Who owns iShares Dow Jones US Medical Dev.?

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

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Top investors of iShares Dow Jones US Medical Dev. stock

Who bought or sold iShares Dow Jones US Medical Dev. this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 3.3M $162M -16% Sep 2023
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Meitav Dash Investments 3.1M $166M 17% Dec 2023
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LPL Financial 2.8M $135M -1% Sep 2023
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Bank of America Corporation 2.3M $127M -18% Dec 2023
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Fisher Investments 2.1M $112M -5% Dec 2023
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Wells Fargo & Company 1.3M $72M 6% Dec 2023
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UBS Group 1.3M $72M 6% Dec 2023
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Envestnet Asset Management 1.2M $57M 26% Sep 2023
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Royal Bank of Canada 1.1M $58M 32% Dec 2023
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Harel Insurance Investments & Financial Services 724k $39M -4% Dec 2023
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Ameriprise Financial 603k $29M 3% Sep 2023
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Jpmorgan Chase & Co 554k $30M 46% Dec 2023
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Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet 553k $30M 0% Dec 2023
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J Arnold Wealth Management 545k $29M 7% Dec 2023
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Goldman Sachs Group 493k $27M -2% Dec 2023
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Advisor Group Holdings 429k $23M -41% Dec 2023
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Strategic Investment Solutions 405k $23M 7692% Sep 2023
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Mivtachim The Workers Social Insurance Fund 386k $21M 100% Dec 2023
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Raymond James & Associates 382k $21M -18% Dec 2023
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Commonwealth Equity Services 380k $21M -20% Dec 2023
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Flaharty Asset Management 378k $20M 1% Dec 2023
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Raymond James Financial Services Advisors 368k $20M 24% Dec 2023
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Migdal Insurance & Financial Holdings 356k $19M 5533% Dec 2023
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Mml Investors Services 352k $17M -2% Sep 2023
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Marshall Wace 329k $18M 100% Dec 2023
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Gerber Kawasaki Wealth & Investment Management 310k $15M -6% Sep 2023
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Citadel Advisors 292k $16M 35% Dec 2023
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Nan Shan Life Insurance 281k $14M 780% Sep 2023
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Bank Hapoalim Bm 273k $15M -2% Dec 2023
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Mackenzie Financial 269k $15M 0% Dec 2023
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Squarepoint Ops 258k $14M 27% Dec 2023
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RiverFront Investment Group 242k $13M 5% Dec 2023
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AE Wealth Management 236k $13M -5% Dec 2023
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Baltimore-Washington Financial Advisors 233k $13M -41% Dec 2023
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Wharton Business Group 233k $13M -10% Dec 2023
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Wealth Enhancement Advisory Services 222k $12M 0% Dec 2023
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Cambridge Investment Research Advisors 218k $12M -28% Dec 2023
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Financial Network Investment Corporation 212k $10M -1% Sep 2023
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Alliancebernstein 210k $11M 44% Dec 2023
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Northeast Financial Consultants 209k $11M -9% Dec 2023
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Financial Partners Group 207k $11M 7% Dec 2023
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Mercer Global Advisors 202k $11M 3% Dec 2023
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Means Investment 200k $11M -12% Dec 2023
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Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet 193k $10M 0% Dec 2023
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Arkansas Financial 176k $9.5M 8% Dec 2023
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Equitable Holdings 169k $8.2M 8% Sep 2023
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EP Wealth Advisors 162k $8.8M -2% Dec 2023
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Jane Street 159k $8.6M 431% Dec 2023
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Hamilton Wealth 158k $8.5M -13% Dec 2023
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Branch Banking & Trust Company 156k $8.4M 1% Dec 2023
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Goss Wealth Management 153k $7.4M -13% Sep 2023
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Baker Avenue Asset Management 150k $8.1M 6% Dec 2023
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First Republic Investment Management 150k $7.2M -8% Sep 2023
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Susquehanna International 145k $7.0M -20% Sep 2023
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Certified Advisory Corp 137k $7.4M -1% Dec 2023
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National Asset Management 128k $6.9M 12% Dec 2023
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Northwestern Mutual Wealth Management Company 124k $6.0M -31% Sep 2023
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Janney Montgomery Scott 118k $6.4M -31% Dec 2023
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Peapack Gladstone Financial Corp 114k $5.5M 0% Sep 2023
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Capital Analysts 112k $6.0M -1% Dec 2023
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Hall Private Wealth Advisors 112k $5.4M -42% Sep 2023
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Fifth Third Securities 108k $5.2M -6% Sep 2023
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United Asset Strategies 108k $5.8M 100% Dec 2023
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Baird Financial 107k $5.8M -1% Dec 2023
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FinDec Wealth Services 106k $5.7M -18% Dec 2023
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Safeguard Investment Advisory Group 105k $5.7M 3% Dec 2023
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Yarbrough Capital 105k $5.6M 0% Dec 2023
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Segment Wealth Management 103k $5.6M -11% Dec 2023
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Centaurus Financial 103k $5.6M 37% Dec 2023
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William Blair $ Company 101k $5.5M 8% Dec 2023
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Mariner Wealth Advisors 101k $5.4M -13% Dec 2023
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Moors & Cabot 100k $5.4M 0% Dec 2023
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Oakmont Partners 100k $5.4M -1% Dec 2023
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CMH Wealth Management 100k $5.4M 51% Dec 2023
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Point72 Asset Management 100k $5.4M 100% Dec 2023
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Stifel Financial 100k $5.4M -4% Dec 2023
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Deane Retirement Strategies 99k $5.4M 100% Dec 2023
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Dynamic Advisors Solutions 96k $5.1M -26% Dec 2023
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Anchor Investment Management 96k $5.2M 18% Dec 2023
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Manchester Financial 93k $5.0M -2% Dec 2023
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Atria Wealth Solutions 92k $5.0M 1% Dec 2023
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LM Advisors 91k $4.9M 100% Dec 2023
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Money Design 89k $4.8M -18% Dec 2023
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Hrt Financial 89k $4.8M 100% Dec 2023
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H D Vest Advisory Services 89k $4.8M -21% Dec 2023
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Caption Management 88k $4.8M -14% Dec 2023
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Cavalier Investments 85k $4.1M 4% Sep 2023
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Principal Securities 83k $4.5M 100% Dec 2023
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Colony 80k $4.3M 100% Dec 2023
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Kestra Advisory Services 79k $4.3M -2% Dec 2023
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HighTower Advisors 79k $4.2M -7% Dec 2023
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Pnc Financial Services 79k $4.2M -4% Dec 2023
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Charter Oak Capital Management 79k $4.2M -4% Dec 2023
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Altfest L J & Co 77k $4.2M 19% Dec 2023
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Jmac Enterprises 77k $4.1M 13% Dec 2023
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Private Advisor 77k $4.1M 6% Dec 2023
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Axxcess Wealth Management 74k $4.0M 12% Dec 2023
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Nicholas Investments Partners 74k $4.0M 100% Dec 2023
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Snider Financial Group 71k $3.8M 6% Dec 2023
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Northstar Asset Management 70k $3.8M -13% Dec 2023
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Capital Asset Advisory Services 70k $3.8M 4% Dec 2023
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Prudential Financial 69k $3.3M 6% Sep 2023
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Mason & Associates 68k $3.6M 1% Dec 2023
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Adviser Investments 67k $3.6M 100% Dec 2023
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Grant/GrossMendelsohn 67k $3.7M -43% Dec 2023
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Mutual Advisors 66k $3.6M 124% Dec 2023
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Somerset 65k $3.5M 0% Dec 2023
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Continuum Advisory 65k $3.5M 100% Dec 2023
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Transcend Wealth Collective 63k $3.4M 30% Dec 2023
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Creative Financial Designs 60k $3.3M 15% Dec 2023
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Stonebridge Financial Planning Group 59k $3.2M -30% Dec 2023
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Diversified 58k $3.1M -1% Dec 2023
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Penserra Capital Management 58k $3.1M 612% Dec 2023
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Hallmark Capital Management 58k $3.1M 62% Dec 2023
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Brick & Kyle, Associates 57k $1.2M 158% Dec 2023
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Madden Advisory Services 56k $3.0M -29% Dec 2023
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Geneos Wealth Management 56k $3.0M 20% Dec 2023
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PFG Investments 55k $3.0M 3% Dec 2023
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Hanson McClain Advisors 54k $2.9M 3173% Dec 2023
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Oppenheimer & Co 53k $2.6M 186% Sep 2023
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Kestra Private Wealth Services 52k $2.8M 0% Dec 2023
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Prestige Wealth Management Group 52k $2.8M 1% Dec 2023
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VisionPoint Advisory Group 52k $2.8M 100% Dec 2023
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Focus Financial Network 52k $2.8M 100% Dec 2023
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Us Bancorp 51k $2.8M -10% Dec 2023
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Mathes Company 51k $2.7M 0% Dec 2023
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HPM Partners 50k $2.7M 12% Dec 2023
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CIBC World Markets 50k $2.4M -14% Sep 2023
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Millennium Management 50k $2.7M 100% Dec 2023
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Orleans Capital Management Corp 48k $2.6M 0% Dec 2023
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Y-Intercept 46k $2.2M 855% Sep 2023
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Scotia Capital 45k $2.4M 3% Dec 2023
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Virtu Financial 45k $2.4M 88% Dec 2023
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Sequoia Financial Advisors 45k $2.4M -15% Dec 2023
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Claudia M.p. Batlle, Crp 44k $2.4M 100% Dec 2023
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Cetera Investment Advisers 44k $2.1M 5% Sep 2023
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Proequities 43k $2.3B -54% Dec 2023
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Cypress Asset Management 41k $2.2M -2% Dec 2023
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Sowell Financial Services 41k $2.2M -3% Dec 2023
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Gray Wealth Management 40k $2.2M -8% Dec 2023
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Hazlett, Burt & Watson 39k $1.6M -14% Dec 2023
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Palladiem 39k $1.9M -1% Sep 2023
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Ameritas Advisory Services 38k $2.1M -37% Dec 2023
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Armor Investment Advisors 38k $2.1M 3% Dec 2023
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Oak Family Advisors 38k $2.0M 100% Dec 2023
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Eaton Financial Holdings Company 35k $1.9M 0% Dec 2023
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Miracle Mile Advisors 35k $1.9M -11% Dec 2023
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WCG Wealth Advisors 35k $1.9M 15% Dec 2023
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Banque Cantonale Vaudoise 34k $1.9M -15% Dec 2023
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Thrive Capital Management 34k $1.9M -6% Dec 2023
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Stratos Wealth Partners 34k $1.8M -13% Dec 2023
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Parallel Advisors 33k $1.8M -3% Dec 2023
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WESPAC Advisors 33k $1.8M -11% Dec 2023
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Rockefeller Capital Management 32k $1.7M -42% Dec 2023
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SFI Advisors 31k $1.7M -47% Dec 2023
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Gail Mannix 31k $1.7M -10% Dec 2023
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Montecito Bank & Trust 31k $1.7M -13% Dec 2023
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Bank Of Montreal 30k $1.6M -32% Dec 2023
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TruWealth Advisors 29k $1.6M -32% Dec 2023
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Steward Partners Investment Advisory 28k $1.5M -49% Dec 2023
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Lincoln National 28k $1.5M -59% Dec 2023
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Ogorek Anthony Joseph 26k $1.4M -65% Dec 2023
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Gts Securities 23k $1.2M -59% Dec 2023
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Citigroup 22k $1.2M -43% Dec 2023
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Bnp Paribas Arbitrage, Snc 17k $920k -64% Dec 2023
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Sigma Planning 11k $594k -89% Dec 2023
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Stephens 9.4k $457k -73% Sep 2023
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Bogart Wealth 4.6k $249k -91% Dec 2023
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Who sold out of iShares Dow Jones US Medical Dev.?

Fund or Company Name Date Sold Shares Held Valued At
Cumberland Advisors Sep 2023 268k $13M
WESPAC Advisors SoCal Sep 2023 157k $7.6M
Stelac Advisory Services Sep 2023 106k $5.1M
Two Sigma Advisers Sep 2023 95k $4.6M
Concorde Asset Management Sep 2023 87k $4.2M
Clarity Financial Sep 2023 69k $3.4M
Wolverine Trading Sep 2023 44k $2.1M
Royal Harbor Partners Sep 2023 43k $2.1M
Concentrum Wealth Management Sep 2023 36k $1.7M