Who owns iShares Dow Jones EPAC Sel Div Ind?
- Ticker: IDV
- CUSIP Number: 464288448
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones EPAC Sel Div Ind with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Dow Jones EPAC Sel Div Ind this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 12M | $341M | -10% | Dec 2023 |
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Morgan Stanley | 7.5M | $188M | 1% | Sep 2023 |
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Envestnet Asset Management | 4.6M | $117M | -2% | Sep 2023 |
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Ameriprise Financial | 4.4M | $111M | -8% | Sep 2023 |
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UBS Group | 2.9M | $80M | -7% | Dec 2023 |
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Wells Fargo & Company | 2.4M | $68M | -3% | Dec 2023 |
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Bank of New York Mellon | 2.1M | $59M | -28% | Dec 2023 |
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Us Bancorp | 2.0M | $57M | -20% | Dec 2023 |
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Mercer Global Advisors | 1.8M | $49M | 22% | Dec 2023 |
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LPL Financial | 1.7M | $44M | 20% | Sep 2023 |
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Royal Bank of Canada | 1.5M | $42M | -10% | Dec 2023 |
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Scotia Capital | 1.2M | $33M | 1% | Dec 2023 |
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Regions Bank | 1.1M | $32M | -13% | Dec 2023 |
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Orion Portfolio Solutions | 1.1M | $31M | -5% | Dec 2023 |
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Alliancebernstein | 1.1M | $31M | 5% | Dec 2023 |
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Assetmark | 963k | $27M | -3% | Dec 2023 |
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Jpmorgan Chase & Co | 901k | $25M | 198% | Dec 2023 |
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Fukoku Mutual Life Insurance | 898k | $25M | 0% | Dec 2023 |
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GDS Wealth Management | 855k | $24M | -1% | Dec 2023 |
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BlackRock | 826k | $21M | 33% | Sep 2023 |
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Raymond James Financial Services Advisors | 800k | $22M | -10% | Dec 2023 |
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Signature Estate and Investment Advisors | 681k | $19M | -2% | Dec 2023 |
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Janney Montgomery Scott | 670k | $19M | 0% | Dec 2023 |
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First Republic Investment Management | 664k | $17M | -5% | Sep 2023 |
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Stifel Financial | 651k | $18M | 3% | Dec 2023 |
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Parallel Advisors | 646k | $18M | -16% | Dec 2023 |
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Manufacturers Life Insurance Company | 581k | $15M | 4% | Sep 2023 |
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Pnc Financial Services | 562k | $16M | -32% | Dec 2023 |
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Advisor Group Holdings | 559k | $16M | -33% | Dec 2023 |
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GHP Investment Advisors | 524k | $15M | 6% | Dec 2023 |
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Fountainhead AM | 516k | $15M | 10% | Dec 2023 |
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Baird Financial | 505k | $14M | 15% | Dec 2023 |
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Commonwealth Equity Services | 501k | $14M | -32% | Dec 2023 |
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Advantus Capital Management | 500k | $14M | 0% | Dec 2023 |
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Raymond James & Associates | 458k | $13M | 13% | Dec 2023 |
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Jane Street | 451k | $13M | 53% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 440k | $11M | -1% | Sep 2023 |
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YCMNET Advisors | 425k | $11M | 7% | Sep 2023 |
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Linscomb & Williams | 411k | $12M | -6% | Dec 2023 |
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Key Bridge Compliance | 398k | $10M | 100% | Sep 2023 |
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Old Mission Capital | 387k | $9.8M | 4457% | Sep 2023 |
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Bangor Savings Bank | 385k | $11M | 0% | Dec 2023 |
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Huntington National Bank | 372k | $10M | -3% | Dec 2023 |
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Eagle Bluffs Wealth Management | 366k | $10M | 5% | Dec 2023 |
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Operose Advisors | 335k | $9.4M | -10% | Dec 2023 |
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HighTower Advisors | 331k | $9.3M | -1% | Dec 2023 |
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Brian McDonald | 328k | $8.3M | 100% | Sep 2023 |
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CX Institutional | 305k | $8.5M | 285% | Dec 2023 |
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Cowa | 293k | $8.2M | -4% | Dec 2023 |
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Forte Asset Management | 291k | $8.2M | -13% | Dec 2023 |
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P-Solve | 282k | $7.9M | 1% | Dec 2023 |
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Cetera Investment Advisers | 281k | $7.1M | -6% | Sep 2023 |
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Susquehanna International | 273k | $6.9M | 156% | Sep 2023 |
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Branch Banking & Trust Company | 273k | $7.6M | 17% | Dec 2023 |
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Thrivent Financial for Lutherans | 250k | $6.3M | -85% | Sep 2023 |
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Citadel Advisors | 248k | $6.9M | 366% | Dec 2023 |
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Goss Wealth Management | 244k | $6.2M | 19% | Sep 2023 |
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Financial Advisory Service | 236k | $6.6M | 4% | Dec 2023 |
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Mml Investors Services | 230k | $5.8M | -10% | Sep 2023 |
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Luken Investment Analytics | 225k | $6.3M | 106927% | Dec 2023 |
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Angeles Investment | 219k | $5.6M | 0% | Sep 2023 |
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Honkamp Krueger Financial Services | 216k | $6.1M | -10% | Dec 2023 |
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Franklin Resources | 215k | $6.0M | 6% | Dec 2023 |
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Meeder Advisory Services | 209k | $5.8M | 5% | Dec 2023 |
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Financial Network Investment Corporation | 195k | $5.0M | -15% | Sep 2023 |
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Institutional & Family Asset Management | 193k | $5.4M | -16% | Dec 2023 |
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Connectus Wealth | 189k | $4.8M | -7% | Sep 2023 |
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Synovus Financial Corp. | 186k | $4.7M | -7% | Sep 2023 |
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Steward Partners Investment Advisory | 186k | $5.2M | 8% | Dec 2023 |
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Southern Farm Bureau Life Insurance | 181k | $5.1M | 0% | Dec 2023 |
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D.A. Davidson & Co. | 179k | $5.0M | -15% | Dec 2023 |
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Mariner Wealth Advisors | 168k | $4.7M | -1% | Dec 2023 |
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Curran Financial Partners | 167k | $4.6M | 5% | Dec 2023 |
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Johnson & White Wealth Management | 163k | $4.6M | -10% | Dec 2023 |
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CWM | 163k | $4.6M | -10% | Dec 2023 |
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H D Vest Advisory Services | 152k | $4.3M | 3% | Dec 2023 |
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Flow Traders US | 152k | $4.2M | 100% | Dec 2023 |
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AdvisorNet Financial | 142k | $4.0M | 141% | Dec 2023 |
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We Are One Seven | 142k | $4.0M | 2% | Dec 2023 |
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HPM Partners | 134k | $3.8M | -6% | Dec 2023 |
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Kerntke Otto McGlone Wealth Management Group | 130k | $3.6M | 2% | Dec 2023 |
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Bank Of Hawaii | 130k | $3.6M | -7% | Dec 2023 |
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Heartwood Wealth Advisors | 130k | $3.6M | 0% | Dec 2023 |
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Wetzel Investment Advisors | 129k | $3.6M | 100% | Dec 2023 |
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Sterling Financial Planning | 121k | $3.4M | -3% | Dec 2023 |
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Hennion & Walsh Asset Management | 121k | $3.4M | 19% | Dec 2023 |
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Cambridge Investment Research Advisors | 119k | $3.3M | -28% | Dec 2023 |
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Rockefeller Capital Management | 118k | $3.3M | 14% | Dec 2023 |
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Bryn Mawr Trust | 116k | $3.0M | 14% | Sep 2023 |
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Gunma Bank | 116k | $3.2M | -53% | Dec 2023 |
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Wealth Enhancement Advisory Services | 115k | $3.2M | -3% | Dec 2023 |
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Murphy, Middleton, Hinkle & Parker | 115k | $3.2M | -1% | Dec 2023 |
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GW & Wade | 113k | $3.2M | -22% | Dec 2023 |
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Sunflower Bank | 110k | $3.1M | -13% | Dec 2023 |
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EverSource Wealth Advisors | 108k | $3.0M | -13% | Dec 2023 |
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Creative Planning | 107k | $3.0M | 23% | Dec 2023 |
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Strategic Financial | 107k | $3.0M | -3% | Dec 2023 |
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AE Wealth Management | 105k | $2.9M | 11% | Dec 2023 |
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Pinnacle Wealth Management Group | 102k | $2.8M | 3% | Dec 2023 |
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American Money Management | 101k | $2.6M | 1% | Sep 2023 |
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TD Waterhouse Canada | 100k | $3.0M | -1% | Dec 2023 |
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Balentine | 93k | $2.6M | -55% | Dec 2023 |
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Argent Advisors | 92k | $2.6M | 1% | Dec 2023 |
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Park Avenue Securities | 91k | $2.5M | 4% | Dec 2023 |
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Beverly Hills Private Wealth | 89k | $0 | 100% | Dec 2023 |
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Mutual Advisors | 87k | $2.4M | -41% | Dec 2023 |
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Thrive Capital Management | 85k | $2.4M | 2% | Dec 2023 |
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Integrated Wealth Concepts | 82k | $2.1M | 93% | Sep 2023 |
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Kestra Advisory Services | 77k | $2.2M | 44% | Dec 2023 |
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Commerce Bank N A | 77k | $2.2M | -5% | Dec 2023 |
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Marino, Stram & Associates | 76k | $2.1M | -9% | Dec 2023 |
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Mirae Asset Global Investments | 75k | $2.1M | 6% | Dec 2023 |
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AlTi Global | 74k | $2.1M | 100% | Dec 2023 |
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Tiedemann Wealth Management | 74k | $1.9M | 0% | Sep 2023 |
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William Blair $ Company | 73k | $2.1M | 4% | Dec 2023 |
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JNBA Financial Advisors | 73k | $2.1M | -17% | Dec 2023 |
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Apollon Wealth Management | 72k | $2.0M | -2% | Dec 2023 |
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Wealth Advisory Solutions | 72k | $2.0M | -85% | Dec 2023 |
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NewEdge Wealth | 71k | $2.0M | 100% | Dec 2023 |
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Equitable Holdings | 69k | $1.7M | -9% | Sep 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 68k | $1.9M | -12% | Dec 2023 |
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180 Wealth Advisors | 67k | $1.9M | -20% | Dec 2023 |
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Prime Capital Investment Advisors | 67k | $1.9M | -83% | Dec 2023 |
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Precedent Wealth Partners | 67k | $1.9M | 100% | Dec 2023 |
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Hancock Bank Trust Department | 64k | $1.8M | -9% | Dec 2023 |
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Raymond James Trust | 64k | $1.8M | -2% | Dec 2023 |
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Snowden Capital Advisors | 63k | $1.8M | 2% | Dec 2023 |
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Sound Stewardship | 62k | $1.7M | -4% | Dec 2023 |
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Fort Point Capital Partners | 62k | $1.7M | -1% | Dec 2023 |
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Gould Asset Management | 60k | $1.7M | 1% | Dec 2023 |
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Goldman Sachs Group | 59k | $1.7M | -32% | Dec 2023 |
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Private Advisor | 59k | $1.6M | -2% | Dec 2023 |
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 58k | $1.5M | -7% | Sep 2023 |
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Multi-Financial Securities | 58k | $1.5M | 2% | Sep 2023 |
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Crescent Grove Advisors | 57k | $1.6M | 1% | Dec 2023 |
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Mission Creek Capital Partners | 56k | $1.6M | 2% | Dec 2023 |
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First Commonwealth Financial Corporation | 54k | $1.5M | -15% | Dec 2023 |
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Archetype Wealth Partners | 54k | $1.5M | -4% | Dec 2023 |
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Stephens | 53k | $1.3M | 3% | Sep 2023 |
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Mot | 51k | $1.4M | -13% | Dec 2023 |
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Squarepoint Ops | 51k | $1.4M | 33% | Dec 2023 |
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Beacon Pointe Advisors | 50k | $1.4M | -39% | Dec 2023 |
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OVERSEA-CHINESE BANKING Corp | 49k | $1.4M | 0% | Dec 2023 |
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Savant Capital Management | 49k | $1.4M | 19% | Dec 2023 |
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Oppenheimer & Co | 48k | $1.2M | -19% | Sep 2023 |
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Financial Perspectives | 48k | $1.3M | 13% | Dec 2023 |
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Financial Counselors | 46k | $1.3M | 3% | Dec 2023 |
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Atria Wealth Solutions | 46k | $1.3M | -3% | Dec 2023 |
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Petix & Botte | 45k | $1.2M | -1% | Dec 2023 |
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Lido Advisors | 44k | $1.2M | -27% | Dec 2023 |
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MAI Wealth Advisors | 44k | $1.2M | -9% | Dec 2023 |
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Brookstone Capital Management | 44k | $1.2M | -13% | Dec 2023 |
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Miracle Mile Advisors | 40k | $1.1M | -55% | Dec 2023 |
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FinTrust Capital Advisors | 40k | $1.0M | -15% | Sep 2023 |
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Sowell Financial Services | 39k | $1.1M | -12% | Dec 2023 |
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Resources Investment Advisors | 35k | $892k | -21% | Sep 2023 |
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Whittier Trust | 29k | $813k | -56% | Dec 2023 |
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Wealthcare Advisory Partners | 27k | $742k | -87% | Dec 2023 |
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Virtu Financial | 26k | $739k | -49% | Dec 2023 |
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Atlas Private Wealth Advisors | 22k | $627k | -81% | Dec 2023 |
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Bank Of Montreal | 20k | $573k | -75% | Dec 2023 |
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Ameritas Advisory Services | 16k | $442k | -70% | Dec 2023 |
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Legacy Private Trust | 11k | $296k | -88% | Dec 2023 |
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Who sold out of iShares Dow Jones EPAC Sel Div Ind?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Forza Wealth Management | Sep 2023 | 112k | $2.8M |
Renaissance Technologies | Jun 2023 | 46k | $1.2M |
All Season Financial Advisors | Sep 2023 | 45k | $1.1M |