Who owns iShares Dow Jones US Oil & Gas Exp.?

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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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Morgan Stanley 706k $69M 50% Sep 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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Ameriprise Financial 109k $11M 32% Sep 2023
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Susquehanna International 108k $11M -6% Sep 2023
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Royal Bank of Canada 107k $10M 7% Dec 2023
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LPL Financial 103k $10M 13% Sep 2023
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Envestnet Asset Management 94k $9.2M 18% Sep 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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Mml Investors Services 66k $6.4M -11% Sep 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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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 34k $3.2M 0% Dec 2023
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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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Martin & Co 24k $2.3M -1% Sep 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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Northwestern Mutual Wealth Management Company 22k $2.1M -10% Sep 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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Brookstone Capital Management 20k $1.9M 63% Dec 2023
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Mariner Wealth Advisors 19k $1.7M 256% Dec 2023
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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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Alhambra Investment Partners 17k $1.6M 25% Dec 2023
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CIBC World Markets 17k $1.7M 0% Sep 2023
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Qube Research & Technologies 16k $1.6M -34% Sep 2023
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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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Manufacturers Life Insurance Company 15k $1.4M 32% Sep 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 13k $1.2M 12% Dec 2023
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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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Prudential Financial 10k $1.0M 138% Sep 2023
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SG Americas Securities 9.9k $923k 0% Dec 2023
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Equitable Holdings 8.9k $865k 89% Sep 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 6% Dec 2023
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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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Stephens 8.1k $787k 2% Sep 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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Amica Retiree Medical Trust 6.8k $664k 100% Sep 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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Multi-Financial Securities 5.5k $532k 100% Sep 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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Financial Network Investment Corporation 5.1k $495k 29% Sep 2023
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Altfest L J & Co 5.0k $469k -2% Dec 2023
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Cetera Investment Advisers 5.0k $491k 100% Sep 2023
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Rsm Us Wealth Management 4.9k $453k -55% Dec 2023
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Cresset Asset Management 4.6k $456k -7% Sep 2023
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AE Wealth Management 4.5k $416k -83% Dec 2023
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Fifth Third Securities 4.3k $418k 3% Sep 2023
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Telemus Capital 4.1k $385k 100% Dec 2023
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Harbor Investment Advisory 3.8k $355k -1% Dec 2023
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Wealth Enhancement Advisory Services 3.6k $339k -21% Dec 2023
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HighTower Advisors 3.6k $331k 2% Dec 2023
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Invesco 3.5k $342k -11% Sep 2023
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Poehling Capital Management 3.5k $341k 0% Sep 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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Steel Peak Wealth Management 3.3k $308k 100% Dec 2023
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Trexquant Investment 3.1k $293k 100% Dec 2023
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Sunbelt Securities 3.1k $289k -52% 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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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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Citigroup 2.7k $256k 0% Dec 2023
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Mercer Global Advisors 2.7k $255k -16% Dec 2023
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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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Edge Capital Group 2.5k $239k 0% Sep 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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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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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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Brian McDonald 1.1k $107k 100% Sep 2023
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Glenmede Trust Company 1.0k $100k 0% Sep 2023
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Nbc Securities 929.00 $86k -6% Dec 2023
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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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Wells Financial Advisors 600.00 $59k 0% Sep 2023
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Tower Research Capital 564.00 $55k -93% Sep 2023
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Winch Advisory Services 553.00 $52k -28% Dec 2023
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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 $33k 0% Dec 2023
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Global Retirement Partners 349.00 $31k 49% Dec 2023
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Cedar Mountain Advisors 255.00 $24k 0% Dec 2023
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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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Carolinas Wealth Consulting 200.00 $19k 100% Sep 2023
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Riggs Asset Managment 197.00 $18k -43% Dec 2023
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Bank Of Montreal 50.00 $4.7k -98% 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
Columbus Macro Sep 2023 18k $1.7M
EWG Elevate Sep 2023 16k $1.5M
Permanens Capital Sep 2023 5.1k $495k
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
Apeiron RIA Sep 2023 2.4k $233k
NovaPoint Capital Sep 2023 2.4k $233k
Koshinski Asset Management Sep 2023 2.3k $226k
Centaurus Financial Sep 2023 2.0k $194k
Knuff & Co Sep 2023 1.6k $153k
Ayalon Holdings Sep 2023 1.2k $121k
Farther Finance Advisors Sep 2023 315.00 $31k
Legacy Financial Group Sep 2023 278.00 $27M
Larson Financial Group Sep 2023 224.00 $22k
Atlas Capital Advisors Sep 2023 200.00 $20k