Who owns iShares Dow Jones EPAC Sel Div Ind?

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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
Bank of America Corporation 11M $290M -2% Dec 2024
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Morgan Stanley 6.6M $178M -4% Dec 2024
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Envestnet Asset Management 5.4M $148M 0% Dec 2024
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Ameriprise Financial 3.9M $106M 2% Dec 2024
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UBS Group 2.7M $74M 2% Dec 2024
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Wells Fargo & Company 2.6M $70M 18% Dec 2024
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Mercer Global Advisors 2.5M $70M 7% Dec 2024
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Us Bancorp 1.7M $48M -10% Dec 2024
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Bank of New York Mellon 1.7M $45M 1% Dec 2024
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LPL Financial 1.6M $45M 1% Dec 2024
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Royal Bank of Canada 1.2M $34M -2% Dec 2024
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Scotia Capital 1.2M $34M 2% Dec 2024
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Alliancebernstein 1.2M $33M 3% Dec 2024
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Raymond James Financial 1.2M $33M 100% Dec 2024
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Assetmark 998k $27M 1% Dec 2024
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Jpmorgan Chase & Co 990k $27M 9% Dec 2024
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Orion Portfolio Solutions 961k $26M 5% Dec 2024
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Regions Bank 922k $25M -10% Dec 2024
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Fukoku Mutual Life Insurance 898k $25M 0% Dec 2024
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GDS Wealth Management 875k $24M 1% Dec 2024
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GHP Investment Advisors 714k $20M 8% Dec 2024
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Arkadios Wealth Advisors 672k $18M -1% Dec 2024
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Stifel Financial 610k $17M 12% Dec 2024
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Parallel Advisors 528k $16M -4% Mar 2025
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Mariner Wealth Advisors 513k $14M 265% Dec 2024
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Pnc Financial Services 501k $14M -2% Dec 2024
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Advantus Capital Management 500k $14M 0% Dec 2024
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Cetera Investment Advisers 489k $13M -1% Dec 2024
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Advisor Group Holdings 477k $14M 7% Dec 2024
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Janney Montgomery Scott 458k $13M -3% Dec 2024
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Eagle Bluffs Wealth Management 432k $12M 7% Dec 2024
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Flow Traders US 421k $12M 100% Dec 2024
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YCMNET Advisors 412k $11M 2% Dec 2024
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Northwestern Mutual Wealth Management Company 410k $11M -5% Dec 2024
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HighTower Advisors 410k $11M -2% Dec 2024
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Commonwealth Equity Services 403k $11M 5% Dec 2024
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Huntington National Bank 392k $11M 11% Dec 2024
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Linscomb & Williams 361k $9.9M -3% Dec 2024
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Bangor Savings Bank 337k $11M -5% Mar 2025
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Forte Asset Management 307k $8.4M 20% Dec 2024
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Meeder Advisory Services 283k $7.8M 3% Dec 2024
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Cowa 275k $7.5M -5% Dec 2024
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BlackRock 268k $7.3M -13% Dec 2024
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P-Solve 267k $7.3M 2% Dec 2024
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Gunma Bank 265k $7.3M -18% Dec 2024
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Td Private Client Wealth 264k $7.2M -6% Dec 2024
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ERTS Wealth Advisors 263k $7.2M -3% Dec 2024
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Brian McDonald 255k $7.0M -3% Dec 2024
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AdvisorNet Financial 250k $7.8M 9% Mar 2025
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CWM 249k $6.8M 11% Dec 2024
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Financial Advisory Service 247k $6.8M 4% Dec 2024
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Baird Financial 238k $6.5M 1% Dec 2024
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Johnson & White Wealth Management 231k $7.2M 13% Mar 2025
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CX Institutional 227k $7.0M -18% Mar 2025
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Franklin Resources 224k $6.1M 3% Dec 2024
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Branch Banking & Trust Company 220k $6.0M 0% Dec 2024
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Angeles Investment 217k $5.9M 0% Dec 2024
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Curran Financial Partners 205k $5.6M 12% Dec 2024
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Steward Partners Investment Advisory 201k $5.5M 5% Dec 2024
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Wiley Bros.-aintree Capital 201k $5.5M 28% Dec 2024
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Wealth Enhancement Advisory Services 194k $6.0M 4% Mar 2025
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D.A. Davidson & Co. 186k $5.1M 6% Dec 2024
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Operose Advisors 183k $5.0M -6% Dec 2024
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Thrivent Financial for Lutherans 178k $4.9M -11% Dec 2024
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Disciplined Investors 173k $4.7M 100% Dec 2024
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Synovus Financial Corp. 159k $4.4M -1% Dec 2024
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Jane Street 158k $4.3M 2070% Dec 2024
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Rockefeller Capital Management 153k $4.2M 4% Dec 2024
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Bryn Mawr Trust 151k $4.1M 1% Dec 2024
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Sterling Wealth Advisors 143k $3.9M 100% Dec 2024
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Evermay Wealth Management 138k $3.8M 0% Dec 2024
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Heartwood Wealth Advisors 135k $3.7M 0% Dec 2024
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Murphy, Middleton, Hinkle & Parker 130k $4.0M 3% Mar 2025
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Mml Investors Services 130k $3.6M 11% Dec 2024
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TD Waterhouse Canada 128k $3.5M 11% Dec 2024
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Goldman Sachs Group 125k $3.4M 23% Dec 2024
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Colony 125k $3.5M 100% Dec 2024
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Equitable Holdings 122k $3.3M 7% Dec 2024
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Cambridge Investment Research Advisors 121k $3.3M -71% Dec 2024
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Sterling Financial Planning 121k $3.3M 28% Dec 2024
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H D Vest Advisory Services 119k $3.3M -6% Dec 2024
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Creative Planning 118k $3.2M -2% Dec 2024
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Park Avenue Securities 116k $3.6M 1% Mar 2025
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Axxcess Wealth Management 110k $3.0M 4% Dec 2024
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Colonial River Wealth Management 110k $3.0M 4% Dec 2024
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Jones Financial Companies, L.L 105k $2.9M 54% Dec 2024
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Susquehanna International 100k $2.7M -40% Dec 2024
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NewEdge Wealth 99k $2.7M 3% Dec 2024
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William Blair $ Company 99k $2.7M 11% Dec 2024
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Balentine 96k $2.6M -8% Dec 2024
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Snowden Capital Advisors 95k $2.6M 0% Dec 2024
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American Money Management 93k $2.6M 2% Dec 2024
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Citadel Advisors 92k $2.5M -4% Dec 2024
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Prevail Innovative Wealth Advisors 91k $2.5M -7% Dec 2024
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Hennion & Walsh Asset Management 91k $2.8M 6% Mar 2025
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Argent Advisors 90k $2.5M 2% Dec 2024
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Integrated Wealth Concepts 89k $2.4M 0% Dec 2024
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Mackenzie Financial 89k $2.4M 100% Dec 2024
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Buckingham Strategic Partners 87k $2.4M 100% Dec 2024
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Brady Martz Wealth Solutions 84k $2.3M 100% Dec 2024
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Commerce Bank N A 84k $2.3M 6% Dec 2024
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Renaissance Technologies 83k $2.3M 83% Dec 2024
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National Bank Of Canada /fi/ 82k $2.3M 60% Dec 2024
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Integras Partners 82k $2.2M 100% Dec 2024
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Pensionmark Financial Group 80k $2.2M -2% Dec 2024
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Vantage Financial Partners 76k $2.1M 56% Dec 2024
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Access Investment Management 76k $2.1M 41% Dec 2024
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Newbridge Financial Services Group 75k $2.1M -4% Dec 2024
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Captrust Financial Advisors 74k $2.0M 728% Dec 2024
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Warren Averett Asset Management 74k $2.0M -6% Dec 2024
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Lido Advisors 74k $2.0M 62% Dec 2024
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Kestra Advisory Services 73k $2.0M -3% Dec 2024
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Bank Of Hawaii 72k $2.0M -1% Dec 2024
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Wealth Advisory Solutions 71k $1.9M -2% Dec 2024
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Carnick & Kubik 68k $2.1M -13% Mar 2025
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180 Wealth Advisors 67k $1.8M 0% Dec 2024
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First American Trust 66k $1.8M -41% Dec 2024
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Gould Asset Management 66k $1.8M 12% Dec 2024
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 66k $1.8M -1% Dec 2024
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Hancock Bank Trust Department 65k $1.8M -4% Dec 2024
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JNBA Financial Advisors 61k $1.7M -2% Dec 2024
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Oppenheimer & Co 61k $1.7M 28% Dec 2024
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Cascade Financial Partners 61k $1.7M -8% Dec 2024
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EverSource Wealth Advisors 60k $1.6M -49% Dec 2024
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Financial Perspectives 59k $1.6M -5% Dec 2024
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Thrive Capital Management 59k $1.6M -2% Dec 2024
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Stephens 58k $1.6M 7% Dec 2024
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Sound Stewardship 57k $1.8M 0% Mar 2025
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Mutual Advisors 57k $1.6M 23% Dec 2024
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AlTi Global 56k $1.5M 0% Dec 2024
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Crescent Grove Advisors 55k $1.5M 2% Dec 2024
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Mission Creek Capital Partners 55k $1.5M -3% Dec 2024
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Capital Wealth Alliance 53k $1.5M -2% Dec 2024
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Beacon Pointe Advisors 52k $1.4M 15% Dec 2024
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Mirae Asset Global Investments 51k $1.4M -17% Dec 2024
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Precedent Wealth Partners 51k $1.4M 8% Dec 2024
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Park Edge Advisors 50k $1.5M 7% Mar 2025
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Atria Wealth Solutions 48k $1.3M 22% Dec 2024
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Financial Engines Advisors L.L.C 46k $1.2M 5% Dec 2024
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Fifth Third Wealth Advisors 45k $1.4M -4% Mar 2025
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Petix & Botte 45k $1.2M 0% Dec 2024
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Sunflower Bank 44k $1.2M -2% Dec 2024
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Wedbush Morgan Securities 43k $1.2M -1% Dec 2024
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Financial Advisory Partners 43k $1.3M 56% Mar 2025
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Mot 42k $1.2M -3% Dec 2024
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Virtu Financial 42k $1.1M 100% Dec 2024
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J.w. Cole Advisors 41k $1.1M 12% Dec 2024
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Financial Counselors 40k $1.1M -11% Dec 2024
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Marino, Stram & Associates 40k $1.1M 0% Dec 2024
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Prime Capital Investment Advisors 39k $1.1M -13% Dec 2024
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First Commonwealth Financial Corporation 38k $1.1M -7% Dec 2024
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RFG Advisory 38k $1.2M -22% Mar 2025
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Private Advisor 37k $1.0M -29% Dec 2024
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Sanctuary Advisors 37k $1.0M -16% Dec 2024
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Savant Capital Management 35k $951k -15% Dec 2024
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Goss Wealth Management 34k $934k -43% Dec 2024
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HPM Partners 29k $802k -70% Dec 2024
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OVERSEA-CHINESE BANKING Corp 22k $607k -48% Dec 2024
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We Are One Seven 18k $489k -63% Dec 2024
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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
Fort Point Capital Partners Sep 2024 53k $1.6M