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 393k $36M -6% Sep 2023
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Mml Investors Services 214k $20M 7% Sep 2023
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SPC Financial 188k $19M -4% Dec 2023
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Bank of America Corporation 184k $19M 10% Dec 2023
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Wells Fargo & Company 177k $18M 8% Dec 2023
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Advisor Group Holdings 163k $16M -24% Dec 2023
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Royal Bank of Canada 146k $15M 57% Dec 2023
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Stifel Financial 134k $13M 11% Dec 2023
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MinichMacGregor Wealth Management 102k $10M -5% Dec 2023
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Advisory Services Network 90k $9.0M -1% Dec 2023
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Goldman Sachs Group 66k $6.6M 41% Dec 2023
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Legend Financial Advisors 56k $5.6M -3% Dec 2023
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LPL Financial 47k $4.3M -19% Sep 2023
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UBS Group 45k $4.6M -1% Dec 2023
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Cadent Capital Advisors 43k $4.3M 0% Dec 2023
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Fiduciary Planning 42k $4.2M 265% Dec 2023
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Well Done 42k $4.2M -7% Dec 2023
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Lee, Danner & Bass 41k $4.1M 965% Dec 2023
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Martin & Co 41k $3.7M 0% Sep 2023
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Raymond James Financial Services Advisors 37k $3.7M 106% Dec 2023
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Founders Financial Securities 35k $3.5M 100% Dec 2023
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Mariner Wealth Advisors 35k $3.5M 100% Dec 2023
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Chicago Wealth Management 31k $3.1M 2% Dec 2023
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Prospera Financial Services 31k $3.1M 100% Dec 2023
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Envestnet Asset Management 28k $2.6M -20% Sep 2023
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Commonwealth Equity Services 23k $2.3M -28% Dec 2023
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SP Asset Management 20k $2.0M 1% Dec 2023
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Janney Montgomery Scott 20k $2.0M 27% Dec 2023
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Stonebridge Financial Planning Group 17k $1.7M -35% Dec 2023
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Primoris Wealth Advisors 16k $1.6M 100% Dec 2023
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Hills Bank And Trust Company 15k $1.5M -1% Dec 2023
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Cambridge Investment Research Advisors 15k $1.5M 30% Dec 2023
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J.w. Cole Advisors 13k $1.3M 100% Dec 2023
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Equitable Holdings 13k $1.2M -15% Sep 2023
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Raymond James & Associates 13k $1.3M -19% Dec 2023
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Aptus Capital Advisors 11k $1.0M 100% Sep 2023
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Capital Advisory Group Advisory Services 11k $1.1M -4% Dec 2023
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Atria Investments 10k $1.0M -27% Dec 2023
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Smith Anglin Financial 10k $1.0M 0% Dec 2023
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Robinson Value Management 9.6k $966k 0% Dec 2023
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Atria Wealth Solutions 9.2k $917k 22% Dec 2023
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Muirfield Wealth Advisors 9.1k $909k 100% Dec 2023
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Leuthold Weeden Capital Management 9.1k $907k 100% Dec 2023
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KKM Financial 8.7k $872k 100% Dec 2023
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Cottonwood Capital Advisors 8.6k $859k 19% Dec 2023
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Scotia Capital 7.1k $711k 100% Dec 2023
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Genesee Capital Advisors 6.9k $695k 1% Dec 2023
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Citizens Financial Group 6.5k $651k 100% Dec 2023
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Steward Partners Investment Advisory 5.9k $588k -3% Dec 2023
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Apeiron RIA 5.8k $581k -2% Dec 2023
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Personal Cfo Solutions 5.8k $528k -1% Sep 2023
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IFG Advisory 5.8k $577k -7% Dec 2023
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Private Advisor 5.5k $555k 100% Dec 2023
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Davenport & Co 5.5k $552k -13% Dec 2023
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Susquehanna International 5.5k $500k -72% Sep 2023
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PFG Advisors 5.4k $544k 0% Dec 2023
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Bank Of Montreal 5.3k $531k 595% Dec 2023
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SFMG Wealth Advisors 4.7k $475k 100% Dec 2023
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Kestra Private Wealth Services 4.4k $443k 47% Dec 2023
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Retirement Planning Co of New England 4.4k $441k 16% Dec 2023
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GSA Capital Partners 4.4k $440k 100% Dec 2023
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WESPAC Advisors SoCal 4.2k $419k 100% Dec 2023
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Stephens 4.1k $377k 0% Sep 2023
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HighTower Advisors 4.0k $401k 100% Dec 2023
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FTB Advisors 4.0k $396k 0% Dec 2023
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Bank Hapoalim Bm 3.8k $381k -8% Dec 2023
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Milestone Advisory Partners 3.7k $342k 23% Sep 2023
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Kingswood Wealth Advisors 3.6k $356k 100% Dec 2023
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Cardiff Park Advisors 3.5k $350k 0% Dec 2023
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Spire Wealth Management 3.3k $347k -3% Dec 2023
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Citadel Advisors 3.3k $329k -56% Dec 2023
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Qube Research & Technologies 3.2k $294k 6069% Sep 2023
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AlphaCore Capital 3.2k $291k 0% Sep 2023
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TFB Advisors 3.0k $300k 100% Dec 2023
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Private Trust Co Na 2.7k $268k 100% Dec 2023
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Brookstone Capital Management 2.6k $257k 100% Dec 2023
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Ferguson Wellman Capital Management 2.4k $236k 0% Dec 2023
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Sunbelt Securities 2.3k $234k 100% Dec 2023
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Commonwealth Retirement Investments 2.3k $231k 100% Dec 2023
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Perigon Wealth Management 2.2k $221k 0% Dec 2023
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Us Bancorp 1.8k $180k 0% Dec 2023
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Centaurus Financial 1.7k $166k -2% Dec 2023
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FMR 1.6k $147k 8% Sep 2023
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Larson Financial Group 1.3k $127k 13% Dec 2023
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Brian McDonald 1.2k $105k 100% Sep 2023
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Goss Wealth Management 970.00 $89k -46% Sep 2023
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Geneos Wealth Management 934.00 $94k 367% Dec 2023
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Northwestern Mutual Wealth Management Company 791.00 $73k 420% Sep 2023
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Planned Solutions 731.00 $73k 100% Dec 2023
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Capital Analysts 648.00 $65k 100% Dec 2023
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Y.D. More Investments 630.00 $63k 0% Dec 2023
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A. Montag and Associates 444.00 $44k 1% Dec 2023
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Washington Trust Company 344.00 $34k 100% Dec 2023
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Cutler 300.00 $999.990000 100% Dec 2023
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Global Retirement Partners 218.00 $22k 100% Dec 2023
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Jpmorgan Chase & Co 123.00 $12k 17% Dec 2023
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Tidemark 91.00 $9.1k 100% Dec 2023
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Penserra Capital Management 73.00 $7.0k 100% Dec 2023
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West Tower Group 47.00 $4.7k 24% Dec 2023
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William Blair $ Company 22.00 $2.2k 0% Dec 2023
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Proequities 0 $0 -100% Dec 2023
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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
AE Wealth Management Sep 2023 21k $1.9M
Teamwork Financial Advisors Sep 2023 20k $1.9M
WealthBridge Capital Management Sep 2023 4.1k $371k
First Republic Investment Management Jun 2023 3.0k $263k
Coastal Investment Advisors Sep 2023 340.00 $30k
FNY Investment Advisers Sep 2023 100.00 $9.0k
Legacy Financial Group Sep 2023 70.00 $6.4M