Who Owns ISHARES TR (IDV)? -- Institutional Holders (2026-03-31)

Name: ISHARES TR (IDV) Institutional Holders (2026-03-31)
Creator: ko.io

635 institutions reported holding $4.53B of ISHARES TR (IDV) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($608.5M), MORGAN STANLEY ($381.6M), WELLS FARGO & COMPANY/MN ($226.5M), ENVESTNET ASSET MANAGEMENT INC ($189.0M), AMERIPRISE FINANCIAL INC ($173.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$608.5M	14.3M	Added
2	MORGAN STANLEY	$381.6M	9.0M	Added
3	WELLS FARGO & COMPANY/MN	$226.5M	5.3M	Added
4	ENVESTNET ASSET MANAGEMENT INC	$189.0M	4.4M	Added
5	AMERIPRISE FINANCIAL INC	$173.2M	4.1M	Added
6	MERCER GLOBAL ADVISORS INC /ADV	$164.9M	3.9M	Added
7	UBS Group AG	$158.5M	3.7M	Added
8	LPL Financial LLC	$141.9M	3.3M	Added
9	Bank of New York Mellon Corp	$122.2M	2.9M	Added
10	Royal Bank of Canada	$104.4M	2.5M	Added
11	US BANCORP \DE\	$90.4M	2.1M	Added
12	RAYMOND JAMES FINANCIAL INC	$74.2M	1.7M	Added
13	Cetera Investment Advisers	$61.9M	1.5M	Added
14	HighTower Advisors, LLC	$59.2M	1.4M	Added
15	FUKOKU MUTUAL LIFE INSURANCE Co	$52.4M	1.2M	Hold
16	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$51.0M	1.2M	Added
17	COMMONWEALTH EQUITY SERVICES, LLC	$48.5M	1.1M	Added
18	JPMORGAN CHASE & CO	$46.1M	1.1M	Added
19	SCOTIA CAPITAL INC.	$44.7M	1.1M	Added
20	ALLIANCEBERNSTEIN L.P.	$43.9M	1.1M	Added
21	STIFEL FINANCIAL CORP	$42.1M	989,552	Added
22	Focus Partners Wealth	$39.7M	933,721	Added
23	GDS Wealth Management	$39.7M	932,530	Added
24	Orion Porfolio Solutions, LLC	$35.8M	841,341	Trimmed
25	One Capital Management, LLC	$35.3M	828,851	Added

Source: SEC Form 13F filings · as of 2026-03-31