Who owns iShares Dow Jones US Insurance Index ETF?

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

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Top investors of iShares Dow Jones US Insurance Index ETF stock

Who bought or sold iShares Dow Jones US Insurance Index ETF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 424k $48M 5% Jun 2024
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Wells Fargo & Company 249k $32M 11% Sep 2024
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Mml Investors Services 219k $28M 2% Sep 2024
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SPC Financial 167k $22M -6% Sep 2024
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LPL Financial 167k $22M -12% Sep 2024
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Bank of America Corporation 155k $20M -5% Sep 2024
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Royal Bank of Canada 152k $19M 24% Sep 2024
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Advisor Group Holdings 152k $20M -12% Sep 2024
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Stifel Financial 139k $16M 11% Jun 2024
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MinichMacGregor Wealth Management 91k $12M -3% Sep 2024
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Advisory Services Network 80k $9.0M 0% Sep 2024
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Goldman Sachs Group 63k $7.1M 8% Jun 2024
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CastleArk Management 62k $8.0M 100% Sep 2024
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Spectrum Wealth Counsel 59k $7.6M 9% Sep 2024
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Legend Financial Advisors 54k $7.0M -3% Sep 2024
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Susquehanna International 54k $6.9M 64% Sep 2024
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WESPAC Advisors SoCal 51k $6.5M 1097% Sep 2024
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Prospera Financial Services 49k $6.4M 2% Sep 2024
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Fiduciary Planning 49k $6.3M 3% Sep 2024
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Private Advisor 42k $5.5M -16% Sep 2024
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Adapt Wealth Advisors 39k $5.0M 110% Sep 2024
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Cadent Capital Advisors 39k $5.0M -6% Sep 2024
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Raymond James Financial Services Advisors 38k $5.0M 15% Sep 2024
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Founders Financial Securities 37k $4.7M 2% Sep 2024
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Well Done 36k $4.7M -9% Sep 2024
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Lee, Danner & Bass 34k $4.4M 0% Sep 2024
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Chicago Wealth Management 32k $4.1M -2% Sep 2024
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International Assets Investment Management 31k $239k 12832% Sep 2024
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Martin & Co 28k $3.7M 0% Sep 2024
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Equitable Holdings 27k $3.1M 5% Jun 2024
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Mariner Wealth Advisors 26k $3.4M 3% Sep 2024
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WT Wealth Management 26k $3.5M 22% Sep 2024
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Tudor Financial 24k $3.1M 100% Sep 2024
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Great Valley Advisor Group 23k $2.9M 100% Sep 2024
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Northwestern Mutual Wealth Management Company 22k $2.9M 33% Sep 2024
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Raymond James & Associates 21k $2.6M -1% Sep 2024
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Janney Montgomery Scott 20k $2.6M 9% Sep 2024
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SP Asset Management 20k $2.6M 0% Sep 2024
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Leuthold Weeden Capital Management 20k $2.6M 100% Sep 2024
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Cambridge Investment Research Advisors 19k $2.5M -11% Sep 2024
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Cottonwood Capital Advisors 19k $2.4M 57% Sep 2024
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Capital Advisory Group Advisory Services 17k $2.2M 37% Sep 2024
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Fortis Group Advisors 17k $2.1M -74% Sep 2024
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TAP Consulting 17k $2.1M -36% Sep 2024
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Stonebridge Financial Planning Group 16k $2.0M 0% Sep 2024
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Hills Bank And Trust Company 15k $1.9M -3% Sep 2024
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Envestnet Asset Management 14k $1.8M -11% Sep 2024
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J.w. Cole Advisors 13k $1.7M -1% Sep 2024
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Eagle Strategies 13k $1.7M 204% Sep 2024
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HighTower Advisors 13k $1.4M -11% Jun 2024
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WESPAC Advisors 11k $1.4M 21% Sep 2024
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Smith Anglin Financial 11k $1.4M -1% Sep 2024
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Geneos Wealth Management 11k $1.2M -3% Jun 2024
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PFG Advisors 10k $1.3M 23% Sep 2024
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Game Plan Financial Advisors 9.5k $1.2M -3% Sep 2024
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Rps Advisory Solutions 9.4k $1.2M -11% Sep 2024
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Genesee Capital Advisors 9.2k $1.2M 23% Sep 2024
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KKM Financial 9.1k $1.2M 5% Sep 2024
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Fulcrum Equity Management 8.8k $1.1M 100% Sep 2024
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Oppenheimer & Co 8.8k $1.1M 33% Sep 2024
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Perigon Wealth Management 8.6k $1.1M 46% Sep 2024
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Atria Investments 8.3k $1.1M 4% Sep 2024
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Muirfield Wealth Advisors 7.6k $986k -8% Sep 2024
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Goss Wealth Management 7.5k $844k 301% Jun 2024
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Personal Cfo Solutions 7.1k $804k 7% Jun 2024
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Stratos Wealth Partners 6.7k $864k 0% Sep 2024
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Silverlake Wealth Management 6.2k $805k -8% Sep 2024
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Davenport & Co 5.9k $765k 1% Sep 2024
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Steward Partners Investment Advisory 5.9k $665k 0% Jun 2024
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Apeiron RIA 5.8k $657k 0% Jun 2024
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Financial Management Professionals 5.8k $745k 100% Sep 2024
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Delos Wealth Advisors 5.4k $701k 37% Sep 2024
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Sanctuary Advisors 5.4k $736k 31% Sep 2024
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Commonwealth Equity Services 4.9k $638k -75% Sep 2024
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SFMG Wealth Advisors 4.7k $607k 0% Sep 2024
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Atria Wealth Solutions 4.7k $602k 40% Sep 2024
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Cetera Investment Advisers 4.6k $519k 10% Jun 2024
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Kingswood Wealth Advisors 4.5k $583k 3% Sep 2024
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Advisors Preferred 4.4k $573k -16% Sep 2024
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Old Mission Capital 4.4k $494k 100% Jun 2024
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Retirement Planning Co of New England 4.3k $553k -2% Sep 2024
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IPG Investment Advisors 4.2k $474k 56% Jun 2024
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Branch Banking & Trust Company 4.1k $464k 100% Jun 2024
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Sunbelt Securities 4.0k $519k 41% Sep 2024
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Kestra Private Wealth Services 4.0k $511k -11% Sep 2024
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Saxony Capital Management 3.8k $494k 79% Sep 2024
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Stephens 3.8k $484k 0% Sep 2024
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Sonata Capital 3.8k $484k 4% Sep 2024
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Moors & Cabot 3.7k $473k 19% Sep 2024
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Citadel Advisors 3.6k $469k -92% Sep 2024
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Cardiff Park Advisors 3.5k $395k 0% Jun 2024
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Bank Hapoalim Bm 3.4k $439k -2% Sep 2024
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TFB Advisors 3.3k $432k 12% Sep 2024
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H D Vest Advisory Services 3.3k $371k -14% Jun 2024
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CIBC World Markets 3.1k $394k 100% Sep 2024
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FTB Advisors 3.0k $389k 0% Sep 2024
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Brookstone Capital Management 3.0k $388k 100% Sep 2024
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Belpointe Asset Management 3.0k $336k -34% Jun 2024
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Hilltop Holdings 2.8k $360k 100% Sep 2024
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Csenge Advisory Group 2.8k $363k 26% Sep 2024
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Concurrent Investment Advisors 2.7k $352k 100% Sep 2024
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Brian McDonald 2.7k $345k 33% Sep 2024
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Jones Financial Companies, L.L 2.6k $341k 100% Sep 2024
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Winthrop Advisory Group 2.5k $324k 4% Sep 2024
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Ferguson Wellman Capital Management 2.4k $305k 0% Sep 2024
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Ieq Capital 2.0k $226k 0% Jun 2024
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L.m. Kohn & Company 1.9k $250k 100% Sep 2024
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Legacy Capital Group California 1.8k $238k 100% Sep 2024
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RFG Advisory 1.8k $237k 100% Sep 2024
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Us Bancorp 1.8k $232k 0% Sep 2024
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Larson Financial Group 1.8k $228k 6% Sep 2024
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D. E. Shaw & Co 1.7k $222k -92% Sep 2024
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Raymond James Trust 1.7k $222k 100% Sep 2024
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Private Trust Co Na 1.6k $186k 0% Jun 2024
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Spire Wealth Management 1.5k $192k 0% Sep 2024
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Centaurus Financial 1.4k $183k -18% Sep 2024
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Mirae Asset Global Investments 1.4k $180k 100% Sep 2024
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Nbc Securities 965.00 $124k 0% Sep 2024
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AdvisorNet Financial 795.00 $103k 87% Sep 2024
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Planned Solutions 731.00 $94k 100% Sep 2024
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Y.D. More Investments 630.00 $81k 0% Sep 2024
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A. Montag and Associates 448.00 $58k 0% Sep 2024
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Wayne Hummer Investments 357.00 $46k 100% Sep 2024
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Washington Trust Company 344.00 $44k 0% Sep 2024
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Qube Research & Technologies 333.00 $38k 100% Jun 2024
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Tortoise Investment Management 314.00 $41k 0% Sep 2024
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Global Retirement Partners 209.00 $27k 0% Sep 2024
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Founders Financial Alliance 176.00 $23k 604% Sep 2024
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IFP Advisors 175.00 $20k 100% Jun 2024
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Bank Of Oklahoma National Association / 174.00 $22k 100% Sep 2024
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GeoWealth Management 142.00 $18k -98% Sep 2024
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Creative Financial Designs 100.00 $13k 100% Sep 2024
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Tidemark 91.00 $12k 0% Sep 2024
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Atlantic Trust 68.00 $8.8k 196% Sep 2024
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Benjamin F. Edwards & Company 38.00 $4.0k 0% Jun 2024
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Legacy Investment Solutions 27.00 $3.6k 100% Sep 2024
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Legacy Wealth Managment 27.00 $3.6k 100% Sep 2024
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Howe and Rusling 25.00 $3.2k 100% Sep 2024
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William Blair $ Company 22.00 $2.8k 0% Sep 2024
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Simplex Trading 19.00 $2.0k 100% Sep 2024
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Principal Securities 17.00 $2.2k 100% Sep 2024
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Householder Group Estate & Retirement Specialist 9.00 $999.999900 100% Sep 2024
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Who sold out of iShares Dow Jones US Insurance Index ETF?

Fund or Company Name Date Sold Shares Held Valued At
Silverleafe Capital Partners Jun 2024 35k $4.0M
Primoris Wealth Advisors Jun 2024 14k $1.6M
Scotia Capital Mar 2024 8.2k $961k
IFG Advisory Jun 2024 5.8k $656k
BCJ Capital Management Mar 2024 5.5k $648k
Hrt Financial Jun 2024 4.8k $537k
Sigma Planning Jun 2024 3.8k $435k
Belvedere Trading Jun 2024 3.2k $362k
Jpmorgan Chase & Co Jun 2024 690.00 $78k
Mot Jun 2024 205.00 $23k
Coastal Investment Advisors Jun 2024 191.00 $22k