Who owns iShares Dow Jones US Energy Sector?

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

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Top investors of iShares Dow Jones US Energy Sector stock

Who bought or sold iShares Dow Jones US Energy Sector this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 2.3M $109M 1% Sep 2023
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Green Harvest Asset Management 1.4M $69M 0% Sep 2023
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Bank of America Corporation 1.4M $63M 0% Dec 2023
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Wells Fargo & Company 940k $42M -3% Dec 2023
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UBS Group 616k $27M -6% Dec 2023
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Goldman Sachs Group 525k $23M -16% Dec 2023
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Jpmorgan Chase & Co 511k $23M 360% Dec 2023
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Royal Bank of Canada 478k $21M -2% Dec 2023
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LPL Financial 417k $20M -8% Sep 2023
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Bright Rock Capital Management 300k $13M 0% Dec 2023
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Crestwood Advisors 253k $11M 100% Dec 2023
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Advisor Group Holdings 228k $10M -39% Dec 2023
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Raymond James Financial Services Advisors 226k $10M -13% Dec 2023
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Prospera Financial Services 212k $9.4M 547% Dec 2023
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Envestnet Asset Management 201k $9.5M -12% Sep 2023
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Ameriprise Financial 174k $8.3M -9% Sep 2023
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Commonwealth Equity Services 163k $7.2M -4% Dec 2023
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Mariner Wealth Advisors 147k $6.5M 0% Dec 2023
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Financial Network Investment Corporation 145k $6.9M -7% Sep 2023
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Raymond James & Associates 136k $6.0M 1% Dec 2023
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Amg National Trust Bank 129k $5.7M 8% Dec 2023
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Bellwether Advisors 115k $5.1M -40% Dec 2023
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Citadel Advisors 113k $5.0M 474% Dec 2023
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Sumitomo Mitsui Financial 111k $4.9M 2% Dec 2023
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Stifel Financial 87k $3.9M -2% Dec 2023
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Mercer Global Advisors 84k $3.7M -9% Dec 2023
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Janney Montgomery Scott 83k $3.7M -43% Dec 2023
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Cambridge Investment Research Advisors 69k $3.1M -47% Dec 2023
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CI Private Wealth 68k $3.0M -7% Dec 2023
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CIBC World Markets 65k $3.1M -5% Sep 2023
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Streettalk Advisors 60k $2.6M -10% Dec 2023
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Branch Banking & Trust Company 54k $2.4M 109% Dec 2023
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First Citizens Financial Corp 54k $2.4M -3% Dec 2023
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Financial Gravity Wealth 54k $0 0% Dec 2023
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Northwestern Mutual Wealth Management Company 51k $2.4M -36% Sep 2023
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Counterweight Ventures 51k $2.2M 100% Dec 2023
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Mml Investors Services 50k $2.4M -13% Sep 2023
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Susquehanna International 48k $2.3M -56% Sep 2023
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First Republic Investment Management 48k $2.3M -42% Sep 2023
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Dentgroup 48k $2.1M -36% Dec 2023
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Forte Asset Management 47k $2.1M -3% Dec 2023
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Robertson Stephens Wealth Management 44k $2.0M -58% Dec 2023
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Wealthsource Partners 44k $2.0M 190% Dec 2023
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Kestra Advisory Services 44k $1.9M -5% Dec 2023
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Thrivent Financial for Lutherans 44k $2.1M -86% Sep 2023
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HighTower Advisors 43k $1.9M -3% Dec 2023
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Synovus Financial Corp. 43k $2.0M 0% Sep 2023
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Creative Planning 39k $1.7M -25% Dec 2023
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Biondo Investment Advisors 39k $1.7M 1% Dec 2023
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Private Advisor 38k $1.7M 22% Dec 2023
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Captrust Financial Advisors 37k $1.6M 1% Dec 2023
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Baird Financial 36k $1.6M -1% Dec 2023
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Goss Wealth Management 33k $1.6M -6% Sep 2023
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Summit Financial Wealth Advisors 33k $1.5M 0% Dec 2023
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Cottonwood Capital Advisors 32k $1.4M -2% Dec 2023
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J.w. Cole Advisors 32k $1.4M 100% Dec 2023
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Sunbelt Securities 31k $1.4M -1% Dec 2023
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Rockland Trust 28k $1.2M -1% Dec 2023
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Pathstone Holdings 28k $1.2M 100% Dec 2023
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Huntington National Bank 28k $1.2M 2% Dec 2023
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Pathstone Family Office 27k $1.3M 100% Sep 2023
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Foundation Wealth Management 26k $1.2M 5% Dec 2023
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Keebeck Wealth Management 26k $1.1M 496% Dec 2023
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Whitaker-Myers Wealth Managers 25k $1.1M -5% Dec 2023
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Cresset Asset Management 25k $1.2M 0% Sep 2023
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Ballew Advisors 25k $1.0M 0% Dec 2023
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Kesler, Norman & Wride 24k $1.1M -9% Dec 2023
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Rockefeller Capital Management 24k $1.0M 48% Dec 2023
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Mutual Advisors 23k $1.0M -5% Dec 2023
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Glenview Trust 23k $1.0M 100% Dec 2023
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KKM Financial 23k $996k 100% Dec 2023
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Juncture Wealth Strategies 23k $995k 100% Dec 2023
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Wealth Enhancement Advisory Services 23k $993k -6% Dec 2023
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Integrated Wealth Concepts 22k $1.1M -14% Sep 2023
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Heartwood Wealth Advisors 22k $968k 0% Dec 2023
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Bnp Paribas Arbitrage, Snc 21k $907k -82% Dec 2023
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Atria Wealth Solutions 21k $906k -6% Dec 2023
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Advisory Services Network 20k $880k -75% Dec 2023
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Grimes & Company 20k $871k -1% Dec 2023
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BlackRock 20k $932k 231% Sep 2023
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Multi-Financial Securities 20k $925k -6% Sep 2023
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Private Advisory 19k $911k 0% Sep 2023
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Cetera Investment Advisers 19k $883k 22% Sep 2023
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IHT Wealth Management 18k $866k -3% Sep 2023
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Buttonwood Financial Group 17k $766k 100% Dec 2023
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Cypress Wealth Services 17k $750k 81% Dec 2023
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CWM 17k $730k -6% Dec 2023
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Wealth Management Partners 16k $702k 1% Dec 2023
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Eq 16k $684k -24% Dec 2023
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Equitable Holdings 15k $719k 7% Sep 2023
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Merit Financial Group 15k $664k 100% Dec 2023
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Ironwood Wealth Management 15k $664k -1% Dec 2023
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Family Firm 15k $662k 0% Dec 2023
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AE Wealth Management 15k $657k -14% Dec 2023
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National Asset Management 15k $641k -9% Dec 2023
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United Capital Financial Advisers 14k $635k -48% Dec 2023
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GSA Capital Partners 14k $633k 57% Dec 2023
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Financial Partners Group 14k $630k -7% Dec 2023
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Ronald Blue Trust 14k $675k 49% Dec 2023
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HPM Partners 14k $623k 100% Dec 2023
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Founders Financial Securities 14k $618k 1% Dec 2023
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SPC Financial 14k $612k -10% Dec 2023
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Stephens 13k $632k 8% Sep 2023
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Triumph Capital Management 13k $586k 100% Dec 2023
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Tradition Wealth Management 13k $558k -4% Dec 2023
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Brian McDonald 12k $589k 100% Sep 2023
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Montecito Bank & Trust 12k $538k -1% Dec 2023
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Moloney Securities Asset Management 12k $530k -24% Dec 2023
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Fort Washington Investment Advisors 12k $528k -4% Dec 2023
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Mayflower Financial Advisors 12k $523k 79% Dec 2023
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Steward Partners Investment Advisory 12k $522k -16% Dec 2023
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Allegheny Financial Group 12k $517k 6% Dec 2023
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ShoreHaven Wealth Partners 12k $508k 129% Dec 2023
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Patton Albertson & Miller 12k $508k -8% Dec 2023
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Market Street Wealth Management Advisors 11k $503k 0% Dec 2023
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Coconut Grove Bank 11k $492k 0% Dec 2023
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Kickstand Ventures 11k $475k 100% Dec 2023
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Chemistry Wealth Management 11k $470k 0% Dec 2023
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Apollon Wealth Management 11k $467k 0% Dec 2023
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Capital Advisory Group Advisory Services 10k $448k -12% Dec 2023
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Bernardo Wealth Planning 10k $446k -6% Dec 2023
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Detalus Advisors 10k $446k 100% Dec 2023
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Quadrant Private Wealth Management 10k $445k 121% Dec 2023
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Fifth Third Securities 10k $479k -42% Sep 2023
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Csenge Advisory Group 9.8k $467k 20% Sep 2023
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Magnus Financial Group 9.7k $461k 1% Sep 2023
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Davenport & Co 9.7k $428k -6% Dec 2023
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Nwam 9.6k $423k 100% Dec 2023
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Rosenberg Matthew Hamilton 9.5k $419k -12% Dec 2023
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H D Vest Advisory Services 9.5k $417k -7% Dec 2023
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Strategic Blueprint 9.4k $413k 100% Dec 2023
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Moors & Cabot 9.3k $410k -8% Dec 2023
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Wedbush Morgan Securities 9.3k $410k -8% Dec 2023
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Country Club Bank 9.2k $409k -3% Dec 2023
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Simmons Bank 9.1k $403k 0% Dec 2023
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Hrt Financial 9.0k $397k 100% Dec 2023
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Narwhal Capital Management 8.8k $389k 0% Dec 2023
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Wealth Alliance 8.5k $377k 100% Dec 2023
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Ferguson Wellman Capital Management 8.5k $376k 2% Dec 2023
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Shared Vision Wealth Group 8.5k $376k 100% Dec 2023
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Sontag Advisory 8.5k $374k 0% Dec 2023
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TSA Wealth Managment 8.4k $369k 100% Dec 2023
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MCF Advisors 8.3k $368k 0% Dec 2023
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Bleakley Financial Group 8.1k $358k 2% Dec 2023
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Sawtooth Asset Management 8.1k $358k 2% Dec 2023
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Peapack Gladstone Financial Corp 8.1k $384k 0% Sep 2023
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William Blair $ Company 8.0k $355k 0% Dec 2023
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RFG Advisory 7.9k $348k 29% Dec 2023
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Prudential Financial 7.9k $374k 100% Sep 2023
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TRUE Private Wealth Advisors 7.9k $347k 0% Dec 2023
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CoreCap Advisors 7.7k $341k -19% Dec 2023
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Day & Ennis 7.0k $309k -23% Dec 2023
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Invst 7.0k $304k -15% Dec 2023
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Brookstone Capital Management 6.8k $300k -64% Dec 2023
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International Assets Investment Management 6.2k $272k -23% Dec 2023
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Who sold out of iShares Dow Jones US Energy Sector?

Fund or Company Name Date Sold Shares Held Valued At
TCWP Sep 2023 51k $2.4M
Tower Research Capital Jun 2023 45k $1.9M
The Allstate Corporation Sep 2023 41k $2.0M
Veritable Jun 2023 30k $1.3M
Quantitative Investment Management Jun 2023 28k $1.2M
Wealthstar Advisors Sep 2023 23k $1.1M
Virtue Capital Management Sep 2023 16k $689k
Flow Traders US Sep 2023 10k $475k
NewEdge Wealth Sep 2023 9.2k $436k
Horizon Family Wealth Sep 2023 8.7k $413k