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
Download as csv
Download as Excel
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 | $298M | -13% | Mar 2024 |
|
| Morgan Stanley | 6.7M | $188M | 100% | Mar 2024 |
|
| Envestnet Asset Management | 5.3M | $149M | 100% | Mar 2024 |
|
| Ameriprise Financial | 3.8M | $106M | 100% | Mar 2024 |
|
| UBS Group | 3.0M | $83M | 3% | Mar 2024 |
|
| Wells Fargo & Company | 2.4M | $67M | -1% | Mar 2024 |
|
| Mercer Global Advisors | 2.1M | $58M | 17% | Mar 2024 |
|
| LPL Financial | 1.9M | $52M | 100% | Mar 2024 |
|
| Us Bancorp | 1.8M | $51M | -11% | Mar 2024 |
|
| Bank of New York Mellon | 1.7M | $48M | -9% | Jun 2024 |
|
| Royal Bank of Canada | 1.5M | $42M | 2% | Mar 2024 |
|
| Scotia Capital | 1.2M | $34M | 1% | Mar 2024 |
|
| Alliancebernstein | 1.2M | $32M | 5% | Mar 2024 |
|
| Orion Portfolio Solutions | 1.1M | $30M | -4% | Mar 2024 |
|
| Regions Bank | 1.1M | $30M | -8% | Mar 2024 |
|
| Assetmark | 1.0M | $29M | 7% | Mar 2024 |
|
| Fukoku Mutual Life Insurance | 898k | $25M | 0% | Mar 2024 |
|
| GDS Wealth Management | 843k | $24M | -1% | Mar 2024 |
|
| BlackRock | 810k | $23M | 100% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 795k | $22M | 10% | Jun 2024 |
|
| Jpmorgan Chase & Co | 750k | $21M | -17% | Mar 2024 |
|
| Signature Estate and Investment Advisors | 643k | $18M | -6% | Mar 2024 |
|
| Parallel Advisors | 609k | $17M | -6% | Mar 2024 |
|
| Stifel Financial | 578k | $16M | -11% | Mar 2024 |
|
| GHP Investment Advisors | 551k | $15M | 5% | Mar 2024 |
|
| Pnc Financial Services | 539k | $15M | -4% | Mar 2024 |
|
| Advantus Capital Management | 500k | $14M | 0% | Jun 2024 |
|
| Advisor Group Holdings | 495k | $14M | -12% | Mar 2024 |
|
| Cetera Investment Advisers | 494k | $14M | 100% | Mar 2024 |
|
| Janney Montgomery Scott | 486k | $13M | -14% | Jun 2024 |
|
| Northwestern Mutual Wealth Management Company | 483k | $14M | 100% | Mar 2024 |
|
| Raymond James & Associates | 418k | $12M | -3% | Jun 2024 |
|
| Cambridge Investment Research Advisors | 407k | $11M | 242% | Mar 2024 |
|
| Commonwealth Equity Services | 404k | $11M | -19% | Mar 2024 |
|
| YCMNET Advisors | 398k | $11M | 1% | Jun 2024 |
|
| Huntington National Bank | 395k | $11M | 6% | Mar 2024 |
|
| Linscomb & Williams | 394k | $11M | -4% | Mar 2024 |
|
| Eagle Bluffs Wealth Management | 394k | $11M | 5% | Jun 2024 |
|
| Bangor Savings Bank | 368k | $10M | -1% | Jun 2024 |
|
| Baird Financial | 357k | $10M | -29% | Mar 2024 |
|
| HighTower Advisors | 354k | $9.9M | 7% | Mar 2024 |
|
| Operose Advisors | 294k | $8.2M | -12% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 294k | $8.2M | 100% | Mar 2024 |
|
| Brian McDonald | 284k | $8.0M | 100% | Mar 2024 |
|
| Fountainhead AM | 267k | $7.5M | -48% | Mar 2024 |
|
| P-Solve | 265k | $7.4M | -6% | Mar 2024 |
|
| Forte Asset Management | 259k | $7.2M | -16% | Jun 2024 |
|
| Branch Banking & Trust Company | 247k | $6.9M | -10% | Mar 2024 |
|
| Cowa | 243k | $6.8M | -17% | Mar 2024 |
|
| Gunma Bank | 240k | $6.6M | -40% | Jun 2024 |
|
| CX Institutional | 238k | $6.6M | -3% | Jun 2024 |
|
| Financial Advisory Service | 230k | $6.5M | -2% | Mar 2024 |
|
| Angeles Investment | 217k | $6.1M | -1% | Mar 2024 |
|
| Franklin Resources | 215k | $6.0M | 0% | Mar 2024 |
|
| Honkamp Krueger Financial Services | 215k | $6.0M | 0% | Mar 2024 |
|
| Meeder Advisory Services | 215k | $6.0M | 3% | Mar 2024 |
|
| CWM | 212k | $5.9M | 18% | Jun 2024 |
|
| Steward Partners Investment Advisory | 210k | $5.9M | 13% | Mar 2024 |
|
| Citadel Advisors | 188k | $5.3M | -24% | Mar 2024 |
|
| Susquehanna International | 177k | $5.0M | 100% | Mar 2024 |
|
| Curran Financial Partners | 176k | $4.9M | 3% | Jun 2024 |
|
| AdvisorNet Financial | 172k | $4.7M | 5% | Jun 2024 |
|
| We Are One Seven | 170k | $4.8M | 20% | Mar 2024 |
|
| D.A. Davidson & Co. | 169k | $4.7M | -5% | Mar 2024 |
|
| Synovus Financial Corp. | 169k | $4.7M | -6% | Mar 2024 |
|
| Mariner Wealth Advisors | 146k | $4.1M | -13% | Mar 2024 |
|
| Old Mission Capital | 145k | $4.1M | -62% | Mar 2024 |
|
| Bryn Mawr Trust | 145k | $4.1M | 100% | Mar 2024 |
|
| Evermay Wealth Management | 145k | $4.1M | 100% | Mar 2024 |
|
| ERTS Wealth Advisors | 142k | $3.9M | 100% | Jun 2024 |
|
| H D Vest Advisory Services | 135k | $3.8M | -11% | Mar 2024 |
|
| Institutional & Family Asset Management | 134k | $3.7M | -29% | Jun 2024 |
|
| Heartwood Wealth Advisors | 131k | $3.6M | 2% | Jun 2024 |
|
| Wetzel Investment Advisors | 131k | $3.6M | 1% | Mar 2024 |
|
| Rockefeller Capital Management | 128k | $3.6M | 9% | Mar 2024 |
|
| Renaissance Technologies | 127k | $3.6M | 31% | Mar 2024 |
|
| Balentine | 124k | $3.5M | 34% | Mar 2024 |
|
| Murphy, Middleton, Hinkle & Parker | 124k | $3.4M | 2% | Jun 2024 |
|
| Creative Planning | 117k | $3.3M | 9% | Mar 2024 |
|
| Mml Investors Services | 116k | $3.3M | -24% | Mar 2024 |
|
| Sterling Financial Planning | 115k | $3.2M | -5% | Mar 2024 |
|
| EverSource Wealth Advisors | 115k | $3.2M | 7% | Mar 2024 |
|
| Colony | 114k | $3.2M | 100% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 113k | $3.1M | -4% | Jun 2024 |
|
| Bank Of Hawaii | 111k | $3.1M | -14% | Mar 2024 |
|
| HPM Partners | 109k | $3.1M | -19% | Mar 2024 |
|
| Park Avenue Securities | 106k | $2.9M | 9% | Jun 2024 |
|
| TD Waterhouse Canada | 105k | $3.2M | 5% | Mar 2024 |
|
| Colonial River Wealth Management | 103k | $2.9M | 16% | Jun 2024 |
|
| Mutual Advisors | 103k | $2.9M | 19% | Mar 2024 |
|
| Snowden Capital Advisors | 98k | $2.7M | 56% | Mar 2024 |
|
| American Money Management | 95k | $2.7M | 100% | Mar 2024 |
|
| Argent Advisors | 92k | $2.6M | 1% | Mar 2024 |
|
| Warren Averett Asset Management | 92k | $2.6M | 100% | Mar 2024 |
|
| AlTi Global | 90k | $2.5M | 22% | Mar 2024 |
|
| Equitable Holdings | 82k | $2.3M | 32% | Mar 2024 |
|
| Commerce Bank N A | 82k | $2.3M | 6% | Mar 2024 |
|
| Kestra Advisory Services | 75k | $2.1M | -3% | Mar 2024 |
|
| Hancock Bank Trust Department | 73k | $2.0M | 14% | Mar 2024 |
|
| Jane Street | 71k | $2.0M | -84% | Mar 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 71k | $2.0M | 4% | Mar 2024 |
|
| NewEdge Wealth | 70k | $2.0M | -1% | Mar 2024 |
|
| Wealth Advisory Solutions | 68k | $1.9M | -5% | Mar 2024 |
|
| William Blair $ Company | 68k | $1.9M | -8% | Mar 2024 |
|
| Qube Research & Technologies | 67k | $1.9M | 100% | Mar 2024 |
|
| 180 Wealth Advisors | 67k | $1.9M | 0% | Jun 2024 |
|
| Capital Wealth Alliance | 67k | $1.9M | 19% | Jun 2024 |
|
| Raymond James Trust | 65k | $1.8M | -6% | Jun 2024 |
|
| JNBA Financial Advisors | 64k | $1.8M | -8% | Jun 2024 |
|
| Goss Wealth Management | 61k | $1.7M | 100% | Mar 2024 |
|
| Sound Stewardship | 60k | $1.7M | -4% | Jun 2024 |
|
| Financial Perspectives | 60k | $1.7M | 24% | Mar 2024 |
|
| Mirae Asset Global Investments | 60k | $1.7M | -20% | Mar 2024 |
|
| Gould Asset Management | 59k | $1.7M | -2% | Mar 2024 |
|
| Mission Creek Capital Partners | 56k | $1.6M | 1% | Mar 2024 |
|
| Fifth Third Wealth Advisors | 56k | $1.5M | 157% | Jun 2024 |
|
| Fort Point Capital Partners | 56k | $1.6M | -10% | Mar 2024 |
|
| Integrated Wealth Concepts | 56k | $1.6M | 100% | Mar 2024 |
|
| Sunflower Bank | 55k | $1.5M | -43% | Jun 2024 |
|
| Private Advisor | 55k | $1.5M | -8% | Mar 2024 |
|
| Hennion & Walsh Asset Management | 54k | $1.5M | 2% | Jun 2024 |
|
| Crescent Grove Advisors | 54k | $1.5M | -7% | Jun 2024 |
|
| Beacon Pointe Advisors | 54k | $1.5M | 8% | Mar 2024 |
|
| Archetype Wealth Partners | 53k | $1.5M | -2% | Mar 2024 |
|
| Stephens | 52k | $1.5M | 100% | Mar 2024 |
|
| Precedent Wealth Partners | 52k | $1.4M | -18% | Jun 2024 |
|
| Prime Capital Investment Advisors | 51k | $1.4M | -24% | Mar 2024 |
|
| Savant Capital Management | 51k | $1.4M | 4% | Mar 2024 |
|
| First Commonwealth Financial Corporation | 49k | $1.4M | -11% | Mar 2024 |
|
| Eagle Strategies | 48k | $1.4M | 189% | Mar 2024 |
|
| Goldman Sachs Group | 47k | $1.3M | -21% | Mar 2024 |
|
| RFG Advisory | 45k | $1.3M | 4% | Jun 2024 |
|
| Financial Counselors | 45k | $1.3M | -3% | Mar 2024 |
|
| Lido Advisors | 44k | $1.2M | 0% | Mar 2024 |
|
| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 44k | $1.2M | -3% | Jun 2024 |
|
| Mot | 43k | $1.2M | -15% | Mar 2024 |
|
| Atria Wealth Solutions | 43k | $1.2M | -5% | Jun 2024 |
|
| OVERSEA-CHINESE BANKING Corp | 42k | $1.2M | -13% | Mar 2024 |
|
| MAI Wealth Advisors | 41k | $1.1M | -7% | Mar 2024 |
|
| Marino, Stram & Associates | 40k | $1.1M | -11% | Jun 2024 |
|
| Collective Family Office | 39k | $1.1M | 35% | Jun 2024 |
|
| Oppenheimer & Co | 39k | $1.1M | 100% | Mar 2024 |
|
| Capital Analysts | 39k | $1.1M | 12% | Mar 2024 |
|
| Sowell Financial Services | 39k | $1.1M | -2% | Mar 2024 |
|
| Brookstone Capital Management | 37k | $1.1M | -11% | Jun 2024 |
|
| Apollon Wealth Management | 37k | $1.0M | -51% | Jun 2024 |
|
| Stolper | 36k | $1.0M | 3% | Mar 2024 |
|
| Fragasso | 36k | $994k | -1% | Jun 2024 |
|
| Oxinas Partners Wealth Management | 35k | $976k | 10% | Mar 2024 |
|
| Kingsview Wealth Management | 35k | $967k | 2% | Mar 2024 |
|
| J.w. Cole Advisors | 34k | $957k | -7% | Mar 2024 |
|
| Wealthtrust Axiom | 33k | $937k | -5% | Mar 2024 |
|
| NTV Asset Management | 32k | $904k | -7% | Mar 2024 |
|
| Monticello Wealth Management | 32k | $893k | -18% | Mar 2024 |
|
| Kerntke Otto McGlone Wealth Management Group | 27k | $758k | -79% | Mar 2024 |
|
| Petix & Botte | 22k | $625k | -50% | Mar 2024 |
|
| Squarepoint Ops | 14k | $388k | -73% | Mar 2024 |
|
Who sold out of iShares Dow Jones EPAC Sel Div Ind?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Manufacturers Life Insurance Company | Dec 2023 | 637k | $18M |
| Luken Investment Analytics | Dec 2023 | 225k | $6.3M |
| Johnson & White Wealth Management | Mar 2024 | 181k | $5.1M |
| Connectus Wealth | Dec 2023 | 178k | $5.0M |
| Flow Traders US | Dec 2023 | 152k | $4.2M |
| AE Wealth Management | Dec 2023 | 105k | $2.9M |
| Beverly Hills Private Wealth | Dec 2023 | 89k | $0 |
| Thrive Capital Management | Dec 2023 | 85k | $2.4M |