Who owns iShares Dow Jones EPAC Sel Div Ind?
- Ticker: IDV
- CUSIP Number: 464288448
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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 |
|---|---|---|---|---|---|
| Morgan Stanley | 7.0M | $246M | 100% | Jun 2025 |
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| Wells Fargo & Company | 4.0M | $146M | 6% | Sep 2025 |
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| Ameriprise Financial | 3.9M | $144M | 0% | Sep 2025 |
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| Envestnet Asset Management | 3.6M | $133M | -24% | Sep 2025 |
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| Mercer Global Advisors | 3.5M | $129M | 21% | Sep 2025 |
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| UBS Group | 2.9M | $107M | 3% | Sep 2025 |
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| Bank of New York Mellon | 2.5M | $93M | 2% | Sep 2025 |
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| LPL Financial | 2.5M | $93M | 20% | Sep 2025 |
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| Us Bancorp | 2.0M | $73M | 4% | Sep 2025 |
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| Royal Bank of Canada | 1.7M | $64M | 7% | Sep 2025 |
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| Raymond James Financial | 1.5M | $53M | 4% | Sep 2025 |
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| Cetera Investment Advisers | 1.3M | $47M | 137% | Sep 2025 |
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| Fukoku Mutual Life Insurance | 1.2M | $45M | 0% | Sep 2025 |
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| HighTower Advisors | 1.2M | $44M | 6% | Sep 2025 |
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| Alliancebernstein | 1.1M | $40M | 6% | Sep 2025 |
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| Scotia Capital | 1.1M | $40M | -8% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 1.0M | $38M | 106% | Sep 2025 |
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| Jpmorgan Chase & Co | 1.0M | $37M | 18% | Sep 2025 |
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| CLS Investments | 875k | $32M | -1% | Sep 2025 |
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| GDS Wealth Management | 871k | $32M | 3% | Sep 2025 |
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| Commonwealth Equity Services | 863k | $32M | 18% | Sep 2025 |
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| Stifel Financial | 848k | $31M | 12% | Sep 2025 |
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| GHP Investment Advisors | 750k | $27M | 0% | Sep 2025 |
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| Arkadios Wealth Advisors | 719k | $26M | 6% | Sep 2025 |
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| Mariner Wealth Advisors | 717k | $26M | -7% | Sep 2025 |
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| Assetmark | 690k | $25M | -3% | Sep 2025 |
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| Advisor Group Holdings | 679k | $25M | 1% | Sep 2025 |
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| Colony | 575k | $21M | 8% | Sep 2025 |
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| Pnc Financial Services | 574k | $21M | 6% | Sep 2025 |
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| Parallel Advisors | 546k | $20M | 5% | Sep 2025 |
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| Advantus Capital Management | 500k | $18M | 0% | Sep 2025 |
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| Janney Montgomery Scott | 425k | $16M | -7% | Sep 2025 |
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| Gimbal Financial | 421k | $15M | 13% | Sep 2025 |
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| Td Private Client Wealth | 414k | $15M | 34% | Sep 2025 |
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| AdvisorNet Financial | 408k | $15M | 12% | Sep 2025 |
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| Sigma Planning | 391k | $14M | -4% | Sep 2025 |
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| Huntington National Bank | 390k | $14M | -7% | Sep 2025 |
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| YCMNET Advisors | 390k | $14M | -3% | Sep 2025 |
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| CWM | 346k | $13M | -20% | Sep 2025 |
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| Linscomb & Williams | 343k | $13M | -3% | Sep 2025 |
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| Kovitz Investment Group Partners | 341k | $12M | -23% | Sep 2025 |
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| Eagle Bluffs Wealth Management | 330k | $12M | 3% | Sep 2025 |
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| National Bank Of Canada /fi/ | 328k | $12M | -11% | Sep 2025 |
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| Bangor Savings Bank | 324k | $12M | -2% | Sep 2025 |
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| Meeder Advisory Services | 315k | $12M | 0% | Sep 2025 |
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| Kestra Advisory Services | 313k | $11M | 19% | Sep 2025 |
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| One Capital Management | 301k | $11M | -6% | Sep 2025 |
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| Chicago Wealth Management | 272k | $10M | 3% | Sep 2025 |
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| Cowa | 271k | $9.9M | 6% | Sep 2025 |
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| Hennion & Walsh Asset Management | 270k | $9.9M | 8% | Sep 2025 |
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| Johnson & White Wealth Management | 258k | $9.4M | 7% | Sep 2025 |
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| Brian McDonald | 256k | $9.4M | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 255k | $9.3M | 4% | Sep 2025 |
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| Financial Advisory Service | 254k | $9.3M | 3% | Sep 2025 |
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| Disciplined Investors | 248k | $9.1M | 8% | Sep 2025 |
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| Branch Banking & Trust Company | 245k | $8.9M | 20% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 240k | $8.8M | 9% | Sep 2025 |
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| Rockefeller Capital Management | 231k | $8.5M | 18% | Sep 2025 |
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| Baird Financial | 223k | $8.1M | 0% | Sep 2025 |
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| Kingsview Wealth Management | 220k | $8.0M | 18% | Sep 2025 |
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| Goss Wealth Management | 211k | $7.7M | 6% | Sep 2025 |
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| NWF Advisory Services | 211k | $7.7M | 262% | Sep 2025 |
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| Capital Advisors Wealth Management | 206k | $7.5M | 12% | Sep 2025 |
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| CX Institutional | 204k | $7.4M | -5% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 202k | $7.3M | 7% | Sep 2025 |
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| Equitable Holdings | 197k | $7.2M | 19% | Sep 2025 |
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| Jones Financial Companies, L.L | 196k | $7.1M | 21% | Sep 2025 |
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| Forte Asset Management | 186k | $6.8M | 0% | Sep 2025 |
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| Franklin Resources | 185k | $6.8M | -2% | Sep 2025 |
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| D.A. Davidson & Co. | 182k | $6.7M | 0% | Sep 2025 |
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| Vantage Financial Partners | 179k | $6.5M | 19% | Sep 2025 |
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| Gilbert Capital Group | 173k | $6.3M | 100% | Sep 2025 |
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| Heartwood Wealth Advisors | 164k | $6.0M | 5% | Sep 2025 |
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| Murphy, Middleton, Hinkle & Parker | 156k | $5.7M | 20% | Sep 2025 |
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| Outlook Wealth Advisors | 152k | $5.6M | 700% | Sep 2025 |
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| Creative Planning | 148k | $5.4M | 0% | Sep 2025 |
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| Wealth Management Associates | 147k | $5.4M | -1% | Sep 2025 |
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| Operose Advisors | 141k | $5.1M | -12% | Sep 2025 |
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| Bryn Mawr Trust | 140k | $5.1M | -4% | Sep 2025 |
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| Sterling Wealth Advisors | 137k | $5.0M | -1% | Sep 2025 |
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| William Blair $ Company | 133k | $4.9M | 5% | Sep 2025 |
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| Gallagher Fiduciary Advisors | 127k | $4.6M | -99% | Sep 2025 |
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| Enclave Advisors | 126k | $4.6M | 13% | Sep 2025 |
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| Goldman Sachs Group | 125k | $4.6M | -4% | Sep 2025 |
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| Stratos Wealth Partners | 124k | $4.5M | 1649% | Sep 2025 |
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| Synovus Financial Corp. | 123k | $4.5M | -11% | Sep 2025 |
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| TD Waterhouse Canada | 121k | $4.4M | 2% | Sep 2025 |
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| Fortitude Family Office | 119k | $4.4M | 0% | Sep 2025 |
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| Captrust Financial Advisors | 118k | $4.3M | 28% | Sep 2025 |
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| Cambridge Investment Research Advisors | 117k | $4.3M | 7% | Sep 2025 |
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| J.w. Cole Advisors | 116k | $4.2M | 2% | Sep 2025 |
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| H D Vest Advisory Services | 115k | $4.0M | -9% | Jun 2025 |
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| Sovran Advisors | 114k | $4.3M | 71% | Sep 2025 |
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| Mml Investors Services | 114k | $4.2M | -6% | Sep 2025 |
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| EWG Elevate | 110k | $4.0M | 53% | Sep 2025 |
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| Evermay Wealth Management | 106k | $3.9M | -5% | Sep 2025 |
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| Thrive Capital Management | 106k | $3.9M | 14% | Sep 2025 |
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| Access Investment Management | 106k | $3.9M | 9% | Sep 2025 |
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| Pensionmark Financial Group | 104k | $3.8M | 9% | Sep 2025 |
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| Gunma Bank | 102k | $3.7M | 100% | Sep 2025 |
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| NewEdge Wealth | 99k | $3.7M | 0% | Sep 2025 |
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| BFI Infinity | 99k | $3.6M | 138% | Sep 2025 |
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| Ssa Swiss Advisors | 98k | $3.6M | 22% | Sep 2025 |
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| Mackenzie Financial | 97k | $3.6M | 5% | Sep 2025 |
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| Argent Advisors | 97k | $3.5M | -1% | Sep 2025 |
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| Snowden Capital Advisors | 97k | $3.5M | 0% | Sep 2025 |
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| Integrated Wealth Concepts | 97k | $3.5M | 82% | Sep 2025 |
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| American Money Management | 95k | $3.5M | -4% | Sep 2025 |
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| Mirae Asset Global Investments | 95k | $3.5M | -78% | Sep 2025 |
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| Golden State Wealth Management | 92k | $3.4M | 9% | Sep 2025 |
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| Crescent Grove Advisors | 89k | $3.3M | 11% | Sep 2025 |
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| Buckingham Strategic Partners | 89k | $3.3M | -1% | Sep 2025 |
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| Brady Martz Wealth Solutions | 88k | $3.2M | 1% | Sep 2025 |
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| Oppenheimer & Co | 86k | $3.2M | 9% | Sep 2025 |
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| Arvest Investments | 86k | $3.1M | 100% | Sep 2025 |
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| Integras Partners | 84k | $3.1M | -9% | Sep 2025 |
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| Sterling Financial Planning | 83k | $3.0M | -5% | Sep 2025 |
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| Saxon Interests | 80k | $2.9M | 100% | Sep 2025 |
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| Commerce Bank N A | 80k | $2.9M | 7% | Sep 2025 |
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| Park Avenue Securities | 78k | $2.9M | -8% | Sep 2025 |
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| Bank Of Montreal | 74k | $2.5M | 100% | Jun 2025 |
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| Lido Advisors | 71k | $2.6M | -2% | Sep 2025 |
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| Warren Averett Asset Management | 71k | $2.6M | -1% | Sep 2025 |
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| Hancock Bank Trust Department | 70k | $2.6M | -3% | Sep 2025 |
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| HPM Partners | 70k | $2.6M | 0% | Sep 2025 |
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| Beacon Pointe Advisors | 68k | $2.5M | 6% | Sep 2025 |
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| First American Trust | 68k | $2.5M | 1% | Sep 2025 |
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| bLong Financial | 66k | $2.4M | -14% | Sep 2025 |
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| Wealth Advisory Solutions | 66k | $2.4M | -2% | Sep 2025 |
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| Trajan Wealth | 65k | $2.4M | -9% | Sep 2025 |
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| Bank Of Hawaii | 65k | $2.4M | -5% | Sep 2025 |
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| 180 Wealth Advisors | 63k | $2.3M | -5% | Sep 2025 |
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| BlackRock | 62k | $2.3M | 7% | Sep 2025 |
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| Cascade Financial Partners | 62k | $2.3M | 0% | Sep 2025 |
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| Balentine | 62k | $2.3M | -4% | Sep 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 61k | $2.2M | -10% | Sep 2025 |
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| Financial Perspectives | 60k | $2.2M | 1% | Sep 2025 |
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| Gould Asset Management | 58k | $2.1M | -2% | Sep 2025 |
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| Honkamp Krueger Financial Services | 58k | $2.1M | -4% | Sep 2025 |
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| Manske Wealth Management | 58k | $2.1M | -2% | Sep 2025 |
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| Simplicity Wealth | 57k | $2.1M | -30% | Sep 2025 |
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| Sound Stewardship | 57k | $2.1M | -1% | Sep 2025 |
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| Stephens | 56k | $2.0M | 0% | Sep 2025 |
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| Newbridge Financial Services Group | 53k | $1.9M | -9% | Sep 2025 |
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| Argyle Capital Partners | 53k | $1.9M | -1% | Sep 2025 |
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| Wedbush Morgan Securities | 52k | $1.9M | 3% | Sep 2025 |
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| Harbour Investments | 52k | $1.9M | 137% | Sep 2025 |
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| Gallagher Capital Advisors | 51k | $1.9M | 1% | Sep 2025 |
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| Mission Creek Capital Partners | 51k | $1.9M | -10% | Sep 2025 |
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| JNBA Financial Advisors | 50k | $1.8M | -2% | Sep 2025 |
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| Thrivent Financial for Lutherans | 44k | $1.6M | -40% | Sep 2025 |
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| Atria Wealth Solutions | 39k | $1.3M | -26% | Jun 2025 |
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| Curran Financial Partners | 32k | $1.2M | -60% | Sep 2025 |
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| Old Mission Capital | 27k | $1.0M | -88% | Sep 2025 |
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| Citadel Advisors | 26k | $954k | -94% | Sep 2025 |
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| Jane Street | 13k | $483k | -98% | Sep 2025 |
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| Meritage Portfolio Management | 12k | $451k | -90% | Sep 2025 |
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| Susquehanna International | 11k | $398k | -89% | Sep 2025 |
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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 |
|---|---|---|---|
| Regions Bank | Jun 2025 | 727k | $25M |
| Marks Wealth | Jun 2025 | 372k | $13M |