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iShares International Select Dividend ETF (IDV) Institutional Ownership

iShares International Select Dividend ETF logo
$28.40 +0.03 (+0.11%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares International Select Dividend ETF (BATS:IDV)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$37.79M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$39.27M
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IDV Institutional Buying and Selling by Quarter

iShares International Select Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 TD Private Client Wealth LLC280,406$8.48M0.2%+1.1%0.192%
11/18/2024 Sunbelt Securities Inc.20,304$614K0.1%+9.0%0.014%
11/14/2024 Captrust Financial Advisors8,944$270K0.0%+10.8%0.006%
11/13/2024 Private Trust Co. NA5,634$170K0.0%-8.4%0.004%
11/8/2024 Fifth Third Wealth Advisors LLC51,890$1.57M0.1%-7.4%0.035%
11/7/2024 MAI Capital Management38,923$1.18M0.0%-2.6%0.027%
11/5/2024 Prime Capital Investment Advisors LLC44,832$1.36M0.0%-7.7%0.031%
11/1/2024 Leavell Investment Management Inc.20,911$632K0.0%+2.7%0.014%
10/30/2024 Crescent Grove Advisors LLC53,735$1.62M0.2%-0.6%0.037%
10/30/2024 Moloney Securities Asset Management LLC15,449$467K0.1%+36.0%0.011%
10/29/2024 Janney Montgomery Scott LLC470,784$14.23M0.0%-3.1%0.322%
10/29/2024 Farther Finance Advisors LLC12,716$384K0.0%+13.7%0.009%
10/25/2024 Fortitude Family Office LLC19,850$600K0.2%+3.1%0.014%
10/24/2024 West Bancorporation Inc.7,105$215K0.1%-16.5%0.005%
10/24/2024 Arkadios Wealth Advisors675,444$20.42M1.2%N/A0.462%
10/23/2024 Burke & Herbert Bank & Trust Co.7,110$215K0.1%-15.1%0.005%
10/21/2024 Vicus Capital27,292$825K0.1%+1.6%0.019%
10/21/2024 Whittier Trust Co. of Nevada Inc.39,086$1.18M0.0%-1.0%0.027%
10/21/2024 Whittier Trust Co.23,438$708K0.0%-1.6%0.016%
10/11/2024 Sunflower Bank N.A.44,615$1.35M0.4%-18.6%0.030%
10/10/2024 Valeo Financial Advisors LLC10,007$303K0.0%+3.7%0.007%
10/8/2024 Lbmc Investment Advisors LLC18,813$569K0.0%-12.7%0.013%
10/8/2024 Heartwood Wealth Advisors LLC135,181$4.09M0.5%+3.1%0.092%
10/3/2024 First Citizens Financial Corp14,286$432K0.2%-5.5%0.010%
8/27/2024Custom Portfolio Group LLC74,265$1.99M1.5%+34.4%0.051%
8/15/2024 Arkos Global Advisors33,659$931K0.2%-36.4%0.023%
8/15/2024 Toronto Dominion Bank1,403$39K0.0%-93.2%0.001%
8/14/2024 EverSource Wealth Advisors LLC117,416$3.40M0.2%+2.0%0.080%
8/9/2024 One Capital Management LLC97,772$2.71M0.1%N/A0.067%
8/9/2024 Prime Capital Investment Advisors LLC48,567$1.34M0.0%-4.9%0.033%
8/8/2024 Stolper Co36,986$1.02M0.4%+1.7%0.025%
8/8/2024 Parallel Advisors LLC558,811$15.46M0.4%-8.3%0.382%
8/7/2024 Vantage Financial Partners LLC19,225$532K0.1%N/A0.013%
8/1/2024 Summit Financial LLC16,255$450K0.0%N/A0.011%
7/31/2024 Farther Finance Advisors LLC11,183$312K0.0%+99.6%0.008%
7/30/2024 Moloney Securities Asset Management LLC11,358$314K0.0%+3.7%0.008%
7/30/2024 Argent Advisors Inc.88,761$2.46M1.0%-3.8%0.061%
7/29/2024 Whittier Trust Co. of Nevada Inc.39,489$1.09M0.0%+150.9%0.027%
7/29/2024 Whittier Trust Co.23,811$659K0.0%-15.3%0.016%
7/26/2024 West Bancorporation Inc.8,511$235K0.2%-15.6%0.006%
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7/26/2024 First Command Advisory Services Inc.5,475$151K0.0%+13.9%0.004%
7/26/2024 Bank of New York Mellon Corp1,732,706$47.94M0.0%-9.2%1.184%
7/24/2024 Planned Solutions Inc.20,882$578K0.3%-3.5%0.014%
7/23/2024 Vicus Capital26,861$743K0.1%+6.1%0.018%
7/23/2024 Fifth Third Wealth Advisors LLC56,016$1.55M0.1%+157.4%0.038%
7/23/2024 Crescent Grove Advisors LLC54,083$1.50M0.2%-7.3%0.037%
7/22/2024 Security National Bank13,430$372K0.1%-10.3%0.009%
7/17/2024 AdvisorNet Financial Inc171,653$4.75M0.4%+4.6%0.117%
7/16/2024 Monetary Management Group Inc.23,500$650K0.2%+4.4%0.016%
7/16/2024 Burke & Herbert Bank & Trust Co.8,370$232K0.1%N/A0.006%
7/11/2024 Lbmc Investment Advisors LLC21,547$596K0.1%+2.0%0.015%
7/10/2024 Valeo Financial Advisors LLC9,647$267K0.0%-49.4%0.007%
7/10/2024 Sunflower Bank N.A.54,814$1.52M0.4%-42.8%0.037%
7/9/2024 Kingswood Wealth Advisors LLC19,269$533K0.0%N/A0.013%
7/3/2024 Curbstone Financial Management Corp22,510$623K0.1%+2.7%0.015%
6/11/2024 EverSource Wealth Advisors LLC115,136$3.20M0.2%+6.9%0.079%
5/30/2024Cambridge Trust Co.2,164$61K0.0%-45.5%0.001%
5/17/2024 Comerica Bank283,637$7.95M0.0%-3.8%0.194%
5/14/2024 OLD Mission Capital LLC145,198$4.07M0.1%-61.5%0.099%
5/11/2024 Trustmark National Bank Trust Department22,408$628K0.1%-10.6%0.015%
5/10/2024 Motco43,337$1.22M0.1%-14.9%0.030%
5/9/2024 Landaas & Co. WI ADV17,076$479K0.2%-5.3%0.012%
5/4/2024 Gould Asset Management LLC CA59,355$1.66M0.4%-1.5%0.040%
5/3/2024 Whittier Trust Co. of Nevada Inc.15,737$441K0.0%+6.2%0.011%
5/3/2024 Whittier Trust Co.28,122$789K0.0%-3.2%0.019%
5/2/2024 Haverford Trust Co13,740$385K0.0%+3.7%0.009%
5/2/2024 Argent Advisors Inc.92,311$2.59M1.0%+0.7%0.063%
5/1/2024 Janney Montgomery Scott LLC565,607$15.86M0.0%-15.6%0.385%
4/30/2024 West Bancorporation Inc.10,090$283K0.2%-6.2%0.007%
4/29/2024 Crescent Grove Advisors LLC58,342$1.64M0.2%+1.6%0.040%
4/26/2024 Planned Solutions Inc.21,648$607K0.3%-6.7%0.015%
4/26/2024 Bogart Wealth LLC1,812$51K0.0%-94.7%0.001%
4/24/2024 Leavell Investment Management Inc.22,146$621K0.0%-5.1%0.015%
4/23/2024 Wetzel Investment Advisors Inc.130,547$3.56M2.1%+0.9%0.089%
4/17/2024 Vicus Capital25,314$710K0.1%+4.9%0.014%
4/15/2024 Sunbelt Securities Inc.18,627$522K0.1%-9.9%0.011%
4/15/2024 Security National Bank14,976$420K0.1%-8.2%0.008%
4/12/2024 AdvisorNet Financial Inc164,170$4.60M0.4%+15.4%0.093%
4/12/2024 Lbmc Investment Advisors LLC21,125$592K0.1%-2.8%0.012%
4/11/2024 Bangor Savings Bank369,509$10.36M1.1%-4.0%0.210%
4/10/2024 Sunflower Bank N.A.95,771$2.69M0.6%-12.6%0.054%
4/9/2024 Stolper Co36,352$1.02M0.4%+2.6%0.021%
4/2/2024 Heartwood Wealth Advisors LLC128,420$3.60M0.4%-0.8%0.073%
3/22/2024 Cooksen Wealth LLC2,663$75K0.1%N/A0.002%
2/15/2024 OLD Mission Capital LLC377,567$10.57M0.2%-2.3%0.214%
2/14/2024 Vermillion & White Wealth Management Group LLC3,661$101K0.1%N/A0.002%
2/13/2024 Jones Financial Companies Lllp1,281$36K0.0%+3,458.3%0.001%
2/13/2024Steward Partners Investment Solutions LLC15,799$442K0.2%N/A0.009%
2/12/2024 Brown Brothers Harriman & Co.7,000$196K0.0%N/A0.004%
2/12/2024 Landaas & Co. WI ADV18,027$505K0.2%-24.6%0.010%
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2/12/2024 Parallel Advisors LLC645,720$18.07M0.5%-16.3%0.366%
2/9/2024 EverSource Wealth Advisors LLC107,713$3.02M0.3%-13.4%0.061%
2/9/2024 Motco50,908$1.43M0.1%-13.0%0.029%
2/8/2024 Janney Montgomery Scott LLC669,767$18.75M0.1%+0.4%0.380%
2/2/2024 Gould Asset Management LLC CA60,260$1.69M0.4%+1.4%0.034%
2/1/2024 Community Bank & Trust Waco Texas11,531$323K0.1%-4.7%0.007%
2/1/2024 First Command Advisory Services Inc.4,805$134K0.0%-25.6%0.003%
2/1/2024 Vicus Capital24,128$675K0.1%+15.6%0.014%
1/31/2024 Wetzel Investment Advisors Inc.129,407$3.62M2.2%N/A0.073%
1/31/2024 Daiwa Securities Group Inc.32,210$902K0.0%+7.4%0.018%
(Data available from 1/1/2016 forward)

IDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IDV shares?

During the previous two years, 110 institutional investors and hedge funds held shares of iShares International Select Dividend ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($112.54M), JPMorgan Chase & Co. ($85.70M), US Bancorp DE ($84.81M), Bank of New York Mellon Corp ($47.94M), Assetmark Inc. ($27.68M), Arkadios Wealth Advisors ($20.42M), and Parallel Advisors LLC ($15.46M).Learn more on IDV's institutional investors.

Which institutional investors have been buying iShares International Select Dividend ETF stock?

Of the 86 institutional investors that purchased iShares International Select Dividend ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Parallel Advisors LLC ($1.13M), Arkadios Wealth Advisors ($675.44K), Bank of New York Mellon Corp ($480.62K), US Bancorp DE ($221.14K), JPMorgan Chase & Co. ($203.01K), Prime Capital Investment Advisors LLC ($187.69K), and Operose Advisors LLC ($184.85K).

How much institutional buying is happening at iShares International Select Dividend ETF?

Institutional investors have bought a total of 5,457,641 shares in the last 24 months. This purchase volume represents approximately $149.38M in transactions.

Which iShares International Select Dividend ETF major shareholders have been selling company stock?

Of the 66 institutional investors that sold iShares International Select Dividend ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($1.12M), OLD Mission Capital LLC ($583.73K), CX Institutional ($461.44K), Parallel Advisors LLC ($453.85K), Ameriprise Financial Inc. ($387.24K), Prime Capital Investment Advisors LLC ($338.10K), and Sunflower Bank N.A. ($195.81K).

How much institutional selling is happening at iShares International Select Dividend ETF?

Institutional investors have sold a total of 4,678,933 shares in the last 24 months. This volume of shares sold represents approximately $124.80M in transactions.



This page (BATS:IDV) was last updated on 11/21/2024 by MarketBeat.com Staff
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