IDV institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding625
Shares held112,076,749
Reported value$4.6bn
Quarter flows58 new, 275 added, 179 trimmed, 40 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/14,500,643$600.8m0.0%
MORGAN STANLEY8,538,854$353.8m0.0%
WELLS FARGO & COMPANY/MN5,612,695$232.5m0.0%
ENVESTNET ASSET MANAGEMENT INC4,526,887$187.5m0.0%
MERCER GLOBAL ADVISORS INC /ADV4,022,070$166.6m0.2%
AMERIPRISE FINANCIAL INC4,020,717$166.0m0.0%
UBS Group AG3,849,528$159.5m0.0%
LPL Financial LLC3,678,911$152.4m0.0%
Bank of New York Mellon Corp2,851,073$118.1m0.0%
ROYAL BANK OF CANADA2,485,729$103.0m0.0%
US BANCORP \DE\2,195,127$90.9m0.1%
RAYMOND JAMES FINANCIAL INC1,804,394$74.8m0.0%
Cetera Investment Advisers1,605,145$66.5m0.1%
HighTower Advisors, LLC1,438,419$59.6m0.1%
COMMONWEALTH EQUITY SERVICES, LLC1,300,427$53.9m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,297,636$53.8m0.0%
FUKOKU MUTUAL LIFE INSURANCE Co1,232,000$51.0m3.0%
ALLIANCEBERNSTEIN L.P.1,153,819$49.1m0.0%
JANE STREET GROUP, LLC1,159,929$48.1m0.0%
JPMORGAN CHASE & CO1,115,302$46.3m0.0%
SCOTIA CAPITAL INC.1,041,433$43.1m0.2%
STIFEL FINANCIAL CORP1,032,039$42.8m0.0%
GDS Wealth Management965,473$40.0m1.9%
Focus Partners Wealth958,642$39.7m0.0%
Arkadios Wealth Advisors906,801$37.6m0.6%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IDV"). IDV price history · All 13F data

Get a free API keySee history bundlesDownload free samples