Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Ishares International Dividend Growth Etf (IGRO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 142    1
Total shares held : 
6,971,462  
% of shares held : 
77.46%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -4  
Amount of shares held : 
-817,301  
% of shares held change : 
  -9.08%  
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 :
13
 230,140
 3.3%
 
Increased Positions :
52
 271,914
 3.9%
 
Unchanged Positions :
20
 133,856
 1.92%
 
Decreased Positions :
57
-811,240
-11.64%
 
Closed Positions :
12
-508,115
-7.29%
 
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
   Vestmark Advisory Solutions Inc. 6 - 2023-12-31 650,064 $41,975,000 -36,321
   Advisor Group Holdings Inc. 294 - 2023-12-31 535,894 $34,606,000 -134,047
   BANK OF AMERICA CORP /DE/ 1436 - 2023-12-31 507,311 $32,757,000 -104,154
   ENVESTNET ASSET MANAGEMENT INC 820 - 2023-12-31 475,360 $30,694,000 3,246
   MORGAN STANLEY 2269 - 2023-12-31 453,363 $29,274,000 -5,168
   LPL FINANCIAL CORP 787 - 2023-12-31 379,359 $24,495,000 -50
   AJ Advisors LLC - 2023-12-31 287,739 $18,579,000 18,206
   UBS Group AG 1337 - 2023-12-31 188,068 $12,144,000 -38,499
   COMMONWEALTH EQUITY SERVICES LLC. 646 - 2023-12-31 186,362 $12,033,000 10,626
   JANNEY MONTGOMERY SCOTT LLC 466 - 2023-12-31 176,873 $11,421,000 1,210
   J P MORGAN CHASE & CO 2001 - 2023-12-31 161,136 $10,405,000 -11,421
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 731 - 2023-12-31 161,144 $10,405,000 109,353
   NUVEEN ASSET MANAGEMENT, LLC 1619 *New 2023-12-31 144,156 $9,308,000 144,156
   Feltz Wealth PLAN Inc. 27 - 2023-12-31 137,531 $8,880,000 3,110
   Lebenthal Global Advisors LLC 14 - 2023-12-31 115,437 $7,454,000 19,481
   Confluence Wealth Services Inc. - 2023-12-31 108,985 $7,037,000 -1,272
   WealthPlan Investment Management LLC 36 - 2023-12-31 107,919 $6,968,000 4,334
   Fifth Third Securities Inc. 40 - 2024-03-31 100,662 $6,781,000 7,912
   Baltimore-Washington Financial Advisors Inc. 64 - 2023-12-31 104,517 $6,749,000 6,424
   THRIVENT FINANCIAL FOR LUTHERANS 702 - 2023-12-31 103,494 $6,683,000 2,519
   FLOW TRADERS U.S. LLC 62 - 2023-12-31 101,105 $6,528,000 6,279
   MULTIFINANCIAL SECURITIES CORP 250 - 2023-12-31 85,583 $5,526,000 1,222
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 366 - 2023-12-31 82,065 $5,299,000 -2,249
   TrueWealth Advisors LLC 12 - 2023-12-31 80,315 $5,186,000 5,562
   Aptus Capital Advisors LLC 130 - 2023-12-31 75,034 $4,845,000 -85,190
   BEACON FINANCIAL GROUP 46 - 2023-12-31 72,594 $4,687,000 5,903
   GHP INVESTMENT ADVISORS INC - 2023-12-31 66,412 $4,288,000 -1,309
   BB&T CORP 928 - 2023-12-31 64,251 $4,149,000 2,985
   BAILARD BIEHL & KAISER INC 173 - 2023-12-31 50,783 $3,279,000 243
   Capital Investment Advisors LLC 148 - 2024-03-31 48,630 $3,276,000 1,203
   Rockefeller Capital Management L.P. 788 *New 2023-12-31 45,563 $2,942,000 45,563
   MML INVESTORS SERVICES LLC 835 - 2023-12-31 44,900 $2,899,000 -689
   BERKSHIRE ASSET MANAGEMENT INC/PA 75 - 2023-12-31 41,385 $2,672,000 -471
   Beacon Pointe Advisors LLC 419 - 2023-12-31 39,717 $2,564,000 -7,826
   ROYAL BANK OF CANADA 2386 - 2023-12-31 38,712 $2,499,000 -2,730
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 719 - 2023-12-31 36,512 $2,358,000 -10,796
   Envestnet Portfolio Solutions Inc. 560 - 2023-12-31 35,232 $2,275,000 2,709
   Sunbelt Securities Inc. 87 - 2024-03-31 30,664 $2,066,000 -850
   Kohmann Bosshard Financial Services LLC 53 - 2024-03-31 29,190 $1,966,000 -500
   US BANCORP 833 - 2023-12-31 30,000 $1,937,000 0
   PRUDENTIAL FINANCIAL INC 1464 - 2023-12-31 29,626 $1,913,000 4,246
   MARINER WEALTH ADVISORS, LLC 1082 - 2023-12-31 29,368 $1,896,000 2,975
   ShoreHaven Wealth Partners LLC 22 - 2023-12-31 28,769 $1,858,000 -52
   Beacon Financial Advisory LLC - 2023-12-31 23,950 $1,546,000 1,586
   H D Vest Advisory Services 584 - 2023-12-31 23,794 $1,536,000 3,975
   PARK AVENUE SECURITIES LLC 496 - 2024-03-31 22,727 $1,531,000 -13
   CREATIVE PLANNING 1047 - 2023-12-31 22,569 $1,457,000 -1,802
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 533 - 2023-12-31 22,200 $1,433,000 -390
   Integrated Wealth Concepts LLC 609 - 2023-12-31 20,882 $1,348,000 -14,607
   Brandywine Oak Private Wealth LLC 78 - 2023-12-31 20,104 $1,298,000 -874
   Change Path LLC 213 - 2023-12-31 20,080 $1,297,000 -3,852
   JANE STREET GROUP LLC 2930 - 2023-12-31 19,690 $1,271,000 -228,610
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1485 - 2023-12-31 19,286 $1,245,000 2,467
   MERCER GLOBAL ADVISORS INC /ADV 892 - 2023-12-31 19,241 $1,242,000 -1,237
   Cetera Investment Advisers 1029 - 2023-12-31 17,888 $1,155,000 -1,954
   FINANCIAL NETWORK 1295 - 2023-12-31 17,246 $1,114,000 -3,220
   Stratos Wealth Advisors LLC 309 - 2024-03-31 16,506 $1,112,000 8,367
   PRINCIPAL SECURITIES INC. 386 - 2023-12-31 16,556 $1,069,000 0
   Prime Capital Investment Advisors LLC - 2023-12-31 16,086 $1,039,000 9,716
   WFA Asset Management Corp 20 - 2024-03-31 14,791 $996,000 -3,289
   Capital Advisors Ltd. LLC 104 - 2024-03-31 14,326 $965,000 -164
   Summit X LLC 76 - 2023-12-31 14,269 $921,000 1,532
   ROOF EIDAM & MAYCOCK/ADV 54 - 2023-12-31 14,200 $917,000 0
   MBE Wealth Management LLC 30 - 2023-12-31 13,957 $901,000 -5,332
   Ackerman Capital Advisors LLC 56 - 2023-12-31 13,719 $886,000 -6,286
   Pine Harbor Wealth Management LLC 29 - 2023-12-31 13,581 $877,000 0
   FRANKLIN RESOURCES INC 1640 - 2023-12-31 13,331 $861,000 0
   Detalus Advisors LLC - 2023-12-31 12,590 $813,000 -536
   Atria Wealth Solutions Inc. 961 - 2023-12-31 12,337 $797,000 2,723
   SWEENEY & MICHEL LLC 43 - 2023-09-30 13,133 $772,000 82
   FINANCIAL LIFE ADVISORS 29 - 2024-03-31 11,182 $753,000 -11,395
   Kingsview Wealth Management LLC 545 - 2023-12-31 11,595 $749,000 -189
   Fort Point Capital Partners LLC 125 - 2023-12-31 11,409 $737,000 7,039
   Clarity Asset Management Inc. 17 - 2023-12-31 11,138 $719,000 0
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 144 - 2023-12-31 11,044 $713,000 -84
   Waterloo Capital L.P. 170 - 2023-12-31 10,836 $700,000 -768
   BOURGEON CAPITAL MANAGEMENT LLC 72 - 2024-03-31 10,281 $693,000 1,226
   Family Asset Management LLC 52 - 2023-12-31 10,681 $690,000 -5,173
   Fiduciary Planning LLC - 2023-12-31 10,498 $678,000 -2,333
   PRIVATE TRUST CO NA - 2023-12-31 10,124 $654,000 500
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1164 - 2023-09-30 10,203 $605,000 -35
   ORG Partners LLC 148 - 2023-12-31 9,261 $598,000 9,261
   Bond & Devick Financial Network Inc. 57 - 2023-12-31 9,069 $586,000 0
   GRIES FINANCIAL LLC 117 - 2023-12-31 9,055 $585,000 3,888
   HIGHTOWER ADVISORS, LLC 2162 - 2023-12-31 8,966 $579,000 -294
   Icon Wealth Advisors LLC 183 - 2023-12-31 8,141 $526,000 4,278
   Aspect Partners LLC 38 - 2023-12-31 7,858 $507,000 0
   Private Advisor Group LLC 1464 - 2023-12-31 7,823 $505,000 -605
   Quadrant Private Wealth Management LLC 129 - 2023-12-31 7,672 $495,000 803
   ADVISORY SERVICES NETWORK, LLC 902 - 2023-12-31 7,654 $494,000 1,832
   Walkner Condon Financial Advisors LLC - 2023-12-31 7,603 $491,000 0
   Icon Wealth Partners LLC 173 - 2023-09-30 8,091 $480,000 -117
   Arete Wealth Advisors LLC 412 *New 2023-12-31 7,319 $473,000 7,319
   JB Capital LLC - 2023-12-31 7,253 $468,000 657
   Orion Portfolio Solutions LLC 1252 - 2023-12-31 6,878 $444,000 -228
   REGAL INVESTMENT ADVISORS, LLC 354 - 2023-12-31 6,752 $436,000 2,552
   Second Line Capital LLC 59 - 2023-12-31 6,580 $425,000 0
   Paul Damon & Associates Inc. 44 - 2023-12-31 6,543 $422,000 3,017
   FIRST MANHATTAN CO 509 - 2023-12-31 6,500 $419,000 0
   Cedar Brook Financial Partners LLC 252 - 2024-03-31 5,832 $393,000 16

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results