Parallel Advisors, LLC IDV — ISHARES INTERNATIONAL SELECT DIVIDEND ETF

Ownership history in Parallel Advisors, LLC  ·  36 quarters on record

AI Ownership Summary

Parallel Advisors, LLC reported ISHARES INTERNATIONAL SELECT DIVIDEND ETF (IDV) in 36 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.54% in 2023 Q4. The latest visible filing shows IDV at 0.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Parallel Advisors, LLC's position in ISHARES INTERNATIONAL SELECT DIVIDEND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IDV was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.54% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IDV stock page Parallel Advisors, LLC fund profile Parallel Advisors, LLC full holdings
How Parallel Advisors, LLC held IDV — position size vs. price
% of Fund (quarterly)    IDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 549,287 +3,600 +0.7% 0.40% $21.7M 2026-02-14 (Est.) $43.21
2025 Q3 ADDED — — — 545,687 +24,645 +4.7% 0.37% $19.9M 2025-11-13 $37.65
2025 Q2 REDUCED — — — 521,042 -6,848 -1.3% 0.36% $18.0M 2025-07-08 $33.77
2025 Q1 REDUCED — — — 527,890 -23,032 -4.2% 0.37% $16.4M 2025-04-08 $26.35
2024 Q4 REDUCED — — — 550,922 -10,493 -1.9% 0.34% $15.1M 2025-02-10 $27.25
2024 Q3 ADDED — — — 561,415 +2,604 +0.5% 0.40% $17.0M 2024-11-13 $25.83
2024 Q2 REDUCED 8.3% +10.8% ❌ 558,811 -50,355 -8.3% 0.40% $15.5M 2024-08-08 $25.77
2024 Q1 REDUCED 5.7% +2.1% ❌ 609,166 -36,554 -5.7% 0.46% $17.1M 2024-05-06 $25.58
2023 Q4 REDUCED 16.3% +0.7% ❌ 645,720 -125,964 -16.3% 0.54% $18.1M 2024-02-12 $24.28
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IDV

As of 2026 Q1 — sorted by position size

URS Advisory LLC 6.23% Eagle Bluffs Wealth Management LLC 3Y 6.06% Johnson & White Wealth Management, LLC 3Y 4.92% Prota Financial, LLC 3.97% FORTE ASSET MANAGEMENT LLC 3Y 3.61% FUKOKU MUTUAL LIFE INSURANCE CO 3Y 7Y 3.43% Murphy, Middleton, Hinkle & Parker, Inc. 3Y 7Y 3.39% Sterling Wealth Advisors Inc 3.26% BFI Infinity Ltd. 2.56% Outlook Wealth Advisors, LLC 3Y 7Y 2.42%

FAQ About Parallel Advisors, LLC and IDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Parallel Advisors, LLC reported owning IDV?

Parallel Advisors, LLC reported IDV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IDV position in Parallel Advisors, LLC's portfolio?

The largest reported portfolio weight for IDV was 0.54% in 2023 Q4.

What is the latest reported IDV position on this page?

The most recent filing on this page is 2025 Q4, when Parallel Advisors, LLC reported 549,287 shares, equal to 0.40% of portfolio, with an estimated market value of $21.7M.

What does the chart on this IDV ownership page compare?

The chart compares Parallel Advisors, LLC's quarterly IDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Parallel Advisors, LLC time their IDV position?

Based on 13F filing dates vs. subsequent IDV price moves, Parallel Advisors, LLC correctly timed 8 out of 23 reported position changes (35%). The annualised alpha on IDV relative to SPY over the holding period was -3.7%.

← Back to Parallel Advisors, LLC Holdings