ISHARES TR

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IDV·464288448·US·ETF

IDV (ISHARES TR) is held by 109 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($600.8M), MORGAN STANLEY ($353.8M), WELLS FARGO & COMPANY/MN ($232.5M). Net institutional sentiment: Mixed.

109

Holders

(17 Elite)

$3.5B

Total Value

63% (107)

Consensus

67 buying - 40 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)28

Insider (Form 4)57

Activist (13D/13G)84

Congressional (STOCK Act)27

Holder Quality

30

★★★★★

Elite

48

★★★★

Strong

38

★★★

Solid

76

★★

Below

81

★

Weak

Held by 109 funds

17 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IDV.

Top Holders

Top Holders (109)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	14.5M(+1.4%)	$600.8M	0.0%	+62.53%	32
MORGAN STANLEY	Decreased	8.5M(-4.8%)	$353.8M	0.0%	+48.27%	0
WELLS FARGO & COMPANY/MN	Increased	5.6M(+5.5%)	$232.5M	0.0%	+41.96%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	4.5M(+1.9%)	$187.5M	0.0%	+67.46%	31
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	4M(+3.8%)	$166.6M	0.2%	+52.37%	38
AMERIPRISE FINANCIAL INC	Decreased	4M(-1.0%)	$166M	0.0%	+111.10%	0
UBS Group AG	Increased	3.8M(+3.3%)	$159.5M	0.0%	+53.28%	31
LPL Financial LLC	Increased	3.7M(+10.3%)	$152.4M	0.0%	+41.45%	33
Bank of New York Mellon Corp	Decreased	2.9M(-0.7%)	$118.1M	0.0%	+54.40%	0
ROYAL BANK OF CANADA	Increased	2.5M(+1.4%)	$103M	0.0%	+28.36%	30
US BANCORP \DE\	Increased	2.2M(+3.3%)	$90.9M	0.1%	+69.64%	31
RAYMOND JAMES FINANCIAL INC	Increased	1.8M(+3.4%)	$74.8M	0.0%	+45.16%	31
Cetera Investment Advisers	Increased	1.6M(+10.4%)	$66.5M	0.1%	+29.83%	33
HighTower Advisors, LLC	Increased	1.4M(+3.5%)	$59.6M	0.1%	+42.46%	30
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.3M(+14.1%)	$53.9M	0.1%	+32.63%	33
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.3M(+8.3%)	$53.8M	0.0%	+33.41%	32
ALLIANCEBERNSTEIN L.P.	Increased	1.2M(+3.6%)	$49.1M	0.0%	+68.04%	30
JANE STREET GROUP, LLC	Increased	1.2M(+56.9%)	$48.1M	0.0%	+1.59%	42
JPMORGAN CHASE & CO	Increased	1.1M(+0.3%)	$46.3M	0.0%	+43.92%	29
SCOTIA CAPITAL INC.	Decreased	1M(-0.8%)	$43.1M	0.2%	+91.27%	0

Showing 1-20 of 111

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IDVISHARES TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer