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Get Institutions for : 
Ishares International Dividend Growth Etf (IGRO)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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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  
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            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
   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
   UBS Group AG 1337 - 2023-12-31 188,068 $12,144,000 -38,499
   JANNEY MONTGOMERY SCOTT LLC 506 - 2024-03-31 161,789 $10,898,000 -15,084
   J P MORGAN CHASE & CO 2001 - 2023-12-31 161,136 $10,405,000 -11,421
   Confluence Wealth Services Inc. 22 - 2024-03-31 105,181 $7,085,000 -3,804
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 366 - 2023-12-31 82,065 $5,299,000 -2,249
   Aptus Capital Advisors LLC 130 - 2023-12-31 75,034 $4,845,000 -85,190
   GHP INVESTMENT ADVISORS INC 156 - 2024-03-31 65,387 $4,404,000 -1,025
   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
   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
   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
   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
   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
   Ackerman Capital Advisors LLC 53 - 2024-03-31 13,410 $903,000 -309
   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
   Waterloo Capital L.P. 170 - 2023-12-31 10,836 $700,000 -768
   Family Asset Management LLC 52 - 2023-12-31 10,681 $690,000 -5,173
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1164 - 2023-09-30 10,203 $605,000 -35
   HIGHTOWER ADVISORS, LLC 2162 - 2023-12-31 8,966 $579,000 -294
   Beacon Financial Advisory LLC 118 - 2024-03-31 7,523 $507,000 -16,427
   Walkner Condon Financial Advisors LLC 152 - 2024-03-31 7,340 $494,000 -263
   Icon Wealth Partners LLC 173 - 2023-09-30 8,091 $480,000 -117
   Orion Portfolio Solutions LLC 1252 - 2023-12-31 6,878 $444,000 -228
   CAPTRUST FINANCIAL ADVISORS 1992 - 2023-12-31 5,458 $352,000 -10,375
   DAVIDSON D A & CO 1119 - 2023-12-31 4,677 $302,000 -1,024
   Kovack Advisors Inc. 355 - 2024-03-31 4,373 $295,000 -415
   WEALTHSOURCE PARTNERS LLC 416 - 2023-12-31 4,474 $289,000 -185
   STIFEL FINANCIAL CORP 2873 - 2023-12-31 4,364 $282,000 -2,566
   Legacy Financial Advisors Inc. 240 - 2023-12-31 4,350 $281,000 -9,553
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 282 - 2024-03-31 3,877 $261,000 -225
   Colonial Trust Co / SC 317 - 2023-12-31 2,308 $149,000 -1,259
   PROEQUITIES INC. - 2024-03-31 1,281 $86,000 -6
   Qube Research & Technologies Ltd 2879 - 2023-12-31 827 $53,000 -108
   Global Retirement Partners LLC 1496 - 2024-03-31 573 $39,000 -923
   FMR LLC 3733 - 2023-12-31 334 $22,000 -113
   BANK OF MONTREAL /CAN/ 3167 - 2023-12-31 233 $15,000 -58,964
  55 Records found
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