Vault-13

ISHARES TR IGRO

INTL DIV GRWTH · ETP · CUSIP 46435G524

211 institutional holders +21 vs Q1 2025
11,895,95011.9m shares reported held*
$937.9mreported value*
31 new 93 added 65 reduced 11 sold out net bought ≈ $75.3m (+952.2k 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 ($545.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $78.84.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 102Q4 22: 123Q1 23: 134Q2 23: 141Q3 23: 142Q4 23: 152Q1 24: 147Q2 24: 167Q3 24: 180Q4 24: 186Q1 25: 190Q2 25: 211211Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022102
Q4 2022123
Q1 2023134
Q2 2023141
Q3 2023142
Q4 2023152
Q1 2024147
Q2 2024167
Q3 2024180
Q4 2024186
Q1 2025190
Q2 2025211

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 70 bought or addedQ3 23: 60 cut or sold outQ4 23: 68 bought or addedQ4 23: 71 cut or sold outQ4 23Q1 24: 82 bought or addedQ1 24: 62 cut or sold outQ2 24: 99 bought or addedQ2 24: 56 cut or sold outQ2 24Q3 24: 115 bought or addedQ3 24: 45 cut or sold outQ4 24: 102 bought or addedQ4 24: 67 cut or sold outQ4 24Q1 25: 108 bought or addedQ1 25: 74 cut or sold outQ2 25: 124 bought or addedQ2 25: 76 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237060
Q4 20236871
Q1 20248262
Q2 20249956
Q3 202411545
Q4 202410267
Q1 202510874
Q2 202512476

Biggest buyers

JANE STREET GROUP, LLC Added +374,314+374.3k
ROYAL BANK OF CANADA Added +256,851+256.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +200,100+200.1k
Vestmark Advisory Solutions, Inc. Added +171,448+171.4k
Proficio Capital Partners LLC New +115,943+115.9k
OSAIC HOLDINGS, INC. Added +72,355+72.4k
AJ Advisors, LLC Added +64,532+64.5k
BANK OF AMERICA CORP /DE/ Added +62,123+62.1k
WealthPlan Investment Management, LLC Added +59,130+59.1k
UBS Group AG Added +58,504+58.5k

Biggest sellers

BlackRock, Inc. Reduced -198,074-198.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -180,339-180.3k
Nuveen, LLC Sold out -140,586-140.6k
Thrivent Financial for Lutherans Sold out -113,790-113.8k
LPL Financial LLC Reduced -102,851-102.9k
Systelligence, LLC Sold out -77,472-77.5k
ASSETMARK, INC Reduced -62,073-62.1k
WealthPLAN Partners, LLC Reduced -50,228-50.2k
BEACON FINANCIAL GROUP Reduced -19,895-19.9k
PNC Financial Services Group, Inc. Reduced -18,360-18.4k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 781,297781.3k $61.6m $61.6m 0.02% Reduced -102.9k -102,851
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 772,583772.6k $60.9m $60.9m 0.00% Added +49.7k +49,698
3 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 703,833703.8k $55.4m $55.4m 0.10% Added +72.4k +72,355
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 619,020619.0k $48.8m $48.8m 0.00% Added +62.1k +62,123
5 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 603,380603.4k $47.6m $47.6m 0.01% Reduced -180.3k -180,339
6 JANE STREET GROUP, LLC 0.07% of their portfolio NEW YORK, NY 572,325572.3k $45.2m $45.2m 0.07% Added +374.3k +374,314
7 Vestmark Advisory Solutions, Inc. 0.61% of their portfolio Wakefield, MA 533,814533.8k $42.1m $42.1m 0.61% Added +171.4k +171,448
8 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 506,587506.6k $40.0m $40.0m 0.05% Added +13.5k +13,540
9 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 440,569440.6k $34.8m $34.8m 0.06% Added +5.1k +5,114
10 AJ Advisors, LLC 13.52% of their portfolio NASHVILLE, TN 385,143385.1k $30.4m $30.4m 13.52% Added +64.5k +64,532
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 369,512369.5k $29.2m $29.2m 0.01% Reduced -17.4k -17,440
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 313,738313.7k $24.8m $24.8m 0.00% Added +256.9k +256,851
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 251,673251.7k $19.9m $19.9m 0.00% Added +58.5k +58,504
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 247,129247.1k $19.5m $19.5m 0.00% Reduced -5.9k -5,929
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio BALA CYNWYD, PA 200,100200.1k $15.8m $15.8m 0.02% New
16 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 175,680175.7k $13.9m $13.9m 0.04% Added +1.4k +1,392
17 WealthPlan Investment Management, LLC 0.94% of their portfolio OMAHA, NE 163,807163.8k $12.9m $12.9m 0.94% Added +59.1k +59,130
18 Baltimore-Washington Financial Advisors, Inc. 0.54% of their portfolio Columbia, MD 145,997146.0k $11.5m $11.5m 0.54% Added +21.4k +21,436
19 Fifth Third Securities, Inc. 0.81% of their portfolio Cincinnati, OH 137,357137.4k $10.8m $10.8m 0.81% Added +9.5k +9,496
20 Stratos Wealth Partners, LTD. 0.14% of their portfolio BEACHWOOD, OH 133,193133.2k $10.5m $10.5m 0.14% Added +5.4k +5,378
21 Confluence Wealth Services, Inc. 0.57% of their portfolio MCMURRAY, PA 132,341132.3k $10.4m $10.4m 0.57% Added +4.8k +4,845
22 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 121,428121.4k $9.6m $9.6m 0.03% Added +38.0k +37,966
23 Proficio Capital Partners LLC 0.57% of their portfolio NEWTON, MA 115,943115.9k $9.1m $9.1m 0.57% New
24 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 114,694114.7k $9.0m $9.0m 0.01% Added +57.3k +57,314
25 FLOW TRADERS U.S. LLC 0.31% of their portfolio NEW YORK, NY 106,890106.9k $8.4m $8.4m 0.31% Added +31.2k +31,192
26 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 104,367104.4k $8.2m $8.2m 0.05% Reduced -12.4k -12,380
27 Northwest & Ethical Investments L.P. 0.19% of their portfolio TORONTO, A6 94,76294.8k $7.5m $7.5m 0.19% Unchanged
28 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 93,49893.5k $7.4m $7.4m 0.02% Reduced -62.1k -62,073
29 Beacon Pointe Advisors, LLC 0.07% of their portfolio NEWPORT BEACH, CA 85,81985.8k $6.8m $6.8m 0.07% Added +9.6k +9,633
30 WealthPLAN Partners, LLC 1.08% of their portfolio OMAHA, NE 84,97585.0k $6.7m $6.7m 1.08% Reduced -50.2k -50,228
31 BlackRock, Inc. 0.00% of their portfolio New York, NY 79,01279.0k $6.2m $6.2m 0.00% Reduced -198.1k -198,074
32 Siligmueller & Norvid Wealth Advisors LLC 2.35% of their portfolio GLEN ELLYN, IL 77,99478.0k $6.0m $6.0m 2.35% Added +7.6k +7,585
33 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 75,15575.2k $5.9m $5.9m 0.01% Added +4.7k +4,748
34 Lynx Investment Advisory 3.74% of their portfolio WASHINGTON, DC, DC 72,61572.6k $5.7m $5.7m 3.74% Added +9.4k +9,374
35 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 72,36472.4k $5.7m $5.7m 0.01% Added +247 +247
36 TrueWealth Advisors, LLC 1.65% of their portfolio BIRMINGHAM, AL 70,71770.7k $5.6m $5.6m 1.65% Reduced -2.1k -2,056
37 Concord Wealth Partners 0.80% of their portfolio ABINGDON, VA 69,76969.8k $5.5m $5.5m 0.80% Added +25.0k +24,956
38 Concord Asset Management, LLC/VA 0.83% of their portfolio ABINGDON, VA 69,76969.8k $5.5m $5.5m 0.83% Added +15.6k +15,628
39 CFS Investment Advisory Services, LLC 0.45% of their portfolio TOTOWA, NJ 69,65469.7k $5.5m $5.5m 0.45% Added +22.4k +22,379
40 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 66,13066.1k $5.2m $5.2m 0.00% Added +23.5k +23,535
41 BAILARD, INC. 0.12% of their portfolio Foster City, CA 63,18963.2k $5.0m $5.0m 0.12% Added +1.3k +1,312
42 Lowe Wealth Advisors, LLC 1.94% of their portfolio COLUMBIA, MD 63,14563.1k $5.0m $5.0m 1.94% Added +16.5k +16,458
43 GHP Investment Advisors, Inc. 0.21% of their portfolio Denver, CO 60,25460.3k $4.8m $4.8m 0.21% Added +20 +20
44 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 59,67459.7k $4.7m $4.7m 0.01% Reduced -8.3k -8,332
45 ADG Wealth Management Group, LLC 3.83% of their portfolio METAIRIE, LA 57,06257.1k $4.5m $4.5m 3.83% Added +463 +463
46 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 51,33851.3k $4.1m $4.1m 0.01% Reduced -18.4k -18,358
47 CreativeOne Wealth, LLC 0.10% of their portfolio OVERLAND PARK, KS 50,31750.3k $4.0m $4.0m 0.10% Reduced -12.9k -12,923
48 Mariner, LLC 0.01% of their portfolio Overland Park, KS 48,08548.1k $3.8m $3.8m 0.01% Added +16.5k +16,516
49 EWG Elevate Inc. 1.15% of their portfolio ROSEVILLE, CA 47,15447.2k $3.7m $3.7m 1.15% New
50 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 43,89643.9k $3.5m $3.5m 0.00% Added +29.2k +29,151
51 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 42,60342.6k $3.4m $3.4m 0.02% Added +2.9k +2,863
52 Capital Investment Advisors, LLC 0.06% of their portfolio ATLANTA, GA 41,56741.6k $3.3m $3.3m 0.06% Reduced -1.2k -1,231
53 CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 0.62% of their portfolio BETHLEHEM, PA 41,04141.0k $3.2m $3.2m 0.62% Unchanged
54 Prime Capital Investment Advisors, LLC 0.04% of their portfolio OVERLAND PARK, KS 40,40540.4k $3.2m $3.2m 0.04% Added +6.6k +6,633
55 BERKSHIRE ASSET MANAGEMENT LLC/PA 0.14% of their portfolio WILKES BARRE, PA 39,66539.7k $3.1m $3.1m 0.14% Reduced -83 -83
56 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 38,68438.7k $3.0m $3.0m 0.00% Added +24.6k +24,607
57 BEACON FINANCIAL GROUP 0.31% of their portfolio DALLAS, TX 37,15837.2k $2.9m $2.9m 0.31% Reduced -19.9k -19,895
58 McKinley Carter Wealth Services, Inc. 0.16% of their portfolio WHEELING, WV 36,47336.5k $2.9m $2.9m 0.16% Added +1.5k +1,455
59 Intrua Financial, LLC 0.40% of their portfolio Houston, TX 34,96835.0k $2.8m $2.8m 0.40% Added +3.2k +3,220
60 Sunbelt Securities, Inc. 0.21% of their portfolio HOUSTON, TX 34,56934.6k $2.3m $2.3m 0.21% Reduced -2.2k -2,202
61 Integrated Advisors Network LLC 0.12% of their portfolio DALLAS, TX 32,43532.4k $2.6m $2.6m 0.12% Reduced -16.9k -16,888
62 Colonial Trust Co / SC 0.33% of their portfolio SPARTANBURG, SC 28,60128.6k $2.3m $2.3m 0.33% Added +3.3k +3,339
63 Kohmann Bosshard Financial Services, LLC 0.25% of their portfolio FAIRLAWN, OH 28,48128.5k $2.2m $2.2m 0.25% Unchanged
64 Kraft, Davis & Associates, LLC 0.59% of their portfolio St. Louis, MO 27,60127.6k $2.1m $2.1m 0.59% New
65 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 27,03527.0k $2.1m $2.1m 0.00% Added +2 +2
66 Aptus Capital Advisors, LLC 0.02% of their portfolio FAIRHOPE, AL 26,87126.9k $2.1m $2.1m 0.02% Reduced -831 -831
67 ShoreHaven Wealth Partners, LLC 0.82% of their portfolio Red Bank, NJ 25,39425.4k $2.0m $2.0m 0.82% Reduced -398 -398
68 Anchor Investment Management, LLC 0.17% of their portfolio COLUMBIA, SC 25,26225.3k $2.0m $2.0m 0.17% Unchanged
69 Heck Capital Advisors, LLC 0.16% of their portfolio Rhinelander, WI 23,95023.9k $1.9m $1.9m 0.16% Added +12.3k +12,349
70 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 23,00423.0k $1.8m $1.8m 0.00% Unchanged
71 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 23,00223.0k $1.8m $1.8m 0.02% Reduced -11.7k -11,678
72 Westfuller Advisors, LLC 1.03% of their portfolio New York, NY 22,81422.8k $1.8m $1.8m 1.03% Unchanged
73 Golden State Wealth Management, LLC 0.21% of their portfolio SANTA ANA, CA 21,66321.7k $1.7m $1.7m 0.21% Added +1.4k +1,441
74 Stratos Wealth Advisors, LLC 0.09% of their portfolio BEACHWOOD, OH 21,11921.1k $1.7m $1.7m 0.09% Reduced -966 -966
75 JB Capital LLC 0.07% of their portfolio WETHERSFIELD, CT 19,42519.4k $1.5m $1.5m 0.07% Reduced -6.7k -6,740
76 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 19,33319.3k $1.5m $1.5m 0.01% Reduced -3.5k -3,536
77 GTS SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 18,26718.3k $1.4m $1.4m 0.06% New
78 LifeGoal Investments, LLC 1.36% of their portfolio SARATOGA SPRINGS, NY 18,20718.2k $1.4m $1.4m 1.36% Added +3.0k +2,950
79 EP Wealth Advisors, LLC 0.01% of their portfolio TORRANCE, CA 17,76617.8k $1.4m $1.4m 0.01% Unchanged
80 BRANDYWINE OAK PRIVATE WEALTH LLC 0.13% of their portfolio Kennett Square, PA 17,34417.3k $1.4m $1.4m 0.13% Unchanged
81 Virtu Financial LLC 0.07% of their portfolio New York, NY 17,21217.2k $1.4m $1.4m 0.07% New
82 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 15,87315.9k $1.3m $1.3m 0.00% Added +6.7k +6,686
83 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 15,78715.8k $1.2m $1.2m 0.01% Added +4.1k +4,138
84 Capital Analysts, LLC 0.04% of their portfolio FORT WASHINGTON, PA 15,46315.5k $1.2m $1.2m 0.04% Added +4.8k +4,844
85 Larson Financial Group LLC 0.05% of their portfolio ST LOUIS, MO 15,07015.1k $1.2m $1.2m 0.05% Added +5.5k +5,454
86 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 14,79014.8k $1.2m $1.2m 0.01% Added +3.9k +3,942
87 Roof Eidam Maycock Peralta, LLC 0.28% of their portfolio San Francisco, CA 14,20014.2k $1.1m $1.1m 0.28% Unchanged
88 Family Capital Management, Inc. 0.56% of their portfolio GRAND RAPIDS, MI 13,58313.6k $1.1m $1.1m 0.56% Added +1.5k +1,544
89 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 13,19113.2k $1.0m $1.0m 0.02% Added +849 +849
90 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% of their portfolio Westlake, OH 12,86412.9k $1.0m $1.0m 0.07% Reduced -3.9k -3,875
91 Pine Harbor Wealth Management, LLC 0.35% of their portfolio FAIRFAX, VA 12,78912.8k $1.0m $1.0m 0.35% Reduced -65 -65
92 SWEENEY & MICHEL, LLC 0.35% of their portfolio CHICO, CA 12,62612.6k $983.9k $983.9k 0.35% Reduced -750 -750
93 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 12,48612.5k $985.0k $985.0k 0.00% Added +2.0k +2,026
94 GRIES FINANCIAL LLC 0.17% of their portfolio Cleveland, OH 12,11712.1k $955.9k $955.9k 0.17% Added +335 +335
95 BOURGEON CAPITAL MANAGEMENT LLC 0.19% of their portfolio Darien, CT 11,99612.0k $946.4k $946.4k 0.19% Added +104 +104
96 Capital Advisors, Ltd. LLC 0.11% of their portfolio SHAKER HEIGHTS, OH 11,29211.3k $891.0k $891.0k 0.11% Added +85 +85
97 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 10,99711.0k $867.6k $867.6k 0.02% Reduced -13.1k -13,084
98 Summit X, LLC 0.16% of their portfolio CHESTERFIELD, MO 10,96911.0k $865.4k $865.4k 0.16% Reduced -3.6k -3,594
99 Beacon Financial Advisory LLC 0.22% of their portfolio CLEVELAND, OH 10,91410.9k $861.0k $861.0k 0.22% Added +223 +223
100 Schorn Wealth LLC 0.28% of their portfolio ENGLEWOOD, FL 10,57210.6k $834.0k $834.0k 0.28% Added +22 +22