Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares Dow Jones EPAC Select Dividend (IDV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FUKOKU MUTUAL LIFE INSURANCE CO 14 - 2023-12-31 898,000 $25,135,000 0
   ADVANTUS CAPITAL MANAGEMENT INC 42 - 2023-12-31 500,000 $13,995,000 0
   ANGELES INVESTMENT ADVISORS, LLC 23 - 2023-12-31 218,955 $6,129,000 0
   AJ WEALTH STRATEGIES LLC 74 - 2023-06-30 112,044 $2,950,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 75 - 2023-09-30 73,953 $1,916,000 0
   Oversea-Chinese Banking CORP Ltd 159 - 2023-12-31 48,794 $1,366,000 0
   WHARTON BUSINESS GROUP, LLC 76 - 2023-12-31 33,835 $947,000 0
   GRAYHAWK INVESTMENT STRATEGIES INC. 45 - 2023-12-31 32,270 $903,000 0
   COLLECTIVE FAMILY OFFICE LLC 82 - 2024-03-31 29,109 $816,000 0
   MONETARY MANAGEMENT GROUP INC 112 - 2023-12-31 22,500 $630,000 0
   Curbstone Financial Management Corp 140 - 2024-03-31 21,910 $614,000 0
   TORONTO DOMINION BANK 820 - 2023-12-31 20,581 $576,000 0
   Fortitude Family Office LLC 44 - 2024-03-31 19,250 $540,000 0
   New Republic Capital LLC 61 - 2023-12-31 19,120 $535,000 0
   Valeo Financial Advisors LLC 362 - 2024-03-31 19,061 $532,000 0
   Private Portfolio Partners LLC 169 - 2023-12-31 14,732 $412,000 0
   Noble Family Wealth LLC 54 - 2024-03-31 14,248 $400,000 0
   SAXON INTERESTS INC. 129 - 2024-03-31 12,289 $345,000 0
   SWS Partners 101 - 2023-12-31 12,236 $342,000 0
   MA Private Wealth - 2023-12-31 11,989 $336,000 0
   WEBSTER BANK 177 - 2024-03-31 11,530 $323,000 0
   Community Bank & Trust Waco Texas 120 - 2024-03-31 11,531 $323,000 0
   MATHES COMPANY INC 106 - 2023-12-31 11,500 $322,000 0
   Navis Wealth Advisors LLC 66 - 2023-12-31 10,000 $280,000 0
   TCI Wealth Advisors Inc. 165 - 2023-12-31 9,945 $278,000 0
   MJP ASSOCIATES INC /ADV 185 - 2024-03-31 9,602 $269,000 0
   ARGI INVESTMENT SERVICES, LLC 379 - 2022-12-31 9,595 $261,000 0
   Coastal Capital Group Inc. 80 - 2023-06-30 9,852 $259,000 0
   WEALTHSOURCE PARTNERS LLC 443 - 2023-12-31 8,750 $245,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 384 - 2023-12-31 8,641 $242,000 0
   HC Advisors LLC - 2023-12-31 8,335 $233,000 0
   ACCREDITED INVESTORS INC. 180 - 2023-12-31 8,322 $233,000 0
   GRADIENT INVESTMENTS LLC 334 - 2023-12-31 6,970 $195,000 0
   APCM Wealth Management for Individuals 68 - 2024-03-31 6,390 $179,000 0
   Atlantic Private Wealth LLC 35 - 2023-12-31 6,070 $170,000 0
   BALLAST ADVISORS LLC 118 - 2023-12-31 5,703 $160,000 0
   Sutton Wealth Advisors Inc. 127 - 2023-09-30 5,974 $152,000 0
   Burleson & Company LLC 130 - 2022-12-31 5,359 $146,000 0
   UMB BANK N A/MO - 2023-12-31 4,780 $134,000 0
   CAMBRIDGE TRUST CO 329 - 2023-12-31 3,969 $111,000 0
   CNB Bank 181 - 2023-12-31 3,950 $111,000 0
   COCONUT GROVE BANK 318 - 2023-12-31 2,500 $70,000 0
   Lowe fs LLC 96 - 2024-03-31 2,410 $68,000 0
   LGT Financial Advisors LLC 193 - 2023-12-31 2,352 $66,000 0
   Investors Research Corp 469 - 2023-12-31 2,358 $66,000 0
   MONTAG A & ASSOCIATES INC 540 - 2023-12-31 2,143 $60,000 0
   OLD SECOND NATIONAL BANK OF AURORA 190 - 2023-12-31 2,125 $59,000 0
   Cedar Wealth Management LLC 149 - 2023-12-31 2,081 $58,000 0
   TFC Financial Management - 2023-12-31 2,060 $58,000 0
   United Community Bank 288 - 2023-12-31 1,884 $53,000 0
   Versant Capital Management Inc 318 - 2024-03-31 1,489 $42,000 0
   FTB Advisors Inc. 1028 - 2023-12-31 1,463 $41,000 0
   CARDIFF PARK ADVISORS LLC 288 - 2023-12-31 1,455 $41,000 0
   GLENMEDE TRUST CO NA 1232 - 2023-12-31 1,460 $41,000 0
   HARBOR INVESTMENT ADVISORY LLC 644 - 2024-03-31 1,262 $35,000 0
   Archer Investment Corp 444 - 2023-12-31 1,097 $31,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 668 - 2023-12-31 1,075 $30,000 0
   HHM Wealth Advisors LLC 360 - 2023-12-31 1,033 $29,000 0
   Mascoma Wealth Management LLC - 2023-12-31 1,035 $29,000 0
   DEUTSCHE BANK AG 3384 - 2023-12-31 677 $19,000 0
   Colonial Trust Co / SC 642 - 2023-12-31 630 $18,000 0
   Pinnacle Bank 599 - 2024-03-31 550 $15,000 0
   Tradewinds Capital Management LLC 274 - 2024-03-31 500 $14,000 0
   ANCORA ADVISORS, LLC 1172 - 2023-12-31 457 $13,000 0
   ANTONETTI CAPITAL MANAGEMENT LLC 190 - 2023-09-30 500 $13,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 400 $11,000 0
   TRUST CO OF VERMONT 598 - 2023-12-31 400 $11,000 0
   Retirement Group LLC 438 - 2023-12-31 406 $11,000 0
   TCTC HOLDINGS, LLC 418 - 2023-12-31 292 $8,000 0
   CITIGROUP INC 4239 - 2023-12-31 288 $8,000 0
   SANDY SPRING BANK - 2023-12-31 281 $8,000 0
   McIlrath & Eck LLC 598 - 2023-12-31 280 $8,000 0
   Efficient Wealth Management LLC - 2023-12-31 164 $5,000 0
   Key Financial Inc 908 - 2023-12-31 180 $5,000 0
   NBC SECURITIES INC. 1818 - 2024-03-31 190 $5,000 0
   Castleview Partners LLC 598 - 2023-12-31 159 $4,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 873 - 2022-12-31 117 $3,000 0
   TUCKER ASSET MANAGEMENT LLC 708 - 2023-12-31 118 $3,000 0
   Arlington Trust Co LLC 498 - 2024-03-31 1 $0 0
   HORIZON INVESTMENTS, LLC/SC 792 - 2023-12-31 13 $0 0
   Aptus Capital Advisors LLC 902 - 2023-12-31 1 $0 0
   Iron Horse Wealth Management LLC 460 - 2024-03-31 15 $0 0
   Activest Wealth Management 530 *Closed 2023-12-31 0 $0 0
  83 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us