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Get Institutions for : 
iShares Dow Select Div (DVY)  
$122.16 1.02 (0.83%) as of 4:30 Tue 5/28


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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 : 
 $105.19  
Last Quarter's Ending Price : 
 $117.22  
Last Quarter's Average Price : 
 $110.03  
Change from last quarter's     
avg. price to the last closing  : 
12.13 (11.02%)  




 
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: 3-31-2022 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 the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FEDERATED INVESTORS INC /PA/ 1981 *Closed 2024-03-31 0 $0 -32,700
   Winthrop Capital Management LLC 165 *Closed 2024-03-31 0 $0 -304
   TWIN FOCUS CAPITAL PARTNERS, LLC 145 *Closed 2024-03-31 0 $0 -10,200
   FDX ADVISORS, INC. *Closed 2024-03-31 0 $0 -3,532
   BOURGEON CAPITAL MANAGEMENT LLC 120 *Closed 2024-03-31 0 $0 -97
   Beverly Hills Private Wealth LLC 360 *Closed 2024-03-31 0 $0 -9,447
   Oldfather Financial Services LLC 72 *Closed 2024-03-31 0 $0 -1,930
   Gallacher Capital Management LLC 264 *Closed 2024-03-31 0 $0 -1,924
   Apexium Financial LP 235 *Closed 2024-03-31 0 $0 -15,907
   Congress Wealth Management LLC / DE / 591 *Closed 2024-03-31 0 $0 -4,419
   RIA Advisory Group LLC 157 *Closed 2024-03-31 0 $0 -3,139
   Sargent Investment Group LLC 205 *Closed 2024-03-31 0 $0 -1,765
   HORIZON INVESTMENTS, LLC/SC 799 *Closed 2024-03-31 0 $0 -345,335
   McGlone Suttner Wealth Management Inc. 377 *Closed 2024-03-31 0 $0 -41
   HALBERT, HARGROVE/RUSSELL LLC 95 *Closed 2024-03-31 0 $0 -4,376
   ADVISORS CAPITAL MANAGEMENT LLC 466 *Closed 2024-03-31 0 $0 -2,165
   Tennessee Valley Asset Management Partners 133 *Closed 2024-03-31 0 $0 -2,544
   CHARTIST INC /CA/ 25 *Closed 2024-03-31 0 $0 -1,940
   WoodTrust Financial Corp 150 *Closed 2024-03-31 0 $0 -2,568
   BKM Wealth Management LLC 332 *Closed 2024-03-31 0 $0 -1,219
   TRUE Private Wealth Advisors 290 *Closed 2024-03-31 0 $0 -6,246
   Focused Wealth Management Inc 340 *Closed 2024-03-31 0 $0 -970
   Shared Vision Wealth Group LLC 76 *Closed 2024-03-31 0 $0 -2,090
   FAIRFIELD RESEARCH CORP 334 *Closed 2024-03-31 0 $0 -207
   VERITABLE LP 244 *Closed 2023-09-30 0 $0 -77,080
   Curi Capital 43 *Closed 2024-03-31 0 $0 -12,274
   MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 87 *Closed 2024-03-31 0 $0 -4,758
   LVM CAPITAL MANAGEMENT LTD/MI 150 *Closed 2024-03-31 0 $0 -3,386
   Advisory Alpha LLC 389 *Closed 2024-03-31 0 $0 -1,783
   ORG Partners LLC 725 *Closed 2024-03-31 0 $0 -2,777
   New Millennium Group LLC 236 *Closed 2024-03-31 0 $0 -18
   Granite Bay Wealth Management LLC *Closed 2024-03-31 0 $0 -12,852
   Trexquant Investment LP 1597 *Closed 2024-03-31 0 $0 -2,672
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 215 *Closed 2024-03-31 0 $0 -156
   Thrive Capital Management LLC 186 *Closed 2024-03-31 0 $0 -10,340
   Davidson Capital Management Inc. 113 *Closed 2024-03-31 0 $0 -180
   GLYNN JA & CO 141 *Closed 2024-03-31 0 $0 -4,218
   GUGGENHEIM CAPITAL LLC 1949 *Closed 2024-03-31 0 $0 -2,147
   Livelsberger Financial Advisory 122 *Closed 2024-03-31 0 $0 -143
   Scarborough Advisors LLC 664 *Closed 2024-03-31 0 $0 -36,001
   MIDLAND WEALTH ADVISORS LLC 198 *Closed 2024-03-31 0 $0 -2,058
   MAIN STREET RESEARCH LLC 116 *Closed 2024-03-31 0 $0 -2,420
   Level Financial Advisors Inc. 169 *Closed 2024-03-31 0 $0 -140
   Cutler Group LP 1252 *Closed 2024-03-31 0 $0 -28
   Astoria Portfolio Advisors LLC. 199 *Closed 2024-03-31 0 $0 -2,130
   V Wealth ManagementLLC 328 *Closed 2023-09-30 0 $0 -2,070
   Mattern Wealth Management LLC 181 *Closed 2024-03-31 0 $0 -2,555
   CULLEN CAPITAL MANAGEMENT LLC 222 *Closed 2024-03-31 0 $0 -36,100
   D E SHAW & CO INC 3227 *Closed 2024-03-31 0 $0 -7,161
   Alhambra Investment Partners LLC 171 *Closed 2024-03-31 0 $0 -16,445
   Financial Connections Group Inc. *Closed 2024-03-31 0 $0 -497
   DAVIDSON TRUST CO 145 *Closed 2024-03-31 0 $0 -1,818
   Bogart Wealth LLC 1126 *Closed 2024-03-31 0 $0 -63
   SILVERLAKE WEALTH MANAGEMENT LLC 250 *Closed 2024-03-31 0 $0 -1,941
   McClarren Financial Advisors Inc. 394 *Closed 2024-03-31 0 $0 -460
   Sunesis Advisors LLC 70 *Closed 2024-03-31 0 $0 -2,281
   Comprehensive Financial Consultants Institutional 166 *Closed 2024-03-31 0 $0 -16,605
   ACORN FINANCIAL ADVISORY SERVICES INC /ADV 234 *Closed 2024-03-31 0 $0 -4,557
   IMCCHICAGO, LLC 526 *Closed 2024-03-31 0 $0 -10,839
   Twin Tree Management LP 563 *Closed 2024-03-31 0 $0 -13,679
   Tranquilli Financial Advisor LLC 112 *Closed 2024-03-31 0 $0 -3,580
   GUNN & Co INVESTMENT MANAGEMENT INC. 123 *Closed 2024-03-31 0 $0 -4,300
   COMMUNITY FINANCIAL SERVICES GROUP, LLC 146 *Closed 2024-03-31 0 $0 -2,220
   PECAUT & CO. 84 *Closed 2024-03-31 0 $0 -4,200
   WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC 122 *Closed 2024-03-31 0 $0 -20,787
   GeoWealth Management LLC 914 *Closed 2024-03-31 0 $0 -121
   DIVIDEND GROWTH ADVISORS LLC 391 *Closed 2024-03-31 0 $0 -674
   LM Advisors LLC 674 *Closed 2024-03-31 0 $0 -1,125
   CFG ASSET MANAGEMENT LLC 509 *Closed 2024-03-31 0 $0 -1,250
   GANNETT WELSH & KOTLER 962 *Closed 2024-03-31 0 $0 -20,986
   Moran Wealth Management LLC 434 *Closed 2024-03-31 0 $0 -3,518
   Team Financial Group LLC 218 *Closed 2024-03-31 0 $0 -162
   Fee-Only Financial Planning L.C. 42 *Closed 2024-03-31 0 $0 -2,000
   WHITE BAY PT LLC 701 *Closed 2024-03-31 0 $0 -1
  74 Records found
  1    
  Page 1 of 1
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