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Get Institutions for : 
iShares Dow Jones EPAC Select Dividend (IDV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 413    13
Total shares held : 
78,553,641  
% of shares held : 
62.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -92  
Amount of shares held : 
-5,412,468  
% of shares held change : 
  -4.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 258,048
 0.33%
 
Increased Positions :
112
 3,278,853
 4.17%
 
Unchanged Positions :
88
 2,670,241
 3.4%
 
Decreased Positions :
191
-8,378,964
-10.67%
 
Closed Positions :
35
-570,405
-0.73%
 
Guru Positions :
0
 0%
 
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
   BANK OF AMERICA CORP /DE/ 410 - 2023-12-31 12,163,926 $340,468,000 -1,303,233
   MORGAN STANLEY 793 - 2023-12-31 6,777,366 $189,699,000 -757,932
   ENVESTNET ASSET MANAGEMENT INC 318 - 2023-12-31 4,920,516 $137,725,000 305,126
   AMERIPRISE FINANCIAL INC 473 - 2023-12-31 4,046,067 $113,003,000 -306,345
   UBS Group AG 498 - 2023-12-31 2,856,896 $79,965,000 -230,744
   WELLS FARGO & CO/MN 571 - 2023-12-31 2,429,750 $68,009,000 -74,502
   BANK OF NEW YORK MELLON CORP 932 - 2023-12-31 2,123,509 $59,437,000 -807,118
   US BANCORP 172 - 2023-12-31 2,042,758 $57,177,000 -495,884
   MERCER GLOBAL ADVISORS INC /ADV 99 - 2023-12-31 1,762,337 $49,328,000 313,358
   LPL FINANCIAL CORP 504 - 2023-12-31 1,757,760 $49,200,000 32,792
   ROYAL BANK OF CANADA 762 - 2023-12-31 1,485,408 $41,576,000 -169,995
   SCOTIA CAPITAL INC. 76 - 2023-12-31 1,185,270 $33,176,000 6,392
   REGIONS FINANCIAL CORP 94 - 2023-12-31 1,149,639 $32,178,000 -171,912
   Orion Portfolio Solutions LLC 51 - 2023-12-31 1,104,167 $30,895,000 -56,998
   ALLIANCEBERNSTEIN L.P. 732 - 2023-12-31 1,101,201 $30,823,000 53,826
   CLS INVESTMENT FIRM LLC 25 - 2022-12-31 1,096,062 $29,769,000 -24,436
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 176 - 2023-12-31 962,697 $26,946,000 -32,614
   J P MORGAN CHASE & CO 1443 - 2023-12-31 901,089 $25,221,000 598,564
   FUKOKU MUTUAL LIFE INSURANCE CO 14 - 2023-12-31 898,000 $25,135,000 0
   GDS Wealth Management 6 - 2023-12-31 854,642 $23,921,000 -4,922
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 437 - 2023-12-31 800,289 $22,400,000 -87,997
   BLACKROCK INC. 2887 - 2023-12-31 783,537 $21,931,000 -42,618
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 34 - 2023-12-31 681,343 $19,071,000 -14,983
   JANNEY MONTGOMERY SCOTT LLC 318 - 2023-12-31 669,767 $18,747,000 2,417
   STIFEL FINANCIAL CORP 544 - 2023-12-31 651,154 $18,226,000 16,239
   Parallel Advisors LLC 29 - 2023-12-31 645,720 $18,074,000 -125,964
   MANUFACTURERES LIFE INSURANCE CO 641 - 2023-12-31 637,149 $17,834,000 56,602
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 297 - 2023-09-30 664,259 $16,872,000 -33,932
   PNC FINANCIAL SERVICES GROUP INC 418 - 2023-12-31 561,992 $15,730,000 -265,352
   Advisor Group Holdings Inc. 572 - 2023-12-31 558,878 $15,647,000 -276,409
   GHP INVESTMENT ADVISORS INC - 2023-12-31 523,509 $14,653,000 30,520
   Fountainhead AM LLC 7 - 2023-12-31 516,344 $14,452,000 45,862
   Baird Financial Group Inc. 389 - 2023-12-31 504,998 $14,135,000 66,120
   COMMONWEALTH EQUITY SERVICES LLC. 584 - 2023-12-31 500,526 $14,010,000 -240,987
   ADVANTUS CAPITAL MANAGEMENT INC 42 - 2023-12-31 500,000 $13,995,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 345 - 2023-12-31 471,379 $13,194,000 31,280
   RAYMOND JAMES & ASSOCIATES 955 - 2023-12-31 457,462 $12,804,000 52,289
   JANE STREET GROUP LLC 781 - 2023-12-31 450,886 $12,620,000 155,459
   LINSCOMB & WILLIAMS INC 26 - 2023-12-31 410,492 $11,490,000 -26,221
   BANGOR SAVINGS BANK 16 - 2023-12-31 384,924 $10,774,000 -66
   OLD MISSION CAPITAL LLC 56 - 2023-12-31 377,567 $10,568,000 -8,894
   Eagle Bluffs Wealth Management LLC 2 - 2023-12-31 365,610 $10,233,000 16,938
   YCMNET ADVISORS INC 69 - 2023-12-31 363,597 $10,177,000 -61,067
   Key Bridge Compliance LLC 6 - 2023-09-30 398,018 $10,110,000 0
   Operose Advisors LLC 6 - 2023-12-31 334,520 $9,363,000 -36,999
   HIGHTOWER ADVISORS, LLC 720 - 2023-12-31 331,180 $9,265,000 -2,723
   CX Institutional 62 - 2023-12-31 304,960 $8,536,000 225,839
   COMERICA BANK 457 - 2023-12-31 294,926 $8,255,000 -32,899
   COWA LLC 3 - 2023-12-31 293,135 $8,205,000 -11,909
   FORTE ASSET MANAGEMENT LLC 3 - 2023-12-31 291,250 $8,152,000 -44,337
   P-Solve LLC 8 - 2023-12-31 282,058 $7,895,000 1,460
   Cetera Investment Advisers 296 - 2023-12-31 276,288 $7,733,000 -4,494
   BB&T CORP 701 - 2023-12-31 273,235 $7,648,000 40,211
   CITADEL ADVISORS LLC 1382 - 2023-12-31 244,289 $6,838,000 203,032
   THRIVENT FINANCIAL FOR LUTHERANS 709 - 2023-12-31 235,949 $6,604,000 -13,843
   Financial Advisory Service Inc. - 2023-12-31 235,565 $6,593,000 8,951
   Luken Investment Analytics LLC 10 - 2023-12-31 224,756 $6,291,000 224,546
   ANGELES INVESTMENT ADVISORS, LLC 23 - 2023-12-31 218,955 $6,129,000 0
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 54 - 2023-12-31 216,275 $6,054,000 -23,252
   FRANKLIN RESOURCES INC 1008 - 2023-12-31 215,449 $6,030,000 12,706
   Meeder Advisory Services Inc. - 2023-12-31 208,684 $5,841,000 9,139
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 23 - 2023-12-31 192,998 $5,402,000 -36,007
   FINANCIAL NETWORK 549 - 2023-12-31 189,023 $5,291,000 -6,392
   Steward Partners Investment Advisory LLC 273 - 2023-12-31 185,831 $5,201,000 13,508
   Southern Farm Bureau Life Insurance - 2023-12-31 180,674 $5,070,000 0
   SYNOVUS FINANCIAL CORP 166 - 2023-12-31 179,120 $5,014,000 -7,196
   DAVIDSON D A & CO 288 - 2023-12-31 178,860 $5,006,000 -32,091
   Connectus Wealth LLC 162 - 2023-12-31 178,388 $4,999,000 -10,337
   MARINER WEALTH ADVISORS, LLC 701 - 2023-12-31 167,492 $4,688,000 -1,547
   Curran Financial Partners LLC 20 - 2023-12-31 166,927 $4,589,000 8,349
   Johnson & White Wealth Management LLC 7 - 2023-12-31 162,822 $4,557,000 -18,873
   CWM LLC 408 - 2023-12-31 162,748 $4,555,000 -18,624
   MML INVESTORS SERVICES LLC 666 - 2023-12-31 153,066 $4,284,000 -76,593
   H D Vest Advisory Services 307 - 2023-12-31 151,967 $4,254,000 4,782
   FLOW TRADERS U.S. LLC 107 - 2023-12-31 151,721 $4,247,000 151,721
   AdvisorNet Financial Inc 60 - 2023-12-31 142,209 $3,980,000 83,259
   We Are One Seven LLC 104 - 2023-12-31 141,701 $3,966,000 2,460
   HPM Partners LLC - 2023-12-31 134,236 $3,757,000 -8,354
   Kerntke Otto McGlone Wealth Management Group 7 - 2023-12-31 130,366 $3,649,000 2,530
   BANK OF HAWAII 51 - 2023-12-31 129,520 $3,625,000 -10,481
   Heartwood Wealth Advisors LLC 27 - 2023-12-31 129,492 $3,624,000 -68
   WETZEL INVESTMENT ADVISORS INC. 9 - 2023-12-31 129,407 $3,622,000 0
   Sterling Financial Planning Inc. 19 - 2023-12-31 121,409 $3,398,000 -3,864
   Hennion & Walsh Asset Management Inc. 136 - 2023-12-31 121,215 $3,393,000 19,604
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 897 - 2023-12-31 119,078 $3,333,000 -46,243
   Rockefeller Capital Management L.P. 753 - 2023-12-31 117,461 $3,288,000 14,150
   GUNMA BANK,LTD. - 2023-12-31 116,000 $3,247,000 -130,000
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 737 - 2023-12-31 115,132 $3,223,000 -3,668
   Murphy Middleton Hinkle & Parker Inc. - 2023-12-31 114,911 $3,216,000 -849
   WADE G W & INC 134 - 2023-12-31 112,782 $3,157,000 -30,912
   Sunflower Bank N.A. 14 - 2023-12-31 109,624 $3,068,000 -15,951
   TD Waterhouse Canada Inc. 275 - 2023-12-31 100,086 $3,023,000 -1,356
   EverSource Wealth Advisors LLC 84 - 2023-12-31 107,713 $3,015,000 -16,675
   CREATIVE PLANNING 738 - 2023-12-31 107,417 $3,007,000 19,774
   Strategic Financial Group LLC - 2023-12-31 107,365 $3,005,000 -3,753
   BRYN MAWR TRUST CO/PA 133 - 2023-09-30 116,192 $2,951,000 13,841
   AJ WEALTH STRATEGIES LLC 74 - 2023-06-30 112,044 $2,950,000 0
   AE Wealth Management LLC 769 - 2023-12-31 105,229 $2,910,000 10,261
   Pinnacle Wealth Management Group Inc. 12 - 2023-12-31 101,744 $2,848,000 3,439
   RENAISSANCE TECHNOLOGIES LLC 1752 - 2023-12-31 97,200 $2,721,000 97,200

  100 Records found
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