Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2021 | 30 |
GLENMEDE TRUST CO NA | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 23 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 19 |
Fisher Asset Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 16 |
AMERIPRISE FINANCIAL INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
SVB WEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 10 |
Intercontinental Wealth Advisors, LLC | 9 | 1 | 0.11% | 0.17% | 0.22% | Q1 2017 | Q4 2019 | 10 |
QUADRANT CAPITAL GROUP LLC | 7 | 3 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q4 2019 | 10 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 10 |
Lenox Wealth Management, Inc. | 10 | 10 | 0.00% | 0.11% | 0.35% | Q1 2018 | Q2 2020 | 10 |
Archford Capital Strategies, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2016 | 9 |
Weaver C. Barksdale & Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Ativo Capital Management LLC | 4 | 1 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2015 | 7 |
ETRADE Capital Management LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
BKS ADVISORS, LLC | 5 | 1 | 0.13% | 0.27% | 0.34% | Q2 2015 | Q2 2018 | 7 |
Freedom Investment Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 6 |
Henry James International Management Inc. | 6 | 6 | 0.14% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Financial Gravity Asset Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
THOMAS WHITE INTERNATIONAL LTD | 5 | 5 | 0.00% | 0.32% | 0.55% | Q2 2013 | Q2 2014 | 5 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2013 | 4 |
Janney Capital Management LLC | 4 | 4 | 0.69% | 0.95% | 1.16% | Q2 2014 | Q1 2015 | 4 |
Janney Montgomery Scott LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Aperio Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 4 |
FDx Advisors, Inc. | 3 | 3 | 0.16% | 0.23% | 0.32% | Q2 2013 | Q4 2013 | 3 |
THORNBURG INVESTMENT MANAGEMENT INC | 3 | 3 | 0.23% | 0.30% | 0.40% | Q2 2013 | Q4 2013 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Hexavest Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MAI Capital Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
AJO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
DREMAN VALUE MANAGEMENT, L L C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
External links
This page lists all the filers that currently own IND & COMM BK OF-UNSPON ADR or have owned IND & COMM BK OF-UNSPON ADR in the past.