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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
   Beverly Hills Private Wealth LLC 39 *New 2023-12-31 89,236 $2,498,000 89,236
   Park Edge Advisors LLC 61 *New 2024-03-31 29,831 $836,000 29,831
   HSBC HOLDINGS PLC 1594 *New 2023-12-31 20,106 $563,000 20,106
   Bluesphere Advisors LLC 59 *New 2023-12-31 13,641 $382,000 13,641
   Paragon Advisors LLC 91 *New 2023-12-31 11,453 $321,000 11,453
   JOHNSON FINANCIAL GROUP, INC. 259 *New 2023-12-31 10,000 $280,000 10,000
   Advisor OS LLC 273 *New 2023-12-31 9,602 $269,000 9,602
   Change Path LLC 527 *New 2023-12-31 9,619 $269,000 9,619
   REGAL INVESTMENT ADVISORS, LLC 446 *New 2023-12-31 9,278 $260,000 9,278
   Trexquant Investment LP 1293 *New 2023-12-31 8,744 $245,000 8,744
   LEVEL FOUR ADVISORY SERVICES LLC 673 *New 2023-12-31 8,414 $236,000 8,414
   LOCKERMAN FINANCIAL GROUP INC. 92 *New 2024-03-31 7,848 $220,000 7,848
   Stratos Wealth Advisors LLC 632 *New 2024-03-31 7,188 $202,000 7,188
   BROWN BROTHERS HARRIMAN & CO 491 *New 2023-12-31 7,000 $196,000 7,000
   NBT BANK N A /NY 385 *New 2023-12-31 2,786 $78,000 2,786
   Baldrige Asset Management LLC 211 *New 2023-03-31 888 $24,000 888
   WFA Asset Management Corp 161 *New 2024-03-31 730 $20,000 730
   Rockbridge Investment Management LCC 369 *New 2023-12-31 500 $14,000 500
   Emerald Investment Partners LLC *New 2023-12-31 400 $11,000 400
   ATWOOD & PALMER INC 322 *New 2024-03-31 275 $8,000 275
   FSA Wealth Management LLC 423 *New 2023-12-31 194 $5,000 194
  21 Records found
  1    
  Page 1 of 1
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