Who owns iShares Dow Jones US Oil & Gas Exp.?
- Ticker: IEO
- CUSIP Number: 464288851
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Analyze quarterly positions in iShares Dow Jones US Oil & Gas Exp. with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Oil & Gas Exp. stock
Who bought or sold iShares Dow Jones US Oil & Gas Exp. this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Granite Bay Wealth Management | 2.1M | $197M | -3% | Dec 2023 |
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| Bank of America Corporation | 186k | $17M | -48% | Dec 2023 |
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| Wells Fargo & Company | 154k | $14M | -11% | Dec 2023 |
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| Goldman Sachs Group | 137k | $13M | 4% | Dec 2023 |
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| Citadel Advisors | 110k | $10M | -22% | Dec 2023 |
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| Royal Bank of Canada | 107k | $10M | 7% | Dec 2023 |
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| Amica Mutual Insurance Company | 87k | $8.1M | 60% | Dec 2023 |
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| Stifel Financial | 67k | $6.2M | 7% | Dec 2023 |
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| Commonwealth Equity Services | 64k | $6.0M | -17% | Dec 2023 |
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| UBS Group | 63k | $5.9M | -8% | Dec 2023 |
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| MinichMacGregor Wealth Management | 62k | $6.7M | 100% | Mar 2024 |
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| Two Sigma Investments | 61k | $5.7M | 100% | Dec 2023 |
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| Raymond James & Associates | 61k | $5.6M | -16% | Dec 2023 |
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| Spectrum Wealth Counsel | 55k | $5.1M | 100% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 49k | $4.6M | 100% | Dec 2023 |
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| Advisor Group Holdings | 47k | $4.4M | -42% | Dec 2023 |
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| Raymond James Financial Services Advisors | 46k | $4.2M | -26% | Dec 2023 |
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| Grimes & Company | 33k | $3.6M | -2% | Mar 2024 |
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| Canal Capital Management | 31k | $2.9M | 100% | Dec 2023 |
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| Cottonwood Capital Advisors | 31k | $2.9M | -5% | Dec 2023 |
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| SPC Financial | 28k | $2.6M | 1% | Dec 2023 |
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| Carret Asset Management | 25k | $2.4M | 0% | Dec 2023 |
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| D.A. Davidson & Co. | 25k | $2.3M | 3% | Dec 2023 |
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| Branch Banking & Trust Company | 25k | $2.3M | -10% | Dec 2023 |
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| Principal Securities | 23k | $2.1M | 100% | Dec 2023 |
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| Johnson Investment Counsel | 23k | $2.1M | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 22k | $2.0M | -2% | Dec 2023 |
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| Beacon Pointe Advisors | 21k | $2.0M | 0% | Dec 2023 |
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| Mutual Advisors | 21k | $2.0M | 9% | Dec 2023 |
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| Flow Traders US | 21k | $1.9M | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 19k | $1.7M | 256% | Dec 2023 |
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| Alhambra Investment Partners | 18k | $1.9M | 4% | Mar 2024 |
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| Independent Family Office | 18k | $1.7M | 6% | Dec 2023 |
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| Benedict Financial Advisors | 18k | $1.6M | -1% | Dec 2023 |
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| Brookstone Capital Management | 16k | $1.7M | -21% | Mar 2024 |
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| Hrt Financial | 16k | $1.4M | 100% | Dec 2023 |
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| PCG Wealth Advisors | 15k | $1.4M | -3% | Dec 2023 |
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| Wolverine Trading | 15k | $1.4M | -60% | Dec 2023 |
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| Jpmorgan Chase & Co | 15k | $1.4M | -98% | Dec 2023 |
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| Janney Montgomery Scott | 14k | $1.3M | 108% | Dec 2023 |
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| Viawealth | 14k | $1.3M | 12% | Dec 2023 |
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| Wealth Management Partners | 14k | $1.4M | 2% | Mar 2024 |
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| Kingsview Wealth Management | 13k | $1.2M | 100% | Dec 2023 |
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| Audent Global Asset Management | 13k | $1.2M | -24% | Dec 2023 |
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| Private Advisor | 11k | $1.0M | 56% | Dec 2023 |
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| D. E. Shaw & Co | 11k | $992k | 100% | Dec 2023 |
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| SG Americas Securities | 9.9k | $923k | 0% | Dec 2023 |
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| Mezzasalma Advisors | 8.7k | $807k | 24% | Dec 2023 |
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| Jane Street | 8.6k | $806k | 100% | Dec 2023 |
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| Peter F. Mathieson | 8.5k | $791k | 0% | Mar 2024 |
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| Mraz, Amerine & Associates | 8.2k | $765k | 0% | Dec 2023 |
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| Cypress Asset Management | 8.1k | $758k | -4% | Dec 2023 |
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| J.w. Cole Advisors | 8.1k | $754k | 11% | Dec 2023 |
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| Endowment Wealth Management | 7.1k | $657k | 1% | Dec 2023 |
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| First Foundation Advisors | 6.8k | $638k | 38% | Dec 2023 |
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| H D Vest Advisory Services | 6.8k | $630k | 24% | Dec 2023 |
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| Visionary Wealth Advisors | 6.8k | $630k | 0% | Dec 2023 |
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| Creative Planning | 6.3k | $592k | -24% | Dec 2023 |
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| Wedbush Morgan Securities | 6.3k | $588k | 0% | Dec 2023 |
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| Kestra Advisory Services | 6.0k | $563k | -2% | Dec 2023 |
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| Gill Capital Partners | 5.6k | $522k | -3% | Dec 2023 |
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| Highview Capital Management | 5.4k | $502k | 100% | Dec 2023 |
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| Two Sigma Advisers | 5.1k | $475k | 100% | Dec 2023 |
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| Altfest L J & Co | 5.0k | $469k | -2% | Dec 2023 |
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| Rsm Us Wealth Management | 4.9k | $453k | -55% | Dec 2023 |
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| AE Wealth Management | 4.5k | $416k | -83% | Dec 2023 |
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| Concurrent Investment Advisors | 4.2k | $389k | 100% | Dec 2023 |
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| Telemus Capital | 4.1k | $385k | 100% | Dec 2023 |
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| HighTower Advisors | 3.6k | $331k | 2% | Dec 2023 |
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| Custom Index Systems | 3.5k | $323k | 100% | Dec 2023 |
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| National Asset Management | 3.4k | $319k | -5% | Dec 2023 |
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| Trexquant Investment | 3.1k | $293k | 100% | Dec 2023 |
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| Joseph P. Lucia & Associates | 3.1k | $286k | -9% | Dec 2023 |
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| Fiduciary Trust Company | 3.0k | $280k | 0% | Dec 2023 |
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| Sunbelt Securities | 3.0k | $318k | -4% | Mar 2024 |
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| Two Sigma Securities | 2.9k | $274k | 100% | Dec 2023 |
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| Atlas Private Wealth Advisors | 2.9k | $270k | 0% | Dec 2023 |
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| Advisory Services Network | 2.9k | $268k | -51% | Dec 2023 |
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| Fifth Third Securities | 2.8k | $303k | -34% | Mar 2024 |
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| Citigroup | 2.7k | $256k | 0% | Dec 2023 |
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| Mercer Global Advisors | 2.7k | $255k | -16% | Dec 2023 |
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| Stratos Wealth Partners | 2.7k | $288k | 100% | Mar 2024 |
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| Prospera Financial Services | 2.6k | $245k | -3% | Dec 2023 |
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| Essex Financial Services | 2.6k | $241k | 0% | Dec 2023 |
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| Meridian Wealth Management | 2.6k | $240k | -50% | Dec 2023 |
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| Gladstone Institutional Advisory | 2.4k | $226k | -73% | Dec 2023 |
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| Millennium Management | 2.4k | $226k | -88% | Dec 2023 |
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| Sumitomo Mitsui Financial | 2.4k | $221k | -38% | Dec 2023 |
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| Sigma Planning | 2.4k | $220k | -44% | Dec 2023 |
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| FTB Advisors | 2.3k | $211k | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 2.2k | $237k | -39% | Mar 2024 |
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| Investors Research Corp | 2.1k | $200k | 258% | Dec 2023 |
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| William Blair $ Company | 2.1k | $196k | -16% | Dec 2023 |
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| TD Waterhouse Canada | 2.1k | $199k | 7% | Dec 2023 |
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| Harbor Investment Advisory | 2.1k | $219k | -46% | Mar 2024 |
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| IFP Advisors | 1.9k | $176k | -31% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 1.8k | $170k | 0% | Dec 2023 |
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| Parallel Advisors | 1.8k | $165k | -25% | Dec 2023 |
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| Ancora Advisors | 1.5k | $136k | -46% | Dec 2023 |
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| Tradition Wealth Management | 1.4k | $131k | 17% | Dec 2023 |
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| EverSource Wealth Advisors | 1.4k | $130k | -54% | Dec 2023 |
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| Zurcher Kantonalbank | 1.2k | $114k | 0% | Dec 2023 |
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| Simplex Trading | 1.1k | $104k | -78% | Dec 2023 |
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| Cutler | 1.1k | $0 | -78% | Dec 2023 |
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| Nbc Securities | 925.00 | $98k | 0% | Mar 2024 |
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| Harbour Investments | 906.00 | $84k | 0% | Dec 2023 |
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| Whittier Trust Co. of Nevada | 800.00 | $75k | 0% | Dec 2023 |
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| Tyler-Stone Wealth Management | 642.00 | $60k | 0% | Dec 2023 |
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| Winch Advisory Services | 553.00 | $52k | -28% | Dec 2023 |
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| CWM | 513.00 | $55k | 8450% | Mar 2024 |
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| Hollencrest Securities | 500.00 | $47k | 0% | Dec 2023 |
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| Gradient Investments | 423.00 | $39k | 0% | Dec 2023 |
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| Anchor Investment Management | 404.00 | $38k | 0% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 355.00 | $33k | 2% | Dec 2023 |
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| Founders Capital Management | 350.00 | $37k | 0% | Mar 2024 |
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| Global Retirement Partners | 349.00 | $31k | 49% | Dec 2023 |
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| Cedar Mountain Advisors | 255.00 | $27k | 0% | Mar 2024 |
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| GPS Wealth Strategies Group | 250.00 | $23k | 0% | Dec 2023 |
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| HighMark Wealth Management | 250.00 | $23k | 2% | Dec 2023 |
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| Spire Wealth Management | 235.00 | $21k | -69% | Dec 2023 |
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| New England Capital Financial Advisors | 225.00 | $21k | 0% | Dec 2023 |
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| Hanson McClain Advisors | 220.00 | $21k | 100% | Dec 2023 |
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| Whittier Trust | 203.00 | $19k | 0% | Dec 2023 |
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| Caldwell Sutter Capital | 200.00 | $19k | 0% | Dec 2023 |
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| Howe and Rusling | 200.00 | $19k | 2% | Dec 2023 |
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| Pnc Financial Services | 200.00 | $19k | 0% | Dec 2023 |
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| Riggs Asset Managment | 197.00 | $18k | -43% | Dec 2023 |
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| Bangor Savings Bank | 181.00 | $19k | 2% | Mar 2024 |
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| Steward Partners Investment Advisory | 175.00 | $16k | 0% | Dec 2023 |
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| Founders Financial Alliance | 163.00 | $15k | 2% | Dec 2023 |
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| Turtle Creek Wealth Advisors | 135.00 | $13k | 100% | Dec 2023 |
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| Sandy Spring Bank | 123.00 | $11k | 1% | Dec 2023 |
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| Lindbrook Capital | 102.00 | $9.5k | 0% | Dec 2023 |
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| Impact Partnership Wealth | 74.00 | $6.9k | 0% | Dec 2023 |
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| Tidemark | 70.00 | $6.5k | 100% | Dec 2023 |
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| National Bank Of Canada /fi/ | 60.00 | $5.6k | 0% | Dec 2023 |
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| Newbridge Financial Services Group | 55.00 | $5.2k | 0% | Dec 2023 |
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| Bank Of Montreal | 50.00 | $4.7k | -98% | Dec 2023 |
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| Focused Wealth Management | 48.00 | $4.5k | 0% | Dec 2023 |
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| Scarborough Advisors | 35.00 | $3.3k | 100% | Dec 2023 |
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| Evermay Wealth Management | 31.00 | $2.9k | 100% | Dec 2023 |
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| JJJ Advisors | 30.00 | $3.2k | 0% | Mar 2024 |
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| O'shaughnessy Asset Management | 26.00 | $2.4k | 0% | Dec 2023 |
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| VitalStone Financial | 26.00 | $2.0k | 0% | Dec 2023 |
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| Us Bancorp | 18.00 | $1.7k | 0% | Dec 2023 |
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| Register Financial Advisors | 4.00 | $428.000000 | 0% | Mar 2024 |
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| Activest Wealth Management | 4.00 | $380.000000 | 0% | Dec 2023 |
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Who sold out of iShares Dow Jones US Oil & Gas Exp.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Teamwork Financial Advisors | Sep 2023 | 21k | $2.1M |
| Permanens Capital | Sep 2023 | 5.1k | $495k |
| Steel Peak Wealth Management | Dec 2023 | 3.3k | $308k |
| Summit Trail Advisors | Sep 2023 | 2.9k | $285k |
| GSA Capital Partners | Sep 2023 | 2.7k | $266k |
| Foundations Investment Advisors | Sep 2023 | 2.7k | $263k |
| United Capital Financial Advisers | Sep 2023 | 2.5k | $241k |
| Koshinski Asset Management | Sep 2023 | 2.3k | $226k |
| Centaurus Financial | Sep 2023 | 2.0k | $194k |
| Knuff & Co | Sep 2023 | 1.6k | $153k |
| Farther Finance Advisors | Sep 2023 | 315.00 | $31k |
| Larson Financial Group | Sep 2023 | 224.00 | $22k |
| FNY Investment Advisers | Sep 2023 | 100.00 | $9.0k |
| TSFG | Dec 2023 | 90.00 | $8.0k |
| Bogart Wealth | Sep 2023 | 75.00 | $7.3k |
| Penserra Capital Management | Sep 2023 | 74.00 | $7.0k |
| Coastal Investment Advisors | Sep 2023 | 65.00 | $5.5k |
| Lee Financial | Sep 2023 | 50.00 | $4.9k |