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Get Institutions for : 
iShares Dow Select Div (DVY)  
$121.96 0.53 (0.43%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1157    3
Total shares held : 
 72,154,451  
% of shares held : 
 48.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -115  
Amount of shares held : 
 -4,030,320  
% of shares held change : 
   -2.71%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $118.39  
Last Quarter's Ending Price : 
 $123.18  
Last Quarter's Average Price : 
 $117.11  
Change from last quarter's     
avg. price to the last closing  : 
4.85 (4.14%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
55
 300,895
 0.42%
 
Increased Positions :
334
 2,511,211
 3.48%
 
Unchanged Positions :
316
 2,912,578
 4.04%
 
Decreased Positions :
452
-6,513,249
-9.03%
 
Closed Positions :
52
-329,177
-0.46%
 
Guru Positions :
2
12,549
 0.02%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 202 - 2024-03-31 8,441,507 $1,039,825,000 1,360
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 153 - 2024-03-31 759,253 $93,525,000 243,579
   GOLDMAN SACHS GROUP INC/ 737 - 2024-03-31 695,070 $85,619,000 36,630
   Northside Capital Management LLC 2 - 2024-03-31 681,441 $83,940,000 32
   COMMONWEALTH EQUITY SERVICES LLC. 150 - 2024-03-31 636,401 $78,392,000 12,729
   JANE STREET GROUP LLC 149 - 2024-03-31 617,469 $76,060,000 586,170
   Rockefeller Capital Management L.P. 149 - 2024-03-31 397,608 $48,978,000 1,975
   Cetera Investment Advisers 176 - 2024-03-31 389,988 $48,039,000 290,299
   COLONY GROUP, LLC 62 - 2024-03-31 372,659 $45,904,000 346,319
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 145 - 2024-03-31 335,076 $41,275,000 25,514
   HIGHTOWER ADVISORS, LLC 310 - 2024-03-31 310,432 $38,204,000 6,963
   AMG NATIONAL TRUST BANK 23 - 2024-03-31 279,891 $34,477,000 1,498
   GLENMEDE TRUST CO NA 146 - 2024-03-31 234,572 $28,895,000 33,433
   MERCER GLOBAL ADVISORS INC /ADV 158 - 2024-03-31 224,534 $27,658,000 10,625
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 313 - 2024-03-31 184,670 $22,748,000 139,296
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 325 - 2024-03-31 159,906 $19,697,000 3,579
   Arcus Capital Partners LLC 4 - 2024-03-31 135,195 $16,653,000 19,739
   Kestra Advisory Services LLC 196 - 2024-03-31 127,813 $15,744,000 18,782
   H D Vest Advisory Services 121 - 2024-03-31 116,199 $14,313,000 6,166
   FMR LLC 1736 - 2024-03-31 105,101 $12,946,000 8,605
   IFG Advisors LLC 8 - 2024-03-31 100,584 $12,390,000 3,723
   GUNMA BANK,LTD. 1 - 2024-03-31 100,000 $12,318,000 42,500
   KWMG LLC 24 - 2024-03-31 95,511 $11,765,000 2,906
   SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 6 - 2024-03-31 94,090 $11,590,000 3,956
   Powell Investment Advisors LLC 4 - 2024-03-31 93,281 $11,490,000 159
   Sanford Advisory Services LLC 9 - 2022-12-31 89,715 $10,820,000 4,896
   NORTH STAR INVESTMENT MANAGEMENT CORP. 23 - 2024-03-31 87,346 $10,759,000 2,152
   Steward Partners Investment Advisory LLC 185 - 2024-03-31 86,530 $10,659,000 3,484
   CITADEL ADVISORS LLC 1206 - 2024-03-31 85,345 $10,513,000 64,238
   GW HENSSLER & ASSOCIATES LTD 62 - 2024-03-31 84,786 $10,444,000 12,279
   Round Rock Advisors LLC 11 - 2024-03-31 82,592 $10,174,000 1,877
   MULTIFINANCIAL SECURITIES CORP 256 - 2024-03-31 79,529 $9,796,000 14,851
   Fifth Third Wealth Advisors LLC 12 - 2024-03-31 73,108 $9,005,000 64,288
   MONETA GROUP INVESTMENT ADVISORS INC 74 - 2023-12-31 75,931 $8,901,000 1,507
   Mutual Advisors LLC 74 - 2024-03-31 66,419 $8,181,000 5,167
   DAVENPORT & CO LLC 227 - 2024-03-31 65,380 $8,053,000 582
   Squarepoint Ops LLC 525 - 2024-03-31 65,091 $8,018,000 15,646
   Balentine LLC 36 - 2024-03-31 64,847 $7,988,000 10,998
   ARGI INVESTMENT SERVICES, LLC 55 - 2022-12-31 65,241 $7,868,000 7,232
   Integrated Wealth Concepts LLC 192 - 2024-03-31 63,622 $7,837,000 2,132
   WILEY BROS.-AINTREE CAPITAL LLC 16 - 2024-03-31 61,741 $7,579,000 27,995
   Cresset Asset Management LLC 310 - 2024-03-31 58,152 $7,163,000 10,339
   Pinnacle Financial Group LLC / IL 9 - 2024-03-31 56,786 $6,995,000 3,285
   Atlantic Trust Group LLC 372 - 2024-03-31 54,043 $6,610,000 12,359
   BNP PARIBAS ARBITRAGE SA 880 - 2024-03-31 50,208 $6,185,000 43,106
   TOWER RESEARCH CAPITAL LLC 102 - 2024-03-31 49,922 $6,149,000 48,970
   RATHBONE BROTHERS PLC 181 - 2024-03-31 45,283 $5,578,000 351
   Sequoia Financial Advisors LLC 191 - 2024-03-31 44,474 $5,478,000 1,029
   SPC FINANCIAL, INC. 38 - 2024-03-31 44,394 $5,468,000 83
   Florin Court Capital LLP 6 - 2024-03-31 44,200 $5,445,000 19,200
   PFS INVESTMENTS INC. 218 - 2023-06-30 46,783 $5,301,000 46,783
   CLS INVESTMENT FIRM LLC 201 - 2022-12-31 43,557 $5,253,000 6,079
   Fermata Advisors LLC 24 - 2024-03-31 41,311 $5,089,000 7,762
   SUMMIT FINANCIAL GROUP INC 13 - 2024-03-31 41,101 $5,063,000 265
   Glenview Trust Co 132 - 2024-03-31 40,897 $5,038,000 1,547
   Envestnet Portfolio Solutions Inc. 378 - 2024-03-31 40,431 $4,980,000 18,977
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 287 - 2024-03-31 39,758 $4,897,000 2,671
   LMG Wealth Partners LLC 30 - 2024-03-31 38,421 $4,733,000 146
   OPPENHEIMER & CO INC 285 - 2024-03-31 37,864 $4,664,000 76
   Nikulski Financial Inc. 19 - 2024-03-31 37,802 $4,656,000 3,791
   LANDAAS & CO /WI /ADV 9 - 2024-03-31 37,502 $4,619,000 211
   Mendel Capital Management LLC 7 - 2024-03-31 37,215 $4,584,000 237
   FOCUS Wealth Advisors LLC 13 - 2024-03-31 37,017 $4,560,000 5,597
   J.W. COLE ADVISORS INC. 101 - 2024-03-31 35,242 $4,341,000 4,354
   Raab & Moskowitz Asset Management LLC 23 - 2024-03-31 34,824 $4,290,000 9,186
   LGL PARTNERS LLC 16 - 2024-03-31 34,092 $4,200,000 254
   CWM LLC 450 - 2024-03-31 33,702 $4,151,000 725
   FIRST CITIZENS BANK & TRUST CO 124 - 2024-03-31 32,921 $4,055,000 23,229
   BFT FINANCIAL GROUP LLC 32 - 2023-06-30 34,566 $3,916,000 123
   Murphy Middleton Hinkle & Parker Inc. 9 - 2024-03-31 31,696 $3,904,000 265
   VANGUARD GROUP INC 3389 - 2024-03-31 31,581 $3,890,000 134
   PROSPERA FINANCIAL SERVICES 186 - 2023-12-31 32,869 $3,853,000 4,158
   KEYBANK NATIONAL ASSOCIATION/OH 312 - 2024-03-31 31,087 $3,829,000 836
   Keebeck Wealth Management LLC 53 - 2024-03-31 31,027 $3,822,000 2,085
   Mine & Arao Wealth Creation & Management LLC. 9 - 2024-03-31 30,911 $3,808,000 119
   THRIVENT FINANCIAL FOR LUTHERANS 939 - 2024-03-31 30,872 $3,802,000 1,033
   GoalVest Advisory LLC 9 - 2024-03-31 30,388 $3,743,000 3,373
   Sigma Planning Corp 186 - 2024-03-31 29,848 $3,677,000 15,323
   Wealth Quarterback LLC 10 - 2024-03-31 29,673 $3,655,000 3,654
   Argent Advisors Inc. 16 - 2024-03-31 29,600 $3,646,000 6,504
   HANCOCK HOLDING CO 132 - 2024-03-31 27,990 $3,448,000 364
   IEQ CAPITAL LLC 244 - 2024-03-31 25,990 $3,201,000 3,058
   NARWHAL CAPITAL MANAGEMENT 65 - 2024-03-31 25,903 $3,191,000 142
   Robertson Stephens Wealth Management LLC 106 - 2024-03-31 25,659 $3,161,000 1,072
   Principle Wealth Partners LLC 99 - 2024-03-31 25,208 $3,105,000 2,887
   Argent Trust Co 151 - 2024-03-31 25,188 $3,103,000 1,375
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 59 - 2024-03-31 24,686 $3,019,000 4,148
   GOFEN & GLOSSBERG LLC /IL/ 164 - 2022-12-31 24,960 $3,010,000 352
   HAVERFORD TRUST CO 149 - 2024-03-31 23,741 $2,924,000 660
   High Net Worth Advisory Group LLC 26 - 2024-03-31 23,627 $2,911,000 813
   Mill Creek Capital Advisors LLC 67 - 2024-03-31 22,886 $2,819,000 129
   Ameritas Advisory Services LLC 189 - 2024-03-31 23,084 $2,799,000 3,721
   SIGNATURE SECURITIES GROUP CORPORATION 32 - 2024-03-31 22,716 $2,798,000 405
   SCOTIA CAPITAL INC. 335 - 2024-03-31 22,708 $2,797,000 446
   Cypress Wealth Services LLC 35 - 2024-03-31 22,676 $2,793,000 672
   Summit Trail Advisors LLC 101 - 2024-03-31 22,403 $2,760,000 44
   Snowden Capital Advisors LLC 255 - 2024-03-31 21,893 $2,697,000 15,691
   Wealthcare Advisory Partners LLC 191 - 2024-03-31 21,761 $2,680,000 3,403
   My Personal CFO LLC 14 - 2024-03-31 21,616 $2,663,000 21
   TD Waterhouse Canada Inc. 356 - 2024-03-31 17,099 $2,609,000 232
  100 Records found
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