Who owns iShares Dow Jones US Healthcare?

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

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Top investors of iShares Dow Jones US Healthcare stock

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

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 483k $131M -9% Sep 2023
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LPL Financial 393k $106M -6% Sep 2023
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Bank of America Corporation 381k $109M -4% Dec 2023
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UBS Group 304k $87M 5% Dec 2023
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Envestnet Asset Management 222k $60M -9% Sep 2023
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Northwestern Mutual Wealth Management Company 221k $60M 96% Sep 2023
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Wells Fargo & Company 214k $61M 0% Dec 2023
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Goldman Sachs Group 186k $53M 3% Dec 2023
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Royal Bank of Canada 172k $49M -4% Dec 2023
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Granite Bay Wealth Management 132k $36M -64% Dec 2023
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Bellwether Advisors 122k $35M 29% Dec 2023
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Green Harvest Asset Management 102k $28M 29% Sep 2023
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Advisor Group Holdings 101k $29M -25% Dec 2023
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Raymond James & Associates 90k $26M -9% Dec 2023
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Commonwealth Equity Services 80k $23M -10% Dec 2023
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Oakworth Capital 78k $22M -1% Dec 2023
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Ameriprise Financial 72k $19M -20% Sep 2023
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Raymond James Financial Services Advisors 69k $20M -34% Dec 2023
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HighTower Advisors 65k $19M 4% Dec 2023
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Kestra Advisory Services 63k $18M 50% Dec 2023
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Jpmorgan Chase & Co 41k $12M -60% Dec 2023
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Healthcare Of Ontario Pension Plan Trust Fund 41k $11M 0% Sep 2023
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California Capital Advisors 41k $12M -5% Dec 2023
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Mml Investors Services 34k $9.3M -3% Sep 2023
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Resources Investment Advisors 34k $9.1M -20% Sep 2023
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Royal Fund Management 33k $9.4M 3% Dec 2023
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Sowa Financial Group 31k $8.8M -11% Dec 2023
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Thrivent Financial for Lutherans 29k $7.9M -20% Sep 2023
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Peapack Gladstone Financial Corp 29k $7.8M -1% Sep 2023
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EP Wealth Advisors 29k $8.2M 878% Dec 2023
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Cetera Investment Advisers 29k $7.7M 41% Sep 2023
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Cambridge Investment Research Advisors 28k $8.1M -30% Dec 2023
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Susquehanna International 28k $7.5M 32% Sep 2023
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Wintrust Financial Corporation 26k $7.4M -3% Dec 2023
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United Capital Financial Advisers 25k $7.1M -42% Dec 2023
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Bank Of Montreal 24k $7.0M 54% Dec 2023
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Mcmorgan & Co 24k $6.5M 2% Sep 2023
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Wealth Enhancement Advisory Services 23k $6.5M 10% Dec 2023
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First Citizens Financial Corp 22k $6.2M -1% Dec 2023
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SP Asset Management 20k $5.9M 0% Dec 2023
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Stillwater Capital Advisors 20k $5.8M 1% Dec 2023
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Financial Network Investment Corporation 20k $5.3M 1% Sep 2023
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Etfidea 19k $5.5M -5% Dec 2023
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AE Wealth Management 19k $5.6M -15% Dec 2023
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Steward Partners Investment Advisory 17k $5.0M -24% Dec 2023
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Private Advisor 17k $4.9M -28% Dec 2023
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Pettyjohn 17k $4.6M -3% Sep 2023
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Capital Investment Advisors 16k $4.7M -3% Dec 2023
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Financial Life Advisors 14k $3.9M 3% Sep 2023
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Pnc Financial Services 14k $4.1M -1% Dec 2023
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Advisory Services Network 14k $4.1M 24% Dec 2023
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Arkansas Financial 14k $4.0M 7% Dec 2023
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Branch Banking & Trust Company 14k $3.9M -13% Dec 2023
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Citigroup 13k $3.7M 2% Dec 2023
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Congress Wealth Management LLC / DE / 12k $3.5M 2% Dec 2023
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Mariner Wealth Advisors 12k $3.4M 115% Dec 2023
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Stifel Financial 12k $3.4M -16% Dec 2023
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National Bank Of Canada /fi/ 11k $3.3M 8% Dec 2023
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Integrated Wealth Concepts 11k $3.0M -16% Sep 2023
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HC Advisors 11k $3.1M -32% Dec 2023
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Goss Wealth Management 10k $2.7M 4% Sep 2023
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Mine & Arao Wealth Creation & Management 9.7k $2.8M 1% Dec 2023
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Rainey & Randall Investment Management 9.2k $2.6M 18% Dec 2023
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Creative Planning 9.1k $2.6M 12% Dec 2023
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Janney Montgomery Scott 8.7k $2.5M 11% Dec 2023
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First Republic Investment Management 8.6k $2.3M -8% Sep 2023
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Conservest Capital Advisors 8.3k $2.4M -5% Dec 2023
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Perigon Wealth Management 8.2k $2.3M -52% Dec 2023
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IFG Advisory 8.2k $2.3M 12% Dec 2023
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Multi-Financial Securities 7.9k $2.1M -63% Sep 2023
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Vishria Bird Financial Group 7.9k $2.3M 0% Dec 2023
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Lido Advisors 7.9k $2.2M 0% Dec 2023
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Baird Financial 7.8k $2.2M -1% Dec 2023
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Planning Directions 7.5k $2.2M 5% Dec 2023
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Audent Global Asset Management 7.5k $2.2M -4% Dec 2023
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Glenview Trust 7.5k $2.2M 153% Dec 2023
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Csenge Advisory Group 7.4k $2.0M 16% Sep 2023
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Atria Wealth Solutions 7.4k $2.1M -21% Dec 2023
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Equitable Holdings 7.2k $1.9M -14% Sep 2023
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Oxinas Partners Wealth Management 7.2k $2.0M 1% Dec 2023
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H D Vest Advisory Services 7.1k $2.0M -8% Dec 2023
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Johnson Investment Counsel 7.0k $2.0M 0% Dec 2023
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Park Avenue Securities 6.9k $2.0M -75% Dec 2023
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Essex 6.8k $2.0M -21% Dec 2023
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GSA Capital Partners 6.6k $1.9M 232% Dec 2023
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FMR 6.6k $1.8M 4% Sep 2023
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Aua Capital Management 6.5k $1.9M 5% Dec 2023
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Lincoln National 6.1k $1.7M -4% Dec 2023
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Mandatum Life Insurance 6.1k $1.7M -2% Dec 2023
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Creekmur Asset Management 6.1k $1.7M 100% Dec 2023
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CIBC World Markets 6.0k $1.6M 14% Sep 2023
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Mmbg Investment Advisors 5.8k $1.7M 0% Dec 2023
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Icon Wealth Partners 5.8k $1.6M 1% Sep 2023
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Northeast Financial Consultants 5.7k $1.6M 0% Dec 2023
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Prospera Financial Services 5.7k $1.6M 3% Dec 2023
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Mercer Global Advisors 5.6k $1.6M -3% Dec 2023
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CI Private Wealth 5.4k $1.6M 13% Dec 2023
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BlackRock 5.4k $1.5M 0% Sep 2023
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Money Concepts Capital Corp 5.1k $1.5M -6% Dec 2023
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Gladstone Institutional Advisory 5.1k $1.5M -2% Dec 2023
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Wealthstar Advisors 5.0k $1.4M 100% Dec 2023
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My Personal CFO 5.0k $1.4M 0% Dec 2023
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4.9k $1.4M 2% Dec 2023
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Cresset Asset Management 4.9k $1.3M 0% Sep 2023
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J.w. Cole Advisors 4.8k $1.4M 436% Dec 2023
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BCJ Capital Management 4.8k $1.4M 100% Dec 2023
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Patriot Investment Management 4.8k $1.4M -13% Dec 2023
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ValMark Advisers 4.8k $1.4M -1% Dec 2023
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SOA Wealth Advisors 4.7k $1.4M -2% Dec 2023
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Simmons Bank 4.7k $1.3M 0% Dec 2023
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Wealthsource Partners 4.7k $1.3M -52% Dec 2023
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Captrust Financial Advisors 4.6k $1.3M -3% Dec 2023
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Commerce Bank N A 4.5k $1.3M 0% Dec 2023
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Laurel Wealth Advisors 4.5k $1.2M 1% Sep 2023
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WESPAC Advisors 4.4k $1.3M -8% Dec 2023
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Davenport & Co 4.3k $1.2M 9% Dec 2023
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CWM 4.3k $1.2M 22% Dec 2023
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Dentgroup 4.2k $1.2M -25% Dec 2023
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Carnick & Kubik 4.2k $1.2M -17% Dec 2023
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Rollins Financial 4.2k $1.2M -10% Dec 2023
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Focus Financial Network 4.2k $1.2M 100% Dec 2023
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Indie Asset Partners 4.2k $1.2M 100% Dec 2023
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Northern Trust 4.1k $1.1M 11% Sep 2023
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Gail Mannix 4.1k $1.2M 21% Dec 2023
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Brian McDonald 4.1k $1.1M 100% Sep 2023
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Iwamoto Kong & Co 4.0k $1.2M 0% Dec 2023
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Citizens Financial Group 4.0k $1.1M 0% Dec 2023
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Fortis Advisors 3.9k $1.0M -9% Sep 2023
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Whitaker-Myers Wealth Managers 3.8k $1.1M -5% Dec 2023
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American Financial Advisors 3.7k $1.1M 0% Dec 2023
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Counterweight Ventures 3.6k $1.0M 100% Dec 2023
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Vivaldi Capital Management 3.6k $1.1M 59% Dec 2023
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Us Bancorp 3.6k $1.0M -1% Dec 2023
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Sigma Planning 3.6k $1.0M -67% Dec 2023
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Scotia Capital 3.6k $1.0M -4% Dec 2023
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Kayne Anderson Rudnick Investment Management 3.5k $950k -1% Sep 2023
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Tritonpoint Wealth 3.5k $1.0M 100% Dec 2023
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Qube Research & Technologies 3.5k $942k 473% Sep 2023
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Bartlett & Co. 3.4k $981k 4% Dec 2023
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Bartlett & Co. Wealth Management 3.4k $981k 4% Dec 2023
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MAI Wealth Advisors 3.4k $961k 23% Dec 2023
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One Wealth Advisors 3.3k $894k -12% Sep 2023
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Kmg Fiduciary Partners 3.3k $948k -1% Dec 2023
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Hudock Moyer Wealth Resources 3.3k $944k 25% Dec 2023
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Glass Jacobson Investment Advisors 3.3k $942k 39% Dec 2023
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Aft, Forsyth and Company 3.3k $936k -7% Dec 2023
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Pathstone Holdings 3.2k $923k 100% Dec 2023
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Bond & Devick Financial Network 3.2k $918k 2% Dec 2023
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Worth Financial Advisory Group 3.2k $911k -2% Dec 2023
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Silvia Mccoll Wealth Management 3.2k $905k 0% Dec 2023
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Fort Point Capital Partners 3.2k $903k -5% Dec 2023
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Rsm Us Wealth Management 3.1k $880k -53% Dec 2023
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We Are One Seven 2.9k $843k -38% Dec 2023
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Wedbush Morgan Securities 2.6k $750k -56% Dec 2023
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KM Capital Management 1.8k $520k -72% Dec 2023
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Morris Retirement Advisors 1.8k $517k -84% Dec 2023
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Who sold out of iShares Dow Jones US Healthcare?

Fund or Company Name Date Sold Shares Held Valued At
Manufacturers Life Insurance Company Jun 2023 104k $29M
Citadel Advisors Sep 2023 40k $11M
Financial Advocates Investment Management Sep 2023 39k $1.9M
Virtue Capital Management Sep 2023 7.7k $2.1M
Berson & Corrado Investment Advisors Sep 2023 6.4k $1.7M
Kalos Management Jun 2023 5.5k $1.5M
CX Institutional Sep 2023 4.3k $1.2M
TCWP Sep 2023 3.6k $963k
Security Financial Services Sep 2023 3.3k $897k
Argent Trust Sep 2023 3.2k $870k