Who owns iShares Dow Jones US Financial?

Tip: Access positions for across all investors

Analyze quarterly positions in iShares Dow Jones US Financial 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 Financial stock

Who bought or sold iShares Dow Jones US Financial this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Fisher Investments 2.2M $188M -2% Dec 2023
 View chart
Bank of America Corporation 1.6M $136M 6% Dec 2023
 View chart
Manufacturers Life Insurance Company 1.2M $89M 100% Sep 2023
 View chart
Morgan Stanley 1.2M $86M -4% Sep 2023
 View chart
Goldman Sachs Group 676k $58M -6% Dec 2023
 View chart
Northwestern Mutual Wealth Management Company 405k $30M 698% Sep 2023
 View chart
LPL Financial 381k $29M 5% Sep 2023
 View chart
UBS Group 370k $32M 10% Dec 2023
 View chart
FMR 335k $25M -8% Sep 2023
 View chart
Wells Fargo & Company 323k $28M -15% Dec 2023
 View chart
Washington Trust Company 253k $22M -4% Dec 2023
 View chart
Green Harvest Asset Management 250k $19M 48% Sep 2023
 View chart
Ameriprise Financial 213k $16M -15% Sep 2023
 View chart
Royal Bank of Canada 205k $18M -6% Dec 2023
 View chart
Magnus Financial Group 173k $13M 0% Sep 2023
 View chart
GDS Wealth Management 151k $13M -1% Dec 2023
 View chart
Scotia Capital 140k $12M -2% Dec 2023
 View chart
Commonwealth Equity Services 128k $11M -2% Dec 2023
 View chart
Patten & Patten 125k $11M -3% Dec 2023
 View chart
Kestra Advisory Services 119k $10M 138% Dec 2023
 View chart
Financial Network Investment Corporation 111k $8.3M 0% Sep 2023
 View chart
Resources Investment Advisors 100k $7.5M -10% Sep 2023
 View chart
Raymond James Financial Services Advisors 99k $8.5M -5% Dec 2023
 View chart
XML Financial 99k $7.4M -1% Sep 2023
 View chart
Etfidea 90k $7.7M 6% Dec 2023
 View chart
Cambridge Investment Research Advisors 90k $7.6M 31% Dec 2023
 View chart
United Capital Financial Advisers 89k $7.6M -23% Dec 2023
 View chart
Stifel Financial 80k $6.9M -1% Dec 2023
 View chart
Advisor Group Holdings 80k $6.8M -6% Dec 2023
 View chart
Raymond James & Associates 79k $6.8M -30% Dec 2023
 View chart
AE Wealth Management 79k $6.9M 494% Dec 2023
 View chart
Meitav Dash Investments 74k $6.3M 0% Dec 2023
 View chart
First Citizens Financial Corp 68k $5.8M -5% Dec 2023
 View chart
Stillwater Capital Advisors 63k $5.4M 1% Dec 2023
 View chart
Envestnet Asset Management 62k $4.6M -8% Sep 2023
 View chart
Pinkerton Retirement Specialists 58k $4.9M 100% Dec 2023
 View chart
Rockefeller Capital Management 56k $4.8M 70% Dec 2023
 View chart
CX Institutional 49k $4.2M -6% Dec 2023
 View chart
Bank Of Montreal 48k $4.1M -4% Dec 2023
 View chart
Thrivent Financial for Lutherans 48k $3.6M -14% Sep 2023
 View chart
Citadel Advisors 47k $4.0M 39% Dec 2023
 View chart
Advisory Services Network 47k $4.0M 10% Dec 2023
 View chart
Townsquare Capital 45k $3.9M 100% Dec 2023
 View chart
Private Advisor 39k $3.3M 24% Dec 2023
 View chart
Pettyjohn 39k $2.9M -2% Sep 2023
 View chart
Jpmorgan Chase & Co 38k $3.2M 68% Dec 2023
 View chart
Synovus Financial Corp. 37k $2.8M 1% Sep 2023
 View chart
HC Advisors 36k $3.1M -41% Dec 2023
 View chart
Janney Montgomery Scott 34k $2.9M 14% Dec 2023
 View chart
HighTower Advisors 33k $2.8M -3% Dec 2023
 View chart
Colony Family Offices 33k $2.8M 100% Dec 2023
 View chart
Somerset 29k $2.4M 0% Dec 2023
 View chart
Pnc Financial Services 27k $2.3M -7% Dec 2023
 View chart
Susquehanna International 26k $1.9M -43% Sep 2023
 View chart
Gerber Kawasaki Wealth & Investment Management 25k $1.9M -1% Sep 2023
 View chart
Geneos Wealth Management 25k $2.1M -1% Dec 2023
 View chart
Snowden Capital Advisors 24k $2.0M -15% Dec 2023
 View chart
Davenport & Co 22k $1.8M -10% Dec 2023
 View chart
Kovack Advisors 21k $1.8M 0% Dec 2023
 View chart
KKM Financial 20k $1.7M 100% Dec 2023
 View chart
Mml Investors Services 19k $1.5M -23% Sep 2023
 View chart
CI Private Wealth 19k $1.6M 13% Dec 2023
 View chart
Mariner Wealth Advisors 19k $1.6M -4% Dec 2023
 View chart
Founders Financial Securities 18k $1.6M 2% Dec 2023
 View chart
Peapack Gladstone Financial Corp 18k $1.3M -5% Sep 2023
 View chart
Mmbg Investment Advisors 18k $1.5M 0% Dec 2023
 View chart
Wealthstar Advisors 17k $1.5M 100% Dec 2023
 View chart
Virtue Capital Management 17k $1.5M -21% Dec 2023
 View chart
Aft, Forsyth and Company 17k $1.5M -9% Dec 2023
 View chart
Smartleaf Asset Management 17k $1.4M 100% Dec 2023
 View chart
Brian McDonald 16k $1.2M 100% Sep 2023
 View chart
Callan Capital 16k $1.4M 0% Dec 2023
 View chart
Mercer Global Advisors 16k $1.4M 11% Dec 2023
 View chart
Creative Planning 16k $1.4M -4% Dec 2023
 View chart
Millennium Management 16k $1.4M 31% Dec 2023
 View chart
Balboa Wealth Partners 16k $1.3M 100% Dec 2023
 View chart
Vontobel Holding 15k $1.3M 0% Dec 2023
 View chart
Hsbc Holdings 15k $1.3M 100% Dec 2023
 View chart
Cresset Asset Management 14k $1.1M 0% Sep 2023
 View chart
Huntington National Bank 14k $1.2M -16% Dec 2023
 View chart
MAI Wealth Advisors 13k $1.1M 9% Dec 2023
 View chart
Essex 13k $1.1M -26% Dec 2023
 View chart
Cetera Investment Advisers 13k $968k 44% Sep 2023
 View chart
J.w. Cole Advisors 13k $1.1M 100% Dec 2023
 View chart
One Capital Management 13k $1.1M 100% Dec 2023
 View chart
Ameritas Advisory Services 13k $1.1M -21% Dec 2023
 View chart
Nikulski Financial 13k $1.1M -6% Dec 2023
 View chart
Chesapeake Wealth Management 12k $1.0M 0% Dec 2023
 View chart
Harmony Asset Management 12k $1.0M 100% Dec 2023
 View chart
KCM Investment Advisors 12k $896k 0% Sep 2023
 View chart
Central Valley Advisors 11k $963k 100% Dec 2023
 View chart
Navis Wealth Advisors 11k $949k 1% Dec 2023
 View chart
One Charles Private Wealth Services 11k $901k 100% Dec 2023
 View chart
Clear Creek Financial Management 11k $899k 100% Dec 2023
 View chart
Commerce Bank N A 11k $899k 0% Dec 2023
 View chart
Captrust Financial Advisors 9.9k $847k -2% Dec 2023
 View chart
Sigma Planning 9.7k $832k -18% Dec 2023
 View chart
Wealth Enhancement Advisory Services 9.6k $823k -5% Dec 2023
 View chart
Matthew Goff Investment Advisor 9.4k $807k -4% Dec 2023
 View chart
Prime Capital Investment Advisors 9.3k $791k 30% Dec 2023
 View chart
Apexium Financial 9.0k $771k 100% Dec 2023
 View chart
Mutual Advisors 8.9k $759k 7% Dec 2023
 View chart
Jane Street 8.9k $758k 100% Dec 2023
 View chart
Magnolia Capital Management 8.8k $755k 0% Dec 2023
 View chart
Citigroup 8.7k $741k -32% Dec 2023
 View chart
Kestra Private Wealth Services 8.3k $706k 11% Dec 2023
 View chart
First Republic Investment Management 8.2k $613k -40% Sep 2023
 View chart
Kellett Schaffner Wealth Advisors 7.9k $674k 101% Dec 2023
 View chart
HFG Advisors 7.6k $652k 0% Dec 2023
 View chart
National Bank Of Canada /fi/ 7.5k $646k 0% Dec 2023
 View chart
Wealth Management Partners 7.5k $643k 4% Dec 2023
 View chart
Ancora Advisors 7.5k $641k 0% Dec 2023
 View chart
Joel Isaacson & Co 7.4k $635k -16% Dec 2023
 View chart
National Asset Management 7.4k $633k -5% Dec 2023
 View chart
Bigelow Investment Advisors 7.4k $629k -1% Dec 2023
 View chart
Glenview Trust 7.3k $627k -3% Dec 2023
 View chart
Keeley-Teton Advisors 7.3k $546k 0% Sep 2023
 View chart
Stephens 7.3k $545k 0% Sep 2023
 View chart
Glenmede Trust Company 7.2k $535k 0% Sep 2023
 View chart
Beacon Pointe Advisors 7.1k $610k 0% Dec 2023
 View chart
William Blair $ Company 7.1k $604k -1% Dec 2023
 View chart
Haverford Trust Company 7.0k $601k 0% Dec 2023
 View chart
BEAM Asset Management 7.0k $598k -23% Dec 2023
 View chart
Chicago Partners Investment 6.9k $593k 0% Dec 2023
 View chart
Garrison Point Advisors 6.8k $585k 0% Dec 2023
 View chart
Visionary Wealth Advisors 6.8k $579k 0% Dec 2023
 View chart
Multi-Financial Securities 6.7k $504k -1% Sep 2023
 View chart
Goss Wealth Management 6.7k $503k -7% Sep 2023
 View chart
Dynamic Advisors Solutions 6.5k $555k -7% Dec 2023
 View chart
Brookstone Capital Management 6.5k $552k 100% Dec 2023
 View chart
Equitable Holdings 6.2k $463k 28% Sep 2023
 View chart
Navellier & Associates 5.8k $494k 100% Dec 2023
 View chart
Ironwood Wealth Management 5.7k $491k -2% Dec 2023
 View chart
Acropolis Investment Management 5.7k $490k 0% Dec 2023
 View chart
Gill Capital Partners 5.6k $476k 0% Dec 2023
 View chart
Branch Banking & Trust Company 5.6k $474k 0% Dec 2023
 View chart
Adell, Harriman, & Carpenter 5.6k $474k -2% Dec 2023
 View chart
Lincoln National 5.5k $472k 8% Dec 2023
 View chart
C2C Wealth Management 5.5k $405k 0% Sep 2023
 View chart
Modera Wealth Management 5.4k $462k -5% Dec 2023
 View chart
Simmons Bank 5.4k $461k 0% Dec 2023
 View chart
Lido Advisors 5.4k $461k -1% Dec 2023
 View chart
Pacific Sun Financial Corp 5.3k $450k 0% Dec 2023
 View chart
Stratos Wealth Partners 5.2k $446k -10% Dec 2023
 View chart
Savant Capital Management 5.2k $443k 0% Dec 2023
 View chart
Eudaimonia Advisors 5.1k $434k -5% Dec 2023
 View chart
WESPAC Advisors 5.0k $429k 100% Dec 2023
 View chart
Natixis 5.0k $376k 0% Sep 2023
 View chart
Zimmermann Investment Management & Planning 4.9k $421k -17% Dec 2023
 View chart
HF Advisory Group 4.9k $421k 6% Dec 2023
 View chart
Stonebridge Financial Planning Group 4.9k $414k -35% Dec 2023
 View chart
Charter Oak Capital Management 4.8k $409k -38% Dec 2023
 View chart
Commonwealth Financial Services 4.6k $397k -36% Dec 2023
 View chart
Rollins Financial 4.6k $392k -23% Dec 2023
 View chart
CoreCap Advisors 3.9k $333k -39% Dec 2023
 View chart
Meridian Wealth Management 3.8k $323k -50% Dec 2023
 View chart
Vahanian & Associates Financial Planning 3.6k $306k -37% Dec 2023
 View chart
Qube Research & Technologies 3.5k $261k -77% Sep 2023
 View chart

Who sold out of iShares Dow Jones US Financial?

Fund or Company Name Date Sold Shares Held Valued At
SG Americas Securities Sep 2023 844k $63M
Flow Traders US Sep 2023 26k $1.9M
Silvercrest Asset Management Group Jun 2023 9.6k $719k
Dagco Sep 2023 6.6k $2.6M