iSHARES TRUST - IDV

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$3.866B
QoQ value delta ($000)
+$714.5M (+22.67%)
Implied price effect (QoQ)
+10.81%
Shares
Total shares
95,462,620
QoQ shares delta
+9,227,954 (+10.7%)
Total shares held by funds (by quarter)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 15 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
BANK OF AMERICA CORP /DE/ 524,420 13,293,286 0.04%
MORGAN STANLEY 295,234 7,483,755 0.02%
WELLS FARGO & COMPANY/MN 176,400 4,471,492 0.03%
AMERIPRISE FINANCIAL INC 159,575 4,033,668 0.04%
ENVESTNET ASSET MANAGEMENT INC 157,323 3,987,922 0.05%
MERCER GLOBAL ADVISORS INC /ADV 149,696 3,793,581 0.23%
UBS Group AG 115,269 2,921,926 0.02%
LPL Financial LLC 110,525 2,801,663 0.03%
Bank of New York Mellon Corp 104,695 2,653,881 0.02%
Align Financial, LLC 95,587 95,587 0.06%
ROYAL BANK OF CANADA 85,359 2,163,719 0.01%
US BANCORP \DE\ 80,803 2,048,260 0.09%
RAYMOND JAMES FINANCIAL INC 64,046 1,623,491 0.02%
HighTower Advisors, LLC 54,399 1,378,943 0.06%
Cetera Investment Advisers 52,451 1,329,573 0.06%
FUKOKU MUTUAL LIFE INSURANCE CO 48,602 1,232,000 3.19%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 44,392 1,125,288 0.03%
JPMORGAN CHASE & CO 41,772 1,058,871 0.0%
ALLIANCEBERNSTEIN L.P. 41,760 1,058,556 0.01%
SCOTIA CAPITAL INC. 41,312 1,047,218 0.17%
COMMONWEALTH EQUITY SERVICES, LLC 40,003 1,014,039 0.05%
STIFEL FINANCIAL CORP 36,873 934,687 0.03%
GDS Wealth Management 35,191 892,043 2.2%
Orion Porfolio Solutions, LLC 35,067 888,922 0.26%
Focus Partners Wealth 33,033 837,344 0.04%