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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
   ENVESTNET ASSET MANAGEMENT INC 318 - 2023-12-31 4,920,516 $137,725,000 305,126
   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
   SCOTIA CAPITAL INC. 76 - 2023-12-31 1,185,270 $33,176,000 6,392
   ALLIANCEBERNSTEIN L.P. 732 - 2023-12-31 1,101,201 $30,823,000 53,826
   J P MORGAN CHASE & CO 1443 - 2023-12-31 901,089 $25,221,000 598,564
   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
   MANUFACTURERES LIFE INSURANCE CO 641 - 2023-12-31 637,149 $17,834,000 56,602
   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
   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
   Eagle Bluffs Wealth Management LLC 2 - 2023-12-31 365,610 $10,233,000 16,938
   P-Solve LLC 8 - 2023-12-31 282,058 $7,895,000 1,460
   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
   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
   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
   Steward Partners Investment Advisory LLC 273 - 2023-12-31 185,831 $5,201,000 13,508
   Johnson & White Wealth Management LLC 7 - 2024-03-31 180,778 $5,069,000 17,956
   CWM LLC 416 - 2024-03-31 179,368 $5,029,000 16,620
   AdvisorNet Financial Inc 46 - 2024-03-31 164,170 $4,603,000 21,961
   Curran Financial Partners LLC 20 - 2023-12-31 166,927 $4,589,000 8,349
   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
   We Are One Seven LLC 104 - 2023-12-31 141,701 $3,966,000 2,460
   Kerntke Otto McGlone Wealth Management Group 7 - 2023-12-31 130,366 $3,649,000 2,530
   Murphy Middleton Hinkle & Parker Inc. 12 - 2024-03-31 121,468 $3,406,000 6,557
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 776 - 2024-03-31 117,889 $3,306,000 2,757
   Rockefeller Capital Management L.P. 753 - 2023-12-31 117,461 $3,288,000 14,150
   CREATIVE PLANNING 738 - 2023-12-31 107,417 $3,007,000 19,774
   BRYN MAWR TRUST CO/PA 133 - 2023-09-30 116,192 $2,951,000 13,841
   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
   PARK AVENUE SECURITIES LLC 317 - 2024-03-31 97,389 $2,731,000 6,480
   RENAISSANCE TECHNOLOGIES LLC 1752 - 2023-12-31 97,200 $2,721,000 97,200
   Argent Advisors Inc. 18 - 2023-12-31 91,694 $2,567,000 1,278
   MULTIFINANCIAL SECURITIES CORP 436 - 2023-12-31 88,440 $2,475,000 30,780
   Thrive Capital Management LLC 26 - 2023-12-31 85,065 $2,381,000 1,763
   Kestra Advisory Services LLC 755 - 2023-12-31 77,313 $2,164,000 23,750
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 74,500 $2,085,000 4,500
   BLAIR WILLIAM & CO/IL 660 - 2023-12-31 73,366 $2,054,000 2,825
   NewEdge Wealth LLC 300 - 2023-12-31 70,668 $1,978,000 70,668
   180 WEALTH ADVISORS LLC 79 - 2024-03-31 67,019 $1,879,000 131
   Snowden Capital Advisors LLC 306 - 2023-12-31 62,541 $1,751,000 1,061
   GOULD ASSET MANAGEMENT LLC /CA/ 31 - 2023-12-31 60,260 $1,687,000 825
   Financial Perspectives Inc 31 - 2024-03-31 59,523 $1,669,000 11,392
   Crescent Grove Advisors LLC 81 - 2023-12-31 57,396 $1,607,000 551
   MISSION CREEK CAPITAL PARTNERS INC 67 - 2023-12-31 55,895 $1,564,000 910
   Squarepoint Ops LLC 1184 - 2023-12-31 50,592 $1,416,000 12,665
   SAVANT CAPITAL MANAGEMENT INC 352 - 2023-12-31 48,633 $1,361,000 7,756
   FINANCIAL COUNSELORS INC - 2023-12-31 46,384 $1,298,000 1,256
   Capital Wealth Alliance LLC - 2023-12-31 40,325 $1,129,000 12,858
   J.W. COLE ADVISORS INC. 297 - 2023-12-31 36,860 $1,032,000 2,013
   Stolper Co 60 - 2024-03-31 36,352 $1,019,000 921
   Fragasso Group Inc. 116 - 2024-03-31 36,208 $1,015,000 5,345
   Oxinas Partners Wealth Management LLC 40 - 2024-03-31 34,794 $976,000 3,281
   Bogart Wealth LLC 124 - 2023-12-31 34,486 $965,000 13
   Capital Analysts Inc. 230 - 2023-12-31 34,447 $964,000 2,038
   DAIWA SECURITIES GROUP INC. 698 - 2023-12-31 32,210 $902,000 2,230
   Qube Research & Technologies Ltd 1729 - 2023-12-31 29,863 $836,000 5,703
   MONECO Advisors LLC 156 - 2023-12-31 29,588 $828,000 2,238
   Concord Wealth Partners 102 - 2023-12-31 29,014 $812,000 898
   PFG FINANCIAL ADVISORS 118 - 2024-03-31 25,314 $710,000 1,186
   Hartland & Co. LLC 264 - 2023-12-31 25,154 $704,000 534
   TFB Advisors LLC 64 - 2023-12-31 24,322 $681,000 24,322
   UNIQUE WEALTH LLC 55 - 2024-03-31 24,164 $678,000 954
   PEREGRINE ASSET ADVISERS, INC. 77 - 2023-12-31 23,989 $671,000 110
   Hubbell Strickland Wealth Management LLC 33 - 2024-03-31 23,597 $662,000 137
   PROSPERA FINANCIAL SERVICES 574 - 2023-12-31 23,383 $654,000 84
   BENJAMIN F. EDWARDS & COMPANY INC. 584 - 2023-12-31 22,038 $617,000 5,292
   Fifth Third Wealth Advisors LLC 137 - 2024-03-31 21,762 $610,000 11,819
   Onyx Bridge Wealth Group LLC 119 - 2023-12-31 20,096 $562,000 8,020
   PANORAMIC INVESTMENT ADVISORS LLC 59 - 2024-03-31 18,695 $524,000 3,299
   SYNTAX RESEARCH INC. 39 - 2023-12-31 17,873 $500,000 448
   Envestnet Portfolio Solutions Inc. 1075 - 2023-12-31 16,974 $475,000 5,707
   Eagle Strategies LLC - 2023-12-31 16,683 $467,000 1,758
   Braun-Bostich & Associates Inc. 63 - 2023-12-31 15,619 $437,000 15,619
   Pacific Center for Financial Services 47 - 2023-12-31 15,023 $420,000 78
   Newbridge Financial Services Group Inc. 123 - 2023-12-31 13,534 $379,000 4,224
   BerganKDV Wealth Management LLC 188 - 2023-06-30 14,075 $371,000 396
   HARBOUR INVESTMENTS INC. 645 - 2023-12-31 13,019 $364,000 604
   MEEDER ASSET MANAGEMENT INC - 2023-12-31 12,556 $351,000 12,556
   Horizon Family Wealth Inc. 45 - 2023-12-31 12,167 $341,000 12,167
   PFS INVESTMENTS INC. 431 - 2023-06-30 12,586 $331,000 12,586
   Moloney Securities Asset Management LLC 329 - 2023-12-31 10,995 $308,000 274
   CIBC WORLD MARKETS INC. 974 - 2023-12-31 10,949 $306,000 199
   Koshinski Asset Management Inc. 395 - 2023-12-31 10,628 $297,000 10,628
   CAPTRUST FINANCIAL ADVISORS 2107 - 2023-12-31 10,627 $297,000 20
   Abundance Wealth Counselors 120 - 2024-03-31 10,274 $288,000 1,058
   Capital Advisors Ltd. LLC 228 - 2024-03-31 10,197 $286,000 4
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 547 - 2024-03-31 10,083 $282,000 1,002
   Beacon Financial Advisory LLC - 2023-12-31 9,475 $265,000 297
   BFT FINANCIAL GROUP LLC 256 - 2023-06-30 9,586 $252,000 203
   PFG Investments LLC 399 - 2023-12-31 8,885 $249,000 91
  100 Records found
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