Who Owns ISHARES TR (IDV)? -- Institutional Holders (2026-06-30)

Name: ISHARES TR (IDV) Institutional Holders (2026-06-30)
Creator: ko.io

654 institutions reported holding $4.65B of ISHARES TR (IDV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($600.8M), MORGAN STANLEY ($353.8M), WELLS FARGO & COMPANY/MN ($232.5M), ENVESTNET ASSET MANAGEMENT INC ($187.5M), MERCER GLOBAL ADVISORS INC /ADV ($166.6M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$600.8M	14.5M	Added
2	MORGAN STANLEY	$353.8M	8.5M	Trimmed
3	WELLS FARGO & COMPANY/MN	$232.5M	5.6M	Added
4	ENVESTNET ASSET MANAGEMENT INC	$187.5M	4.5M	Added
5	MERCER GLOBAL ADVISORS INC /ADV	$166.6M	4.0M	Added
6	AMERIPRISE FINANCIAL INC	$166.0M	4.0M	Trimmed
7	UBS Group AG	$159.5M	3.8M	Added
8	LPL Financial LLC	$152.4M	3.7M	Added
9	Bank of New York Mellon Corp	$118.1M	2.9M	Trimmed
10	Royal Bank of Canada	$103.0M	2.5M	Added
11	US BANCORP \DE\	$90.9M	2.2M	Added
12	RAYMOND JAMES FINANCIAL INC	$74.8M	1.8M	Added
13	Cetera Investment Advisers	$66.5M	1.6M	Added
14	HighTower Advisors, LLC	$59.6M	1.4M	Added
15	COMMONWEALTH EQUITY SERVICES, LLC	$53.9M	1.3M	Added
16	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$53.8M	1.3M	Added
17	FUKOKU MUTUAL LIFE INSURANCE Co	$51.0M	1.2M	Hold
18	ALLIANCEBERNSTEIN L.P.	$49.1M	1.2M	Added
19	JANE STREET GROUP, LLC	$48.1M	1.2M	Added
20	JPMORGAN CHASE & CO	$46.3M	1.1M	Added
21	SCOTIA CAPITAL INC.	$43.1M	1.0M	Trimmed
22	STIFEL FINANCIAL CORP	$42.8M	1.0M	Added
23	GDS Wealth Management	$40.0M	965,473	Added
24	Focus Partners Wealth	$39.7M	958,642	Added
25	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$38.0M	918,114	Added

Source: SEC Form 13F filings · as of 2026-06-30