ISHARES TR (IDEV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
715
Reporting holders
$25.8B
Reported value
0.0%
Held as options
+33
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $4.6B | 51,849,271 | 0.30% | 31q | +4.5%+$197.5M |
| BlackRock, Inc. | $2.4B | 27,205,486 | 0.04% | 8q | +8.5%+$189.8M |
| Creative Planning | $1.7B | 18,754,418 | 0.98% | 26q | -1.8%-$30.1M |
| PNC Financial Services Group, Inc. | $1.7B | 18,680,588 | 0.82% | 17q | +12.8%+$188.6M |
| MORGAN STANLEY | $1.3B | 14,125,260 | 0.07% | 35q | +6.3%+$74.1M |
| SEI INVESTMENTS CO | $1.2B | 12,986,639 | 1.02% | 15q | +4.4%+$48.7M |
| AMERIPRISE FINANCIAL INC | $1.1B | 12,759,885 | 0.23% | 24q | -51.5%-$1.2B |
| BANK OF KOREA | $1.0B | 11,259,397 | 25.79% | 3q | -19.6%-$244.3M |
| Cerity Partners LLC | $567.5M | 6,375,948 | 0.69% | 15q | +16.8%+$81.6M |
| ENVESTNET ASSET MANAGEMENT INC | $510.4M | 5,733,645 | 0.12% | 31q | +0.6%+$3.3M |
| CITIGROUP INC | $445.0M | 4,999,266 | 0.15% | 24q | -10.1%-$50.2M |
| JPMORGAN CHASE & CO | $427.1M | 4,813,450 | 0.02% | 26q | +4.0%+$16.4M |
| Focus Partners Advisor Solutions, LLC | $356.4M | 4,004,183 | 3.02% | 19q | +5.9%+$20.0M |
| Focus Partners Wealth | $331.3M | 3,721,879 | 0.34% | 8q | +5.6%+$17.6M |
| Horizon Investments, LLC | $322.9M | 3,627,322 | 3.54% | 16q | -10.8%-$38.9M |
| Savant Capital, LLC | $311.7M | 3,499,288 | 0.92% | 15q | +6.2%+$18.2M |
| Bank of Finland | $293.9M | 3,302,434 | 19.05% | 23q | +1.5%+$4.3M |
| Cetera Investment Advisers | $293.3M | 3,295,103 | 0.27% | 23q | +6.0%+$16.5M |
| Alesco Advisors, LLC, An ESL Co | $274.4M | 3,082,892 | 6.29% | 25q | HELD |
| Jupiter Topco LLC | $245.6M | 2,758,894 | 0.10% | new | FIRST |
| Auto-Owners Insurance Co | $214.7M | 2,412,000 | 4.85% | 15q | -7.2%-$16.6M |
| MCF Advisors LLC | $198.3M | 2,228,297 | 7.09% | 18q | +37.1%+$53.7M |
| RAYMOND JAMES FINANCIAL INC | $185.9M | 2,088,837 | 0.05% | 7q | +3.4%+$6.1M |
| LPL Financial LLC | $183.7M | 2,064,106 | 0.04% | 31q | +12.5%+$20.4M |
| First Command Advisory Services, Inc. | $166.2M | 1,867,431 | 0.99% | 10q | +11.9%+$17.7M |
| UBS Group AG | $157.3M | 1,767,038 | 0.02% | 31q | -2.7%-$4.3M |
| Clearstead Advisors, LLC | $146.7M | 1,648,519 | 1.39% | 3q | -46.0%-$125.0M |
| ASSETMARK, INC | $146.0M | 1,640,074 | 0.25% | 31q | -4.4%-$6.6M |
| GLENMEDE TRUST CO NA | $142.8M | 1,604,510 | 0.63% | 7q | +23361.2%+$142.2M |
| Stratos Wealth Partners, LTD. | $139.2M | 1,563,907 | 1.40% | 26q | +6.8%+$8.8M |
| JANE STREET GROUP, LLC | $133.7M | 1,502,478 | 0.01% | new | NEW |
| TFC Financial Management, Inc. | $122.6M | 1,377,805 | 13.59% | 24q | HELD |
| Capital Asset Advisory Services LLC | $114.5M | 1,286,823 | 4.15% | 27q | -0.9%-$996.6K |
| AXXCESS WEALTH MANAGEMENT, LLC | $114.1M | 1,282,419 | 1.82% | new | NEW |
| Empowered Funds, LLC | $113.6M | 1,275,964 | 0.60% | 3q | -1.1%-$1.3M |
| NIXON PEABODY TRUST CO | $98.5M | 1,106,955 | 6.97% | 10q | +1.5%+$1.4M |
| Beacon Pointe Advisors, LLC | $87.2M | 979,686 | 0.40% | 20q | -23.5%-$26.8M |
| Mariner, LLC | $84.2M | 946,087 | 0.09% | 20q | +0.9%+$791.5K |
| ROYAL BANK OF CANADA | $81.8M | 919,494 | 0.01% | 31q | +2.3%+$1.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $73.9M | 830,678 | 0.04% | 31q | -28.8%-$29.9M |
| Foster Group, Inc. | $70.3M | 789,394 | 1.87% | 22q | +1.8%+$1.2M |
| Wealthspire Retirement, LLC | $69.7M | 777,307 | 3.82% | 17q | +1.9%+$1.3M |
| HighTower Advisors, LLC | $61.4M | 690,319 | 0.06% | 31q | +5.0%+$2.9M |
| CAPTRUST FINANCIAL ADVISORS | $59.9M | 672,551 | 0.09% | 25q | -1.0%-$620.7K |
| WELLS FARGO & COMPANY/MN | $59.2M | 665,118 | 0.01% | 31q | -49.1%-$57.2M |
| NORTHERN TRUST CORP | $59.1M | 664,418 | 0.01% | 12q | +0.5%+$297.4K |
| RIVERSEDGE ADVISORS, LLC | $58.9M | 661,655 | 7.76% | 7q | +5.3%+$3.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $58.8M | 661,030 | 0.07% | 31q | +3.5%+$2.0M |
| Starr Indemnity & Liability Co | $53.9M | 606,060 | 14.31% | 5q | HELD |
| AMARILLO NATIONAL BANK | $53.7M | 602,848 | 8.60% | 20q | HELD |
| Arrow Financial Corp | $50.5M | 567,490 | 4.52% | 19q | +1.7%+$823.3K |
| ESL Trust Services, LLC | $50.3M | 564,751 | 8.57% | 2q | HELD |
| Cornerstone Wealth Group, LLC | $49.8M | 559,664 | 2.95% | 30q | +7.0%+$3.2M |
| PRINCIPAL SECURITIES, INC. | $47.8M | 536,680 | 0.58% | 11q | +8.1%+$3.6M |
| FMR LLC | $45.9M | 515,938 | 0.00% | 28q | +5.4%+$2.4M |
| Rock Creek Group LLC | $45.7M | 513,785 | 4.60% | 22q | -15.2%-$8.2M |
| OSAIC HOLDINGS, INC. | $43.9M | 493,443 | 0.05% | 26q | +21.9%+$7.9M |
| Standpoint Asset Management, LLC | $42.1M | 472,600 | 8.82% | 15q | +4.1%+$1.6M |
| NEW ENGLAND ASSET MANAGEMENT INC | $39.6M | 445,140 | 4.59% | 14q | +0.9%+$372.1K |
| Relyea Zuckerberg Hanson LLC | $39.4M | 442,732 | 1.64% | 27q | +107.8%+$20.4M |
| Stockman Wealth Management, Inc. | $39.1M | 438,997 | 4.04% | 15q | -1.8%-$720.4K |
| Veery Capital, LLC | $38.6M | 433,737 | 10.37% | 14q | +3.5%+$1.3M |
| Hi-Line Capital Management, LLC | $37.3M | 419,487 | 10.50% | 7q | +6.0%+$2.1M |
| AAF Wealth Management, LLC | $36.4M | 408,779 | 13.42% | 18q | HELD |
| DDFG, Inc | $36.0M | 404,354 | 7.15% | 15q | -4.7%-$1.8M |
| PRUDENT INVESTORS NETWORK, INC. | $35.7M | 400,802 | 6.91% | 8q | +8.1%+$2.7M |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $34.6M | 388,432 | 0.50% | 2q | +61.4%+$13.1M |
| C V STARR & CO INC | $33.7M | 378,787 | 18.00% | 5q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $33.3M | 374,293 | 0.60% | 31q | -23.5%-$10.2M |
| Conrad Siegel Investment Advisors, Inc. | $32.7M | 367,270 | 5.32% | new | NEW |
| World Investment Advisors | $30.6M | 366,579 | 0.51% | 7q | HELD |
| BSW Wealth Partners | $30.0M | 336,665 | 3.33% | 15q | -1.6%-$477.9K |
| Merit Financial Group, LLC | $29.0M | 325,340 | 0.09% | 6q | +150.9%+$17.4M |
| Sterling Capital Management LLC | $29.0M | 325,273 | 0.49% | 8q | -9.3%-$3.0M |
| MBL Wealth, LLC | $27.8M | 312,873 | 1.90% | 21q | +3.9%+$1.1M |
| Fortitude Family Office, LLC | $27.3M | 306,418 | 5.29% | 11q | +10.1%+$2.5M |
| Crestwood Advisors Group, LLC | $26.9M | 302,361 | 0.40% | 5q | +8.0%+$2.0M |
| Nearwater Capital Markets, Ltd | $26.7M | 300,000 | 0.46% | new | NEW |
| Modern Wealth Management, LLC | $26.6M | 298,584 | 0.32% | 11q | +26.2%+$5.5M |
| Retirement Management Systems Inc. | $25.8M | 290,113 | 5.29% | 3q | +8.3%+$2.0M |
| Kondo Wealth Advisors, Inc. | $25.7M | 288,994 | 8.60% | 7q | +4.2%+$1.0M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $25.7M | 288,552 | 0.32% | 20q | -2.4%-$642.6K |
| Sanctuary Advisors, LLC | $25.4M | 285,883 | 0.12% | 9q | +73.5%+$10.8M |
| FOUNDERS FINANCIAL SECURITIES LLC | $25.3M | 284,074 | 1.30% | 16q | -9.3%-$2.6M |
| AdvisorNet Financial, Inc | $24.7M | 277,046 | 1.13% | 20q | +7.0%+$1.6M |
| Aerodigm Wealth, LLC | $24.4M | 274,303 | 8.25% | 15q | +2.6%+$627.2K |
| Mueller Wealth, LLC | $24.1M | 270,659 | 16.40% | 3q | +11.5%+$2.5M |
| AE Wealth Management LLC | $23.9M | 268,737 | 0.11% | 21q | -6.3%-$1.6M |
| Allegiance Financial Group Advisory Services LLC | $23.8M | 267,531 | 4.12% | 15q | +9.4%+$2.0M |
| ABLE Financial Group, LLC | $23.5M | 264,255 | 3.95% | 7q | +17.4%+$3.5M |
| Integrated Wealth Concepts LLC | $23.5M | 264,081 | 0.11% | 17q | +21.2%+$4.1M |
| Financial Advisors Network, Inc. | $23.1M | 259,897 | 2.84% | 25q | +5.6%+$1.2M |
| NORTHWEST WEALTH MANAGEMENT, LLC | $23.0M | 258,286 | 3.03% | 19q | +5.6%+$1.2M |
| Convergence Financial, LLC | $22.6M | 253,880 | 1.80% | 4q | +98.8%+$11.2M |
| FIRST NATIONAL BANK SIOUX FALLS | $22.0M | 247,915 | 6.02% | 16q | HELD |
| Sovereign Investment Advisors, LLC | $21.8M | 245,035 | 4.09% | 3q | +53.6%+$7.6M |
| Columbus Macro, LLC | $21.6M | 242,353 | 2.10% | 31q | +1.3%+$277.7K |
| Vision Capital Management, Inc. | $21.2M | 238,266 | 2.42% | 25q | -1.2%-$255.4K |
| Kestra Advisory Services, LLC | $21.1M | 237,146 | 0.07% | 16q | +12.8%+$2.4M |
| Ausdal Financial Partners, Inc. | $21.1M | 236,893 | 0.82% | 2q | +7.0%+$1.4M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | The PNC Financial Services Group, Inc. | 5.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 715 | $25.8B | 289,837,697 | 77 | 290 | 181 | 0.0% |
| Q1 2026 | 682 | $24.7B | 295,206,089 | 91 | 255 | 177 | 0.0% |
| Q4 2025 | 623 | $20.1B | 243,917,436 | 59 | 244 | 145 | 0.0% |
| Q3 2025 | 548 | $18.5B | 230,444,888 | 56 | 209 | 141 | 0.0% |
| Q2 2025 | 531 | $16.9B | 222,494,180 | 66 | 217 | 140 | 0.0% |
| Q1 2025 | 496 | $14.3B | 207,175,885 | 51 | 210 | 107 | 0.0% |
| Q4 2024 | 490 | $11.5B | 178,910,655 | 50 | 198 | 106 | 0.0% |
| Q3 2024 | 423 | $11.8B | 167,284,456 | 40 | 162 | 104 | 0.0% |
| Q2 2024 | 403 | $10.7B | 163,088,348 | 44 | 193 | 86 | 0.0% |
| Q1 2024 | 370 | $11.3B | 168,293,447 | 42 | 154 | 89 | 0.0% |
| Q4 2023 | 357 | $9.7B | 151,660,971 | 51 | 123 | 90 | 0.0% |
| Q3 2023 | 292 | $7.9B | 136,209,848 | 23 | 130 | 65 | 0.0% |
| Q2 2023 | 287 | $8.1B | 132,209,516 | 26 | 120 | 76 | 0.0% |
| Q1 2023 | 268 | $7.7B | 126,603,570 | 30 | 94 | 95 | 0.0% |
| Q4 2022 | 233 | $6.3B | 113,125,385 | 50 | 73 | 50 | 0.0% |
| Q3 2022 | 227 | $4.8B | 99,686,823 | 28 | 96 | 56 | 0.0% |
| Q2 2022 | 234 | $4.8B | 89,657,389 | 32 | 97 | 60 | 0.0% |
| Q1 2022 | 224 | $4.9B | 76,344,138 | 28 | 82 | 63 | 0.0% |
| Q4 2021 | 216 | $4.5B | 66,847,419 | 27 | 89 | 34 | 0.0% |
| Q3 2021 | 184 | $4.1B | 61,010,609 | 16 | 76 | 35 | 0.0% |
| Q2 2021 | 183 | $3.9B | 57,831,667 | 34 | 65 | 43 | 0.0% |
| Q1 2021 | 157 | $3.3B | 50,773,485 | 23 | 48 | 39 | 0.0% |
| Q4 2020 | 140 | $2.9B | 47,196,947 | 14 | 44 | 41 | 0.0% |
| Q3 2020 | 124 | $2.2B | 40,040,360 | 26 | 38 | 34 | 0.0% |
| Q2 2020 | 103 | $1.9B | 37,193,875 | 19 | 30 | 40 | 0.0% |
| Q1 2020 | 102 | $1.6B | 36,714,162 | 24 | 31 | 30 | 0.0% |
| Q4 2019 | 96 | $1.6B | 27,517,546 | 11 | 34 | 25 | 0.0% |
| Q3 2019 | 84 | $1.4B | 25,868,656 | 19 | 26 | 21 | 0.0% |
| Q2 2019 | 71 | $1.3B | 23,640,019 | 7 | 24 | 22 | 0.0% |
| Q1 2019 | 69 | $1.3B | 23,280,344 | 14 | 18 | 20 | 0.0% |
| Q4 2018 | 65 | $1.2B | 24,651,762 | 4 | 1 | 0 | 0.0% |