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 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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Goldman Sachs Group 87k $2.2M 1% Sep 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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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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Virtu Financial 52k $1.3M 413% 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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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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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