Who owns iShares Dow Jones US Financial Svc.?
- Ticker: IYG
- CUSIP Number: 464287770
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones US Financial Svc. with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Financial Svc. stock
Who bought or sold iShares Dow Jones US Financial Svc. this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| RiverFront Investment Group | 454k | $81M | 0% | Dec 2023 |
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| Goldman Sachs Group | 402k | $72M | -32% | Dec 2023 |
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| Bank of America Corporation | 213k | $38M | -29% | Dec 2023 |
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| Royal Bank of Canada | 183k | $33M | -6% | Dec 2023 |
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| Raymond James & Associates | 169k | $30M | -13% | Dec 2023 |
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| Ferguson Wellman Capital Management | 164k | $11M | 186% | Mar 2024 |
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| Arkansas Financial | 141k | $9.3M | 193% | Mar 2024 |
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| Wells Fargo & Company | 121k | $22M | -3% | Dec 2023 |
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| Baltimore-Washington Financial Advisors | 116k | $21M | 6% | Dec 2023 |
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| Howard Capital Management Group | 108k | $7.2M | 198% | Mar 2024 |
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| Circle Wealth Management | 98k | $18M | 0% | Dec 2023 |
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| UBS Group | 90k | $16M | -11% | Dec 2023 |
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| Janney Montgomery Scott | 90k | $16M | -3% | Dec 2023 |
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| Jpmorgan Chase & Co | 78k | $14M | 35% | Dec 2023 |
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| Kozak & Associates | 74k | $13M | -7% | Dec 2023 |
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| Branch Banking & Trust Company | 63k | $11M | 4% | Dec 2023 |
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| Captrust Financial Advisors | 60k | $11M | -3% | Dec 2023 |
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| Bank Of Montreal | 53k | $9.6M | -4% | Dec 2023 |
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| SAM Advisors | 41k | $7.4M | 1% | Dec 2023 |
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| Private Advisor | 40k | $7.2M | -3% | Dec 2023 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 40k | $7.2M | 1% | Dec 2023 |
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| Stifel Financial | 30k | $5.4M | -1% | Dec 2023 |
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| Beacon Pointe Advisors | 28k | $4.9M | -3% | Dec 2023 |
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| Fifth Third Securities | 27k | $1.8M | 143% | Mar 2024 |
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| Scotia Capital | 27k | $4.8M | -1% | Dec 2023 |
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| Bank of Nova Scotia | 24k | $4.3M | 0% | Dec 2023 |
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| J.w. Cole Advisors | 22k | $3.9M | -24% | Dec 2023 |
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| Southern Capital Advisors | 18k | $3.3M | 100% | Dec 2023 |
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| HighTower Advisors | 16k | $2.9M | 3% | Dec 2023 |
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| CWM | 15k | $987k | 213% | Mar 2024 |
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| Commonwealth Equity Services | 15k | $2.7M | 0% | Dec 2023 |
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| Citadel Advisors | 14k | $2.6M | -28% | Dec 2023 |
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| Mariner Wealth Advisors | 13k | $2.4M | -4% | Dec 2023 |
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| Advisor Group Holdings | 13k | $2.3M | -60% | Dec 2023 |
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| Family Firm | 13k | $2.3M | -4% | Dec 2023 |
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| Diversified | 12k | $2.1M | -1% | Dec 2023 |
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| Summit Financial | 12k | $791k | 200% | Mar 2024 |
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| Sunbelt Securities | 9.5k | $631k | 165% | Mar 2024 |
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| Raymond James Financial Services Advisors | 9.4k | $1.7M | 0% | Dec 2023 |
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| Source Financial Advisors | 8.2k | $1.5M | -1% | Dec 2023 |
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| Patten & Patten | 7.9k | $1.4M | -6% | Dec 2023 |
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| Creative Planning | 6.9k | $1.2M | -9% | Dec 2023 |
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| Cambridge Investment Research Advisors | 6.7k | $1.2M | -9% | Dec 2023 |
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| Advisory Services Network | 6.2k | $1.1M | -1% | Dec 2023 |
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| Focus Financial Network | 6.0k | $1.1M | 100% | Dec 2023 |
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| Cobblestone Capital Advisors | 6.0k | $1.1M | 0% | Dec 2023 |
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| National Bank Of Canada /fi/ | 5.5k | $989k | 18% | Dec 2023 |
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| California Capital Advisors | 5.5k | $987k | 91% | Dec 2023 |
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| Cottonwood Capital Advisors | 5.1k | $917k | -15% | Dec 2023 |
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| Litman Gregory Asset Management | 4.8k | $859k | 0% | Dec 2023 |
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| Garrison Point Advisors | 4.6k | $831k | -2% | Dec 2023 |
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| Advisors Capital Management | 4.6k | $829k | 100% | Dec 2023 |
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| Financial Freedom | 4.5k | $810k | -60% | Dec 2023 |
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| Register Financial Advisors | 4.4k | $294k | 201% | Mar 2024 |
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| Mine & Arao Wealth Creation & Management | 4.3k | $767k | 1% | Dec 2023 |
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| Capital Investment Advisors | 4.2k | $277k | 200% | Mar 2024 |
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| Bank Hapoalim Bm | 4.0k | $713k | -8% | Dec 2023 |
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| Krasney Financial | 3.7k | $248k | 209% | Mar 2024 |
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| Castle Rock Wealth Management | 3.5k | $628k | -2% | Dec 2023 |
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| Quadrant Private Wealth Management | 3.4k | $606k | 0% | Dec 2023 |
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| Financial Partners Group | 3.3k | $584k | 7% | Dec 2023 |
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| Asset Dedication | 3.2k | $213k | 200% | Mar 2024 |
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| Amg National Trust Bank | 3.1k | $559k | 0% | Dec 2023 |
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| Lido Advisors | 3.1k | $559k | 1% | Dec 2023 |
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| Wedbush Morgan Securities | 3.1k | $557k | -2% | Dec 2023 |
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| Steward Partners Investment Advisory | 2.9k | $522k | -2% | Dec 2023 |
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| Kestra Advisory Services | 2.9k | $521k | -4% | Dec 2023 |
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| Prospera Financial Services | 2.8k | $506k | 0% | Dec 2023 |
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| National Asset Management | 2.8k | $502k | -20% | Dec 2023 |
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| Us Bancorp | 2.8k | $495k | -3% | Dec 2023 |
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| H D Vest Advisory Services | 2.7k | $490k | 13% | Dec 2023 |
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| Apexium Financial | 2.7k | $477k | 0% | Dec 2023 |
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| Tritonpoint Wealth | 2.7k | $476k | 100% | Dec 2023 |
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| AdvisorNet Financial | 2.6k | $175k | 172% | Mar 2024 |
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| Baird Financial | 2.6k | $463k | 10% | Dec 2023 |
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| Geneos Wealth Management | 2.5k | $445k | 0% | Dec 2023 |
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| Mercer Global Advisors | 2.5k | $443k | 2% | Dec 2023 |
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| Aurum Wealth Management Group | 2.4k | $438k | -3% | Dec 2023 |
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| TRUE Private Wealth Advisors | 2.4k | $432k | 0% | Dec 2023 |
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| D.A. Davidson & Co. | 2.4k | $425k | 4% | Dec 2023 |
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| Principal Securities | 2.3k | $411k | 100% | Dec 2023 |
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| BKD Wealth Advisors | 2.2k | $394k | 0% | Dec 2023 |
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| Objective Capital Management | 2.1k | $376k | 0% | Dec 2023 |
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| Charter Oak Capital Management | 2.0k | $365k | 0% | Dec 2023 |
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| Citigroup | 2.0k | $360k | -47% | Dec 2023 |
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| Interchange Capital Partners | 2.0k | $360k | -9% | Dec 2023 |
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| Centaurus Financial | 1.9k | $345k | -2% | Dec 2023 |
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| Coastal Investment Advisors | 1.9k | $335k | -8% | Dec 2023 |
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| AlphaMark Advisors | 1.7k | $115k | 184% | Mar 2024 |
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| Carnegie Capital Asset Management | 1.7k | $303k | 8% | Dec 2023 |
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| Jane Street | 1.7k | $298k | 100% | Dec 2023 |
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| Atria Wealth Solutions | 1.7k | $297k | -26% | Dec 2023 |
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| GSA Capital Partners | 1.7k | $296k | 100% | Dec 2023 |
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| SFI Advisors | 1.6k | $292k | -5% | Dec 2023 |
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| Horizon Family Wealth | 1.5k | $273k | -1% | Dec 2023 |
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| Pnc Financial Services | 1.5k | $270k | 0% | Dec 2023 |
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| Gallagher Fiduciary Advisors | 1.5k | $262k | 0% | Dec 2023 |
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| Private Portfolio Partners | 1.5k | $261k | 0% | Dec 2023 |
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| HBK Sorce Advisory | 1.3k | $236k | 0% | Dec 2023 |
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| Prime Capital Investment Advisors | 1.3k | $235k | 100% | Dec 2023 |
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| Fisher Investments | 1.3k | $234k | 100% | Dec 2023 |
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| Buckingham Asset Management | 1.3k | $232k | 100% | Dec 2023 |
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| Wetzel Investment Advisors | 1.3k | $229k | 100% | Dec 2023 |
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| Capital Wealth Alliance | 1.3k | $228k | -16% | Dec 2023 |
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| Commerce Bank N A | 1.3k | $224k | 100% | Dec 2023 |
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| KKM Financial | 1.2k | $220k | 100% | Dec 2023 |
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| Apollon Wealth Management | 1.2k | $215k | 100% | Dec 2023 |
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| Abbrea Capital | 1.2k | $210k | 100% | Dec 2023 |
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| Lion Street Advisors | 1.2k | $207k | 0% | Mar 2024 |
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| SPC Financial | 1.2k | $206k | -26% | Dec 2023 |
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| Mutual Advisors | 1.1k | $205k | 100% | Dec 2023 |
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| Davenport & Co | 1.1k | $204k | 100% | Dec 2023 |
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| Raymond James Trust | 1.1k | $201k | 100% | Dec 2023 |
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| Biondo Investment Advisors | 1.1k | $201k | 100% | Dec 2023 |
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| GAMMA Investing | 927.00 | $62k | 200% | Mar 2024 |
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| Nbc Securities | 876.00 | $58k | 189% | Mar 2024 |
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| AllSquare Wealth Management | 802.00 | $144k | 0% | Dec 2023 |
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| Founders Financial Alliance | 777.00 | $139k | 1% | Dec 2023 |
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| Quadrant Capital | 636.00 | $114k | 0% | Dec 2023 |
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| William Blair $ Company | 619.00 | $111k | 0% | Dec 2023 |
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| ICA Group Wealth Management | 615.00 | $110k | 100% | Dec 2023 |
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| EP Wealth Advisors | 589.00 | $106k | 100% | Dec 2023 |
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| ORG Partners | 500.00 | $0 | 100% | Dec 2023 |
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| Salem Investment Counselors | 450.00 | $30k | 200% | Mar 2024 |
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| Fifth Third Bancorp | 446.00 | $80k | 0% | Dec 2023 |
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| Indiana Trust & Investment Management | 402.00 | $27k | 100% | Mar 2024 |
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| Cutler | 400.00 | $8.0k | 100% | Dec 2023 |
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| Tidemark | 361.00 | $65k | 100% | Dec 2023 |
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| Signature | 350.00 | $63k | 1% | Dec 2023 |
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| SOA Wealth Advisors | 335.00 | $22k | 199% | Mar 2024 |
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| Planned Solutions | 327.00 | $59k | 100% | Dec 2023 |
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| Rosenberg Matthew Hamilton | 300.00 | $54k | -3% | Dec 2023 |
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| Keener Financial Planning | 300.00 | $54k | 100% | Dec 2023 |
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| Harbor Investment Advisory | 270.00 | $18k | 200% | Mar 2024 |
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| Y.D. More Investments | 252.00 | $45k | 26% | Dec 2023 |
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| Simplex Trading | 245.00 | $43k | 100% | Dec 2023 |
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| Spire Wealth Management | 244.00 | $44k | 0% | Dec 2023 |
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| Benjamin F. Edwards & Company | 244.00 | $44k | -8% | Dec 2023 |
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| Central Trust & Investment | 234.00 | $42k | 1% | Dec 2023 |
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| GPS Wealth Strategies Group | 226.00 | $41k | 0% | Dec 2023 |
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| TSFG | 225.00 | $15k | 67% | Mar 2024 |
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| Harbour Investments | 216.00 | $39k | -63% | Dec 2023 |
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| Trust | 207.00 | $14k | 200% | Mar 2024 |
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| Mather Group | 202.00 | $36k | 100% | Mar 2024 |
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| Cassady Schiller Wealth Management | 200.00 | $36k | 0% | Dec 2023 |
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| Private Trust Co Na | 190.00 | $34k | 0% | Dec 2023 |
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| SRS Capital Advisors | 175.00 | $31k | 0% | Dec 2023 |
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| Frazier Financial Advisors | 163.00 | $29k | 100% | Dec 2023 |
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| Fortis Group Advisors | 160.00 | $29k | 100% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 147.00 | $9.7k | 200% | Mar 2024 |
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Who sold out of iShares Dow Jones US Financial Svc.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Millennium Management | Sep 2023 | 19k | $2.9M |
| United Capital Financial Advisers | Sep 2023 | 16k | $2.5M |
| Snider Financial Group | Sep 2023 | 11k | $1.7M |
| Merit Financial Group | Sep 2023 | 9.2k | $1.4M |
| Koshinski Asset Management | Sep 2023 | 7.5k | $1.2M |
| Flow Traders US | Sep 2023 | 2.9k | $449k |
| Bank of New York Mellon | Sep 2023 | 1.7k | $256k |
| Wealth Enhancement Advisory Services | Dec 2023 | 1.2k | $221k |
| Manchester Capital Management | Sep 2023 | 890.00 | $138k |
| Quattro Financial Advisors | Dec 2023 | 179.00 | $425k |