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iShares Dow Jones EPAC Select Dividend (IDV) |
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$ 0.00 (0.00%) as of 4:30 Fri 2/14
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Download |
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Institutional
Holders
Total
Institutions:
 |
413  13 |
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Total
shares held :
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78,553,641 |
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% of shares
held :
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62.05% |
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| Changes In:
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New/increased
positions vs
old/decreased
positions :
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-92 |
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Amount
of shares held :
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-5,412,468 |
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% of shares
held change :
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-4.28% |
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| Quarter
Price vs. Current Price:
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Quarter Price vs.
Current Price:
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Last
Quarter's Starting
Price :
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N/A |
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Last
Quarter's Ending
Price :
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N/A |
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Last
Quarter's Average
Price :
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N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Sigma Planning Corp |
840 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,779 |
|
| DecisionPoint Financial LLC |
210 |
*Closed |
2023-12-31 |
0 |
$0 |
-414 |
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| Kalos Management Inc. |
143 |
*Closed |
2023-06-30 |
0 |
$0 |
-235 |
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| HERITAGE WEALTH MANAGEMENT LLC |
211 |
*Closed |
2023-12-31 |
0 |
$0 |
-252 |
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| FIRST HAWAIIAN BANK |
751 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,093 |
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| EPG Wealth Management LLC |
428 |
*Closed |
2023-12-31 |
0 |
$0 |
-21 |
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| BAKER AVENUE ASSET MANAGEMENT, LP |
664 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,389 |
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| Integrity Financial Corp /WA |
195 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,604 |
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| Farmers & Merchants Trust Co of Chambersburg PA |
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*Closed |
2023-12-31 |
0 |
$0 |
-250 |
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| Sandy Cove Advisors LLC |
123 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,292 |
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| CARY STREET PARTNER INVESTMENT ADVISORY LLC |
851 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,855 |
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| Cooksen Wealth LLC |
47 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,663 |
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| Ten Capital Wealth Advisors LLC |
250 |
*Closed |
2023-06-30 |
0 |
$0 |
-42 |
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| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6054 |
*Closed |
2023-12-31 |
0 |
$0 |
-148,099 |
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| LAKE STREET FINANCIAL LLC |
321 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,517 |
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| Halpern Financial Inc. |
212 |
*Closed |
2024-03-31 |
0 |
$0 |
-594 |
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| HEAD & ASSOCIATES LLC |
393 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,889 |
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| JAMISON PRIVATE WEALTH MANAGEMENT INC. |
404 |
*Closed |
2023-12-31 |
0 |
$0 |
-227 |
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| CENTAURUS FINANCIAL INC. |
791 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,740 |
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| Hibernia Wealth Partners LLC |
137 |
*Closed |
2023-12-31 |
0 |
$0 |
-161 |
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| Walkner Condon Financial Advisors LLC |
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*Closed |
2023-12-31 |
0 |
$0 |
-10,820 |
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| KINGSWOOD WEALTH ADVISORS LLC |
669 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,481 |
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| Independent Wealth Network Inc. |
147 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,064 |
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| SIMPLEX TRADING LLC |
2893 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,264 |
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| Forza Wealth Management LLC |
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*Closed |
2023-12-31 |
0 |
$0 |
-112,159 |
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| Southern Farm Bureau Life Insurance |
16 |
*Closed |
2024-03-31 |
0 |
$0 |
-180,674 |
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| KARLINSKI ANDREW C |
76 |
*Closed |
2022-12-31 |
0 |
$0 |
-313 |
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| NORTHERN TRUST CORP |
4584 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,821 |
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| WealthPlan Investment Management LLC |
192 |
*Closed |
2023-12-31 |
0 |
$0 |
-36,602 |
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| Summit X LLC |
192 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,811 |
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| Nelson Van Denburg & Campbell Wealth Management Gr |
1627 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,284 |
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| FNY Investment Advisers LLC |
715 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,200 |
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| Rise Advisors LLC |
1272 |
*Closed |
2024-03-31 |
0 |
$0 |
-706 |
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| Gemmer Asset Management LLC |
130 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,061 |
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| Activest Wealth Management |
530 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
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| Crestone Asset Management LLC |
121 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,658 |
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| GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
920 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,750 |
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| FIRST NATIONAL BANK OF HUTCHINSON |
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*Closed |
2023-12-31 |
0 |
$0 |
-21,336 |
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| Samalin Investment Counsel LLC |
282 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,004 |
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| Aspen Wealth Strategies LLC |
79 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,118 |
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| UNITED CAPITAL FINANCIAL ADVISERS,INC. |
1130 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,932 |
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| INSIGNEO ADVISORY SERVICES LLC |
448 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,701 |
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42 Records found
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1
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