Who owns iShares Dow Jones US Energy Sector?
- Ticker: IYE
- CUSIP Number: 464287796
Tip: Access positions for across all investors
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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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 |