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
Meitav Dash Investments 3.1M $166M 17% Dec 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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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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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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Mivtachim The Workers Social Insurance Fund 386k $21M 100% 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 & Associates 374k $22M -2% Mar 2024
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Migdal Insurance & Financial Holdings 356k $19M 5533% Dec 2023
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Raymond James Financial Services Advisors 345k $20M -6% Mar 2024
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Marshall Wace 329k $18M 100% Dec 2023
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Citadel Advisors 292k $16M 35% Dec 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 223k $13M 0% Mar 2024
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Alliancebernstein 210k $11M 44% Dec 2023
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Cambridge Investment Research Advisors 210k $12M -4% Mar 2024
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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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Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet 193k $10M 0% Dec 2023
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Arkansas Financial 179k $11M 2% Mar 2024
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Means Investment 178k $10M -11% Mar 2024
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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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Baker Avenue Asset Management 150k $8.1M 6% Dec 2023
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Global Assets Advisory 145k $2.5M 1148% Mar 2024
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Certified Advisory Corp 137k $7.4M -1% Dec 2023
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Oakmont Partners 131k $7.7M 31% Mar 2024
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National Asset Management 128k $6.9M 12% Dec 2023
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Janney Montgomery Scott 118k $6.4M -31% Dec 2023
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Fifth Third Securities 113k $6.6M 5% Mar 2024
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Capital Analysts 112k $6.0M -1% Dec 2023
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Cumberland Advisors 107k $6.3M 100% Mar 2024
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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 $6.1M 0% Mar 2024
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Segment Wealth Management 105k $6.1M 1% Mar 2024
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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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Eagle Strategies 101k $5.9M 100% Mar 2024
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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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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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Anchor Investment Management 96k $5.2M 18% Dec 2023
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Manchester Financial 94k $5.5M 0% Mar 2024
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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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CMH Wealth Management 90k $5.3M -10% Mar 2024
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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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Dynamic Advisors Solutions 88k $5.1M -9% Mar 2024
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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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Altfest L J & Co 79k $4.6M 2% Mar 2024
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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 77k $4.5M -2% Mar 2024
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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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Money Design 75k $4.4M -16% Mar 2024
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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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Mason & Associates 73k $4.2M 7% Mar 2024
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Capital Asset Advisory Services 72k $4.1M 4% Mar 2024
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Snider Financial Group 71k $3.8M 6% Dec 2023
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Northstar Asset Management 68k $4.0M -3% Mar 2024
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Adviser Investments 67k $3.6M 100% 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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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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Millennium Management 50k $2.7M 100% Dec 2023
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Hanson McClain Advisors 48k $2.8M -10% Mar 2024
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Orleans Capital Management Corp 48k $2.6M 0% Dec 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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Proequities 43k $2.3B -54% Dec 2023
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Stratos Wealth Partners 42k $2.5M 25% Mar 2024
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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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WESPAC Advisors 40k $2.3M 20% Mar 2024
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Hazlett, Burt & Watson 39k $1.6M -14% Dec 2023
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Ameritas Advisory Services 38k $2.1M -37% Dec 2023
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Armor Investment Advisors 38k $2.2M -1% Mar 2024
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Oak Family Advisors 37k $2.2M 0% Mar 2024
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Eaton Financial Holdings Company 37k $2.1M 4% Mar 2024
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Miracle Mile Advisors 35k $2.0M 0% Mar 2024
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WCG Wealth Advisors 35k $1.9M 15% Dec 2023
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Thrive Capital Management 34k $1.9M -6% Dec 2023
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Gimbal Financial 33k $1.8M 100% Dec 2023
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Parallel Advisors 33k $1.8M -3% Dec 2023
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Garrison Point Advisors 33k $1.8M 1% Dec 2023
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Banque Cantonale Vaudoise 33k $1.9M -4% Mar 2024
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Mirae Asset Global Investments 32k $1.7M 0% Dec 2023
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J.w. Cole Advisors 32k $1.7M -3% Dec 2023
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Rockefeller Capital Management 32k $1.7M -42% Dec 2023
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Cedar Brook Financial Partners 31k $1.8M 2% Mar 2024
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Advisory Services Network 31k $1.7M 1% Dec 2023
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SFI Advisors 31k $1.7M -47% Dec 2023
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Bank Of Montreal 30k $1.6M -32% Dec 2023
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PFG Investments 30k $1.7M -46% Mar 2024
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Gail Mannix 30k $1.7M -4% Mar 2024
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WP Advisors 30k $1.6M 52% Dec 2023
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Institute For Wealth Management 29k $1.6M -3% Dec 2023
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Ausdal Financial Partners 29k $1.7M 0% Mar 2024
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Montecito Bank & Trust 28k $1.7M -8% Mar 2024
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Steward Partners Investment Advisory 28k $1.5M -49% Dec 2023
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Vontobel Holding 28k $1.5M 4% Dec 2023
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Kingsview Wealth Management 28k $1.5M 19% Dec 2023
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Lincoln National 28k $1.5M -59% Dec 2023
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Integrated Advisors Network 28k $1.5M -15% Dec 2023
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CIC Wealth 27k $1.6M -8% Mar 2024
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TruWealth Advisors 26k $1.5M -10% Mar 2024
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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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Financial Advocates Investment Management 17k $960k -41% Dec 2023
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Bnp Paribas Arbitrage, Snc 17k $920k -64% Dec 2023
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AlphaStar Capital Management 15k $792k -48% Dec 2023
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Snowden Capital Advisors 15k $784k -57% Dec 2023
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Sigma Planning 11k $594k -89% Dec 2023
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Sunbelt Securities 11k $644k -61% Mar 2024
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Deane Retirement Strategies 471.00 $28k -100% Mar 2024
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Who sold out of iShares Dow Jones US Medical Dev.?

Fund or Company Name Date Sold Shares Held Valued At
United Asset Strategies Dec 2023 108k $5.8M
Stelac Advisory Services Sep 2023 106k $5.1M
Two Sigma Advisers Sep 2023 95k $4.6M
Concorde Asset Management Sep 2023 87k $4.2M
Cavalier Investments Sep 2023 85k $4.1M
Grant/GrossMendelsohn Dec 2023 67k $3.7M
Wolverine Trading Sep 2023 44k $2.1M
Royal Harbor Partners Sep 2023 43k $2.1M
Concentrum Wealth Management Sep 2023 36k $1.7M
Yahav Achim Ve Achayot - Provident Funds Management Sep 2023 31k $1.5M