ISHARES TR (IDV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
601
Reporting holders
$4.8B
Reported value
0.0%
Held as options
+21
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/ | $600.8M | 14,500,643 | 0.04% | 31q | +1.4%+$8.5M |
| MORGAN STANLEY | $353.8M | 8,538,854 | 0.02% | 35q | -4.8%-$17.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $332.9M | 8,034,438 | 0.21% | 29q | +107.4%+$172.3M |
| WELLS FARGO & COMPANY/MN | $232.5M | 5,612,695 | 0.04% | 31q | -47.3%-$208.5M |
| ENVESTNET ASSET MANAGEMENT INC | $187.5M | 4,526,887 | 0.04% | 31q | +1.9%+$3.5M |
| AMERIPRISE FINANCIAL INC | $166.0M | 4,020,717 | 0.03% | 31q | -50.5%-$169.5M |
| UBS Group AG | $159.5M | 3,849,528 | 0.02% | 31q | +3.3%+$5.2M |
| LPL Financial LLC | $152.4M | 3,678,911 | 0.03% | 31q | +10.3%+$14.3M |
| Bank of New York Mellon Corp | $118.1M | 2,851,073 | 0.02% | 31q | -0.7%-$872.8K |
| ROYAL BANK OF CANADA | $103.0M | 2,485,729 | 0.02% | 31q | +1.4%+$1.4M |
| US BANCORP \DE\ | $90.9M | 2,195,127 | 0.10% | 31q | +3.3%+$2.9M |
| RAYMOND JAMES FINANCIAL INC | $74.8M | 1,804,394 | 0.02% | 7q | +3.4%+$2.5M |
| Cetera Investment Advisers | $66.5M | 1,605,145 | 0.06% | 23q | +10.4%+$6.3M |
| HighTower Advisors, LLC | $59.6M | 1,438,419 | 0.06% | 31q | +3.5%+$2.0M |
| COMMONWEALTH EQUITY SERVICES, LLC | $53.9M | 1,300,427 | 0.07% | 31q | +14.1%+$6.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $53.8M | 1,297,636 | 0.03% | 31q | +8.3%+$4.1M |
| FUKOKU MUTUAL LIFE INSURANCE Co | $51.0M | 1,232,000 | 2.97% | 31q | HELD |
| ALLIANCEBERNSTEIN L.P. | $49.1M | 1,153,819 | 0.02% | 18q | +3.6%+$1.7M |
| JANE STREET GROUP, LLC | $48.1M | 1,159,929 | 0.00% | 5q | +56.9%+$17.4M |
| JPMORGAN CHASE & CO | $46.3M | 1,115,302 | 0.00% | 31q | HELD |
| SCOTIA CAPITAL INC. | $43.1M | 1,041,433 | 0.16% | 31q | -0.8%-$363.6K |
| STIFEL FINANCIAL CORP | $42.8M | 1,032,039 | 0.04% | 31q | +4.3%+$1.8M |
| GDS Wealth Management | $40.0M | 965,473 | 1.90% | 15q | +3.5%+$1.4M |
| Focus Partners Wealth | $39.7M | 958,642 | 0.04% | 7q | +2.7%+$1.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $38.0M | 900,814 | 0.00% | 31q | +354.9%+$29.7M |
| Arkadios Wealth Advisors | $37.6M | 906,801 | 0.57% | 8q | +12.3%+$4.1M |
| One Capital Management, LLC | $35.3M | 828,851 | 0.98% | 5q | HELD |
| Orion Porfolio Solutions, LLC | $33.6M | 810,468 | 0.26% | 31q | -3.7%-$1.3M |
| Mariner, LLC | $33.1M | 798,132 | 0.03% | 28q | -1.4%-$462.6K |
| GHP Investment Advisors, Inc. | $32.3M | 778,589 | 1.19% | 18q | +2.5%+$773.5K |
| PNC Financial Services Group, Inc. | $31.4M | 758,329 | 0.02% | 31q | +10.6%+$3.0M |
| JONES FINANCIAL COMPANIES LLLP | $30.4M | 735,821 | 0.01% | 12q | +48.1%+$9.9M |
| Horizon Investments, LLC | $30.1M | 727,488 | 0.33% | 18q | +2424860.0%+$30.1M |
| OSAIC HOLDINGS, INC. | $29.9M | 721,547 | 0.04% | 26q | +15.3%+$4.0M |
| REGIONS FINANCIAL CORP | $27.0M | 650,724 | 0.16% | 31q | +3.1%+$818.7K |
| Berkshire Money Management, Inc. | $22.8M | 551,300 | 2.09% | 2q | +4.5%+$988.2K |
| SECURIAN ASSET MANAGEMENT, INC | $21.5M | 500,000 | 0.77% | 31q | HELD |
| TD PRIVATE CLIENT WEALTH LLC | $20.8M | 502,117 | 0.38% | 27q | +6.0%+$1.2M |
| &PARTNERS | $20.7M | 499,347 | 0.09% | 9q | +6.6%+$1.3M |
| ASSETMARK, INC | $20.4M | 492,388 | 0.04% | 31q | -19.6%-$5.0M |
| Parallel Advisors, LLC | $19.7M | 475,963 | 0.30% | 31q | HELD |
| Rockefeller Capital Management L.P. | $17.7M | 426,275 | 0.03% | 27q | +8.9%+$1.4M |
| AdvisorNet Financial, Inc | $17.5M | 421,282 | 0.80% | 15q | +0.5%+$91.4K |
| Baird Financial Group, Inc. | $15.9M | 383,370 | 0.02% | 31q | HELD |
| Eagle Bluffs Wealth Management LLC | $15.6M | 376,612 | 5.21% | 12q | +3.0%+$459.1K |
| HUNTINGTON NATIONAL BANK | $15.6M | 375,511 | 0.08% | 31q | +1.8%+$275.8K |
| Destination Wealth Management | $15.5M | 373,763 | 0.36% | 31q | HELD |
| Sigma Planning Corp | $15.3M | 368,931 | 0.38% | 10q | +1.1%+$173.1K |
| CITADEL ADVISORS LLC | $14.4M | 330,235 | 0.00% | 23q | +1.8%+$256.6K |
| Disciplined Investors, L.L.C. | $14.2M | 343,245 | 7.11% | 7q | +13.1%+$1.7M |
| Kestra Advisory Services, LLC | $13.9M | 335,922 | 0.04% | 24q | +5.7%+$749.3K |
| Chicago Wealth Management, Inc. | $13.8M | 332,842 | 4.89% | 5q | +2.3%+$309.9K |
| FIFTH THIRD BANCORP | $13.6M | 327,533 | 0.02% | 19q | +5.4%+$690.9K |
| TRUIST FINANCIAL CORP | $13.4M | 322,886 | 0.02% | 27q | +3.8%+$491.2K |
| Meeder Advisory Services, Inc. | $13.4M | 322,516 | 0.49% | 15q | -6.4%-$915.1K |
| Integrated Wealth Concepts LLC | $13.1M | 316,266 | 0.06% | 30q | +226.4%+$9.1M |
| NATIONAL BANK OF CANADA /FI/ | $12.3M | 297,112 | 0.01% | 19q | -9.7%-$1.3M |
| FAS Wealth Partners, Inc. | $12.2M | 294,324 | 0.64% | 30q | +12.3%+$1.3M |
| Linscomb Wealth, Inc. | $11.8M | 285,702 | 0.51% | 31q | -4.5%-$557.0K |
| Johnson & White Wealth Management, LLC | $11.7M | 283,503 | 4.39% | 7q | +3.7%+$417.0K |
| Bangor Savings Bank | $11.7M | 283,010 | 0.86% | 31q | -5.5%-$688.5K |
| Steward Partners Investment Advisory, LLC | $11.6M | 279,758 | 0.06% | 31q | -2.6%-$312.1K |
| Equitable Holdings, Inc. | $11.5M | 276,976 | 0.07% | 27q | -10.5%-$1.4M |
| COWA, LLC | $11.4M | 275,470 | 2.86% | 23q | -0.8%-$93.5K |
| Lido Advisors, LLC | $11.4M | 274,269 | 0.03% | 14q | -3.8%-$452.7K |
| Hennion & Walsh Asset Management, Inc. | $11.3M | 272,907 | 0.32% | 22q | -5.8%-$692.6K |
| Capital Advisors Wealth Management, LLC | $10.9M | 264,035 | 1.28% | 6q | +8.5%+$855.1K |
| BASSO CAPITAL MANAGEMENT, L.P. | $10.7M | 259,436 | 2.29% | new | NEW |
| FRANKLIN RESOURCES INC | $10.6M | 254,849 | 0.00% | 25q | +1.8%+$185.1K |
| NewEdge Advisors, LLC | $10.2M | 245,488 | 0.03% | new | NEW |
| Enclave Advisors LLC | $10.0M | 241,193 | 1.26% | 5q | +36.4%+$2.7M |
| Qube Research & Technologies Ltd | $9.9M | 239,934 | 0.01% | 6q | +6683.5%+$9.8M |
| Outlook Wealth Advisors, LLC | $9.9M | 239,217 | 2.14% | 6q | +1.9%+$185.7K |
| GOLDMAN SACHS GROUP INC | $9.6M | 232,403 | 0.00% | 31q | +7.5%+$672.5K |
| URS Advisory LLC | $9.5M | 229,438 | 5.29% | 3q | +14.6%+$1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.9M | 213,805 | 0.00% | 3q | HELD |
| Gallagher Fiduciary Advisors, LLC | $8.9M | 213,736 | 0.29% | 6q | -97.7%-$370.1M |
| FORTE ASSET MANAGEMENT LLC | $8.1M | 196,265 | 3.32% | 15q | +1.7%+$132.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.0M | 190,313 | 0.01% | 14q | -10.1%-$900.0K |
| Angeles Investment Advisors, LLC | $7.8M | 187,685 | 0.47% | 16q | +3201.4%+$7.5M |
| Farther Finance Advisors, LLC | $7.7M | 185,937 | 0.06% | 15q | -38.4%-$4.8M |
| Murphy, Middleton, Hinkle & Parker, Inc. | $7.6M | 184,252 | 3.10% | 2q | +7.2%+$511.7K |
| ANGELES WEALTH MANAGEMENT, LLC | $7.5M | 182,000 | 0.34% | 3q | HELD |
| San Luis Wealth Advisors LLC | $7.5M | 181,683 | 1.13% | 2q | +6.9%+$484.5K |
| Viaable, LLC | $7.3M | 177,946 | 6.07% | new | FIRST |
| STRATEGY ASSET MANAGERS LLC | $7.3M | 175,556 | 1.09% | 5q | +2.5%+$176.8K |
| NorthCoast Asset Management LLC | $7.1M | 171,034 | 0.16% | 8q | +1.6%+$110.8K |
| Ocean Park Asset Management, LLC | $6.4M | 153,737 | 0.31% | 4q | -42.5%-$4.7M |
| Creative Planning | $6.3M | 152,262 | 0.00% | 31q | -2.9%-$187.0K |
| Heartwood Wealth Advisors LLC | $6.3M | 151,241 | 0.49% | 23q | +3.2%+$193.7K |
| CITIGROUP INC | $6.2M | 150,047 | 0.00% | 2q | +16.6%+$886.8K |
| Wealth Management Associates, Inc. | $6.2M | 149,439 | 1.71% | 31q | +1.5%+$90.4K |
| ARVEST INVESTMENTS, INC. | $6.2M | 148,637 | 0.74% | 4q | +24.0%+$1.2M |
| J.W. COLE ADVISORS, INC. | $6.1M | 146,468 | 0.10% | new | NEW |
| OPPENHEIMER & CO INC | $6.0M | 145,965 | 0.06% | 28q | +38.9%+$1.7M |
| Beacon Pointe Advisors, LLC | $5.7M | 137,395 | 0.03% | 18q | -1.6%-$92.8K |
| NWF Advisory Services Inc. | $5.7M | 136,811 | 0.53% | 14q | +2.9%+$157.2K |
| Wilmington Savings Fund Society, FSB | $5.6M | 134,315 | 0.12% | 24q | -0.6%-$31.8K |
| SSA SWISS ADVISORS AG | $5.5M | 133,117 | 2.07% | 6q | +2.7%+$145.9K |
| Private Advisor Group, LLC | $5.5M | 131,582 | 0.02% | 31q | +38.6%+$1.5M |
Showing the largest 100 of 625 reported holders.
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 | 601 | $4.8B | 114,573,313 | 51 | 247 | 163 | 0.0% |
| Q1 2026 | 580 | $4.9B | 115,201,666 | 66 | 227 | 146 | 0.1% |
| Q4 2025 | 557 | $3.7B | 94,065,975 | 61 | 217 | 114 | 0.1% |
| Q3 2025 | 498 | $3.2B | 88,162,136 | 39 | 181 | 138 | 0.2% |
| Q2 2025 | 487 | $3.0B | 86,760,220 | 83 | 184 | 119 | 0.1% |
| Q1 2025 | 429 | $2.3B | 75,624,371 | 36 | 137 | 140 | 0.1% |
| Q4 2024 | 430 | $2.0B | 74,263,931 | 25 | 123 | 139 | 0.1% |
| Q3 2024 | 423 | $2.2B | 72,823,454 | 42 | 129 | 126 | 0.2% |
| Q2 2024 | 400 | $2.0B | 71,467,287 | 32 | 109 | 150 | 0.1% |
| Q1 2024 | 409 | $2.4B | 85,535,177 | 32 | 110 | 165 | 0.1% |
| Q4 2023 | 414 | $2.3B | 82,980,433 | 32 | 92 | 178 | 0.1% |
| Q3 2023 | 394 | $2.1B | 81,390,719 | 24 | 104 | 146 | 0.2% |
| Q2 2023 | 401 | $2.5B | 90,010,059 | 23 | 148 | 126 | 3.2% |
| Q1 2023 | 395 | $2.5B | 88,156,671 | 41 | 158 | 102 | 3.3% |
| Q4 2022 | 357 | $2.0B | 73,257,806 | 49 | 102 | 116 | 0.3% |
| Q3 2022 | 416 | $1.9B | 82,836,035 | 37 | 146 | 131 | 3.2% |
| Q2 2022 | 441 | $2.3B | 83,804,991 | 32 | 189 | 119 | 0.1% |
| Q1 2022 | 455 | $2.4B | 73,561,378 | 46 | 200 | 102 | 2.2% |
| Q4 2021 | 443 | $2.1B | 65,816,251 | 35 | 153 | 117 | 3.3% |
| Q3 2021 | 409 | $2.0B | 65,167,876 | 23 | 167 | 105 | 1.2% |
| Q2 2021 | 422 | $2.0B | 62,083,253 | 35 | 182 | 98 | 1.7% |
| Q1 2021 | 413 | $1.9B | 59,779,610 | 44 | 136 | 120 | 1.3% |
| Q4 2020 | 388 | $1.6B | 54,889,310 | 39 | 98 | 145 | 0.9% |
| Q3 2020 | 359 | $1.4B | 56,258,627 | 25 | 104 | 155 | 0.1% |
| Q2 2020 | 378 | $1.6B | 63,218,782 | 42 | 98 | 165 | 0.1% |
| Q1 2020 | 394 | $1.6B | 71,436,118 | 34 | 133 | 151 | 0.0% |
| Q4 2019 | 425 | $2.4B | 71,025,811 | 41 | 152 | 120 | 0.1% |
| Q3 2019 | 376 | $2.0B | 64,625,456 | 32 | 117 | 150 | 0.1% |
| Q2 2019 | 372 | $2.1B | 67,664,165 | 28 | 153 | 97 | 0.1% |
| Q1 2019 | 390 | $2.0B | 66,346,163 | 40 | 143 | 108 | 0.1% |
| Q4 2018 | 378 | $2.0B | 68,722,934 | 6 | 6 | 11 | 0.1% |