Who owns iShares Dow Jones US Tele?
- Ticker: IYZ
- CUSIP Number: 464287713
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones US Tele with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Tele stock
Who bought or sold iShares Dow Jones US Tele this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 879k | $20M | 8% | Dec 2023 |
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| Oakmont Partners | 559k | $12M | 14% | Mar 2024 |
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| Orion Portfolio Solutions | 336k | $7.7M | -7% | Dec 2023 |
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| Raymond James Financial Services Advisors | 306k | $6.7M | -11% | Mar 2024 |
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| Wells Fargo & Company | 271k | $6.2M | -12% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 217k | $4.9M | 50% | Dec 2023 |
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| Barclays | 200k | $4.6M | 100% | Dec 2023 |
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| Citigroup | 192k | $4.4M | -39% | Dec 2023 |
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| Royal Bank of Canada | 178k | $4.0M | -10% | Dec 2023 |
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| UBS Group | 131k | $3.0M | -26% | Dec 2023 |
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| Advisory Services Network | 127k | $2.9M | 74% | Dec 2023 |
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| Bank Of Montreal | 108k | $2.5M | 9% | Dec 2023 |
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| Jpmorgan Chase & Co | 94k | $2.1M | 84% | Dec 2023 |
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| Wintrust Financial Corporation | 94k | $2.1M | 2% | Dec 2023 |
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| Captrust Financial Advisors | 85k | $1.9M | -10% | Dec 2023 |
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| National Bank Of Canada /fi/ | 72k | $1.7M | -1% | Dec 2023 |
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| Alpha Cubed Investments | 66k | $1.4M | -30% | Mar 2024 |
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| Raymond James & Associates | 65k | $1.4M | -49% | Mar 2024 |
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| Goldman Sachs Group | 55k | $1.3M | -45% | Dec 2023 |
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| Retirement Planning Group | 46k | $1.0M | 0% | Mar 2024 |
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| CI Private Wealth | 45k | $1.0M | -44% | Dec 2023 |
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| Credit Suisse | 41k | $938k | 100% | Dec 2023 |
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| NBT Bank | 39k | $855k | -8% | Mar 2024 |
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| Fisher Investments | 38k | $854k | 6% | Dec 2023 |
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| First Citizens Financial Corp | 34k | $776k | -5% | Dec 2023 |
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| Concurrent Investment Advisors | 33k | $756k | 100% | Dec 2023 |
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| Branch Banking & Trust Company | 31k | $708k | 54% | Dec 2023 |
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| Commonwealth Equity Services | 31k | $703k | 40% | Dec 2023 |
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| Rockefeller Capital Management | 29k | $653k | -24% | Dec 2023 |
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| Advisor Group Holdings | 29k | $650k | 198% | Dec 2023 |
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| Econ Financial Services Corp | 26k | $599k | 0% | Dec 2023 |
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| Baird Financial | 24k | $543k | 100% | Dec 2023 |
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| Davenport & Co | 24k | $537k | 36% | Dec 2023 |
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| Snowden Capital Advisors | 24k | $534k | 0% | Dec 2023 |
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| Pathstone Holdings | 23k | $533k | 100% | Dec 2023 |
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| Pnc Financial Services | 21k | $467k | -10% | Dec 2023 |
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| Family Firm | 20k | $443k | 5% | Dec 2023 |
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| GSA Capital Partners | 19k | $438k | 30% | Dec 2023 |
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| Green Square Asset Management | 19k | $436k | 100% | Dec 2023 |
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| Kellett Schaffner Wealth Advisors | 17k | $368k | 10% | Mar 2024 |
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| Citadel Advisors | 15k | $339k | -78% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 14k | $326k | -53% | Dec 2023 |
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| Dynamic Advisors Solutions | 14k | $305k | 9% | Mar 2024 |
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| Williams & Novak | 14k | $313k | 0% | Mar 2024 |
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| Axxcess Wealth Management | 13k | $303k | 15% | Dec 2023 |
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| National Asset Management | 13k | $297k | 21% | Dec 2023 |
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| William Blair $ Company | 13k | $293k | -1% | Dec 2023 |
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| Capital Investment Advisors | 13k | $277k | -24% | Mar 2024 |
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| Tocqueville Asset Management | 12k | $274k | 4% | Dec 2023 |
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| Schonfeld Strategic Advisors | 12k | $272k | 100% | Dec 2023 |
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| D. E. Shaw & Co | 12k | $271k | 100% | Dec 2023 |
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| Picton Mahoney Asset Management | 12k | $269k | 144% | Dec 2023 |
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| Financial Counselors | 12k | $267k | 0% | Dec 2023 |
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| Commerce Bank N A | 12k | $261k | 0% | Dec 2023 |
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| Private Advisor | 11k | $253k | 100% | Dec 2023 |
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| Cambridge Investment Research Advisors | 11k | $230k | 12% | Mar 2024 |
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| CX Institutional | 10k | $220k | -17% | Mar 2024 |
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| Chevy Chase Trust Holdings | 9.2k | $209k | 100% | Dec 2023 |
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| Advanced Asset Management Advisors | 8.7k | $192k | 8% | Mar 2024 |
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| Hexagon Capital Partners | 8.6k | $189k | 0% | Mar 2024 |
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| Coastal Investment Advisors | 5.0k | $110k | 100% | Mar 2024 |
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| CWM | 3.4k | $74k | -11% | Mar 2024 |
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| SRS Capital Advisors | 2.7k | $61k | -37% | Dec 2023 |
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| Spire Wealth Management | 1.8k | $41k | 0% | Mar 2024 |
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| FSA Wealth Management | 1.4k | $33k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 1.3k | $30k | -49% | Dec 2023 |
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| Creative Financial Designs | 800.00 | $18k | 100% | Dec 2023 |
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| New Republic Capital | 800.00 | $18k | 0% | Dec 2023 |
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| PFS Partners | 760.00 | $17k | 1% | Mar 2024 |
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| Farmers & Merchants Trust Co of Chambersburg PA | 750.00 | $16k | 0% | Mar 2024 |
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| Baystate Wealth Management | 717.00 | $16k | 100% | Dec 2023 |
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| ICA Group Wealth Management | 706.00 | $16k | 100% | Dec 2023 |
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| MTM Investment Management | 570.00 | $13k | 0% | Mar 2024 |
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| First United Bank & Trust | 535.00 | $12k | 100% | Dec 2023 |
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| Assetmark | 400.00 | $9.1k | 0% | Dec 2023 |
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| Benjamin F. Edwards & Company | 314.00 | $7.0k | 0% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 300.00 | $6.6k | 0% | Mar 2024 |
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| Oakworth Capital | 300.00 | $6.6k | 0% | Mar 2024 |
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| Global Retirement Partners | 299.00 | $6.6k | 0% | Mar 2024 |
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| Tyler-Stone Wealth Management | 244.00 | $5.5k | -77% | Dec 2023 |
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| Register Financial Advisors | 241.00 | $5.3k | 0% | Mar 2024 |
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| Huntington National Bank | 213.00 | $4.8k | 0% | Dec 2023 |
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| Boyd Watterson Asset Management | 152.00 | $3.5k | 0% | Dec 2023 |
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| Independence Bank of Kentucky | 150.00 | $3.3k | 0% | Mar 2024 |
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| IFP Advisors | 129.00 | $2.9k | -95% | Dec 2023 |
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| WestEnd Advisors | 126.00 | $2.9k | 10% | Dec 2023 |
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| Sunbelt Securities | 100.00 | $2.2k | 0% | Mar 2024 |
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| AlphaMark Advisors | 100.00 | $2.0k | -33% | Mar 2024 |
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| Northwest Financial Advisors | 100.00 | $2.3k | 100% | Dec 2023 |
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| Nomura Asset Management | 100.00 | $2.3k | 0% | Dec 2023 |
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| Retirement Group | 90.00 | $2.0k | 0% | Dec 2023 |
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| Fortis Group Advisors | 90.00 | $2.0k | 100% | Dec 2023 |
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| Farther Finance Advisors | 87.00 | $2.0k | 0% | Dec 2023 |
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| Capital Investment Advisory Services | 80.00 | $1.8k | 0% | Mar 2024 |
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| Westside Investment Management | 75.00 | $1.6k | 0% | Mar 2024 |
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| Nalls Sherbakoff Group | 60.00 | $1.4k | 0% | Dec 2023 |
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| Brown Brothers Harriman & Co. | 43.00 | $978.998200 | 0% | Dec 2023 |
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| Whittier Trust | 37.00 | $840.998900 | 0% | Dec 2023 |
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| Ritter Daniher Financial Advisory LLC / DE | 17.00 | $386.999900 | 0% | Dec 2023 |
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| O'shaughnessy Asset Management | 10.00 | $228.000000 | 0% | Dec 2023 |
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Who sold out of iShares Dow Jones US Tele?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Verity and Verity | Dec 2023 | 323k | $7.4M |
| Strengthening Families & Communities | Sep 2023 | 216k | $4.6M |
| First Heartland Consultants | Sep 2023 | 81k | $1.7M |
| Ferguson Wellman Capital Management | Dec 2023 | 51k | $1.2M |
| Wolverine Trading | Sep 2023 | 44k | $935k |
| Beta Wealth | Sep 2023 | 42k | $896k |
| Jane Street | Sep 2023 | 34k | $714k |
| Flow Traders US | Sep 2023 | 31k | $649k |
| Marshall Wace | Sep 2023 | 26k | $555k |
| Two Sigma Advisers | Sep 2023 | 22k | $467k |
| First Merchants Bank, National Association | Dec 2023 | 19k | $426k |
| Kestra Advisory Services | Sep 2023 | 17k | $370k |
| Two Sigma Investments | Sep 2023 | 12k | $262k |
| Carmichael Hill & Associates | Dec 2023 | 1.1k | $25k |
| Valley National Advisers | Dec 2023 | 904.00 | $20k |
| Planned Solutions | Dec 2023 | 539.00 | $12k |
| TD Waterhouse Canada | Sep 2023 | 330.00 | $9.5k |
| FNY Investment Advisers | Sep 2023 | 300.00 | $6.0k |