Who owns iShares Dow Jones US Insurance Index ETF?
- Ticker: IAK
- CUSIP Number: 464288786
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones US Insurance Index ETF with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of iShares Dow Jones US Insurance Index ETF stock
Who bought or sold iShares Dow Jones US Insurance Index ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| SPC Financial | 188k | $19M | -4% | Dec 2023 |
|
| Bank of America Corporation | 184k | $19M | 10% | Dec 2023 |
|
| Wells Fargo & Company | 177k | $18M | 8% | Dec 2023 |
|
| Advisor Group Holdings | 163k | $16M | -24% | Dec 2023 |
|
| Royal Bank of Canada | 146k | $15M | 57% | Dec 2023 |
|
| Stifel Financial | 134k | $13M | 11% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 98k | $12M | 568% | Mar 2024 |
|
| MinichMacGregor Wealth Management | 96k | $11M | -5% | Mar 2024 |
|
| Advisory Services Network | 90k | $9.0M | -1% | Dec 2023 |
|
| Goldman Sachs Group | 66k | $6.6M | 41% | Dec 2023 |
|
| Legend Financial Advisors | 55k | $6.5M | -1% | Mar 2024 |
|
| UBS Group | 45k | $4.6M | -1% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 44k | $5.2M | 18% | Mar 2024 |
|
| Fiduciary Planning | 42k | $4.2M | 265% | Dec 2023 |
|
| Cadent Capital Advisors | 42k | $4.9M | -3% | Mar 2024 |
|
| Lee, Danner & Bass | 41k | $4.1M | 965% | Dec 2023 |
|
| Well Done | 40k | $4.7M | -5% | Mar 2024 |
|
| Founders Financial Securities | 35k | $4.1M | -1% | Mar 2024 |
|
| Mariner Wealth Advisors | 35k | $3.5M | 100% | Dec 2023 |
|
| Chicago Wealth Management | 31k | $3.1M | 2% | Dec 2023 |
|
| Prospera Financial Services | 31k | $3.1M | 100% | Dec 2023 |
|
| Commonwealth Equity Services | 23k | $2.3M | -28% | Dec 2023 |
|
| Raymond James & Associates | 20k | $2.4M | 62% | Mar 2024 |
|
| SP Asset Management | 20k | $2.0M | 1% | Dec 2023 |
|
| Janney Montgomery Scott | 20k | $2.0M | 27% | Dec 2023 |
|
| Stonebridge Financial Planning Group | 17k | $1.7M | -35% | Dec 2023 |
|
| Primoris Wealth Advisors | 16k | $1.6M | 100% | Dec 2023 |
|
| Hills Bank And Trust Company | 15k | $1.5M | -1% | Dec 2023 |
|
| TAP Consulting | 15k | $1.8M | 100% | Mar 2024 |
|
| J.w. Cole Advisors | 13k | $1.3M | 100% | Dec 2023 |
|
| Capital Advisory Group Advisory Services | 11k | $1.3M | -1% | Mar 2024 |
|
| Atria Investments | 10k | $1.0M | -27% | Dec 2023 |
|
| Smith Anglin Financial | 10k | $1.0M | 0% | Dec 2023 |
|
| Robinson Value Management | 9.6k | $1.1M | -1% | Mar 2024 |
|
| Atria Wealth Solutions | 9.2k | $917k | 22% | Dec 2023 |
|
| Leuthold Weeden Capital Management | 9.1k | $907k | 100% | Dec 2023 |
|
| KKM Financial | 8.7k | $872k | 100% | Dec 2023 |
|
| Cottonwood Capital Advisors | 8.6k | $859k | 19% | Dec 2023 |
|
| Muirfield Wealth Advisors | 8.1k | $955k | -10% | Mar 2024 |
|
| Genesee Capital Advisors | 7.4k | $872k | 7% | Mar 2024 |
|
| Scotia Capital | 7.1k | $711k | 100% | Dec 2023 |
|
| Citizens Financial Group | 6.5k | $651k | 100% | Dec 2023 |
|
| Steward Partners Investment Advisory | 5.9k | $588k | -3% | Dec 2023 |
|
| Apeiron RIA | 5.8k | $683k | 0% | Mar 2024 |
|
| IFG Advisory | 5.8k | $577k | -7% | Dec 2023 |
|
| Private Advisor | 5.5k | $555k | 100% | Dec 2023 |
|
| Davenport & Co | 5.5k | $552k | -13% | Dec 2023 |
|
| PFG Advisors | 5.4k | $544k | 0% | Dec 2023 |
|
| Bank Of Montreal | 5.3k | $531k | 595% | Dec 2023 |
|
| SFMG Wealth Advisors | 4.7k | $475k | 100% | Dec 2023 |
|
| Kestra Private Wealth Services | 4.4k | $443k | 47% | Dec 2023 |
|
| Retirement Planning Co of New England | 4.4k | $441k | 16% | Dec 2023 |
|
| GSA Capital Partners | 4.4k | $440k | 100% | Dec 2023 |
|
| Eagle Strategies | 4.3k | $508k | 100% | Mar 2024 |
|
| WESPAC Advisors SoCal | 4.2k | $495k | 1% | Mar 2024 |
|
| HighTower Advisors | 4.0k | $401k | 100% | Dec 2023 |
|
| FTB Advisors | 4.0k | $396k | 0% | Dec 2023 |
|
| Bank Hapoalim Bm | 3.8k | $381k | -8% | Dec 2023 |
|
| Cardiff Park Advisors | 3.5k | $350k | 0% | Dec 2023 |
|
| Kingswood Wealth Advisors | 3.5k | $406k | -3% | Mar 2024 |
|
| Spire Wealth Management | 3.3k | $390k | 0% | Mar 2024 |
|
| Citadel Advisors | 3.3k | $329k | -56% | Dec 2023 |
|
| TFB Advisors | 3.0k | $300k | 100% | Dec 2023 |
|
| Brookstone Capital Management | 2.9k | $338k | 12% | Mar 2024 |
|
| Private Trust Co Na | 2.7k | $268k | 100% | Dec 2023 |
|
| Ferguson Wellman Capital Management | 2.4k | $277k | 0% | Mar 2024 |
|
| Commonwealth Retirement Investments | 2.3k | $231k | 100% | Dec 2023 |
|
| Perigon Wealth Management | 2.2k | $221k | 0% | Dec 2023 |
|
| Us Bancorp | 1.8k | $180k | 0% | Dec 2023 |
|
| Raymond James Trust | 1.7k | $202k | 100% | Mar 2024 |
|
| Centaurus Financial | 1.7k | $166k | -2% | Dec 2023 |
|
| Larson Financial Group | 1.3k | $127k | 13% | Dec 2023 |
|
| Geneos Wealth Management | 934.00 | $94k | 367% | Dec 2023 |
|
| Sunbelt Securities | 799.00 | $94k | -66% | Mar 2024 |
|
| Planned Solutions | 731.00 | $73k | 100% | Dec 2023 |
|
| Capital Analysts | 648.00 | $65k | 100% | Dec 2023 |
|
| Y.D. More Investments | 630.00 | $63k | 0% | Dec 2023 |
|
| A. Montag and Associates | 444.00 | $44k | 1% | Dec 2023 |
|
| Washington Trust Company | 344.00 | $40k | 0% | Mar 2024 |
|
| Global Retirement Partners | 259.00 | $30k | 19% | Mar 2024 |
|
| Cutler | 200.00 | $4.0k | -33% | Mar 2024 |
|
| Coastal Investment Advisors | 191.00 | $22k | 100% | Mar 2024 |
|
| Jpmorgan Chase & Co | 123.00 | $12k | 17% | Dec 2023 |
|
| Tidemark | 91.00 | $9.1k | 100% | Dec 2023 |
|
| Penserra Capital Management | 73.00 | $7.0k | 100% | Dec 2023 |
|
| Nbc Securities | 60.00 | $7.0k | 100% | Mar 2024 |
|
| West Tower Group | 47.00 | $4.7k | 24% | Dec 2023 |
|
| William Blair $ Company | 22.00 | $2.2k | 0% | Dec 2023 |
|
| Proequities | 0 | $0 | -100% | Dec 2023 |
|
Who sold out of iShares Dow Jones US Insurance Index ETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AE Wealth Management | Sep 2023 | 21k | $1.9M |
| WealthBridge Capital Management | Sep 2023 | 4.1k | $371k |
| FNY Investment Advisers | Sep 2023 | 100.00 | $9.0k |