iShares Core MSCI Dev MKTSIDEVETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 650 institutions reported holding iShares Core MSCI Dev MKTS (IDEV) in their 13F filings, up 73 from Q3 2025. 60 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($4.3B), BlackRock, Inc. ($1.7B) and Creative Planning ($1.4B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core MSCI Dev MKTS
- CUSIP
- 46435G326
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $181.5M |
| Exits | 32 | $45.3M |
All 13F filers, Q3 2025 → Q4 2025: 16,405,402 shares bought and 9,013,761 shares sold, net +7,391,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 650 holders
| Bank of America Corp. | 0.32% | Add +4.7% | 52,481,852 | $4.3B |
| BlackRock, Inc. | 0.03% | Reduce -3.2% | 20,145,027 | $1.7B |
| Creative Planning | 1.04% | Reduce -1.4% | 17,555,598 | $1.4B |
| Sei Investments Co. | 0.99% | Add +4.5% | 12,146,738 | $1.0B |
| Morgan Stanley | 0.06% | Add +8.7% | 12,080,336 | $996.4M |
| PNC Financial Services Group, Inc. | 0.54% | Add +17.1% | 11,951,894 | $985.8M |
| Ameriprise Financial Inc. | 0.16% | Add +13.4% | 8,345,883 | $684.7M |
| Bank of Korea | 27.48% | — | 7,607,921 | $627.5M |
| Citigroup Inc. | 0.25% | Add +1.5% | 4,512,190 | $372.2M |
| JPMorgan Chase & Co. | 0.02% | Add +16.4% | 4,432,860 | $365.6M |
| Envestnet Asset Management Inc. | 0.11% | Add +10.0% | 4,296,209 | $354.4M |
| Horizon Investments, LLC | 4.03% | Reduce -11.5% | 3,857,657 | $318.2M |
| Focus Partners Advisor Solutions, LLC | 3.61% | Reduce -8.6% | 3,573,434 | $294.7M |
| Focus Partners Wealth | 0.33% | Add +3.2% | 3,516,695 | $290.1M |
| Cerity Partners LLC | 0.42% | Add +96.3% | 3,476,958 | $286.8M |
| Heritage Financial Services, LLC | 22.57% | Add +1.8% | 3,278,313 | $270.4M |
| Bank of Finland | 18.64% | Reduce -46.4% | 3,254,031 | $268.4M |
| Alesco Advisors, LLC, An ESL Co | 6.61% | Reduce -0.1% | 3,099,656 | $255.7M |
| Cetera Investment Advisers | 0.25% | Add +10.9% | 2,809,719 | $231.7M |
| Auto-Owners Insurance Co | 4.50% | Add +7.7% | 2,598,000 | $214.3M |
| Bessemer Group Inc. | 0.28% | Add +5.8% | 2,191,877 | $180.8M |
| Raymond James Financial Inc. | 0.05% | Add +6.3% | 1,902,665 | $156.9M |
| Assetmark, Inc. | 0.28% | Add +2.6% | 1,678,675 | $138.5M |
| First Command Advisory Services, Inc. | 0.94% | Add +21.4% | 1,630,797 | $134.5M |
| MCF Advisors LLC | 7.31% | Add +3.2% | 1,603,120 | $132.2M |
| Clarius Group, LLC | 7.04% | Add +0.8% | 1,493,767 | $123.2M |
| LPL Financial LLC | 0.03% | Add +21.6% | 1,484,662 | $122.5M |
| UBS Group AG | 0.02% | Add +0.3% | 1,433,770 | $118.3M |
| TFC Financial Management, Inc. | 14.49% | Add +0.4% | 1,401,008 | $115.6M |
| Capital Asset Advisory Services LLC | 4.60% | Add +5.9% | 1,356,502 | $114.4M |
| Axxcess Wealth Management, LLC | 1.92% | Add +1.9% | 1,304,921 | $107.6M |
| Empowered Funds, LLC | 1.77% | New | 1,261,390 | $104.0M |
| Stratos Wealth Partners, LTD. | 1.15% | Reduce -0.7% | 1,220,417 | $100.7M |
| Litman Gregory Wealth Management LLC | 7.22% | Reduce -1.5% | 1,195,549 | $98.6M |
| Nixon Peabody Trust Co. | 6.87% | Reduce -0.5% | 1,099,242 | $90.7M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +13.3% | 1,064,056 | $87.8M |
| Mariner, LLC | 0.09% | Add +6.7% | 932,849 | $76.9M |
| Main Management ETF Advisors, LLC | 2.38% | Add +11.0% | 809,383 | $66.8M |
| Foster Group, Inc. | 1.94% | Add +3.3% | 778,071 | $64.2M |
| Wealthspire Retirement, LLC | 3.72% | Add +5.1% | 741,702 | $61.2M |
| Klaas Financial Asset Advisors, LLC | 8.52% | Add +0.9% | 711,957 | $58.7M |
| Royal Bank of Canada | 0.01% | Add +5.5% | 695,696 | $57.4M |
| Riversedge Advisors, LLC | 9.12% | Add +6.7% | 679,736 | $56.1M |
| Captrust Financial Advisors | 0.10% | Add +3.5% | 666,453 | $55.0M |
| HighTower Advisors, LLC | 0.06% | Add +7.7% | 621,907 | $51.3M |
| Amarillo National Bank | 8.88% | Reduce -3.3% | 612,602 | $50.5M |
| Commonwealth Equity Services, LLC | 0.07% | Add +6.4% | 606,254 | $50.0M |
| Starr Indemnity & Liability Co | 14.20% | No change | 606,060 | $50.0M |
| Wells Fargo & Company | 0.01% | Add +7.5% | 594,791 | $49.1M |
| Rock Creek Group LLC | 5.30% | Reduce -24.8% | 572,604 | $47.2M |
| Arrow Financial Corp | 4.49% | Add +8.7% | 546,267 | $45.1M |
| Principal Securities, Inc. | 0.64% | Add +6.4% | 506,449 | $41.8M |
| Signature Estate & Investment Advisors LLC | 0.80% | Reduce -0.3% | 480,146 | $39.6M |
| FMR LLC | 0.00% | Add +763.8% | 477,184 | $39.4M |
| Standpoint Asset Management, LLC | 8.85% | Reduce -3.4% | 469,800 | $38.7M |
| Cornerstone Wealth Group, LLC | 2.47% | Add +38.6% | 438,916 | $36.2M |
| Stockman Wealth Management, Inc. | 4.15% | Add +4.0% | 430,734 | $35.5M |
| New England Asset Management Inc. | 4.71% | No change | 420,585 | $34.7M |
| AAF Wealth Management, LLC | 14.60% | Add +3.6% | 419,662 | $34.6M |
| Osaic Holdings, Inc. | 0.05% | Reduce -17.2% | 412,179 | $34.0M |
| DDFG, Inc | 7.26% | Add +2.7% | 401,883 | $33.1M |
| Veery Capital, LLC | 9.96% | Add +1.4% | 393,649 | $32.5M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Reduce -2.4% | 393,249 | $32.4M |
| Sterling Capital Management LLC | 0.51% | Reduce -4.4% | 379,037 | $31.3M |
| C V Starr & Co. Inc. | 17.17% | No change | 378,787 | $31.2M |
| Prudent Investors Network, Inc. | 6.58% | Add +33.4% | 347,466 | $28.7M |
| BSW Wealth Partners | 3.37% | Reduce -1.8% | 340,665 | $28.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -28.3% | 324,895 | $26.8M |
| Bank Hapoalim BM | 2.38% | No change | 320,400 | $26.4M |
| Hi-Line Capital Management, LLC | 8.58% | Reduce -9.2% | 312,376 | $25.8M |
| Orion Porfolio Solutions, LLC | 0.19% | Add +80.1% | 308,979 | $25.5M |
| Coldstream Capital Management Inc. | 0.33% | Reduce -1.3% | 306,813 | $25.3M |
| Founders Financial Securities LLC | 1.46% | Add +2.4% | 299,716 | $24.7M |
| AE Wealth Management LLC | 0.14% | Reduce -1.3% | 298,473 | $24.6M |
| MBL Wealth, LLC | 1.88% | Add +4.1% | 284,826 | $23.5M |
| Kondo Wealth Advisors, Inc. | 8.64% | Add +4.3% | 273,596 | $22.6M |
| Aerodigm Wealth, LLC | 8.25% | Add +5.0% | 259,156 | $21.4M |
| Fortitude Family Office, LLC | 4.87% | Add +7.4% | 252,319 | $20.8M |
| AdvisorNet Financial, Inc | 1.08% | Add +8.5% | 244,863 | $20.2M |
| Retirement Management Systems Inc. | 5.15% | — | 243,722 | $20.1M |
| Modern Wealth Management, LLC | 0.37% | Add +6.5% | 243,185 | $20.1M |
| Vision Capital Management, Inc. | 2.42% | Reduce -1.8% | 243,033 | $20.0M |
| First National Bank Sioux Falls | 5.96% | Add +0.7% | 241,176 | $19.9M |
| Columbus Macro, LLC | 2.16% | Reduce -2.6% | 239,581 | $19.8M |
| Financial Advisors Network, Inc. | 2.70% | Add +6.5% | 238,802 | $19.7M |
| Global Strategic Investment Solutions, LLC | 1.91% | Add +1.3% | 237,166 | $19.6M |
| Securian Asset Management, Inc. | 0.74% | Add +14.9% | 236,229 | $19.5M |
| Northwest Wealth Management, LLC | 3.00% | Add +18.7% | 230,897 | $19.0M |
| Allegiance Financial Group Advisory Services LLC | 4.00% | Add +7.6% | 230,733 | $19.0M |
| Crestwood Advisors Group, LLC | 0.31% | Add +101.1% | 224,439 | $18.5M |
| Relyea Zuckerberg Hanson LLC | 1.73% | Add +1.7% | 207,406 | $17.1M |
| ABLE Financial Group, LLC | 3.44% | Add +7.7% | 205,498 | $16.9M |
| Truist Financial Corp. | 0.02% | Add +0.1% | 201,226 | $16.6M |
| True North Advisors, LLC | 2.08% | New | 195,417 | $16.1M |
| &partners | 0.08% | Reduce -3.3% | 187,673 | $15.5M |
| Aspirean Wealth, LLC | 16.85% | — | 187,023 | $15.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.1% | 179,021 | $15.1M |
| Accelerate Investment Advisors LLC | 9.89% | Add +6.2% | 177,901 | $14.7M |
| Peirce Capital Management, LLC | 5.82% | Reduce -0.8% | 177,319 | $14.6M |
| Oak Root LLC | 1.77% | Reduce -9.4% | 177,188 | $14.6M |
| Squire Investment Management Company, LLC | 4.32% | Add +6.2% | 173,172 | $14.3M |
| Missouri Trust & Investment Co | 4.13% | Add +0.6% | 170,464 | $14.1M |
| Citizens Financial Group Inc. | 0.18% | Add +2.7% | 164,306 | $13.6M |
| Crane Advisory, LLC | 2.02% | Add +28.9% | 156,172 | $13.3M |
| SageView Advisory Group, LLC | 0.45% | Reduce -2.3% | 160,127 | $13.2M |
| Alliance Private Wealth, LLC | 4.57% | — | 151,010 | $13.1M |
| CarsonAllaria Wealth Management, Ltd. | 6.34% | Add +4.5% | 154,870 | $12.8M |
| Heritage Investment Group, Inc. | 1.93% | Add +7.1% | 153,971 | $12.7M |
| Kestra Advisory Services, LLC | 0.05% | Add +117.5% | 152,757 | $12.6M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +2.5% | 150,987 | $12.5M |
| Sterling Manor Financial, LLC | 7.64% | Add +0.3% | 148,396 | $12.2M |
| Friday Financial | 4.22% | Add +18.6% | 145,204 | $12.0M |
| World Investment Advisors | 0.19% | Add +14.5% | 140,595 | $11.6M |
| Cape Cod Five Cents Savings Bank | 1.05% | No change | 162,382 | $11.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.48% | Add +3.8% | 138,885 | $11.5M |
| Allworth Financial LP | 0.05% | Reduce -2.7% | 138,885 | $11.5M |
| Sagespring Wealth Partners, LLC | 0.21% | Reduce -1.1% | 137,043 | $11.3M |
| Peterson Wealth Advisors, LLC | 1.49% | Reduce -3.2% | 135,844 | $11.2M |
| Courier Capital LLC | 0.63% | Add +175.8% | 134,939 | $11.1M |
| Wealthquest Corp | 0.84% | New | 134,840 | $11.1M |
| Running Point Capital Advisors, LLC | 3.01% | Reduce -8.2% | 133,934 | $11.0M |
| Merit Financial Group, LLC | 0.09% | Reduce -1.8% | 130,879 | $10.8M |
| Tenzing Financial LLC | 8.75% | — | 130,712 | $10.8M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +108.4% | 125,796 | $10.4M |
| Prism Planning Partners LLC | 11.26% | — | 121,702 | $10.0M |
| Family Wealth Partners, LLC | 3.58% | Reduce -2.1% | 120,587 | $9.9M |
| Convergence Financial, LLC | 1.44% | Add +5.4% | 119,357 | $9.8M |
| Brady Martz Wealth Solutions, LLC | 1.72% | Add +7.3% | 118,130 | $9.7M |
| Legacy Private Trust Co. | 0.57% | Reduce -1.9% | 117,701 | $9.7M |
| Green Ridge Wealth Planning LLC | 4.95% | — | 117,401 | $9.7M |
| Financial Management, Inc. | 9.14% | — | 116,717 | $9.6M |
| Integrity Alliance, Llc. | 0.35% | Add +10.9% | 115,336 | $9.5M |
| Premier Path Wealth Partners, LLC | 1.23% | Reduce -6.0% | 115,048 | $9.5M |
| Norris Perne & French LLP | 0.62% | Add +34.7% | 113,853 | $9.4M |
| Steele Capital Management, Inc. | 0.40% | Reduce -1.1% | 112,948 | $9.3M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +3.8% | 110,382 | $9.1M |
| Ameritas Advisory Services, LLC | 0.34% | Add +2528.7% | 110,353 | $9.1M |
| Causey Wealth LLC | 4.12% | Add +10.1% | 109,930 | $9.1M |
| Principal Financial Group Inc. | 0.00% | No change | 105,685 | $8.7M |
| Simplicity Wealth,LLC | 0.51% | Reduce -3.9% | 103,979 | $8.6M |
| Aspiriant, LLC | 0.24% | New | 102,726 | $8.5M |
| Brown Wealth Management, LLC | 2.20% | Add +12.7% | 101,382 | $8.4M |
| Resonant Capital Advisors, LLC | 0.46% | Reduce -0.0% | 101,071 | $8.3M |
| Leavell Investment Management, Inc. | 0.34% | Add +18.4% | 100,292 | $8.3M |
| GW&K Investment Management, LLC | 0.07% | Add +17.6% | 100,213 | $8.3M |
| rebel Financial LLC | 3.52% | Add +0.0% | 99,792 | $8.2M |
| OMNI 360 Wealth, Inc. | 4.17% | Add +8.6% | 95,475 | $8.1M |
| Perigon Wealth Management, LLC | 0.14% | Add +0.7% | 97,022 | $8.0M |
| Wedmont Private Capital | 0.27% | Add +1.5% | 93,710 | $7.9M |
| Alps Advisors Inc. | 0.04% | No change | 93,500 | $7.7M |
| Beckerman Institutional, LLC | 4.25% | Reduce -3.9% | 91,858 | $7.6M |
| Old National Bancorp | 0.13% | Add +3.9% | 91,751 | $7.6M |
| Patriot Investment Management Group, Inc. | 0.48% | Add +1.3% | 91,244 | $7.5M |
| MBA Advisors LLC | 3.02% | Add +2.4% | 90,990 | $7.5M |
| Great Valley Advisor Group, Inc. | 0.14% | Add +6.5% | 89,576 | $7.4M |
| Higgins & Schmidt Wealth Strategies LLC | 3.41% | Reduce -2.9% | 87,273 | $7.2M |
| David J Yvars Group | 3.81% | Add +6.3% | 86,596 | $7.1M |
| Kaufman Rossin Wealth, LLC | 3.71% | Add +2.1% | 86,273 | $7.1M |
| Solstein Capital, LLC | 2.84% | No change | 85,745 | $7.1M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.52% | Reduce -0.1% | 85,177 | $7.0M |
| CogentBlue Wealth Advisors, LLC | 4.62% | Reduce -2.4% | 82,166 | $6.8M |
| Exencial Wealth Advisors, LLC | 0.21% | Add +1.8% | 81,298 | $6.7M |
| Kickstand Ventures, Llc. | 1.41% | Add +1.3% | 81,195 | $6.7M |
| Eight 31 Financial, LLC | 3.57% | Reduce -1.2% | 78,858 | $6.5M |
| Dravo Bay LLC | 2.70% | Add +3.6% | 78,703 | $6.5M |
| LTS Liquid Investments LLC | 6.02% | — | 76,767 | $6.3M |
| Red Wave Investments LLC | 1.88% | Reduce -1.9% | 76,727 | $6.3M |
| Summit Wealth Partners, LLC | 1.13% | Add +8.8% | 74,205 | $6.1M |
| Tranquilli Financial Advisor LLC | 3.55% | Reduce -0.3% | 74,130 | $6.1M |
| Compass Wealth Management, LLC | 2.50% | Add +8.4% | 73,738 | $6.1M |
| Midwest Trust Co | 0.08% | No change | 73,231 | $6.0M |
| PW Advisors, LLC \ FL | 4.77% | — | 72,051 | $5.9M |
| Jane Street Group, LLC | 0.01% | New | 71,650 | $5.9M |
| Spire Wealth Management | 0.20% | Add +6729.9% | 71,031 | $5.9M |
| Tanager Wealth Management LLP | 0.58% | Add +4.2% | 69,937 | $5.8M |
| Sanctuary Advisors, LLC | 0.03% | Add +3.9% | 65,560 | $5.4M |
| CreativeOne Wealth, LLC | 0.13% | Reduce -1.2% | 64,696 | $5.3M |
| R. W. Roge & Company, Inc. | 2.63% | Reduce -3.2% | 64,507 | $5.3M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +27.8% | 64,202 | $5.3M |
| Elevate Wealth Advisory, Inc. | 3.61% | Reduce -4.8% | 64,029 | $5.3M |
| AQR Capital Management | 0.00% | Add +7.1% | 62,944 | $5.2M |
| Cosner Financial Group, LLC | 2.65% | Add +10.2% | 62,921 | $5.2M |
| HMV Wealth Advisors, LLC | 2.57% | Add +22.7% | 62,195 | $5.1M |
| Gladstone Institutional Advisory LLC | 0.19% | Add +0.6% | 61,855 | $5.1M |
| NewEdge Advisors, LLC | 0.02% | Add +11.0% | 61,791 | $5.1M |
| Equitable Holdings, Inc. | 0.03% | Add +63.5% | 61,027 | $5.0M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -4.8% | 58,463 | $4.8M |
| Allstreet Capital Advisors LLC | 3.49% | — | 58,449 | $4.8M |
| Sovereign Investment Advisors, LLC | 1.20% | New | 57,927 | $4.8M |
| HBE Wealth Management, LLC | 4.39% | — | 56,590 | $4.7M |
| Arbor Investment Advisors, LLC | 0.61% | Add +0.3% | 56,395 | $4.7M |
| Cascade Financial Partners, LLC | 0.47% | Reduce -0.9% | 56,112 | $4.6M |
| Baird Financial Group, Inc. | 0.01% | Add +0.4% | 54,977 | $4.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.6% | 54,687 | $4.5M |
| Diversify Advisory Services, LLC | 0.14% | Reduce -18.4% | 52,563 | $4.5M |
| OpenArc Corporate Advisory, LLC | 0.07% | — | 53,151 | $4.4M |
| Asset Dedication, LLC | 0.28% | Add +6.8% | 52,180 | $4.3M |
| Nolet Wealth Management, LLC | 2.36% | — | 51,422 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +61.7% | 51,142 | $4.2M |
| MJT & Associates Financial Advisory Group, Inc. | 3.10% | New | 50,319 | $4.2M |
| Advus Financial Partners, LLC | 0.99% | Add +2.5% | 49,441 | $4.1M |
| Probity Advisors, Inc. | 0.65% | Reduce -1.3% | 49,415 | $4.1M |
| FF Advisors,LLC | 1.81% | No change | 49,324 | $4.1M |
| Mueller Wealth, LLC | 3.36% | — | 49,176 | $4.1M |
| National Wealth Management Group, LLC | 1.40% | Add +11.8% | 49,093 | $4.0M |
| Strid Group, LLC | 0.49% | Add +1.8% | 47,660 | $3.9M |
| Granite Bay Wealth Management, LLC | 0.92% | Add +7.6% | 46,072 | $3.8M |
| J. R. Prunier Capital Management LLC | 1.57% | — | 45,744 | $3.8M |
| JFS Wealth Advisors, LLC | 0.21% | Add +0.3% | 45,168 | $3.7M |
| Mgo One Seven LLC | 0.07% | Add +848.1% | 44,123 | $3.6M |
| Cloud Capital Management, LLC | 1.65% | Add +21.4% | 42,277 | $3.5M |
| SteelPeak Wealth, LLC | 0.11% | New | 42,067 | $3.5M |
| Greenspring Advisors, LLC | 0.21% | Add +92.8% | 41,518 | $3.4M |
| Arsenal Capital Advisors LLC | 2.42% | — | 41,499 | $3.4M |
| Quadrature Capital Ltd | 0.03% | Add +681.4% | 41,421 | $3.4M |
| Cordant, Inc. | 1.43% | Reduce -2.9% | 41,364 | $3.4M |
| Claris Advisors, LLC / Mo / | 1.03% | Add +33.0% | 41,085 | $3.4M |
| Prosperity Consulting Group, LLC | 0.15% | Add +99.7% | 40,364 | $3.3M |
| Inman Jager Wealth Management, LLC | 2.01% | Add +19.5% | 39,867 | $3.3M |
| Defined Wealth Management, LLC | 1.89% | Reduce -0.4% | 39,819 | $3.3M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -1.5% | 39,807 | $3.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 39,359 | $3.2M |
| JGP Wealth Management, LLC | 0.34% | New | 39,124 | $3.2M |
| Cwm, LLC | 0.01% | Add +6.8% | 38,554 | $3.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.1% | 38,534 | $3.2M |
| IFP Advisors, Inc | 0.07% | Reduce -11.0% | 38,501 | $3.2M |
| Summit Financial, LLC | 0.05% | Add +17.4% | 38,222 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 38,133 | $3.1M |
| Global Retirement Partners, LLC | 0.05% | Add +2251.9% | 37,136 | $3.1M |
| Unconventional Investor, LLC | 1.44% | Add +1.9% | 36,834 | $3.0M |
| WealthShield Partners, LLC | 0.33% | Reduce -10.9% | 36,163 | $3.0M |
| Resolute Advisors LLC | 0.97% | Add +1.9% | 36,062 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Reduce -0.2% | 35,397 | $2.9M |
| Glenmede Trust Co. NA | 0.01% | — | 34,381 | $2.8M |
| Lakeridge Wealth Management LLC | 1.25% | Add +6.5% | 33,433 | $2.8M |
| Hilltop Wealth Advisors, LLC | 1.38% | Reduce -0.6% | 33,379 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +18.0% | 33,867 | $2.7M |
| OneAscent Financial Services LLC | 0.25% | Reduce -4.0% | 32,948 | $2.7M |
| Debussy Capital Management LP | 0.36% | Add +10.5% | 32,506 | $2.7M |
| Beam Wealth Advisors, Inc. | 0.73% | Reduce -0.6% | 32,203 | $2.7M |
| Snowden Capital Advisors LLC | 0.07% | Add +3.1% | 31,950 | $2.6M |
| Belleair Asset Management, LLC | 2.50% | — | 31,775 | $2.6M |
| Cassady Wealth & Retirement Planning, LLC | 1.71% | — | 31,743 | $2.6M |
| Csenge Advisory Group | 0.12% | Add +17.1% | 31,521 | $2.6M |
| Comerica Bank | 0.01% | Add +29.4% | 31,487 | $2.6M |
| Lauterbach Financial Advisors, LLC | 1.27% | Reduce -6.8% | 31,475 | $2.6M |
| FWG Investments, LLC. | 1.65% | Reduce -5.7% | 31,431 | $2.6M |
| Rf&l Wealth Management, LLC | 1.44% | Add +2.0% | 31,079 | $2.6M |
| Hoge Financial Services, LLC | 1.37% | Reduce -0.9% | 30,912 | $2.5M |
| Range Advisory, LLC | 0.65% | — | 30,781 | $2.5M |
| B&D White Capital Company, LLC | 0.29% | Add +7.6% | 30,765 | $2.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +10.1% | 30,400 | $2.5M |
| FC Advisory LLC | 0.71% | Add +1.5% | 30,016 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +546.5% | 29,119 | $2.4M |
| Heck Capital Advisors, LLC | 0.18% | Add +14.1% | 29,037 | $2.4M |
| Robertson Stephens Wealth Management, LLC | 0.07% | Add +9.1% | 28,986 | $2.4M |
| Diversified Enterprises, LLC | 0.14% | Add +20.8% | 28,487 | $2.3M |
| Dorsey & Whitney Trust CO LLC | 0.12% | No change | 28,330 | $2.3M |
| VanderPol Investments L.L.C. | 4.45% | Add +4.4% | 28,290 | $2.3M |
| Karras Company, Inc. | 2.20% | — | 27,296 | $2.3M |
| Sigma Planning Corp | 0.06% | Add +3.0% | 26,628 | $2.2M |
| Retirement Planning Group, LLC | 0.07% | Add +0.0% | 26,336 | $2.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +8.5% | 26,102 | $2.2M |
| Advisory Services Network, LLC | 0.03% | Add +2.9% | 26,094 | $2.2M |
| Dopkins Wealth Management, LLC | 0.86% | Reduce -0.9% | 25,444 | $2.1M |
| Smith, Moore & Co. | 0.15% | No change | 24,441 | $2.0M |
| RHS Financial, LLC | 0.97% | Add +27.6% | 24,157 | $2.0M |
| United Financial Planning Group LLC | 1.20% | Add +0.1% | 23,905 | $2.0M |
| Kera Capital Partners, Inc. | 0.24% | Add +4.2% | 22,780 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Add +0.1% | 23,745 | $2.0M |
| Rwa Wealth Partners, LLC | 0.02% | No change | 23,627 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -31.9% | 23,507 | $1.9M |
| LJI Wealth Management, LLC | 0.29% | Add +452.2% | 23,163 | $1.9M |
| Sigma Investment Counselors Inc. | 0.10% | Reduce -0.1% | 23,131 | $1.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +26.5% | 23,129 | $1.9M |
| United Advisor Group, LLC | 0.24% | Add +1.8% | 22,874 | $1.9M |
| CGN Advisors LLC | 0.15% | Add +2.5% | 22,407 | $1.8M |
| Savvy Advisors, Inc. | 0.06% | Reduce -11.3% | 22,380 | $1.8M |
| Stephens Inc. | 0.02% | New | 21,925 | $1.8M |
| K2 Financial Inc. | 1.39% | Add +3.8% | 21,391 | $1.8M |
| Evensky & Katz LLC | 0.10% | Add +0.6% | 21,809 | $1.8M |
| Savant Capital, LLC | 0.01% | Add +2.4% | 21,616 | $1.8M |
| Equity Wealth Partners, LLC | 1.14% | Add +1.8% | 21,253 | $1.8M |
| Howard Bailey Securities, LLC | 0.67% | Reduce -18.5% | 20,732 | $1.7M |
| Lido Advisors, LLC | 0.01% | Add +4.0% | 21,299 | $1.7M |
| Sage Mountain Advisors LLC | 0.09% | Add +8.5% | 20,686 | $1.7M |
| Arista Wealth Management, LLC | 0.21% | No change | 20,574 | $1.7M |
| E&G Advisors, LLC | 0.38% | Add +29.8% | 20,445 | $1.7M |
| BXM Wealth LLC | 1.30% | Add +258.1% | 20,412 | $1.7M |
| LifePlan Investment Advisors, Inc. | 0.68% | Reduce -34.6% | 20,315 | $1.7M |
| IHT Wealth Management, LLC | 0.04% | Add +95.2% | 19,592 | $1.7M |
| Financial Synergies Wealth Advisors, Inc. | 0.16% | Add +1.0% | 19,930 | $1.6M |
| Towne Trust Company, N.A | 0.51% | Add +34.9% | 19,851 | $1.6M |
| Capital Analysts, LLC | 0.04% | Add +24.7% | 19,655 | $1.6M |
| Baker Tilly Wealth Management, LLC | 0.39% | Reduce -49.9% | 19,407 | $1.6M |
| Strategic Financial Planning, Inc. | 0.91% | Reduce -0.7% | 19,403 | $1.6M |
| Chicago Capital, LLC | 0.04% | Add +8.4% | 19,224 | $1.6M |
| Apella Capital, LLC | 0.03% | Reduce -1.2% | 18,991 | $1.6M |
| Summit Wealth Group LLC / Co. | 0.21% | New | 18,945 | $1.6M |
| Kingdom Financial Group LLC. | 0.47% | New | 18,540 | $1.5M |
| MML Investors Services, LLC | 0.00% | Reduce -43.8% | 18,266 | $1.5M |
| Gateway Wealth Partners, LLC | 0.17% | Add +11.7% | 18,137 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Add +17.0% | 18,092 | $1.5M |
| Accurate Wealth Management, LLC | 0.19% | Add +0.3% | 17,244 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +0.0% | 17,689 | $1.5M |
| Harbour Investments, Inc. | 0.03% | Add +12.5% | 17,568 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -94.2% | 17,530 | $1.4M |
| Indivisible Partners | 0.16% | — | 17,497 | $1.4M |
| F&V Capital Management, LLC | 0.30% | No change | 17,110 | $1.4M |
| Jackson Thornton Wealth Management, LLC | 0.13% | Add +22.8% | 16,539 | $1.4M |
| Level Four Advisory Services, LLC | 0.04% | Add +10.8% | 16,687 | $1.4M |
| Heritage Trust Co | 0.14% | Reduce -2.2% | 16,616 | $1.4M |
| Ascent Group, LLC | 0.05% | Reduce -2.2% | 16,039 | $1.3M |
| Verum Partners LLC | 0.26% | Reduce -2.1% | 15,872 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +3.4% | 15,796 | $1.3M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1581.8% | 15,674 | $1.3M |
| Gotham Asset Management | 0.00% | No change | 14,885 | $1.2M |
| C M Bidwell & Associates Ltd. | 0.57% | Add +1.0% | 14,680 | $1.2M |
| US Bancorp \de | 0.00% | Add +4.7% | 14,400 | $1.2M |
| G2 Capital Management, LLC / Oh | 0.29% | No change | 14,362 | $1.2M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -4.4% | 13,690 | $1.2M |
| Stewardship Advisors, LLC | 0.27% | Reduce -2.1% | 14,279 | $1.2M |
| Lloyd Advisory Services, LLC. | 0.45% | Reduce -4.2% | 14,009 | $1.2M |
| Chapman Financial Group, LLC | 0.79% | No change | 13,989 | $1.2M |
| Angeles Wealth Management, LLC | 0.06% | Reduce -6.8% | 13,983 | $1.2M |
| GMO | 0.00% | New | 13,959 | $1.2M |
| Legacy Wealth Partners, LLC | 0.30% | — | 13,930 | $1.1M |
| Tribridge Partners Financial LLC | 0.48% | No change | 13,882 | $1.1M |
| E-Wealth Partners, LLC | 0.96% | — | 13,810 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.4% | 13,689 | $1.1M |
| Keb Asset Management, LLC | 0.23% | Reduce -1.3% | 13,630 | $1.1M |
| New England Private Wealth Advisors LLC | 0.14% | Add +1.6% | 13,628 | $1.1M |
| Davidson Investment Advisors | 0.05% | Reduce -18.6% | 13,559 | $1.1M |
| Betterment LLC | 0.00% | Add +27.6% | 13,407 | $1.1M |
| Tudor Financial Inc. | 0.57% | Add +8.4% | 13,400 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -59.4% | 13,345 | $1.1M |
| Human Investing LLC | 0.15% | Add +2.1% | 12,804 | $1.1M |
| Empire Financial Management Company, LLC | 0.22% | Add +1.0% | 12,523 | $1.0M |
| Brookstone Capital Management | 0.01% | Reduce -13.3% | 12,501 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Add +121.7% | 12,469 | $1.0M |
| Traveka Wealth, LLC | 0.41% | Reduce -1.2% | 12,238 | $1.0M |
| Tranquility Partners, LLC | 0.36% | Reduce -0.9% | 12,080 | $996K |
| Tactive Advisors, LLC | 0.29% | Add +16.9% | 11,852 | $978K |
| Valpey Financial Services, LLC | 0.61% | Add +3.7% | 11,644 | $960K |
| Visionary Wealth Advisors | 0.04% | Add +0.9% | 11,635 | $960K |
| Kirtland Hills Capital Management, LLC | 0.34% | No change | 11,615 | $958K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +64.3% | 11,575 | $955K |
| Arkadios Wealth Advisors | 0.02% | Add +24.4% | 11,568 | $954K |
| Thrivent Financial for Lutherans | 0.00% | Add +61.3% | 11,471 | $949K |
| Twelve Points Wealth Management LLC | 0.21% | New | 11,126 | $944K |
| MAI Capital Management | 0.01% | Add +14.5% | 11,408 | $941K |
| Cogent Private Wealth, Inc. | 0.71% | — | 11,352 | $936K |
| Vistica Wealth Advisors, LLC | 0.93% | — | 11,333 | $935K |
| Cahill Financial Advisors Inc. | 0.10% | Add +0.4% | 11,314 | $933K |
| Berman McAleer LLC | 0.13% | Add +34.8% | 11,300 | $932K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -7.7% | 11,234 | $927K |
| Independent Wealth Network Inc. | 0.28% | Add +16.5% | 11,198 | $924K |
| Graney & King, LLC | 0.54% | Add +1.9% | 11,122 | $917K |
| Compound Planning, Inc. | 0.03% | Add +0.0% | 11,115 | $917K |
| Okabena Investment Services Inc. | 0.17% | New | 11,059 | $912K |
| Gainplan LLC | 0.34% | Reduce -4.1% | 10,982 | $906K |
| Greykasell Wealth Strategies, Inc. | 0.36% | Add +0.9% | 10,945 | $903K |
| Parallel Advisors, LLC | 0.02% | Reduce -1.0% | 10,939 | $902K |
| Rossmore Private Capital | 0.08% | New | 10,918 | $901K |
| Fiduciary Wealth Partners, LLC | 0.35% | No change | 10,455 | $862K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Add +0.3% | 10,402 | $858K |
| Strategies Wealth Advisors, LLC | 0.09% | Reduce -20.2% | 10,368 | $855K |
| TFB Advisors LLC | 0.23% | Add +0.7% | 10,026 | $827K |
| Choreo, LLC | 0.01% | Add +1.7% | 9,959 | $826K |
| First Horizon Corp. | 0.04% | Add +2.6% | 9,887 | $815K |
| Compass Capital Corp. /Ma/ | 0.31% | Reduce -64.4% | 8,977 | $804K |
| Matisse Capital | 0.36% | No change | 9,632 | $794K |
| Colton Groome Financial Advisors, LLC | 0.23% | Reduce -23.1% | 9,607 | $792K |
| Bank of Montreal | 0.00% | Add +30.4% | 9,471 | $781K |
| Manuka Financial, LLC | 0.48% | No change | 9,447 | $779K |
| Mayflower Financial Advisors, LLC | 0.09% | Add +126.0% | 9,390 | $774K |
| Berger Financial Group, Inc | 0.04% | No change | 9,350 | $771K |
| Mann Financial Group, Inc. | 0.74% | Add +93.8% | 9,298 | $767K |
| Discipline Wealth Solutions, LLC | 0.14% | Reduce -1.2% | 9,133 | $753K |
| Stratos Investment Management, LLC | 0.03% | Add +59.9% | 9,132 | $753K |
| Rede Wealth, LLC | 0.26% | New | 9,019 | $744K |
| EP Wealth Advisors, LLC | 0.00% | — | 8,862 | $731K |
| Ieq Capital, LLC | 0.00% | Reduce -9.3% | 8,860 | $731K |
| GeoWealth Management, LLC | 0.03% | Reduce -21.6% | 8,859 | $731K |
| Quest 10 Wealth Builders, Inc. | 0.64% | Reduce -3.3% | 8,731 | $720K |
| Quantinno Capital Management LP | 0.00% | Add +56.4% | 8,647 | $713K |
| Ritholtz Wealth Management | 0.01% | Reduce -4.3% | 8,578 | $708K |
| PFG Advisors | 0.03% | Add +1.1% | 8,522 | $703K |
| Laurel Oak Wealth Management, LLC | 0.12% | — | 8,468 | $698K |
| Parkwoods Wealth Partners, LLC | 0.21% | Reduce -0.4% | 8,453 | $697K |
| Verus Wealth Management, LLC | 0.64% | Reduce -44.6% | 8,378 | $691K |
| Networth Advisors, LLC | 0.50% | — | 8,247 | $680K |
| Bank of New York Mellon Corp | 0.00% | Reduce -99.6% | 8,147 | $672K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +110.3% | 8,082 | $667K |
| Clarity Capital Advisors, LLC | 0.33% | Add +1.5% | 8,064 | $665K |
| Vise Technologies, Inc. | 0.01% | Add +56.0% | 8,043 | $663K |
| Bonfire Financial | 0.49% | Reduce -18.0% | 8,025 | $662K |
| Up Strategic Wealth Investment Advisors LLC | 0.46% | No change | 7,276 | $640K |
| Lexington Hill Partners, LLC | 0.48% | — | 7,720 | $637K |
| Rockwood Wealth Management, LLC | 0.05% | No change | 7,703 | $635K |
| Regimen Wealth, LLC | 0.19% | Add +1.2% | 7,689 | $634K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -31.4% | 7,661 | $632K |
| Arwa LLC | 0.36% | — | 7,577 | $625K |
| James J. Burns & Company, LLC | 0.09% | No change | 7,560 | $624K |
| HB Wealth Management, LLC | 0.00% | Add +5.9% | 7,546 | $622K |
| Elyxium Wealth, LLC | 0.17% | Add +22.7% | 7,372 | $608K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -2.1% | 7,285 | $601K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 7,247 | $598K |
| Mutual Advisors, LLC | 0.01% | Add +1.5% | 7,243 | $597K |
| Forte Asset Management LLC | 0.27% | No change | 7,125 | $588K |
| Camelot Technology Advisors, Inc. | 0.44% | No change | 7,120 | $587K |
| J. Team Financial, Inc. | 0.58% | New | 7,092 | $585K |
| Balanced Rock Investment Advisors LLC | 0.41% | Reduce -1.7% | 7,001 | $577K |
| NewEdge Wealth, LLC | 0.01% | Add +0.0% | 6,965 | $575K |
| Sapient Capital LLC | 0.01% | Reduce -40.7% | 6,841 | $567K |
| Kavar Capital Partners Group, LLC | 0.08% | No change | 6,784 | $560K |
| Blair William & Co. | 0.00% | Add +60.2% | 6,770 | $558K |
| Klingman & Associates, LLC | 0.03% | No change | 6,749 | $557K |
| Everhart Financial Group, Inc. | 0.05% | Add +1.6% | 6,716 | $554K |
| Thayer Financial, L.L.C. | 0.58% | — | 6,691 | $552K |
| Corrado Advisors, LLC | 0.28% | Add +3.7% | 6,648 | $548K |
| SFG Wealth Management, LLC. | 0.21% | Reduce -2.2% | 6,593 | $544K |
| Riverview Trust Co | 0.65% | No change | 6,543 | $540K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.0% | 6,500 | $536K |
| Williams & Novak, LLC | 0.40% | No change | 6,450 | $532K |
| Valley Wealth Managers, Inc. | 0.03% | Reduce -13.7% | 6,445 | $532K |
| SIMA Wealth Partners, LLC | 0.40% | Reduce -9.7% | 6,390 | $527K |
| Winter & Associates, Inc. | 0.48% | — | 6,357 | $524K |
| Cannell & Spears LLC | 0.01% | No change | 6,295 | $519K |
| EJMK Ventures LLC | 0.32% | — | 6,276 | $518K |
| Cogent Strategic Wealth LLC | 0.56% | — | 5,963 | $513K |
| One Day In July LLC | 0.04% | Reduce -0.4% | 6,075 | $501K |
| IFG Advisors, LLC | 0.08% | Add +1.0% | 6,062 | $500K |
| Secure Asset Management, LLC | 0.08% | Reduce -8.1% | 6,037 | $498K |
| Nova R Wealth, Inc. | 0.18% | New | 5,931 | $489K |
| Glass Jacobson Investment Advisors llc | 0.17% | Reduce -10.5% | 5,826 | $481K |
| StoneX Group Inc. | 0.02% | Reduce -45.8% | 5,826 | $481K |
| Continuum Advisory, LLC | 0.05% | New | 5,807 | $479K |
| Keybank National Association | 0.00% | Add +17.0% | 5,794 | $478K |
| Endowment Wealth Management, Inc. | 0.22% | Reduce -78.3% | 5,784 | $477K |
| Magnolia Capital Advisors LLC | 0.10% | Add +24.1% | 5,782 | $477K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -9.4% | 5,772 | $476K |
| Balefire, LLC | 0.09% | Add +13.2% | 5,760 | $475K |
| Arcadia Wealth Management, LLC | 0.18% | Add +0.4% | 5,752 | $474K |
| Collaborative Wealth Managment Inc. | 0.17% | Add +19.3% | 5,736 | $473K |
| Choate Investment Advisors | 0.01% | No change | 5,494 | $453K |
| Diversified Trust Co. | 0.01% | Add +0.8% | 5,484 | $452K |
| B.O.S.S. Retirement Advisors, LLC | 0.14% | Reduce -60.0% | 5,400 | $445K |
| FAS Wealth Partners, Inc. | 0.03% | Add +18.3% | 5,384 | $444K |
| City State Bank | 0.12% | Reduce -0.3% | 5,362 | $442K |
| Capstone Wealth Management, LLC | 0.32% | Add +0.6% | 5,357 | $442K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -3.6% | 5,344 | $441K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 5,260 | $434K |
| Atlanta Consulting Group Advisors, LLC | 0.10% | Add +14.2% | 5,248 | $433K |
| Sound Income Strategies, LLC | 0.02% | Add +40.5% | 5,061 | $433K |
| CENTRAL TRUST Co | 0.01% | Add +0.5% | 5,214 | $430K |
| Opulen Financial Group LLC | 0.31% | Add +1.9% | 5,210 | $430K |
| Independent Financial Group, LLC | 0.01% | New | 5,152 | $425K |
| Merited Wealth, LLC | 0.39% | — | 5,099 | $421K |
| Apeiron RIA LLC | 0.08% | Reduce -0.7% | 5,070 | $418K |
| Mascoma Wealth Management LLC | 0.09% | No change | 5,044 | $416K |
| Rossby Financial, LCC | 0.13% | Add +0.2% | 5,003 | $413K |
| Capital Advisors Inc. | 0.01% | No change | 5,000 | $412K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -99.4% | 4,978 | $411K |
| Alteri Wealth LLC | 0.13% | Reduce -1.4% | 4,864 | $401K |
| Valmark Advisers, Inc. | 0.00% | Add +10.3% | 4,837 | $399K |
| Bensler, LLC | 0.04% | Add +14.7% | 4,836 | $399K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +4.8% | 4,779 | $394K |
| Diversify Wealth Management, LLC | 0.02% | Add +3.6% | 4,579 | $389K |
| Barnes Dennig Private Wealth Management LLC | 0.39% | New | 4,690 | $387K |
| Smartleaf Asset Management LLC | 0.01% | Add +197.6% | 4,538 | $376K |
| Schrum Private Wealth Management LLC | 0.28% | Add +5.3% | 4,551 | $375K |
| Life Line Wealth Management LLC | 0.11% | Add +1.9% | 4,502 | $371K |
| Ironwood Wealth Management, LLC. | 0.11% | New | 4,485 | $370K |
| WMG Financial Advisors, LLC | 0.15% | Reduce -2.0% | 4,361 | $360K |
| Watershed Private Wealth LLC | 0.11% | Reduce -0.2% | 4,315 | $356K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -8.8% | 4,118 | $351K |
| Lynx Investment Advisory | 0.19% | Reduce -0.7% | 4,256 | $351K |
| HSBC Holdings PLC | 0.00% | New | 4,256 | $351K |
| Silverlake Wealth Management LLC | 0.08% | Add +7.6% | 4,247 | $350K |
| Sowell Financial Services LLC | 0.01% | Add +1.6% | 4,194 | $346K |
| OneDigital Investment Advisors LLC | 0.00% | Add +5.8% | 4,160 | $343K |
| Fermata Advisors, LLC | 0.08% | Reduce -0.1% | 4,147 | $342K |
| Second Line Capital, LLC | 0.07% | Add +1.9% | 4,133 | $341K |
| NorthLanding Financial Partners, LLC | 0.27% | No change | 4,070 | $336K |
| Commerce Bank | 0.00% | No change | 4,064 | $335K |
| Fairvoy Private Wealth, LLC | 0.07% | No change | 4,051 | $334K |
| Wedbush Securities Inc. | 0.01% | Add +2.7% | 4,050 | $334K |
| Modera Wealth Management, LLC | 0.00% | Reduce -1.0% | 4,017 | $331K |
| North Star Asset Management Inc. | 0.01% | Add +1.6% | 4,008 | $331K |
| Forteris Wealth Management Inc. | 0.32% | — | 3,959 | $327K |
| Bell Investment Advisors, Inc | 0.05% | Add +1.2% | 3,901 | $322K |
| Slagle Financial, LLC | 0.11% | Reduce -4.8% | 3,886 | $321K |
| BAM Wealth Management, LLC | 0.23% | Reduce -10.5% | 3,860 | $318K |
| Silver Grove Financial Group, Inc. | 0.27% | No change | 3,847 | $317K |
| Whittier Trust Co. | 0.00% | Reduce -4.4% | 3,719 | $314K |
| Joel Isaacson & Co., LLC | 0.01% | Add +1.0% | 3,787 | $312K |
| Sunbelt Securities, Inc. | 0.02% | No change | 3,783 | $312K |
| XTX Topco Ltd | 0.01% | New | 3,751 | $309K |
| Fifth Third Bancorp | 0.00% | Add +4.1% | 3,734 | $308K |
| National Bank of Canada | 0.00% | Add +326.1% | 3,720 | $307K |
| Charis Legacy Partners, LLC | 0.45% | No change | 3,710 | $306K |
| Cypress Financial Planning LLC | 0.08% | New | 3,627 | $299K |
| Portside Wealth Group, LLC | 0.04% | No change | 3,618 | $298K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 3,591 | $296K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -3.5% | 3,585 | $296K |
| Petra Financial Advisors Inc. | 0.17% | Reduce -5.4% | 3,581 | $295K |
| Riverbend Wealth Management, LLC | 0.18% | Add +0.7% | 3,494 | $288K |
| Evercore Wealth Management, LLC | 0.00% | No change | 3,491 | $288K |
| Brooklyn Investment Group | 0.01% | New | 3,429 | $284K |
| Curi Capital, LLC | 0.00% | No change | 3,400 | $280K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | — | 3,351 | $276K |
| Cypress Capital Group | 0.03% | No change | 3,321 | $274K |
| Jones Financial Companies LLLP | 0.00% | Add +347.4% | 3,315 | $273K |
| Obsidian Cio, LLC | 0.40% | New | 3,270 | $270K |
| WPG Advisers, LLC | 0.20% | Add +4.7% | 3,249 | $268K |
| High Probability Advisors, LLC | 0.04% | New | 3,240 | $267K |
| Castle Wealth Management LLC | 0.09% | No change | 3,222 | $266K |
| Aire Advisors, LLC | 0.05% | No change | 3,208 | $265K |
| Carroll Advisory Group, LLC | 0.11% | — | 3,191 | $263K |
| New Republic Capital, LLC | 0.07% | New | 3,186 | $263K |
| Flagship Wealth Advisors, LLC | 0.08% | No change | 3,139 | $259K |
| Opes Wealth Management LLC | 0.04% | No change | 3,124 | $258K |
| Earned Wealth Advisors, LLC | 0.02% | Add +2.7% | 3,113 | $257K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -0.1% | 3,101 | $256K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 3,076 | $254K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -42.3% | 3,069 | $253K |
| Insight Advisors, LLC/ PA | 0.04% | No change | 3,000 | $247K |
| Mather Group, Llc. | 0.00% | Add +41.4% | 2,992 | $247K |
| Harfst & Associates, Inc. | 0.04% | No change | 2,975 | $245K |
| GTS Securities LLC | 0.01% | Reduce -55.3% | 2,964 | $244K |
| Qube Research & Technologies Ltd | 0.00% | Add +574.6% | 2,948 | $243K |
| Fairman Group, LLC | 0.19% | Reduce -1.1% | 2,906 | $240K |
| Maseco LLP | 0.01% | Reduce -13.8% | 2,903 | $239K |
| Lakeshore Capital Group, Inc. | 0.19% | Add +1.9% | 2,902 | $239K |
| FSA Advisors, Inc. | 0.17% | New | 122,901 | $238K |
| SMART Wealth LLC | 0.07% | Add +10.0% | 2,867 | $236K |
| Caprock Group, LLC | 0.01% | No change | 2,861 | $236K |
| Facet Wealth, Inc. | 0.00% | Add +3.7% | 2,704 | $236K |
| Golden State Wealth Management, LLC | 0.02% | No change | 2,826 | $233K |
| Waverly Advisors, LLC | 0.00% | Add +7.3% | 2,823 | $233K |
| Ethos Financial Group, LLC | 0.02% | No change | 2,780 | $229K |
| Accredited Investor Services, LLC | 0.15% | Reduce -0.3% | 2,756 | $227K |
| Quadrant Capital Group LLC | 0.01% | New | 2,716 | $224K |
| Sovereign Financial Group, Inc. | 0.04% | New | 2,689 | $222K |
| Colter Lewis Investment Partners LLC | 0.25% | — | 2,648 | $218K |
| LifeWealth Investments, LLC | 0.07% | Add +0.1% | 2,620 | $216K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -1.3% | 2,607 | $215K |
| Bond & Devick Financial Network, Inc. | 0.06% | No change | 2,604 | $215K |
| Investment Advisory Group, LLC | 0.05% | New | 2,559 | $211K |
| West Wealth Group, LLC | 0.04% | Add +1.4% | 2,543 | $210K |
| Summit Trail Advisors, LLC | 0.00% | No change | 2,526 | $208K |
| Amplius Wealth Advisors, LLC | 0.02% | New | 2,521 | $208K |
| Compass Ion Advisors, LLC | 0.02% | New | 2,448 | $202K |
| QRG Capital Management, Inc. | 0.00% | New | 2,427 | $200K |
| Crewe Advisors LLC | 0.02% | No change | 2,327 | $192K |
| Integrity Financial Corp | 0.09% | New | 2,256 | $186K |
| Private Trust Co. NA | 0.01% | Reduce -1.6% | 1,951 | $161K |
| DV Trading LLC | 0.01% | — | 1,800 | $148K |
| Trust Co | 0.01% | Reduce -33.1% | 1,768 | $146K |
| CoreCap Advisors, LLC | 0.01% | Reduce -42.6% | 1,733 | $143K |
| First PREMIER Bank | 0.03% | No change | 1,716 | $142K |
| AlphaCore Capital LLC | 0.00% | No change | 1,664 | $137K |
| Walsh & Associates, LLC | 0.13% | — | 1,610 | $133K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 1,569 | $132K |
| Brown Brothers Harriman & Co. | 0.00% | Add +346.1% | 1,548 | $128K |
| Caldwell Trust Co | 0.01% | No change | 1,547 | $128K |
| Hilton Head Capital Partners, LLC | 0.07% | — | 1,478 | $122K |
| Franklin Resources Inc. | 0.00% | New | 1,419 | $117K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -22.6% | 1,372 | $113K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +22.7% | 3,430 | $113K |
| Portfolio Resources Advisor Group, Inc. | 0.11% | — | 1,337 | $110K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,240 | $102K |
| Nemes Rush Group LLC | 0.01% | No change | 1,204 | $99K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -74.3% | 1,183 | $98K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -3.6% | 1,177 | $97K |
| Turim 21 Investimentos Ltda. | 0.04% | No change | 1,133 | $93K |
| Security National Bank | 0.01% | No change | 976 | $81K |
| Archer Investment Corp | 0.02% | Add +13.9% | 972 | $80K |
| Signaturefd, LLC | 0.00% | No change | 900 | $74K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 852 | $70K |
| Creative Financial Designs Inc. | 0.00% | Reduce -13.6% | 831 | $69K |
| Avion Wealth | 0.01% | No change | 835 | $68K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 785 | $65K |
| Ancora Advisors LLC | 0.00% | Add +80.4% | 689 | $57K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -37.7% | 665 | $55K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +29.2% | 659 | $54K |
| Ameriflex Group, Inc. | 0.03% | Reduce -37.1% | 626 | $52K |
| Harbor Asset Planning, Inc. | 0.04% | Add +1.9% | 603 | $50K |
| Arax Advisory Partners | 0.00% | New | 582 | $48K |
| Fiduciary Advisors, Inc. | 0.03% | New | 522 | $43K |
| Cetera Trust Company, N.A | 0.02% | New | 517 | $43K |
| Paladin Advisory Group, LLC | 0.03% | No change | 511 | $42K |
| Glassy Mountain Advisors, Inc. | 0.01% | No change | 508 | $42K |
| Legacy Wealth Managment, LLC | 0.02% | Add +7.4% | 462 | $38K |
| CX Institutional | 0.00% | New | 463 | $38K |
| MidFirst Bank | 0.00% | — | 397 | $33K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -7.3% | 392 | $32K |
| Armor Investment Advisors, LLC | 0.01% | Reduce -53.1% | 379 | $31K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +156.0% | 384 | $31K |
| Murphy & Mullick Capital Management Corp | 0.02% | New | 368 | $30K |
| Deane Retirement Strategies, Inc. | 0.01% | Add +26.5% | 344 | $28K |
| Root Financial Partners, LLC | 0.00% | Reduce -32.7% | 341 | $28K |
| Hantz Financial Services, Inc. | 0.00% | Add +24.9% | 341 | $28K |
| Blue Trust, Inc. | 0.00% | Reduce -47.6% | 336 | $28K |
| Center for Financial Planning, Inc. | 0.00% | No change | 323 | $27K |
| YANKCOM Partnership | 0.01% | No change | 307 | $25K |
| Silver Oak Securities, Incorporated | 0.00% | Add +226.4% | 284 | $24K |
| McGuire Capital Advisors Inc. | 0.01% | — | 283 | $23K |
| Westside Investment Management, Inc. | 0.00% | No change | 260 | $21K |
| High Note Wealth, LLC | 0.00% | No change | 255 | $21K |
| Rothschild Investment LLC | 0.00% | No change | 248 | $20K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 241 | $20K |
| Clearstead Advisors, LLC | 0.00% | New | 235 | $19K |
| Investors Research Corp | 0.00% | No change | 200 | $16K |
| Lanark Financial, Inc. | 0.00% | New | 188 | $16K |
| Legacy Bridge, LLC | 0.01% | No change | 187 | $15K |
| Godfrey Financial Associates, Inc. | 0.01% | — | 170 | $14K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 170 | $14K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 168 | $14K |
| Turning Point Benefit Group, Inc. | 0.01% | Reduce -94.9% | 145 | $12K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 143 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 141 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | Add +46.1% | 133 | $11K |
| Gilpin Wealth Management, LLC | 0.01% | — | 99 | $8K |
| North Star Investment Management Corp. | 0.00% | No change | 85 | $7K |
| American National Bank & Trust | 0.00% | Reduce -97.4% | 72 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | New | 71 | $6K |
| Bellevue Asset Management, LLC | 0.00% | Add +1.5% | 67 | $6K |
| Dunhill Financial, LLC | 0.00% | Reduce -4.5% | 64 | $5K |
| Eastern Bank | 0.00% | New | 58 | $5K |
| Elevated Capital Advisors, LLC | 0.00% | New | 40 | $3K |
| Abound Wealth Management | 0.00% | No change | 38 | $3K |
| Key Capital Management, INC | 0.00% | — | 36 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 36 | $3K |
| Anfield Capital Management, LLC | 0.00% | No change | 33 | $3K |
| Olistico Wealth, LLC | 0.00% | New | 30 | $2K |
| Godsey & Gibb, Inc. | 0.00% | New | 21 | $2K |
| Tompkins Financial Corp. | 0.00% | No change | 21 | $2K |
| MV Capital Management, Inc. | 0.00% | New | 19 | $2K |
| Trust Co. of Vermont | 0.00% | No change | 19 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | No change | 19 | $2K |
| Cornerstone Planning Group LLC | 0.00% | New | 16 | $1K |
| Copia Wealth Management | 0.00% | No change | 9 | $742 |
| Westfuller Advisors, LLC | 0.00% | No change | 9 | $742 |
| Evermay Wealth Management LLC | 0.00% | No change | 5 | $413 |
| International Assets Investment Management, LLC | 0.00% | New | 3 | $256 |
| Delos Wealth Advisors, LLC | 0.00% | No change | 2 | $165 |
| Morling Financial Advisors, LLC | 0.00% | No change | 1 | $65 |
| TD Private Client Wealth LLC | 0.00% | No change | 1 | $37 |
"% of holder's portfolio" is IDEV's weight in each manager's 13F, not the share of iShares Core MSCI Dev MKTS the manager owns.