Who owns iShares Dow Jones U.S. Index Fund?
- Ticker: IYY
- CUSIP Number: 464287846
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| 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 | $6.3M | 1% | Mar 2024 |
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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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| Wealth Enhancement Advisory Services | 40k | $5.1M | 11% | Mar 2024 |
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| Wedbush Morgan Securities | 40k | $4.6M | -30% | Dec 2023 |
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| Lowe fs | 36k | $4.6M | -1% | Mar 2024 |
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| Raymond James & Associates | 36k | $4.6M | -1% | Mar 2024 |
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| Bank of New York Mellon | 32k | $4.2M | 0% | Mar 2024 |
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| Aspiriant | 30k | $3.8M | 0% | Mar 2024 |
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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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| 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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| 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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| EP Wealth Advisors | 16k | $1.9M | -4% | Dec 2023 |
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| Cambridge Investment Research Advisors | 16k | $2.0M | -7% | Mar 2024 |
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| Comprehensive Portfolio Management | 15k | $1.9M | 0% | Mar 2024 |
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| TNB Financial | 13k | $1.7M | -3% | Mar 2024 |
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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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| Stratos Wealth Advisors | 12k | $1.6M | 79% | Mar 2024 |
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| Sage Investment Advisers | 12k | $1.5M | 0% | Mar 2024 |
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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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| Ellis Investment Partners | 9.8k | $1.3M | 11% | Mar 2024 |
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| Seven Mile Advisory | 9.3k | $1.1M | 0% | Dec 2023 |
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| Kaydan Wealth Management | 9.3k | $1.2M | 0% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 9.1k | $1.2M | 0% | Mar 2024 |
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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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| Kelman-Lazarov | 8.9k | $1.0M | 0% | Dec 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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| 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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| GenWealth Group | 7.6k | $979k | -2% | Mar 2024 |
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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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| Sunbelt Securities | 7.0k | $901k | -21% | Mar 2024 |
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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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| Founders Financial Securities | 6.9k | $880k | 4% | Mar 2024 |
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| Lido Advisors | 6.8k | $796k | 20% | Dec 2023 |
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| Cortland Associates | 6.7k | $861k | -3% | Mar 2024 |
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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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| Farther Finance Advisors | 5.3k | $615k | 100% | Dec 2023 |
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| Narus Financial Partners | 5.2k | $663k | 0% | Mar 2024 |
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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 | $612k | 0% | Mar 2024 |
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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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| Raymond James Trust | 4.4k | $561k | 0% | Mar 2024 |
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| CI Private Wealth | 4.3k | $506k | 0% | Dec 2023 |
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| Arkansas Financial | 4.3k | $548k | 38% | Mar 2024 |
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| Sovereign Financial Group | 4.2k | $536k | 0% | Mar 2024 |
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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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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 3.8k | $440k | 0% | Dec 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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| Main Street Research | 3.4k | $397k | 100% | Dec 2023 |
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| Evanson Asset Management | 3.4k | $431k | 0% | Mar 2024 |
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| Ccg Wealth Management | 3.3k | $423k | 0% | Mar 2024 |
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| Capital Investment Advisors | 3.3k | $421k | 0% | Mar 2024 |
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| Nottingham Advisors | 3.2k | $377k | 0% | Dec 2023 |
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| Edge Wealth Management | 3.2k | $410k | 0% | Mar 2024 |
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| Burke & Herbert Bank & Trust | 3.2k | $407k | -7% | Mar 2024 |
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| Murphy, Middleton, Hinkle & Parker | 3.0k | $384k | 0% | Mar 2024 |
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| Fiduciary Alliance | 3.0k | $381k | 0% | Mar 2024 |
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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 | $364k | 0% | Mar 2024 |
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| Leavell Investment Management | 2.8k | $361k | 0% | Mar 2024 |
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| CWM | 2.8k | $356k | -6% | Mar 2024 |
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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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| 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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| Westside Investment Management | 2.3k | $300k | 7% | Mar 2024 |
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| Aspect Partners | 2.3k | $273k | 100% | Dec 2023 |
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| Clarity Wealth Advisors | 2.3k | $296k | 0% | Mar 2024 |
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| Penobscot Wealth Management | 2.3k | $269k | 0% | Dec 2023 |
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| Melfa Wealth Management | 2.3k | $291k | -2% | Mar 2024 |
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| Hubbell Strickland Wealth Management | 2.3k | $289k | 0% | Mar 2024 |
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| Kingsview Wealth Management | 2.3k | $263k | 11% | Dec 2023 |
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| Nations Financial Group | 2.2k | $288k | -4% | Mar 2024 |
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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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| Yoder Wealth Management | 2.2k | $281k | 0% | Mar 2024 |
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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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| Geneos Wealth Management | 2.1k | $246k | 0% | Dec 2023 |
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| Planned Solutions | 2.1k | $270k | 0% | Mar 2024 |
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| Beacon Pointe Advisors | 2.1k | $239k | 100% | Dec 2023 |
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| Concurrent Investment Advisors | 2.0k | $237k | 100% | Dec 2023 |
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| Wolverine Trading | 2.0k | $232k | 100% | Dec 2023 |
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| Sandy Cove Advisors | 1.9k | $246k | 0% | Mar 2024 |
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| Lake Street Financial | 1.9k | $245k | 0% | Mar 2024 |
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| Gray Wealth Management | 1.9k | $217k | 100% | Dec 2023 |
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| IFP Advisors | 1.8k | $215k | 0% | Dec 2023 |
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| North Star Asset Management | 1.8k | $210k | 100% | Dec 2023 |
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| Principal Securities | 1.7k | $197k | 100% | Dec 2023 |
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| One Day In July | 1.7k | $212k | 100% | Mar 2024 |
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| BLB^B Advisors | 1.6k | $208k | 100% | Mar 2024 |
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| Advisory Services Network | 1.5k | $177k | 100% | Dec 2023 |
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| Banque Cantonale Vaudoise | 1.5k | $192k | 0% | Mar 2024 |
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| Rocky Mountain Advisers | 1.5k | $169k | 0% | Dec 2023 |
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| Trifecta Capital Advisors | 1.4k | $176k | 100% | Mar 2024 |
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| Global Retirement Partners | 1.3k | $173k | 20% | Mar 2024 |
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| Us Bancorp | 1.2k | $144k | 0% | Dec 2023 |
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| Whittier Trust Co. of Nevada | 1.1k | $131k | 0% | Dec 2023 |
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| O'shaughnessy Asset Management | 1.1k | $129k | 0% | Dec 2023 |
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| Milestone Group | 1.0k | $117k | 100% | Dec 2023 |
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| Garde Capital | 930.00 | $108k | 100% | Dec 2023 |
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| Cardiff Park Advisors | 800.00 | $93k | 0% | Dec 2023 |
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| Integrity Financial Corp | 738.00 | $86k | 0% | Dec 2023 |
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| Nemes Rush Group | 602.00 | $70k | 0% | Dec 2023 |
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| Spire Wealth Management | 510.00 | $65k | 0% | Mar 2024 |
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| William Blair $ Company | 510.00 | $59k | 0% | Dec 2023 |
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| AdvisorNet Financial | 480.00 | $62k | 0% | Mar 2024 |
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| Bangor Savings Bank | 472.00 | $61k | 0% | Mar 2024 |
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| Syntax Research | 472.00 | $55k | 100% | Dec 2023 |
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| Fifth Third Bancorp | 358.00 | $46k | -60% | Mar 2024 |
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| Anchor Investment Management | 257.00 | $30k | -50% | 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 |
| Wealthstar Advisors | Dec 2023 | 3.1k | $365k |
| First Personal Financial Services | Dec 2023 | 1.2k | $138k |
| Avondale Wealth Management | Sep 2023 | 893.00 | $93k |
| Cary Street Partner Investment Advisory | Sep 2023 | 516.00 | $54k |