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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  
Free Registration Required For Full Results

            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
   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
   ROYAL BANK OF CANADA 762 - 2023-12-31 1,485,408 $41,576,000 -169,995
   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
   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
   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
   Parallel Advisors LLC 29 - 2023-12-31 645,720 $18,074,000 -125,964
   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
   COMMONWEALTH EQUITY SERVICES LLC. 584 - 2023-12-31 500,526 $14,010,000 -240,987
   LINSCOMB & WILLIAMS INC 26 - 2023-12-31 410,492 $11,490,000 -26,221
   OLD MISSION CAPITAL LLC 56 - 2023-12-31 377,567 $10,568,000 -8,894
   BANGOR SAVINGS BANK 17 - 2024-03-31 369,509 $10,361,000 -15,415
   YCMNET ADVISORS INC 69 - 2023-12-31 363,597 $10,177,000 -61,067
   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
   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
   Cetera Investment Advisers 296 - 2023-12-31 276,288 $7,733,000 -4,494
   CX Institutional 77 - 2024-03-31 243,905 $6,839,000 -61,055
   THRIVENT FINANCIAL FOR LUTHERANS 709 - 2023-12-31 235,949 $6,604,000 -13,843
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 54 - 2023-12-31 216,275 $6,054,000 -23,252
   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
   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
   MML INVESTORS SERVICES LLC 666 - 2023-12-31 153,066 $4,284,000 -76,593
   HPM Partners LLC - 2023-12-31 134,236 $3,757,000 -8,354
   BANK OF HAWAII 51 - 2023-12-31 129,520 $3,625,000 -10,481
   Heartwood Wealth Advisors LLC 32 - 2024-03-31 128,420 $3,601,000 -1,072
   Sterling Financial Planning Inc. 19 - 2023-12-31 121,409 $3,398,000 -3,864
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 897 - 2023-12-31 119,078 $3,333,000 -46,243
   GUNMA BANK,LTD. - 2023-12-31 116,000 $3,247,000 -130,000
   WADE G W & INC 134 - 2023-12-31 112,782 $3,157,000 -30,912
   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
   Strategic Financial Group LLC - 2023-12-31 107,365 $3,005,000 -3,753
   Sunflower Bank N.A. 15 - 2024-03-31 95,771 $2,685,000 -13,853
   Balentine LLC 84 - 2023-12-31 93,110 $2,606,000 -113,907
   American Money Management LLC 52 - 2023-12-31 88,237 $2,470,000 -13,198
   Mutual Advisors LLC 222 - 2023-12-31 86,481 $2,421,000 -59,197
   COMMERCE BANK N A/MO 453 - 2023-12-31 77,004 $2,155,000 -4,078
   MARINO STRAM & ASSOCIATES LLC 31 - 2023-12-31 76,387 $2,138,000 -7,288
   JNBA FINANCIAL ADVISORS 66 - 2023-12-31 73,332 $2,053,000 -15,189
   Apollon Wealth Management LLC 255 - 2023-12-31 71,946 $2,014,000 -1,407
   Wealth Advisory Solutions LLC 34 - 2023-12-31 71,534 $2,002,000 -398,018
   EMPIRICAL FINANCIAL SERVICES, LLC 173 - 2023-12-31 67,908 $1,901,000 -9,625
   Prime Capital Investment Advisors LLC - 2023-12-31 66,761 $1,869,000 -331,883
   HANCOCK HOLDING CO 219 - 2023-12-31 63,772 $1,785,000 -6,175
   RAYMOND JAMES TRUST CO 325 - 2023-12-31 63,523 $1,778,000 -1,007
   Sound Stewardship LLC 29 - 2023-12-31 62,411 $1,747,000 -2,402
   Fort Point Capital Partners LLC 62 - 2023-12-31 62,130 $1,739,000 -384
   Equitable Holdings Inc. 450 - 2023-12-31 61,887 $1,732,000 -6,957
   Goss Wealth Management LLC 717 - 2023-12-31 60,868 $1,679,000 -183,296
   GOLDMAN SACHS GROUP INC/ 3246 - 2023-12-31 59,038 $1,652,000 -27,955
   Private Advisor Group LLC 853 - 2023-12-31 58,887 $1,648,000 -1,172
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 29 - 2023-12-31 54,356 $1,521,000 -9,690
   Archetype Wealth Partners LLC 28 - 2023-12-31 53,953 $1,510,000 -2,184
   Hennion & Walsh Asset Management Inc. 319 - 2024-03-31 53,157 $1,491,000 -68,058
   MOTCO 113 - 2023-12-31 50,908 $1,425,000 -7,576
   Beacon Pointe Advisors LLC 565 - 2023-12-31 49,958 $1,398,000 -32,094
   Integrated Wealth Concepts LLC 602 - 2023-12-31 49,345 $1,381,000 -32,291
   STEPHENS INC /AR/ 477 - 2023-12-31 47,355 $1,325,000 -5,338
   Atria Wealth Solutions Inc. 755 - 2023-12-31 46,028 $1,288,000 -1,663
   ANNEX ADVISORY SERVICES, LLC 117 - 2024-03-31 44,866 $1,258,000 -444
   Petix & Botte Co 41 - 2023-12-31 44,566 $1,247,000 -678
   OPPENHEIMER & CO INC 642 - 2023-12-31 44,558 $1,247,000 -3,693
   Lido Advisors LLC 476 - 2023-12-31 44,408 $1,243,000 -16,038
   MCCORMACK ADVISORS INTERNATIONAL 378 - 2023-12-31 43,982 $1,231,000 -4,353
   RFG Advisory Group LLC 312 - 2024-03-31 43,692 $1,225,000 -698
   Brookstone Capital Management 445 - 2024-03-31 42,050 $1,179,000 -1,670
   Sowell Financial Services LLC - 2023-12-31 39,291 $1,100,000 -5,161
   MONTICELLO WEALTH MANAGEMENT LLC 132 - 2023-12-31 39,024 $1,092,000 -4,322
   FinTrust Capital Advisors LLC 95 - 2023-12-31 37,318 $1,045,000 -2,222
   Berkshire Bank - 2023-12-31 35,815 $1,002,000 -1,290
   IFP Advisors Inc 376 - 2023-12-31 35,450 $992,000 -3,663
   WEALTHTRUST AXIOM LLC 68 - 2023-12-31 35,258 $987,000 -4,600
   NTV ASSET MANAGEMENT LLC 110 - 2023-12-31 34,750 $973,000 -2,700
   Kingsview Wealth Management LLC 482 - 2023-12-31 33,699 $943,000 -3,461
   NORTHCAPE WEALTH MANAGEMENT LLC 72 - 2023-12-31 33,172 $928,000 -2,552
   Miracle Mile Advisors LLC 282 - 2024-03-31 32,280 $905,000 -7,837
   Ironwood Wealth Management llc 72 - 2024-03-31 31,932 $895,000 -737
   U.S. Capital Wealth Advisors LLC 350 - 2023-12-31 31,091 $870,000 -11,356
   NATIONAL BANK OF CANADA /FI/ 1041 - 2023-12-31 30,248 $844,000 -2,970
   Beta Wealth Group Inc. 41 - 2023-12-31 29,878 $836,000 -11,186
   MECHANICS BANK TRUST DEPARTMENT 124 - 2024-03-31 29,701 $833,000 -1,500
  100 Records found
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