Who owns iShares Dow Jones U.S. Index Fund?

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Analyze quarterly positions in iShares Dow Jones U.S. Index Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Dow Jones U.S. Index Fund stock

Who bought or sold iShares Dow Jones U.S. Index Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 471k $49M 5% Sep 2023
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LPL Financial 307k $32M 3% Sep 2023
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Pnc Financial Services 212k $25M 18% Dec 2023
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Savant Capital Management 165k $19M 1% Dec 2023
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Bank of America Corporation 135k $16M 4% Dec 2023
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Commonwealth Equity Services 122k $14M 2% Dec 2023
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Wells Fargo & Company 106k $12M 2% Dec 2023
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Royal Bank of Canada 93k $11M 0% Dec 2023
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UBS Group 67k $7.8M -14% Dec 2023
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Advisor Group Holdings 64k $7.5M -3% Dec 2023
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Bank Of Montreal 56k $6.5M 94% Dec 2023
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Goldman Sachs Group 53k $6.2M -30% Dec 2023
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Raymond James Financial Services Advisors 49k $5.7M 29% Dec 2023
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Creative Planning 41k $4.7M -1% Dec 2023
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Captrust Financial Advisors 40k $4.7M -3% Dec 2023
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Wedbush Morgan Securities 40k $4.6M -30% Dec 2023
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Lowe fs 37k $4.3M -1% Dec 2023
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Wealth Enhancement Advisory Services 36k $4.2M 1% Dec 2023
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Raymond James & Associates 36k $4.2M 9% Dec 2023
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Envestnet Asset Management 35k $3.7M 4% Sep 2023
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Brian McDonald 34k $3.5M 100% Sep 2023
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Bank of New York Mellon 32k $3.8M -2% Dec 2023
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Multi-Financial Securities 30k $3.1M 0% Sep 2023
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Aspiriant 30k $3.5M 0% Dec 2023
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Merit Financial Group 29k $3.3M 0% Dec 2023
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TD Waterhouse Canada 26k $3.4M 6% Dec 2023
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First Heartland Consultants 26k $3.0M 12% Dec 2023
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Asset Advisors Investment Management 24k $2.8M 0% Dec 2023
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Private Advisor 24k $2.8M 0% Dec 2023
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Stifel Financial 24k $2.7M 0% Dec 2023
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Northwestern Mutual Wealth Management Company 23k $2.4M 7% Sep 2023
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Money Concepts Capital Corp 22k $2.5M 4% Dec 2023
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TrinityPoint Wealth 21k $2.4M -3% Dec 2023
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FMR 20k $2.1M 10% Sep 2023
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Ameriprise Financial 19k $2.0M -49% Sep 2023
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Branch Banking & Trust Company 18k $2.1M -2% Dec 2023
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HighTower Advisors 17k $2.0M 1% Dec 2023
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Cambridge Investment Research Advisors 17k $2.0M 7% Dec 2023
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EP Wealth Advisors 16k $1.9M -4% Dec 2023
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Comprehensive Portfolio Management 15k $1.7M -2% Dec 2023
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TNB Financial 14k $1.6M -3% Dec 2023
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Steward Partners Investment Advisory 13k $1.5M 2% Dec 2023
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Tiaa Trust, National Association 12k $1.4M -2% Dec 2023
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Sage Investment Advisers 12k $1.4M 0% Dec 2023
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Mine & Arao Wealth Creation & Management 11k $1.3M 1% Dec 2023
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Mercer Global Advisors 11k $1.3M 1% Dec 2023
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Kestra Advisory Services 10k $1.2M 62% Dec 2023
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Jpmorgan Chase & Co 9.9k $1.2M 160% Dec 2023
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Financial Network Investment Corporation 9.7k $1.0M 8% Sep 2023
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Seven Mile Advisory 9.3k $1.1M 0% Dec 2023
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Kaydan Wealth Management 9.3k $1.1M 0% Dec 2023
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Brown Advisory Holdings Incorporated 9.1k $1.1M 0% Dec 2023
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Mathes Company 9.0k $1.0M 0% Dec 2023
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Carnegie Capital Asset Management 9.0k $1.0M -2% Dec 2023
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Sunbelt Securities 8.9k $1.0M 0% Dec 2023
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Ellis Investment Partners 8.9k $1.0M 0% Dec 2023
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Kelman-Lazarov 8.9k $1.0M 0% Dec 2023
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IHT Wealth Management 8.5k $884k -1% Sep 2023
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NorthRock Partners 8.4k $975k -21% Dec 2023
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Mariner Wealth Advisors 8.1k $938k 1% Dec 2023
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Fayez Sarofim & Co 8.0k $980k 0% Dec 2023
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Mutual Advisors 7.9k $921k -14% Dec 2023
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GenWealth Group 7.8k $905k -6% Dec 2023
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Novak & Powell Financial Services 7.7k $901k 100% Dec 2023
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Buckingham Asset Management 7.7k $892k 2% Dec 2023
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Resources Investment Advisors 7.5k $787k -1% Sep 2023
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Sigma Planning 7.5k $875k -44% Dec 2023
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GW & Wade 7.2k $837k 0% Dec 2023
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Cullen Frost Bankers 7.2k $836k 1% Dec 2023
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AE Wealth Management 7.0k $838k -21% Dec 2023
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Great Valley Advisor Group 7.0k $819k -49% Dec 2023
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National Bank Of Canada /fi/ 7.0k $806k 0% Dec 2023
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Cortland Associates 7.0k $811k -1% Dec 2023
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Mml Investors Services 6.9k $724k -3% Sep 2023
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Lido Advisors 6.8k $796k 20% Dec 2023
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Stratos Wealth Advisors 6.8k $793k 82% Dec 2023
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Founders Financial Securities 6.6k $770k 0% Dec 2023
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United Capital Financial Advisers 6.4k $746k -57% Dec 2023
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National Asset Management 6.4k $742k -12% Dec 2023
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Centric Wealth Management 6.3k $757k 1% Dec 2023
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Sonata Capital 6.0k $705k 0% Dec 2023
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Washburn Capital Management 5.9k $693k -2% Dec 2023
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Pinnacle Financial Partners 5.9k $686k 0% Dec 2023
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First Republic Investment Management 5.5k $573k 0% Sep 2023
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Farther Finance Advisors 5.3k $615k 100% Dec 2023
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Narus Financial Partners 5.2k $603k 0% Dec 2023
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Northern Trust 5.2k $538k 100% Sep 2023
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Kestra Private Wealth Services 5.0k $582k -4% Dec 2023
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Badgley Phelps Wealth Managers 4.9k $572k 0% Dec 2023
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Ballew Advisors 4.9k $565k -22% Dec 2023
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J.w. Cole Advisors 4.6k $537k -17% Dec 2023
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Fortitude Advisory Group 4.5k $519k 0% Dec 2023
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Synovus Financial Corp. 4.4k $463k -2% Sep 2023
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Raymond James Trust 4.4k $510k -24% Dec 2023
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CI Private Wealth 4.3k $506k 0% Dec 2023
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Susquehanna International 4.2k $438k -72% Sep 2023
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Sovereign Financial Group 4.2k $487k 100% Dec 2023
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Heritage Investment Group 4.1k $477k 0% Dec 2023
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Garner Asset Management Corp 4.0k $487k 1% Dec 2023
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Atlantic Trust 3.9k $404k 49% Sep 2023
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Cetera Investment Advisers 3.8k $400k 1% Sep 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 3.8k $440k 0% Dec 2023
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Goss Wealth Management 3.7k $390k 0% Sep 2023
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Princeton Global Asset Management 3.6k $420k 0% Dec 2023
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Larson Financial Group 3.5k $413k -17% Dec 2023
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Burke & Herbert Bank & Trust 3.4k $398k 0% Dec 2023
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Main Street Research 3.4k $397k 100% Dec 2023
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Renaissance Technologies 3.4k $355k 48% Sep 2023
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Evanson Asset Management 3.4k $391k 1% Dec 2023
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Ccg Wealth Management 3.3k $386k 0% Dec 2023
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Capital Investment Advisors 3.3k $383k 0% Dec 2023
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Nottingham Advisors 3.2k $377k 0% Dec 2023
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Edge Wealth Management 3.2k $373k 0% Dec 2023
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Wealthstar Advisors 3.1k $365k 60% Dec 2023
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Arkansas Financial 3.1k $361k 6% Dec 2023
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Murphy, Middleton, Hinkle & Parker 3.0k $350k 0% Dec 2023
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Fiduciary Alliance 3.0k $346k 1% Dec 2023
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CWM 3.0k $346k 0% Dec 2023
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Silver Oak Advisory Group 2.9k $338k 0% Dec 2023
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Financial Partners Group 2.8k $332k 0% Dec 2023
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MEMBERS Trust 2.8k $332k 0% Dec 2023
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Leavell Investment Management 2.8k $328k 0% Dec 2023
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Essex 2.8k $323k 0% Dec 2023
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Campbell Wealth Management 2.7k $320k 0% Dec 2023
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Cooper/haims Advisors 2.6k $274k -3% Sep 2023
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CIBC World Markets 2.6k $272k -37% Sep 2023
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Vahanian & Associates Financial Planning 2.6k $302k -29% Dec 2023
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Gladstone Institutional Advisory 2.6k $299k 24% Dec 2023
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Janney Montgomery Scott 2.4k $279k -19% Dec 2023
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Cassaday & Co Wealth Management 2.4k $276k 2% Dec 2023
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Aspect Partners 2.3k $273k 100% Dec 2023
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Nations Financial Group 2.3k $272k 0% Dec 2023
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Melfa Wealth Management 2.3k $271k 0% Dec 2023
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Clarity Wealth Advisors 2.3k $269k 0% Dec 2023
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Penobscot Wealth Management 2.3k $269k 0% Dec 2023
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Equitable Holdings 2.3k $237k 100% Sep 2023
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Hubbell Strickland Wealth Management 2.3k $263k 0% Dec 2023
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Kingsview Wealth Management 2.3k $263k 11% Dec 2023
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Moneta Group Investment Advisors 2.2k $259k 0% Dec 2023
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Private Wealth Partners 2.2k $256k 0% Dec 2023
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Westside Investment Management 2.2k $256k 0% Dec 2023
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Yoder Wealth Management 2.2k $255k 0% Dec 2023
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Centaurus Financial 2.2k $253k -8% Dec 2023
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InterOcean Capital Group 2.2k $251k -7% Dec 2023
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Jane Street 2.1k $246k 100% Dec 2023
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Legacy Financial Group 2.1k $221k 0% Sep 2023
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Geneos Wealth Management 2.1k $246k 0% Dec 2023
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Planned Solutions 2.1k $245k 0% Dec 2023
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Beacon Pointe Advisors 2.1k $239k 100% Dec 2023
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Wolverine Trading 2.0k $232k 100% Dec 2023
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Who sold out of iShares Dow Jones U.S. Index Fund?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Sep 2023 22k $2.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Sep 2023 7.2k $757k
Kalos Management Jun 2023 5.8k $623k
Wealthcare Advisory Partners Sep 2023 2.6k $268k
Belvedere Trading Jun 2023 2.4k $260k
GenTrust Sep 2023 2.0k $210k