS, TX 176,137176.1k $12.1m $12.1m 6.00% Added +18.8k +18,782
96 Missouri Trust & Investment Co 4.26% of their portfolio SPRINGFIELD, MO 176,031176.0k $12.1m $12.1m 4.26% Added +784 +784
97 Relyea Zuckerberg Hanson LLC 1.60% of their portfolio STAMFORD, CT 172,663172.7k $11.9m $11.9m 1.60% Added +705 +705
98 INTEGRITY ALLIANCE, LLC. 0.47% of their portfolio Urbandale, IA 172,255172.3k $11.9m $11.9m 0.47% New
99 CAPE COD FIVE CENTS SAVINGS BANK 1.05% of their portfolio HYANNIS, MA 162,382162.4k $11.5m $11.5m 1.05% Unchanged
100 ABLE Financial Group, LLC 3.12% of their portfolio SCOTTSDALE, AZ 161,301161.3k $11.1m $11.1m 3.12% Added +11.1k +11,095