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IDVIDV
Showing 8 of 23 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in ISHARES TR

Cetera Investment Advisers holds 1.6M shares of IDV (ISHARES TR), worth $66.5M as of 2026-Q2. The position was increased (+10.4% shares). IDV represents 0.1% of Cetera Investment Advisers's portfolio.

Current Value

$66.5M

Current Shares

1.6M

Total Value Change

+$51.6M

Total Shares Change

+1.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+10.4%
$66.5M0.1%$41.43
33
2026-Q1
Increased
1.5M
+9.3%
$61.9M0.1%$42.65
32
2025-Q4
Increased
1.3M
+4.1%
$52.5M0.1%$39.64
31
2025-Q3
Increased
1.3M
+137.1%
$46.7M0.1%$35.94
47
2025-Q2
Increased
538,766
+3.3%
$18.6M0.0%$33.51
29
2025-Q1
Increased
521,343
+6.5%
$16.2M0.0%$29.72
30
2024-Q4
Decreased
489,413
-0.6%
$13.4M0.0%$25.87
0
2024-Q3
Increased
492,276
+4.8%
$14.9M0.0%$28.46
29

Other major holders of IDV: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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