Vault-13

ISHARES TR IDEV

CORE MSCI INTL · ETP · CUSIP 46435G326

565 institutional holders +37 vs Q1 2025
227,374,676227.4m shares reported held*
$17.3bnreported value*
66 new 239 added 165 reduced 37 sold out net bought ≈ $1.2bn (+16.1m 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 ($33.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $76.03.

Trends to Q2 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: 528Q2 25: 565565Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025565

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 23: 170 bought or addedQ3 23: 114 cut or sold outQ4 23: 200 bought or addedQ4 23: 126 cut or sold outQ4 23Q1 24: 215 bought or addedQ1 24: 143 cut or sold outQ2 24: 264 bought or addedQ2 24: 125 cut or sold outQ2 24Q3 24: 224 bought or addedQ3 24: 160 cut or sold outQ4 24: 271 bought or addedQ4 24: 148 cut or sold outQ4 24Q1 25: 287 bought or addedQ1 25: 177 cut or sold outQ2 25: 305 bought or addedQ2 25: 202 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023170114
Q4 2023200126
Q1 2024215143
Q2 2024264125
Q3 2024224160
Q4 2024271148
Q1 2025287177
Q2 2025305202

Calls vs puts

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

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

Biggest buyers

Auto-Owners Insurance Co Added +1,886,500+1.9m
AMERIPRISE FINANCIAL INC Added +1,716,886+1.7m
BANK OF AMERICA CORP /DE/ Added +1,564,981+1.6m
JANE STREET GROUP, LLC Added +1,299,197+1.3m
OLD MISSION CAPITAL LLC Added +1,271,130+1.3m
Horizon Investments, LLC Added +1,186,854+1.2m
PNC Financial Services Group, Inc. Added +1,155,417+1.2m
BlackRock, Inc. Added +1,051,060+1.1m
ROYAL BANK OF CANADA Added +1,041,099+1.0m
Cetera Investment Advisers Added +849,341+849.3k

Biggest sellers

BESSEMER GROUP INC Reduced -1,521,216-1.5m
Aptus Capital Advisors, LLC Reduced -1,493,916-1.5m
DAVIDSON INVESTMENT ADVISORS Reduced -1,303,000-1.3m
PRINCIPAL SECURITIES, INC. Reduced -252,501-252.5k
AMARILLO NATIONAL BANK Reduced -219,853-219.9k
Wealthcare Advisory Partners LLC Sold out -144,011-144.0k
Empowered Funds, LLC Reduced -122,305-122.3k
Stratos Wealth Partners, LTD. Reduced -118,389-118.4k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -114,162-114.2k
Standpoint Asset Management, LLC Reduced -103,200-103.2k

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.30% of their portfolio CHARLOTTE, NC 49,303,43449.3m $3.7bn $3.7bn 0.30% Added +1.6m +1,564,981
2 BlackRock, Inc. 0.03% of their portfolio New York, NY 19,930,89819.9m $1.5bn $1.5bn 0.03% Added +1.1m +1,051,060
3 Creative Planning 1.17% of their portfolio OVERLAND PARK, KS 17,982,95918.0m $1.4bn $1.4bn 1.17% Added +283.1k +283,144
4 SEI INVESTMENTS CO 0.97% of their portfolio OAKS, PA 11,053,62711.1m $840.5m $840.5m 0.97% Added +528.2k +528,230
5 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 10,733,09710.7m $816.1m $816.1m 0.05% Added +264.1k +264,098
6 PNC Financial Services Group, Inc. 0.34% of their portfolio Pittsburgh, PA 6,858,2606.9m $521.5m $521.5m 0.34% Added +1.2m +1,155,417
7 AMERIPRISE FINANCIAL INC 0.13% of their portfolio MINNEAPOLIS, MN 6,852,2086.9m $521.0m $521.0m 0.13% Added +1.7m +1,716,886
8 Bank of Finland 30.14% of their portfolio HELSINKI, H9 6,069,1436.1m $461.5m $461.5m 30.14% Added +103.6k +103,580
9 Horizon Investments, LLC 5.82% of their portfolio Charlotte, NC 4,834,8664.8m $367.6m $367.6m 5.82% Added +1.2m +1,186,854
10 CITIGROUP INC 0.23% of their portfolio NEW YORK, NY 4,322,5354.3m $328.7m $328.7m 0.23% Added +123.0k +123,002
11 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 3,856,9823.9m $293.3m $293.3m 0.02% Added +626.7k +626,665
12 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 3,672,8333.7m $279.3m $279.3m 0.08% Added +260.1k +260,062
13 Heritage Financial Services, LLC 23.05% of their portfolio Westwood, MA 3,150,6803.2m $239.6m $239.6m 23.05% Reduced -25.6k -25,615
14 Focus Partners Advisor Solutions, LLC 3.18% of their portfolio SAINT LOUIS, MO 3,135,1663.1m $238.4m $238.4m 3.18% Added +72.4k +72,437
15 Alesco Advisors, LLC, An ESL Co 6.84% of their portfolio Pittsford, NY 3,128,3843.1m $237.9m $237.9m 6.84% Added +26.0k +26,039
16 Focus Partners Wealth 0.51% of their portfolio ST LOUIS, MO 3,079,2663.1m $234.1m $234.1m 0.51% Added +67.0k +67,028
17 Auto-Owners Insurance Co 4.09% of their portfolio LANSING, MI 2,412,0002.4m $183.5m $183.5m 4.09% Added +1.9m +1,886,500
18 BESSEMER GROUP INC 0.26% of their portfolio WOODBRIDGE, NJ 2,086,4402.1m $158.7m $158.7m 0.26% Reduced -1.5m -1,521,216
19 Bank of New York Mellon Corp 0.03% of their portfolio NEW YORK, NY 1,966,7932.0m $149.6m $149.6m 0.03% Added +700.9k +700,939
20 JANE STREET GROUP, LLC 0.24% of their portfolio NEW YORK, NY 1,948,7511.9m $148.2m $148.2m 0.24% Added +1.3m +1,299,197
21 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 1,863,7041.9m $141.7m $141.7m 0.05% Added +204.1k +204,070
22 Cetera Investment Advisers 0.23% of their portfolio SCHAUMBURG, IL 1,772,2831.8m $134.8m $134.8m 0.23% Added +849.3k +849,341
23 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 1,699,5061.7m $129.2m $129.2m 0.01% Added +1.0m +1,041,099
24 ASSETMARK, INC 0.29% of their portfolio CONCORD, CA 1,593,3781.6m $121.2m $121.2m 0.29% Reduced -58.1k -58,110
25 MCF Advisors LLC 7.63% of their portfolio LEXINGTON, KY 1,516,4931.5m $115.3m $115.3m 7.63% Reduced -52.0k -51,991
26 UBS Group AG 0.02% of their portfolio ZURICH, V8 1,516,1411.5m $115.3m $115.3m 0.02% Added +148.7k +148,733
27 OLD MISSION CAPITAL LLC 3.04% of their portfolio CHICAGO, IL 1,503,0511.5m $114.3m $114.3m 3.04% Added +1.3m +1,271,130
28 Clarius Group, LLC 6.29% of their portfolio SEATTLE, WA 1,419,7211.4m $108.0m $108.0m 6.29% Reduced -22.1k -22,121
29 TFC Financial Management, Inc. 14.55% of their portfolio BOSTON, MA 1,396,5121.4m $106.2m $106.2m 14.55% Reduced -19.7k -19,721
30 Empowered Funds, LLC 1.13% of their portfolio NEWTOWN SQUARE, PA 1,313,4391.3m $99.9m $99.9m 1.13% Reduced -122.3k -122,305
31 Capital Asset Advisory Services LLC 4.50% of their portfolio Williamston, MI 1,268,3051.3m $96.3m $96.3m 4.50% Added +11.3k +11,306
32 AXXCESS WEALTH MANAGEMENT, LLC 2.30% of their portfolio CARLSBAD, CA 1,258,8241.3m $95.7m $95.7m 2.30% Added +2.6k +2,602
33 Stratos Wealth Partners, LTD. 1.23% of their portfolio BEACHWOOD, OH 1,196,3261.2m $91.0m $91.0m 1.23% Reduced -118.4k -118,389
34 Litman Gregory Wealth Management LLC 7.10% of their portfolio LARKSPUR, CA 1,187,7221.2m $90.3m $90.3m 7.10% Added +36.9k +36,943
35 First Command Advisory Services, Inc. 0.77% of their portfolio FORT WORTH, TX 1,180,1311.2m $89.7m $89.7m 0.77% Added +160.0k +159,997
36 NIXON PEABODY TRUST CO 6.80% of their portfolio BOSTON, MA 1,154,1561.2m $87.8m $87.8m 6.80% Reduced -44.6k -44,581
37 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,082,4131.1m $82.3m $82.3m 0.03% Added +7.4k +7,363
38 Mariner, LLC 0.09% of their portfolio Overland Park, KS 858,477858.5k $65.3m $65.3m 0.09% Added +23.8k +23,772
39 Aptus Capital Advisors, LLC 0.59% of their portfolio FAIRHOPE, AL 778,922778.9k $59.2m $59.2m 0.59% Reduced -1.5m -1,493,916
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 770,868770.9k $58.6m $58.6m 0.04% Added +80.0k +80,036
41 Foster Group, Inc. 1.98% of their portfolio WEST DES MOINES, IA 759,281759.3k $57.7m $57.7m 1.98% Added +29.3k +29,325
42 CAPTRUST FINANCIAL ADVISORS 0.13% of their portfolio RALEIGH, NC 739,882739.9k $56.3m $56.3m 0.13% Reduced -10.8k -10,844
43 Rock Creek Group LLC 6.45% of their portfolio Washington, DC 723,850723.9k $55.0m $55.0m 6.45% Reduced -84.0k -84,050
44 Wealthspire Retirement, LLC 3.57% of their portfolio ALISO VIEJO, CA 710,612710.6k $54.0m $54.0m 3.57% Reduced -93.8k -93,833
45 Klaas Financial Asset Advisors, LLC 8.46% of their portfolio LOVES PARK, IL 702,685702.7k $53.4m $53.4m 8.46% Added +10.2k +10,240
46 Main Management ETF Advisors, LLC 2.20% of their portfolio SAN FRANCISCO, CA 696,600696.6k $53.0m $53.0m 2.20% Reduced -4.0k -4,050
47 AMARILLO NATIONAL BANK 8.84% of their portfolio AMARILLO, TX 625,493625.5k $47.6m $47.6m 8.84% Reduced -219.9k -219,853
48 Starr Indemnity & Liability Co 16.87% of their portfolio NEW YORK, NY 606,060606.1k $46.1m $46.1m 16.87% New
49 RIVERSEDGE ADVISORS, LLC 8.90% of their portfolio Wilmington, DE 598,627598.6k $45.5m $45.5m 8.90% Added +86.7k +86,721
50 Standpoint Asset Management, LLC 8.95% of their portfolio SCOTTSDALE, AZ 575,800575.8k $43.8m $43.8m 8.95% Reduced -103.2k -103,200
51 FLOW TRADERS U.S. LLC 1.57% of their portfolio NEW YORK, NY 559,409559.4k $42.5m $42.5m 1.57% New
52 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 555,511555.5k $42.2m $42.2m 0.06% Reduced -114.2k -114,162
53 HighTower Advisors, LLC 0.05% of their portfolio CHICAGO, IL 541,114541.1k $41.1m $41.1m 0.05% Added +121.7k +121,719
54 Arrow Financial Corp 4.07% of their portfolio Glens Falls, NY 508,382508.4k $38.7m $38.7m 4.07% Added +55.2k +55,216
55 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 507,966508.0k $38.6m $38.6m 0.01% Added +26.3k +26,281
56 Cerity Partners LLC 0.07% of their portfolio NEW YORK, NY 492,107492.1k $37.4m $37.4m 0.07% Added +410.7k +410,748
57 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.83% of their portfolio LOS ANGELES, CA 473,436473.4k $36.0m $36.0m 0.83% Reduced -55.7k -55,732
58 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 461,628461.6k $34.5m $34.5m 0.06% Added +110.7k +110,671
59 Sterling Capital Management LLC 0.50% of their portfolio CHARLOTTE, NC 460,093460.1k $35.0m $35.0m 0.50% Reduced -28.2k -28,198
60 PRINCIPAL SECURITIES, INC. 0.63% of their portfolio DES MOINES, IA 438,386438.4k $33.3m $33.3m 0.63% Reduced -252.5k -252,501
61 EXCHANGE TRADED CONCEPTS, LLC 0.42% of their portfolio Oklahoma City, OK 436,348436.3k $33.2m $33.2m 0.42% New
62 Cambridge Investment Research Advisors, Inc. 0.10% of their portfolio FAIRFIELD, IA 430,786430.8k $32.8m $32.8m 0.10% Added +26.3k +26,315
63 Envestnet Portfolio Solutions, Inc. 0.12% of their portfolio BERWYN, PA 421,084421.1k $32.0m $32.0m 0.12% Added +131.0k +131,045
64 Stockman Wealth Management, Inc. 4.17% of their portfolio BILLINGS, MT 403,344403.3k $30.7m $30.7m 4.17% Reduced -3.0k -3,006
65 AAF Wealth Management, LLC 13.53% of their portfolio WESTBOROUGH, MA 390,492390.5k $29.7m $29.7m 13.53% Added +6.5k +6,455
66 C V STARR & CO INC 14.97% of their portfolio NEW YORK, NY 378,787378.8k $28.8m $28.8m 14.97% New
67 Veery Capital, LLC 9.70% of their portfolio Wilmington, DE 370,984371.0k $28.2m $28.2m 9.70% Added +20.6k +20,600
68 DDFG, Inc 6.64% of their portfolio THOUSAND OAKS, CA 347,211347.2k $26.4m $26.4m 6.64% Reduced -2.0k -1,989
69 NEW ENGLAND ASSET MANAGEMENT INC 3.82% of their portfolio FARMINGTON, CT 323,285323.3k $24.6m $24.6m 3.82% Added +205.9k +205,885
70 BSW Wealth Partners 3.29% of their portfolio BOULDER, CO 315,345315.3k $24.0m $24.0m 3.29% Added +13.3k +13,251
71 COLDSTREAM CAPITAL MANAGEMENT INC 0.39% of their portfolio BELLEVUE, WA 312,392312.4k $23.8m $23.8m 0.39% Added +7.5k +7,517
72 AE Wealth Management LLC 0.17% of their portfolio TOPEKA, KS 305,267305.3k $23.2m $23.2m 0.17% Added +594 +594
73 FOUNDERS FINANCIAL SECURITIES LLC 1.76% of their portfolio TOWSON, MD 304,963305.0k $23.2m $23.2m 1.76% Added +13.7k +13,747
74 Hi-Line Capital Management, LLC 7.76% of their portfolio WATERTOWN, SD 288,319288.3k $21.9m $21.9m 7.76% Added +61.5k +61,475
75 Cornerstone Wealth Group, LLC 1.58% of their portfolio HUNTERSVILLE, NC 277,639277.6k $21.1m $21.1m 1.58% Added +37.3k +37,321
76 MBL Wealth, LLC 1.97% of their portfolio CHARLOTTE, NC 271,254271.3k $20.6m $20.6m 1.97% Added +7.9k +7,866
77 Columbus Macro, LLC 2.50% of their portfolio NEW CASTLE, PA 268,391268.4k $20.4m $20.4m 2.50% Added +5.5k +5,475
78 DAVIDSON INVESTMENT ADVISORS 0.86% of their portfolio GREAT FALLS, MT 250,920250.9k $19.1m $19.1m 0.86% Reduced -1.3m -1,303,000
79 PRUDENT INVESTORS NETWORK, INC. 5.14% of their portfolio LAKE FOREST, CA 250,371250.4k $19.0m $19.0m 5.14% Added +4.1k +4,086
80 Vision Capital Management, Inc. 2.50% of their portfolio PORTLAND, OR 249,816249.8k $19.0m $19.0m 2.50% Reduced -1.5k -1,454
81 Kondo Wealth Advisors, Inc. 8.35% of their portfolio PASADENA, CA 249,086249.1k $18.9m $18.9m 8.35% Added +9.2k +9,189
82 FIRST NATIONAL BANK SIOUX FALLS 6.79% of their portfolio SIOUX FALLS, SD 243,310243.3k $18.5m $18.5m 6.79% Added +3.2k +3,236
83 Global Strategic Investment Solutions, LLC 1.90% of their portfolio Scottsdale, AZ 234,146234.1k $17.8m $17.8m 1.90% Reduced -12.0k -12,042
84 FDx Advisors, Inc. 5.11% of their portfolio BERWYN, PA 220,047220.0k $16.7m $16.7m 5.11% Reduced -7.2k -7,164
85 Aerodigm Wealth, LLC 7.87% of their portfolio LAKE OSWEGO, OR 215,655215.7k $16.4m $16.4m 7.87% Reduced -17.8k -17,841
86 Fortitude Family Office, LLC 5.42% of their portfolio SCOTTSDALE, AZ 215,309215.3k $16.4m $16.4m 5.42% Reduced -76.5k -76,490
87 &PARTNERS 0.12% of their portfolio NASHVILLE, TN 213,693213.7k $16.3m $16.3m 0.12% Added +35.3k +35,284
88 Financial Advisors Network, Inc. 2.39% of their portfolio TUSTIN, CA 207,792207.8k $15.8m $15.8m 2.39% Added +13.4k +13,404
89 DRW Securities, LLC 1.10% of their portfolio CHICAGO, IL 206,238206.2k $15.7m $15.7m 1.10% New
90 SECURIAN ASSET MANAGEMENT, INC 0.45% of their portfolio ST PAUL, MN 205,529205.5k $15.6m $15.6m 0.45% Unchanged
91 Modern Wealth Management, LLC 0.38% of their portfolio KANSAS CITY, MO 203,003203.0k $15.4m $15.4m 0.38% Added +17.2k +17,212
92 Oak Root LLC 1.88% of their portfolio Santa Barbara, CA 199,151199.2k $15.1m $15.1m 1.88% Added +18.9k +18,939
93 Relyea Zuckerberg Hanson LLC 1.77% of their portfolio STAMFORD, CT 199,086199.1k $15.1m $15.1m 1.77% Added +26.4k +26,423
94 Blue Investment Partners LLC 5.29% of their portfolio ALAMO, CA 198,466198.5k $15.1m $15.1m 5.29% Reduced -53.0k -52,966
95 Allegiance Financial Group Advisory Services LLC 3.92% of their portfolio VIENNA, VA 194,526194.5k $14.8m $14.8m 3.92% Added +14.9k +14,896
96 Orion Porfolio Solutions, LLC 0.13% of their portfolio OMAHA, NE 194,289194.3k $14.8m $14.8m 0.13% Reduced -47.4k -47,393
97 NORTHWEST WEALTH MANAGEMENT, LLC 2.64% of their portfolio SPENCER, IA 192,453192.5k $14.6m $14.6m 2.64% Reduced -476 -476
98 Vestmark Advisory Solutions, Inc. 0.20% of their portfolio Wakefield, MA 183,296183.3k $13.9m $13.9m 0.20% Added +78.3k +78,314
99 INTEGRITY ALLIANCE, LLC. 0.75% of their portfolio Urbandale, IA 179,470179.5k $13.6m $13.6m 0.75% Added +7.2k +7,215
100 ABLE Financial Group, LLC 3.24% of their portfolio SCOTTSDALE, AZ 176,537176.5k $13.4m $13.4m 3.24% Added +15.2k +15,236