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
SPC Financial 156k $21M -1% Sep 2025
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Wells Fargo & Company 143k $20M -6% Dec 2025
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Royal Bank of Canada 120k $16M -9% Sep 2025
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LPL Financial 87k $12M -4% Dec 2025
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Two Sigma Investments 86k $12M 0% Sep 2025
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GGM Financials 73k $9.9M 2% Dec 2025
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Raymond James Financial 68k $9.3M -3% Dec 2025
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UBS Group 60k $8.2M -12% Dec 2025
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Fiduciary Planning 56k $7.7M 3% Dec 2025
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Legend Financial Advisors 55k $7.4M 5% Dec 2025
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Well Done 53k $7.1M 16% Dec 2025
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Federation des caisses Desjardins du Quebec 50k $6.8M 1% Dec 2025
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Stifel Financial 47k $6.4M -69% Dec 2025
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Susquehanna International 38k $5.1M 58% Dec 2025
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Lee, Danner & Bass 35k $4.8M -1% Dec 2025
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Jmac Enterprises 34k $4.6M 4% Dec 2025
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RFG Advisory 33k $4.4M 6% Dec 2025
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Janney Montgomery Scott 32k $4.4M 0% Dec 2025
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Advisory Services Network 31k $4.3M -73% Dec 2025
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Martin & Co 28k $3.8M 3% Dec 2025
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Capital Advisory Group Advisory Services 26k $3.6M 0% Dec 2025
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Cottonwood Capital Advisors 26k $3.6M 1% Dec 2025
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Goldman Sachs Group 22k $2.9M -52% Dec 2025
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Advisor Group Holdings 21k $2.8M -82% Dec 2025
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SP Asset Management 19k $2.6M -2% Dec 2025
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Jane Street 16k $2.2M 100% Dec 2025
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Stonebridge Financial Planning Group 16k $2.2M -6% Dec 2025
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Hills Bank And Trust Company 15k $2.1M 13% Dec 2025
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PFG Advisors 15k $2.0M 11% Dec 2025
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Cambridge Investment Research Advisors 15k $2.0M -55% Dec 2025
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AlphaCore Capital 14k $1.8M 327% Dec 2025
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Concentric Capital Strategies 13k $1.8M 100% Dec 2025
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J.w. Cole Advisors 13k $21k -1% Dec 2025
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Citadel Advisors 12k $1.6M 221% Sep 2025
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Outlook Wealth Advisors 12k $1.6M -2% Dec 2025
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CIBC World Markets 11k $1.5M -1% Dec 2025
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Cetera Investment Advisers 10k $1.4M 9% Dec 2025
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Mariner Wealth Advisors 10k $1.4M 1% Dec 2025
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HighTower Advisors 10k $1.4M 0% Dec 2025
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Equitable Holdings 9.1k $1.2M -12% Dec 2025
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Delos Wealth Advisors 8.9k $1.2M 7% Dec 2025
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Kestra Private Wealth Services 8.8k $1.2M -3% Dec 2025
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Jones Financial Companies, L.L 8.2k $1.1M 6% Dec 2025
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Genesee Capital Advisors 8.0k $1.1M -25% Dec 2025
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Arkadios Wealth Advisors 7.3k $992k 86% Dec 2025
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Wiley Bros.-aintree Capital 7.2k $980k 0% Dec 2025
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Miracle Mile Advisors 6.9k $940k -97% Dec 2025
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Northstar Financial Companies 6.9k $939k 100% Dec 2025
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Hanson McClain Advisors 6.8k $927k -4% Dec 2025
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M3 Wealth Management 6.8k $926k 100% Dec 2025
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Leuthold Weeden Capital Management 6.8k $925k -4% Dec 2025
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Belpointe Asset Management 6.2k $844k 7% Dec 2025
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Access Financial Services 5.4k $742k -10% Dec 2025
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SFMG Wealth Advisors 5.3k $723k -2% Dec 2025
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Tepp RIA 4.6k $626k -26% Dec 2025
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IFG Advisory 4.6k $620k -19% Dec 2025
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Retirement Planning Co of New England 4.3k $586k 0% Dec 2025
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Us Bancorp 4.2k $576k 0% Dec 2025
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WT Wealth Management 4.2k $573k 6% Dec 2025
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Cardiff Park Advisors 3.5k $477k 0% Dec 2025
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Stephens 3.4k $464k 0% Dec 2025
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Sonata Capital 3.3k $449k -6% Dec 2025
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Flow Traders US 3.2k $441k 100% Dec 2025
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Redwood Financial Network Corp 3.2k $439k 30% Dec 2025
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KKM Financial 3.2k $437k -53% Dec 2025
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Tower Research Capital 3.0k $409k 351% Dec 2025
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Bank Hapoalim Bm 2.9k $399k -9% Dec 2025
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Commonwealth Equity Services 2.9k $391k -97% Dec 2025
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Prospera Financial Services 2.9k $391k -96% Dec 2025
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BIP Wealth 2.8k $384k 100% Dec 2025
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Transcend Wealth Collective 2.8k $380k 100% Dec 2025
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Csenge Advisory Group 2.8k $379k 0% Dec 2025
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Spire Wealth Management 2.6k $357k -3% Dec 2025
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Aptus Capital Advisors 2.6k $356k 497% Dec 2025
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Colony 2.5k $345k 4% Dec 2025
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TFB Advisors 2.5k $334k -3% Dec 2025
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Glenview Trust 2.4k $320k 0% Dec 2025
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ProCore Advisors 2.3k $319k 100% Dec 2025
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Envestnet Asset Management 2.3k $319k -17% Dec 2025
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Rockefeller Capital Management 2.3k $317k -43% Dec 2025
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Summit Financial 2.3k $315k -1% Dec 2025
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Odyssey Capital Advisors 2.3k $309k 100% Dec 2025
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Mml Investors Services 2.2k $306k -99% Dec 2025
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Larson Financial Group 2.2k $305k 1% Dec 2025
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Creative Planning 2.1k $287k -36% Dec 2025
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Interchange Capital Partners 2.1k $281k 0% Dec 2025
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Regal Investment Advisors 2.1k $280k -68% Dec 2025
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First Horizon National Corp 2.0k $278k 0% Dec 2025
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Ieq Capital 2.0k $272k 0% Dec 2025
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FMR 2.0k $263k 3% Sep 2025
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Perigon Wealth Management 1.9k $264k -34% Dec 2025
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Nova Wealth Management 1.9k $263k -4% Dec 2025
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Ferguson Wellman Capital Management 1.9k $259k 0% Dec 2025
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SG Americas Securities 1.9k $256k 0% Dec 2025
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Private Advisor 1.8k $250k -61% Dec 2025
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Sowell Financial Services 1.8k $240k 0% Dec 2025
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Winthrop Advisory Group 1.7k $230k -31% Dec 2025
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Councilmark Asset Management 1.6k $221k 0% Dec 2025
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Wealthfront Advisers 1.6k $216k -1% Dec 2025
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Branch Banking & Trust Company 1.6k $212k -10% Dec 2025
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MinichMacGregor Wealth Management 1.5k $210k -98% Dec 2025
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Marshall Wace 1.5k $208k 100% Dec 2025
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Steward Partners Investment Advisory 1.5k $205k -74% Dec 2025
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Advisory Alpha 1.5k $205k 100% Dec 2025
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Jpmorgan Chase & Co 1.4k $193k 100% Sep 2025
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Kestra Advisory Services 1.3k $171k 100% Dec 2025
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Mirae Asset Global Investments 1.2k $163k 100% Dec 2025
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AdvisorNet Financial 1.1k $156k 90% Dec 2025
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Copia Wealth Management 1.0k $137k -12% Dec 2025
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Bulwark Capital Corp 923.00 $126k -56% Dec 2025
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Goss Wealth Management 917.00 $125k -80% Dec 2025
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Russell Investments 889.00 $121k 0% Dec 2025
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Northwestern Mutual Wealth Management Company 864.00 $118k 0% Dec 2025
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Nbc Securities 785.00 $107k -19% Dec 2025
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Harbor Asset Planning 737.00 $101k 0% Dec 2025
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Y.D. More Investments 630.00 $86k 0% Dec 2025
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Coastal Investment Advisors 440.00 $60k -46% Dec 2025
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Farther Finance Advisors 416.00 $57k -14% Dec 2025
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MAI Wealth Advisors 345.00 $47k 47% Dec 2025
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Redwood Park Advisors 317.00 $43k -9% Dec 2025
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National Bank Of Canada /fi/ 289.00 $39k 11% Dec 2025
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Financial Consulate 260.00 $36k 0% Dec 2025
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Sunbelt Securities 258.00 $35k -66% Dec 2025
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Trust Co Of Vermont 250.00 $34k 0% Dec 2025
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Flagship Harbor Advisors 250.00 $34k 100% Dec 2025
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International Assets Investment Management 225.00 $31k 100% Dec 2025
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Geneos Wealth Management 200.00 $27k -98% Dec 2025
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William Blair $ Company 177.00 $24k 0% Sep 2025
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Zrc Wealth Management 155.00 $21k 0% Dec 2025
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Sound Income Strategies 133.00 $17k 100% Dec 2025
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Global Retirement Partners 127.00 $17k -38% Dec 2025
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Creative Financial Designs 100.00 $14k 0% Dec 2025
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Qube Research & Technologies 93.00 $13k 100% Dec 2025
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Tidemark 91.00 $12k 0% Dec 2025
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ORG Partners 66.00 $9.0k 47% Dec 2025
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O'shaughnessy Asset Management 55.00 $7.5k 0% Dec 2025
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WealthTrust DunckerStreett 53.00 $7.2k 0% Dec 2025
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Clayton Financial Group 50.00 $6.8k 0% Dec 2025
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Newbridge Financial Services Group 37.00 $5.0k -75% Dec 2025
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IFP Advisors 35.00 $4.8k 0% Dec 2025
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Capital Investment Advisory Services 32.00 $4.4k 0% Dec 2025
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High Note Wealth 26.00 $3.5k 73% Dec 2025
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Guerra Advisors 19.00 $2.5k 100% Sep 2025
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Exchange Traded Concepts 13.00 $1.8k -55% Dec 2025
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Ronald Blue Trust 10.00 $1.4k 100% Dec 2025
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Commonwealth Retirement Investments 9.00 $1.2k 100% Dec 2025
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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
WESPAC Advisors SoCal Sep 2025 90k $12M
Cadent Capital Advisors Sep 2025 39k $5.2M
Tudor Financial Sep 2025 24k $3.2M
Hrt Financial Sep 2025 12k $1.6M
Great Valley Advisor Group Sep 2025 9.0k $1.2M
Atria Investments Sep 2025 7.8k $1.0M
Apeiron RIA Sep 2025 5.8k $765k
Old Mission Capital Sep 2025 4.9k $661k
Davenport & Co Sep 2025 4.9k $657k
Kingswood Wealth Advisors Sep 2025 4.9k $653k
Sanctuary Advisors Sep 2025 4.3k $595k
Muirfield Wealth Advisors Sep 2025 4.4k $589k
Gts Securities Sep 2025 3.1k $409k
Belvedere Trading Sep 2025 2.8k $380k
Strategic Blueprint Sep 2025 2.8k $374k
Woodley Farra Manion Portfolio Management Sep 2025 2.1k $288k
Dohj Jun 2025 2.1k $279k
Accredited Investors Sep 2025 1.9k $256k
WESPAC Advisors Sep 2025 1.7k $222k
National Asset Management Jun 2025 1.7k $222k
Concurrent Investment Advisors Sep 2025 1.5k $202k
Ameritas Advisory Services Sep 2025 950.00 $127k
Tortoise Investment Management Sep 2025 314.00 $42k
Sontag Advisory Sep 2025 209.00 $28k
Founders Financial Alliance Sep 2025 153.00 $21k
Chilton Capital Management Sep 2025 140.00 $19k
Valley National Advisers Sep 2025 29.00 $3.0k
AE Wealth Management Sep 2025 27.00 $3.6k