Who owns iShares Dow Jones US Consumer Ser.?

Tip: Access positions for across all investors

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of iShares Dow Jones US Consumer Ser. stock

Who bought or sold iShares Dow Jones US Consumer Ser. this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Manufacturers Life Insurance Company 952k $64M 100% Sep 2023
 View chart
Morgan Stanley 803k $54M -4% Sep 2023
 View chart
Bank of America Corporation 712k $54M 2% Dec 2023
 View chart
UBS Group 479k $36M 8% Dec 2023
 View chart
Wells Fargo & Company 289k $22M 2% Dec 2023
 View chart
Green Harvest Asset Management 216k $14M -1% Sep 2023
 View chart
LPL Financial 179k $12M 28% Sep 2023
 View chart
Royal Bank of Canada 169k $13M -3% Dec 2023
 View chart
Captrust Financial Advisors 142k $11M 4% Dec 2023
 View chart
Raymond James Financial Services Advisors 138k $11M 5% Dec 2023
 View chart
AE Wealth Management 97k $7.3M 83% Dec 2023
 View chart
Goldman Sachs Group 95k $7.2M -14% Dec 2023
 View chart
Commonwealth Equity Services 89k $6.7M 5% Dec 2023
 View chart
Advisor Group Holdings 71k $5.4M -45% Dec 2023
 View chart
Ferguson Wellman Capital Management 67k $5.0M -3% Dec 2023
 View chart
Pinkerton Retirement Specialists 64k $4.9M 100% Dec 2023
 View chart
First Citizens Financial Corp 60k $4.6M -1% Dec 2023
 View chart
United Capital Financial Advisers 60k $4.5M -33% Dec 2023
 View chart
Kellett Schaffner Wealth Advisors 55k $4.1M 672% Dec 2023
 View chart
Raymond James & Associates 54k $4.1M -42% Dec 2023
 View chart
Northwestern Mutual Wealth Management Company 52k $3.5M -14% Sep 2023
 View chart
Townsquare Capital 51k $3.9M 100% Dec 2023
 View chart
Susquehanna International 51k $3.4M 18% Sep 2023
 View chart
Citadel Advisors 51k $3.8M 349% Dec 2023
 View chart
Cambridge Investment Research Advisors 43k $3.3M 276% Dec 2023
 View chart
Jpmorgan Chase & Co 42k $3.2M -1% Dec 2023
 View chart
Brookstone Capital Management 41k $3.1M 25% Dec 2023
 View chart
Southern Capital Advisors 38k $2.9M 57% Dec 2023
 View chart
Goss Wealth Management 35k $2.3M -1% Sep 2023
 View chart
Stonebridge Financial Planning Group 33k $2.5M -7% Dec 2023
 View chart
Stillwater Capital Advisors 33k $2.5M -11% Dec 2023
 View chart
Cottonwood Capital Advisors 31k $2.3M -10% Dec 2023
 View chart
Mml Investors Services 28k $1.9M 7% Sep 2023
 View chart
Ameriprise Financial 28k $1.8M -23% Sep 2023
 View chart
WESPAC Advisors SoCal 26k $1.9M 1% Dec 2023
 View chart
BlackRock 23k $1.5M 100% Sep 2023
 View chart
Virtue Capital Management 23k $1.7M 100% Dec 2023
 View chart
Tritonpoint Wealth 21k $1.6M 100% Dec 2023
 View chart
Branch Banking & Trust Company 20k $1.5M -8% Dec 2023
 View chart
Mutual Advisors 18k $1.4M 0% Dec 2023
 View chart
Balboa Wealth Partners 18k $1.3M 100% Dec 2023
 View chart
Mariner Wealth Advisors 16k $1.2M 229% Dec 2023
 View chart
Marshall Wace 16k $1.2M 100% Dec 2023
 View chart
Steward Partners Investment Advisory 16k $1.2M -40% Dec 2023
 View chart
Citigroup 15k $1.2M -50% Dec 2023
 View chart
VCI Wealth Management 15k $1.1M 100% Dec 2023
 View chart
Garrison Point Advisors 15k $1.1M 0% Dec 2023
 View chart
Sunbelt Securities 15k $1.1M 4% Dec 2023
 View chart
Bank Of Montreal 15k $1.1M -37% Dec 2023
 View chart
First Heartland Consultants 15k $1.1M -41% Dec 2023
 View chart
Patton Albertson & Miller 14k $1.1M 0% Dec 2023
 View chart
Cetera Investment Advisers 14k $957k 219% Sep 2023
 View chart
Wintrust Financial Corporation 14k $1.1M -3% Dec 2023
 View chart
Barclays 14k $1.1M -43% Dec 2023
 View chart
Spinnaker Trust 14k $1.1M 0% Dec 2023
 View chart
GSA Capital Partners 13k $984k 5% Dec 2023
 View chart
CI Private Wealth 13k $983k 24% Dec 2023
 View chart
Simmons Bank 13k $978k 0% Dec 2023
 View chart
Amg National Trust Bank 13k $955k -1% Dec 2023
 View chart
Advisory Services Network 12k $923k -48% Dec 2023
 View chart
Whitener Capital Management 12k $920k 6% Dec 2023
 View chart
Equitable Holdings 12k $811k -1% Sep 2023
 View chart
KKM Financial 11k $859k 100% Dec 2023
 View chart
Stifel Financial 11k $840k 1% Dec 2023
 View chart
Retirement Planning Group 11k $824k -1% Dec 2023
 View chart
Private Advisor 10k $788k 3% Dec 2023
 View chart
Anchor Investment Management 9.7k $735k -7% Dec 2023
 View chart
Capital Investment Advisors 9.7k $733k -1% Dec 2023
 View chart
Carnick & Kubik 9.6k $729k -9% Dec 2023
 View chart
Envestnet Asset Management 9.6k $643k 25% Sep 2023
 View chart
Flow Traders US 9.6k $725k 100% Dec 2023
 View chart
Clear Creek Financial Management 9.4k $710k 100% Dec 2023
 View chart
Adell, Harriman, & Carpenter 9.1k $690k 0% Dec 2023
 View chart
FMR 8.7k $583k -5% Sep 2023
 View chart
M^T Bank Corporation 8.7k $356k 0% Dec 2023
 View chart
WealthBridge Capital Management 8.5k $645k 0% Dec 2023
 View chart
Haverford Trust Company 8.4k $634k 0% Dec 2023
 View chart
Huntington National Bank 8.3k $632k -3% Dec 2023
 View chart
Creative Planning 8.1k $611k 1% Dec 2023
 View chart
Davenport & Co 7.8k $592k -8% Dec 2023
 View chart
Patten & Patten 7.7k $584k -1% Dec 2023
 View chart
Sonata Capital 7.6k $576k -16% Dec 2023
 View chart
Laidlaw Wealth Management 7.2k $544k 3% Dec 2023
 View chart
Principal Securities 6.9k $524k 100% Dec 2023
 View chart
Qube Research & Technologies 6.9k $463k 6123% Sep 2023
 View chart
Renaissance Technologies 6.7k $449k 100% Sep 2023
 View chart
Meridian Wealth Management 6.6k $499k -50% Dec 2023
 View chart
Summit X 6.5k $493k -3% Dec 2023
 View chart
CWM 6.5k $494k 6% Dec 2023
 View chart
Financial Network Investment Corporation 6.4k $428k 5% Sep 2023
 View chart
Tower Research Capital 6.4k $425k 720% Sep 2023
 View chart
SPC Financial 6.3k $474k -10% Dec 2023
 View chart
Janney Montgomery Scott 6.2k $469k -1% Dec 2023
 View chart
Navellier & Associates 6.0k $458k 100% Dec 2023
 View chart
Two Sigma Investments 5.9k $447k 100% Dec 2023
 View chart
National Asset Management 5.9k $446k 0% Dec 2023
 View chart
WESPAC Advisors 5.6k $428k 100% Dec 2023
 View chart
Canvas Wealth Advisors 5.6k $416k 0% Dec 2023
 View chart
Prime Capital Investment Advisors 5.5k $418k 100% Dec 2023
 View chart
Whittier Trust Co. of Nevada 5.5k $418k 0% Dec 2023
 View chart
Pettyjohn 5.5k $368k 0% Sep 2023
 View chart
Commerce Bank N A 5.4k $407k 0% Dec 2023
 View chart
Mercer Global Advisors 5.3k $404k -8% Dec 2023
 View chart
Horizon Family Wealth 5.2k $396k -1% Dec 2023
 View chart
Patriot Investment Management 5.2k $396k 0% Dec 2023
 View chart
HighTower Advisors 5.2k $394k 40% Dec 2023
 View chart
Bartlett & Co. 5.2k $394k 0% Dec 2023
 View chart
Bartlett & Co. Wealth Management 5.2k $394k 0% Dec 2023
 View chart
Chesapeake Wealth Management 5.1k $384k 0% Dec 2023
 View chart
Coldstream Capital Management 4.9k $374k 0% Dec 2023
 View chart
Kestra Private Wealth Services 4.8k $366k 1% Dec 2023
 View chart
Meitav Dash Investments 4.7k $356k -9% Dec 2023
 View chart
Planning Directions 4.6k $349k 0% Dec 2023
 View chart
William Blair $ Company 4.6k $348k 9% Dec 2023
 View chart
EP Wealth Advisors 4.6k $346k 4% Dec 2023
 View chart
One Charles Private Wealth Services 4.6k $345k 100% Dec 2023
 View chart
Pathstone Holdings 4.5k $342k 100% Dec 2023
 View chart
HPM Partners 4.4k $330k 100% Dec 2023
 View chart
North Star Investment Management 4.3k $326k 0% Dec 2023
 View chart
Beacon Financial Advisory 4.3k $325k 0% Dec 2023
 View chart
WJ Wealth Management 4.3k $324k 0% Dec 2023
 View chart
Tiaa Trust, National Association 4.3k $323k 0% Dec 2023
 View chart
Samalin Investment Counsel 4.2k $284k -5% Sep 2023
 View chart
New Legacy Group 4.2k $281k 0% Sep 2023
 View chart
First Republic Investment Management 4.2k $278k -2% Sep 2023
 View chart
Pnc Financial Services 4.1k $309k 10% Dec 2023
 View chart
Atria Wealth Solutions 4.0k $305k 6% Dec 2023
 View chart
Clifford Swan Investment Counsel 4.0k $303k 0% Dec 2023
 View chart
Eubel Brady & Suttman Asset Management 4.0k $303k 0% Dec 2023
 View chart
MAI Wealth Advisors 3.9k $298k 100% Dec 2023
 View chart
Thrivent Financial for Lutherans 3.8k $253k 0% Sep 2023
 View chart
Wealth Enhancement Advisory Services 3.7k $279k 0% Dec 2023
 View chart
National Bank Of Canada /fi/ 3.7k $275k 0% Dec 2023
 View chart
Baird Financial 3.7k $278k 0% Dec 2023
 View chart
Greenfield Savings Bank 3.5k $266k 0% Dec 2023
 View chart
Rathbones Brothers 3.4k $226k 100% Sep 2023
 View chart
CoreCap Advisors 3.3k $253k -3% Dec 2023
 View chart
PRW Wealth Management 3.3k $214k 100% Sep 2023
 View chart
Envestnet Portfolio Solutions 3.3k $251k 100% Dec 2023
 View chart
Gts Securities 3.3k $249k 100% Dec 2023
 View chart
Maltin Wealth Management 3.2k $245k -13% Dec 2023
 View chart
Old Mission Capital 3.2k $213k 100% Sep 2023
 View chart
Oppenheimer & Co 3.2k $213k 100% Sep 2023
 View chart
Financial Counselors 3.2k $239k 0% Dec 2023
 View chart
Jane Street 3.1k $238k -90% Dec 2023
 View chart
LexAurum Advisors 3.1k $233k 0% Dec 2023
 View chart
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.0k $230k -29% Dec 2023
 View chart
Chicago Partners Investment 3.0k $223k 100% Dec 2023
 View chart
Advisors Management Group 2.9k $222k 100% Dec 2023
 View chart
Snowden Capital Advisors 2.8k $211k 100% Dec 2023
 View chart
Quattro Financial Advisors 76.00 $775k -99% Dec 2023
 View chart

Who sold out of iShares Dow Jones US Consumer Ser.?

Fund or Company Name Date Sold Shares Held Valued At
Foundations Investment Advisors Sep 2023 27k $1.8M
Teamwork Financial Advisors Sep 2023 24k $1.6M
Legacy Capital Wealth Partners Jun 2023 23k $1.6M
RPg Family Wealth Advisory Sep 2023 19k $1.3M
Wealthstar Advisors Sep 2023 13k $862k
CX Institutional Sep 2023 9.9k $661k
Thoroughbred Financial Services Sep 2023 5.3k $353k
Koshinski Asset Management Sep 2023 4.4k $293k
H D Vest Advisory Services Sep 2023 3.5k $236k
Stephens Jun 2023 3.0k $213k