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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Top investors of iShares Dow Jones EPAC Sel Div Ind stock
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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| 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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| 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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| Orion Portfolio Solutions | 1.1M | $31M | -5% | Dec 2023 |
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| Alliancebernstein | 1.1M | $31M | 5% | Dec 2023 |
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| Regions Bank | 1.1M | $30M | -8% | Mar 2024 |
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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 | 843k | $24M | -1% | Mar 2024 |
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| Raymond James Financial Services Advisors | 724k | $20M | -10% | Mar 2024 |
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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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| Stifel Financial | 651k | $18M | 3% | Dec 2023 |
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| Parallel Advisors | 646k | $18M | -16% | Dec 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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| Jane Street | 451k | $13M | 53% | Dec 2023 |
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| Raymond James & Associates | 430k | $12M | -6% | Mar 2024 |
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| Linscomb & Williams | 411k | $12M | -6% | Dec 2023 |
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| Cambridge Investment Research Advisors | 407k | $11M | 242% | Mar 2024 |
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| Gunma Bank | 400k | $11M | 245% | Mar 2024 |
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| Eagle Bluffs Wealth Management | 376k | $11M | 3% | Mar 2024 |
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| Huntington National Bank | 372k | $10M | -3% | Dec 2023 |
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| Bangor Savings Bank | 370k | $10M | -4% | Mar 2024 |
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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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| 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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| Branch Banking & Trust Company | 273k | $7.6M | 17% | Dec 2023 |
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| Citadel Advisors | 248k | $6.9M | 366% | Dec 2023 |
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| CX Institutional | 244k | $6.8M | -20% | Mar 2024 |
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| Financial Advisory Service | 236k | $6.6M | 4% | Dec 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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| Institutional & Family Asset Management | 193k | $5.4M | -16% | Dec 2023 |
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| Steward Partners Investment Advisory | 186k | $5.2M | 8% | Dec 2023 |
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| CWM | 179k | $5.0M | 10% | Mar 2024 |
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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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| AdvisorNet Financial | 164k | $4.6M | 15% | Mar 2024 |
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| Johnson & White Wealth Management | 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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| 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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| Wetzel Investment Advisors | 131k | $3.6M | 1% | Mar 2024 |
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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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| Murphy, Middleton, Hinkle & Parker | 122k | $3.4M | 6% | Mar 2024 |
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| Sterling Financial Planning | 121k | $3.4M | -3% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 118k | $3.3M | 2% | Mar 2024 |
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| Rockefeller Capital Management | 118k | $3.3M | 14% | 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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| TD Waterhouse Canada | 100k | $3.0M | -1% | Dec 2023 |
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| Park Avenue Securities | 97k | $2.7M | 7% | Mar 2024 |
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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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| 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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| 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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| 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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| NewEdge Wealth | 71k | $2.0M | 100% | Dec 2023 |
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| Raymond James Trust | 69k | $1.9M | 8% | Mar 2024 |
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| Wealth Advisory Solutions | 68k | $1.9M | -5% | Mar 2024 |
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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 | 0% | Mar 2024 |
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| Prime Capital Investment Advisors | 67k | $1.9M | -83% | Dec 2023 |
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| Hancock Bank Trust Department | 64k | $1.8M | -9% | Dec 2023 |
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| Precedent Wealth Partners | 63k | $1.8M | -5% | Mar 2024 |
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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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| Financial Perspectives | 60k | $1.7M | 24% | Mar 2024 |
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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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| 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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| Hennion & Walsh Asset Management | 53k | $1.5M | -56% | Mar 2024 |
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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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| Eagle Strategies | 48k | $1.4M | 189% | Mar 2024 |
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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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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 45k | $1.3M | -23% | Mar 2024 |
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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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| RFG Advisory | 44k | $1.2M | -2% | Mar 2024 |
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| Brookstone Capital Management | 42k | $1.2M | -4% | Mar 2024 |
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| Capital Wealth Alliance | 40k | $1.1M | 47% | Dec 2023 |
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| Sowell Financial Services | 39k | $1.1M | -12% | Dec 2023 |
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| Monticello Wealth Management | 39k | $1.1M | -10% | Dec 2023 |
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| J.w. Cole Advisors | 37k | $1.0M | 6% | Dec 2023 |
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| Stolper | 36k | $1.0M | 3% | Mar 2024 |
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| Fragasso | 36k | $1.0M | 17% | Mar 2024 |
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| Berkshire Bank | 36k | $1.0M | -3% | Dec 2023 |
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| IFP Advisors | 36k | $992k | -9% | Dec 2023 |
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| Wealthtrust Axiom | 35k | $987k | -12% | Dec 2023 |
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| Oxinas Partners Wealth Management | 35k | $976k | 10% | Mar 2024 |
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| NTV Asset Management | 35k | $973k | -7% | Dec 2023 |
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| Bogart Wealth | 35k | $965k | 0% | Dec 2023 |
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| Capital Analysts | 34k | $964k | 6% | Dec 2023 |
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| Wharton Business Group | 34k | $947k | 0% | Dec 2023 |
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| Kingsview Wealth Management | 34k | $943k | -9% | Dec 2023 |
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| Northcape Wealth Management | 33k | $929k | -7% | Dec 2023 |
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| Miracle Mile Advisors | 32k | $905k | -20% | Mar 2024 |
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| Grayhawk Investment Strategies | 32k | $903k | 0% | Dec 2023 |
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| Daiwa Securities Group | 32k | $902k | 7% | Dec 2023 |
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| Ironwood Wealth Management | 32k | $895k | -2% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 31k | $870k | -27% | Dec 2023 |
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| National Bank Of Canada /fi/ | 30k | $844k | -9% | Dec 2023 |
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| Beta Wealth | 30k | $836k | -27% | Dec 2023 |
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| Park Edge Advisors | 30k | $837k | 100% | Mar 2024 |
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| Mechanics Bank Trust Department / The Mechanics Bank | 30k | $833k | -5% | Mar 2024 |
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| Brandywine Oak Private Wealth | 30k | $829k | -13% | Dec 2023 |
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| MONECO Advisors | 30k | $828k | 8% | Dec 2023 |
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| Whittier Trust | 29k | $813k | -56% | Dec 2023 |
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| Virtu Financial | 26k | $739k | -49% | Dec 2023 |
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| Financial Advisory Partners | 25k | $696k | -20% | Mar 2024 |
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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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Who sold out of iShares Dow Jones EPAC Sel Div Ind?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Luken Investment Analytics | Dec 2023 | 225k | $6.3M |
| Southern Farm Bureau Life Insurance | Dec 2023 | 181k | $5.1M |
| WealthPlan Investment Management | Sep 2023 | 37k | $930k |