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BIDD Institutional Ownership

iShares International Dividend Active ETF
1W: -1.1% 1M: -1.0% 3M: +0.2% YTD: +4.1% 1Y: +9.2%
$30.44
+0.36 (+1.20%)
 
Weekly Expected Move ±2.3%
$29 $30 $30 $31 $32
ETF AMEX · AUM $416.3M

Institutional Ownership — BIDD

97
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
225M
Total Invested
12
New Positions
28
Increased
37
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (109 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 953,214 $29M +17,458 +1.9% 7Q SEC ↗
2 MORGAN STANLEY 931,538 $28M +15,442 +1.7% 7Q SEC ↗
3 Vertex Planning Partners, LLC 626,308 $19M +91,299 +17.1% 7Q SEC ↗
4 MML INVESTORS SERVICES, LLC 535,434 $16M +68,429 +14.7% 7Q SEC ↗
5 LPL Financial LLC 507,757 $15M -1,228 -0.2% 7Q SEC ↗
6 ENVESTNET ASSET MANAGEMENT INC 440,916 $13M +3,931 +0.9% 7Q SEC ↗
7 RAYMOND JAMES FINANCIAL INC 356,302 $11M -13,897 -3.8% 7Q SEC ↗
8 COMMONWEALTH EQUITY SERVICES, LLC 302,803 $9M -16,490 -5.2% 7Q SEC ↗
9 OSAIC HOLDINGS, INC. 273,399 $8M +111,041 +68.4% 7Q SEC ↗
10 JPMORGAN CHASE & CO 242,710 $7M -103,871 -30.0% 7Q SEC ↗
11 CFS Investment Advisory Services, LLC 207,490 $6M -48,533 -19.0% 7Q SEC ↗
12 UBS Group AG 185,317 $6M -11,409 -5.8% 7Q SEC ↗
13 TRUIST FINANCIAL CORP 157,269 $5M -5,210 -3.2% 7Q SEC ↗
14 AMERIPRISE FINANCIAL INC 138,684 $4M -4,140 -2.9% 7Q SEC ↗
15 Kestra Advisory Services, LLC 130,176 $4M +1,211 +0.9% 7Q SEC ↗
16 Cerity Partners LLC 117,955 $4M -40,518 -25.6% 3Q SEC ↗
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 114,338 $3M -166,346 -59.3% 7Q SEC ↗
18 Keystone Financial Group 112,128 $3M -172,975 -60.7% 7Q SEC ↗
19 Cetera Investment Advisers 107,490 $3M +4,991 +4.9% 7Q SEC ↗
20 JONES FINANCIAL COMPANIES LLLP 93,742 $3M -17,751 -15.9% 7Q SEC ↗
21 CITADEL ADVISORS LLC 89,661 $3M +64,190 +252.0% 6Q SEC ↗
22 BEACON FINANCIAL GROUP 72,614 $2M -4,699 -6.1% 7Q SEC ↗
23 FORTRESS FINANCIAL GROUP, LLC 71,405 $2M -9,650 -11.9% 7Q SEC ↗
24 EHRLICH FINANCIAL GROUP 61,005 $2M -14,323 -19.0% 6Q SEC ↗
25 Ameritas Advisory Services, LLC 56,398 $2M +6,610 +13.3% 4Q SEC ↗
26 Midwest Capital Advisors, LLC 47,494 $1M -1,926 -3.9% 6Q SEC ↗
27 NVWM, LLC 43,263 $1M -1,622 -3.6% 2Q SEC ↗
28 Rockefeller Capital Management L.P. 35,606 $1M -147 -0.4% 7Q SEC ↗
29 MUIRFIELD WEALTH ADVISORS LLC 33,753 $1M +1,412 +4.4% 7Q SEC ↗
30 KESTRA PRIVATE WEALTH SERVICES, LLC 28,733 $875K +4,389 +18.0% 5Q SEC ↗
31 Dynasty Wealth Management, LLC 28,259 $860K +5,664 +25.1% 2Q SEC ↗
32 STIFEL FINANCIAL CORP 21,058 $641K +14 +0.1% 7Q SEC ↗
33 TSFG, LLC 21,017 $640K +2,548 +13.8% 7Q SEC ↗
34 FIFTH THIRD BANCORP 20,368 $620K -1,078 -5.0% 2Q SEC ↗
35 Cornerstone Wealth Management, LLC 19,736 $601K +302 +1.6% 7Q SEC ↗
36 J.W. COLE ADVISORS, INC. NEW 18,999 $578K — +0.0% 1Q SEC ↗
37 Ethos Financial Group, LLC 18,935 $576K -4,594 -19.5% 5Q SEC ↗
38 OpenArc Corporate Advisory, LLC 17,794 $542K +4,802 +37.0% 3Q SEC ↗
39 ROYAL BANK OF CANADA 16,473 $501K +10,999 +200.9% 7Q SEC ↗
40 Waverly Advisors, LLC 15,901 $484K — +0.0% 3Q SEC ↗
41 DIVERSIFY WEALTH MANAGEMENT, LLC 15,507 $472K -23,211 -59.9% 3Q SEC ↗
42 Diversify Advisory Services, LLC NEW 15,507 $472K — +0.0% 1Q SEC ↗
43 IFP Advisors, Inc 12,409 $378K +1,508 +13.8% 7Q SEC ↗
44 SAGESPRING WEALTH PARTNERS, LLC 11,867 $361K +80 +0.7% 2Q SEC ↗
45 Cambridge Investment Research Advisors 10,748 $327K -995 -8.5% 7Q SEC ↗
46 NATIXIS ADVISORS, LLC NEW 10,351 $315K — +0.0% 1Q SEC ↗
47 Smartleaf Asset Management LLC 9,831 $299K — +0.0% 4Q SEC ↗
48 Clarity Asset Management, Inc. 9,741 $297K +548 +6.0% 7Q SEC ↗
49 Cornerstone Planning Group LLC 9,050 $275K +399 +4.6% 3Q SEC ↗
50 GOLDMAN SACHS GROUP INC NEW 8,856 $270K — +0.0% 1Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
OSAIC HOLDINGS, INC. +111,041 +68.4% 273,399
Vertex Planning Partners, LLC +91,299 +17.1% 626,308
MML INVESTORS SERVICES, LLC +68,429 +14.7% 535,434
CITADEL ADVISORS LLC +64,190 +252.0% 89,661
BANK OF AMERICA CORP /DE +17,458 +1.9% 953,214
MORGAN STANLEY +15,442 +1.7% 931,538
ROYAL BANK OF CANADA +10,999 +200.9% 16,473
Ameritas Advisory Services, LLC +6,610 +13.3% 56,398
WELLS FARGO & COMPANY/MN +6,026 +280.4% 8,175
Dynasty Wealth Management, LLC +5,664 +25.1% 28,259
Cetera Investment Advisers +4,991 +4.9% 107,490
OpenArc Corporate Advisory, LLC +4,802 +37.0% 17,794
KESTRA PRIVATE WEALTH SERVICES, LLC +4,389 +18.0% 28,733
ENVESTNET ASSET MANAGEMENT INC +3,931 +0.9% 440,916
TSFG, LLC +2,548 +13.8% 21,017
PRIVATE TRUST CO NA +2,125 +43.8% 6,977
IFP Advisors, Inc +1,508 +13.8% 12,409
MUIRFIELD WEALTH ADVISORS LLC +1,412 +4.4% 33,753
Kestra Advisory Services, LLC +1,211 +0.9% 130,176
FMR LLC +619 +14.8% 4,801
Biggest Decreases (20)
HolderReducedChange %Total Shares
Keystone Financial Group -172,975 -60.7% 112,128
SUSQUEHANNA INTERNATIONAL GROUP, LL -166,346 -59.3% 114,338
FLOW TRADERS U.S. LLC -123,202 -93.5% 8,514
JPMORGAN CHASE & CO -103,871 -30.0% 242,710
CFS Investment Advisory Services, L -48,533 -19.0% 207,490
Cerity Partners LLC -40,518 -25.6% 117,955
DIVERSIFY WEALTH MANAGEMENT, LLC -23,211 -59.9% 15,507
JONES FINANCIAL COMPANIES LLLP -17,751 -15.9% 93,742
COMMONWEALTH EQUITY SERVICES, LLC -16,490 -5.2% 302,803
EHRLICH FINANCIAL GROUP -14,323 -19.0% 61,005
RAYMOND JAMES FINANCIAL INC -13,897 -3.8% 356,302
UBS Group AG -11,409 -5.8% 185,317
FORTRESS FINANCIAL GROUP, LLC -9,650 -11.9% 71,405
TRUIST FINANCIAL CORP -5,210 -3.2% 157,269
BEACON FINANCIAL GROUP -4,699 -6.1% 72,614
Ethos Financial Group, LLC -4,594 -19.5% 18,935
AMERIPRISE FINANCIAL INC -4,140 -2.9% 138,684
Midwest Capital Advisors, LLC -1,926 -3.9% 47,494
NVWM, LLC -1,622 -3.6% 43,263
HighPoint Advisor Group LLC -1,288 -12.8% 8,799

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms