Who owns iShares Dow Jones US Health Care?

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Analyze quarterly positions in iShares Dow Jones US Health Care with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Dow Jones US Health Care stock

Who bought or sold iShares Dow Jones US Health Care this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 181k $45M -12% Sep 2023
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Mercer Global Advisors 155k $41M 275% Dec 2023
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Goldman Sachs Group 122k $32M -4% Dec 2023
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Bank of America Corporation 116k $30M 26% Dec 2023
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LPL Financial 74k $18M -2% Sep 2023
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Wharton Business Group 67k $18M 0% Dec 2023
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UBS Group 63k $17M -18% Dec 2023
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Wells Fargo & Company 62k $16M -20% Dec 2023
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Envestnet Asset Management 56k $14M 1% Sep 2023
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Ameriprise Financial 39k $9.6M -19% Sep 2023
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Royal Bank of Canada 36k $9.5M -1% Dec 2023
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Advisor Group Holdings 31k $8.1M -27% Dec 2023
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Susquehanna International 23k $5.8M -2% Sep 2023
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New York State Common Retirement Fund 21k $5.5M -8% Dec 2023
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Wellington Management Company 21k $5.5M -8% Dec 2023
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Bank Hapoalim Bm 20k $5.3M 0% Dec 2023
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Martin & Co 19k $4.6M -1% Sep 2023
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Northwestern Mutual Wealth Management Company 19k $4.6M -10% Sep 2023
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Meitav Dash Investments 18k $4.7M 0% Dec 2023
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Commonwealth Equity Services 17k $4.4M 4% Dec 2023
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Raymond James Financial Services Advisors 17k $4.4M -1% Dec 2023
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HighTower Advisors 16k $4.2M 4% Dec 2023
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Multi-Financial Securities 16k $3.8M 6% Sep 2023
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Peapack Gladstone Financial Corp 15k $3.6M -1% Sep 2023
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Mason & Associates 14k $3.8M 1% Dec 2023
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Jpmorgan Chase & Co 14k $3.6M -3% Dec 2023
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Phoenix Holdings 14k $3.6M -28% Dec 2023
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H D Vest Advisory Services 13k $3.5M -21% Dec 2023
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Mariner Wealth Advisors 11k $2.8M 20% Dec 2023
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Leuthold Weeden Capital Management 11k $2.8M 9% Dec 2023
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CPR Investments 11k $2.8M 100% Dec 2023
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Citadel Advisors 9.6k $2.5M -54% Dec 2023
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Condor Capital Management 9.4k $2.5M 1% Dec 2023
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AE Wealth Management 8.7k $2.2M 1% Dec 2023
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Tower Research Capital 7.8k $1.9M 252% Sep 2023
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Branch Banking & Trust Company 7.7k $2.0M 2% Dec 2023
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Hills Bank And Trust Company 7.6k $2.0M -1% Dec 2023
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First Republic Investment Management 7.2k $1.8M -2% Sep 2023
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Colony 6.8k $1.8M 100% Dec 2023
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Cambridge Investment Research Advisors 6.6k $1.7M 0% Dec 2023
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Thrive Capital Management 6.2k $1.6M -5% Dec 2023
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Wedbush Morgan Securities 6.2k $1.6M -5% Dec 2023
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Koshinski Asset Management 5.9k $1.6M 62% Dec 2023
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Creative Planning 5.8k $1.5M 0% Dec 2023
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Cetera Investment Advisers 5.7k $1.4M -1% Sep 2023
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Leo Wealth 5.5k $297k 100% Dec 2023
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First National Corp 5.2k $1.4M 0% Dec 2023
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Beacon Pointe Advisors 5.2k $1.4M -3% Dec 2023
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Terra Nova Asset Management 5.1k $1.3M 0% Dec 2023
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Janney Montgomery Scott 4.7k $1.2M 0% Dec 2023
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Trust Co Of Toledo Na 4.7k $1.2M -2% Dec 2023
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Goss Wealth Management 4.6k $1.1M -1% Sep 2023
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Caprock 4.5k $1.2M -4% Dec 2023
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Kingsview Wealth Management 4.2k $1.1M 40% Dec 2023
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First Heartland Consultants 4.0k $1.1M 0% Dec 2023
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Mml Investors Services 4.0k $980k -8% Sep 2023
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Two Sigma Investments 3.8k $986k -41% Dec 2023
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MAI Wealth Advisors 3.7k $978k 100% Dec 2023
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Financial Freedom 3.7k $974k 0% Dec 2023
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Financial Network Investment Corporation 3.5k $870k 18% Sep 2023
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Certified Advisory Corp 3.5k $909k -16% Dec 2023
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Equitable Holdings 3.4k $844k -28% Sep 2023
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Scotia Capital 3.4k $880k 0% Dec 2023
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Dumont & Blake Investment Advisors 3.3k $873k -2% Dec 2023
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Raymond James & Associates 3.3k $870k -5% Dec 2023
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Carl P. Sherr & Co 3.2k $838k -6% Dec 2023
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Eqis Capital Management 3.0k $745k -32% Sep 2023
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Kestra Advisory Services 2.8k $745k -9% Dec 2023
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CX Institutional 2.8k $729k 100% Dec 2023
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Millennium Management 2.7k $718k 100% Dec 2023
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Merit Financial Group 2.5k $652k -71% Dec 2023
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Evanson Asset Management 2.4k $636k 0% Dec 2023
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Steward Partners Investment Advisory 2.4k $635k -5% Dec 2023
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Bank Of Montreal 2.4k $630k 0% Dec 2023
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FMR 2.4k $579k -4% Sep 2023
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Tritonpoint Wealth 2.3k $616k 100% Dec 2023
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Garrison Point Advisors 2.3k $615k -3% Dec 2023
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HBK Sorce Advisory 2.3k $610k -6% Dec 2023
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Stifel Financial 2.3k $595k 0% Dec 2023
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Drive Wealth Management 2.2k $579k 0% Dec 2023
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Ieq Capital 2.1k $554k -9% Dec 2023
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Thrivent Financial for Lutherans 2.0k $499k -12% Sep 2023
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Private Advisor 2.0k $531k 86% Dec 2023
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Iowa State Bank 2.0k $525k 0% Dec 2023
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U.S. Capital Wealth Advisors 1.9k $507k -3% Dec 2023
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Advisory Services Network 1.9k $502k 0% Dec 2023
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Credit Suisse 1.9k $499k 100% Dec 2023
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Pathstone Family Office 1.9k $468k 100% Sep 2023
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FTB Advisors 1.8k $477k 0% Dec 2023
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Principal Securities 1.7k $447k 100% Dec 2023
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TSFG 1.6k $431k -5% Dec 2023
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Bensler 1.6k $423k 0% Dec 2023
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Baird Financial 1.6k $422k 31% Dec 2023
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Kraft, Davis & Associates 1.6k $406k 31% Dec 2023
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Perigon Wealth Management 1.6k $414k 15% Dec 2023
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First Foundation Advisors 1.6k $412k -3% Dec 2023
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Nations Financial Group 1.5k $389k -4% Dec 2023
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Wealth Enhancement Advisory Services 1.5k $388k 63% Dec 2023
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KCM Investment Advisors 1.5k $364k 0% Sep 2023
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Haverford Trust Company 1.5k $387k 0% Dec 2023
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Gts Securities 1.4k $378k 100% Dec 2023
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Captrust Financial Advisors 1.4k $377k 16% Dec 2023
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IFG Advisory 1.4k $374k 100% Dec 2023
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Sunbelt Securities 1.4k $373k 9% Dec 2023
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Sebold Capital Management 1.4k $369k 0% Dec 2023
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WealthBridge Capital Management 1.4k $356k 0% Dec 2023
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Nbc Securities 1.3k $351k 0% Dec 2023
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Arkadios Wealth Advisors 1.3k $349k -5% Dec 2023
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Valeo Financial Advisors 1.3k $341k 0% Dec 2023
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Level Four Advisory Services 1.3k $339k -2% Dec 2023
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PFG Investments 1.2k $322k -4% Dec 2023
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Marshall Wace 1.2k $313k 16% Dec 2023
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Qube Research & Technologies 1.2k $291k 6865% Sep 2023
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Lincoln National 1.2k $306k -18% Dec 2023
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Clal Insurance Enterprises Holdings 1.1k $278k 0% Sep 2023
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Crescent Grove Advisors 1.1k $290k 0% Dec 2023
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Pathstone Holdings 1.1k $289k 100% Dec 2023
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Primoris Wealth Advisors 1.1k $289k 0% Dec 2023
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Bank of New York Mellon 1.1k $286k 100% Dec 2023
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Commerce Bank N A 1.1k $286k 0% Dec 2023
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J.w. Cole Advisors 1.1k $285k -65% Dec 2023
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Coastal Investment Advisors 1.0k $268k 3% Dec 2023
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Krasney Financial 1.0k $267k 100% Dec 2023
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Two Sigma Advisers 1.0k $263k -82% Dec 2023
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Cresset Asset Management 995.00 $245k 0% Sep 2023
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Pnc Financial Services 988.00 $259k 0% Dec 2023
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CWM 975.00 $256k -1% Dec 2023
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Integrated Wealth Concepts 975.00 $240k 0% Sep 2023
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Stephens 955.00 $235k -1% Sep 2023
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Bouchey Financial 900.00 $236k 0% Dec 2023
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Future Financial Wealth Managment 900.00 $236k 0% Dec 2023
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Joseph P. Lucia & Associates 885.00 $232k -4% Dec 2023
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EP Wealth Advisors 880.00 $231k -2% Dec 2023
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Baker Avenue Asset Management 853.00 $224k 100% Dec 2023
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Neuberger Berman Group 852.00 $224k 100% Dec 2023
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Aviance Capital Partners 850.00 $223k 0% Dec 2023
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Bristlecone Advisors 828.00 $217k 0% Dec 2023
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GSA Capital Partners 817.00 $215k -17% Dec 2023
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WESPAC Advisors 816.00 $214k 0% Dec 2023
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Bp Wealth Management 808.00 $212k 100% Dec 2023
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Manchester Capital Management 800.00 $210k 0% Dec 2023
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Lion Street Advisors 772.00 $203k 100% Dec 2023
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Townsend Asset Management Corp 695.00 $183k 0% Dec 2023
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Centaurus Financial 615.00 $161k -11% Dec 2023
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Citigroup 563.00 $148k -14% Dec 2023
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Global Retirement Partners 537.00 $141k 77% Dec 2023
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Toth Financial Advisory Corporation 470.00 $123k 0% Dec 2023
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Us Bancorp 459.00 $121k -20% Dec 2023
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Capital Analysts 458.00 $120k 100% Dec 2023
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Barclays 445.00 $117k 0% Dec 2023
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Cutler 100.00 $26k -91% Dec 2023
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Who sold out of iShares Dow Jones US Health Care?

Fund or Company Name Date Sold Shares Held Valued At
Flow Traders US Sep 2023 12k $3.0M
Menora Mivtachim Holdings Jun 2023 5.9k $1.5M
United Capital Financial Advisers Sep 2023 3.1k $765k
Hudock Moyer Wealth Resources Sep 2023 2.7k $669k
Robertson Stephens Wealth Management Sep 2023 1.8k $435k
Virtue Capital Management Sep 2023 1.2k $313k
SFI Advisors Sep 2023 1.1k $282k
Two Sigma Securities Sep 2023 1.1k $277k
Belvedere Trading Jun 2023 1.0k $256k
Charter Oak Capital Management Sep 2023 944.00 $232k
Adell, Harriman, & Carpenter Sep 2023 900.00 $222k