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 138k $18M -35% Mar 2026
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LPL Financial 102k $13M 18% Mar 2026
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Wells Fargo & Company 82k $11M -43% Mar 2026
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Raymond James Financial 68k $9.3M -3% Dec 2025
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Fiduciary Planning 62k $8.0M 11% Mar 2026
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Two Sigma Investments 59k $7.6M -34% Mar 2026
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Legend Financial Advisors 56k $7.1M 2% Mar 2026
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Royal Bank of Canada 46k $5.9M -62% Mar 2026
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Cavalier Investments 46k $5.9M 100% Mar 2026
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UBS Group 43k $5.6M -28% Mar 2026
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Susquehanna International 38k $5.1M 58% Dec 2025
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Jmac Enterprises 35k $4.5M 3% Mar 2026
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RFG Advisory 35k $4.5M 7% Mar 2026
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Lee, Danner & Bass 35k $4.4M -2% Mar 2026
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Stifel Financial 32k $4.1M -31% Mar 2026
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Janney Montgomery Scott 32k $4.1M -2% Mar 2026
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Advisory Services Network 31k $4.3M -73% Dec 2025
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Martin & Co 29k $3.7M 4% Mar 2026
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Bank of America Corporation 28k $3.6M 100% Mar 2026
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Federation des caisses Desjardins du Quebec 28k $3.6M -44% Mar 2026
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Cetera Investment Advisers 21k $2.7M 100% Mar 2026
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Advisor Group Holdings 21k $2.8M -82% Dec 2025
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SP Asset Management 19k $2.5M 1% Mar 2026
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Goldman Sachs Group 19k $2.5M -11% Mar 2026
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Citadel Advisors 18k $2.3M 691% Mar 2026
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Hills Bank And Trust Company 17k $2.2M 11% Mar 2026
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PFG Advisors 15k $1.9M 1% Mar 2026
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Northstar Financial Companies 14k $1.8M 107% Mar 2026
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Stonebridge Financial Planning Group 14k $1.8M -11% Mar 2026
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Cambridge Investment Research Advisors 14k $1.7M -8% Mar 2026
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Outlook Wealth Advisors 12k $1.5M -3% Mar 2026
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CIBC World Markets 11k $1.4M -1% Mar 2026
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Delos Wealth Advisors 11k $1.4M 22% Mar 2026
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HighTower Advisors 10k $1.3M 1% Mar 2026
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Mariner Wealth Advisors 10k $1.3M -3% Mar 2026
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AlphaCore Capital 9.7k $1.2M -28% Mar 2026
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Kestra Private Wealth Services 9.5k $1.2M 7% Mar 2026
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Equitable Holdings 9.4k $1.3M 4% Mar 2026
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Belpointe Asset Management 8.9k $1.1M 44% Mar 2026
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Jones Financial Companies, L.L 8.2k $1.1M 6% Dec 2025
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Arkadios Wealth Advisors 7.6k $980k 5% Mar 2026
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Genesee Capital Advisors 7.5k $962k -7% Mar 2026
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Wiley Bros.-aintree Capital 7.2k $980k 0% Dec 2025
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Hanson McClain Advisors 6.8k $927k -4% Dec 2025
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Miracle Mile Advisors 6.1k $780k -12% Mar 2026
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Leuthold Weeden Capital Management 5.8k $742k -15% Mar 2026
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SFMG Wealth Advisors 5.1k $655k -4% Mar 2026
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Retirement Planning Co of New England 4.4k $564k 2% Mar 2026
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Us Bancorp 4.2k $576k 0% Dec 2025
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Rockefeller Capital Management 4.0k $514k 72% Mar 2026
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Cardiff Park Advisors 3.5k $449k 0% Mar 2026
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Transcend Wealth Collective 3.4k $440k 23% Mar 2026
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Stephens 3.3k $429k -2% Mar 2026
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Redwood Financial Network Corp 3.2k $439k 30% Dec 2025
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KKM Financial 3.2k $437k 0% Mar 2026
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Sonata Capital 3.2k $411k -3% Mar 2026
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Tower Research Capital 3.0k $409k 351% Dec 2025
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Bank Hapoalim Bm 2.9k $376k 0% Mar 2026
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Csenge Advisory Group 2.8k $360k 1% Mar 2026
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BIP Wealth 2.7k $352k -3% Mar 2026
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FMR 2.6k $351k 32% Dec 2025
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Colony 2.5k $345k 4% Dec 2025
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Envestnet Asset Management 2.5k $314k 5% Mar 2026
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Gateway Wealth Partners 2.4k $308k 100% Mar 2026
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Spire Wealth Management 2.4k $307k -9% Mar 2026
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Glenview Trust 2.4k $302k 0% Mar 2026
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Commonwealth Equity Services 2.3k $300k -19% Mar 2026
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Aptus Capital Advisors 2.3k $290k -14% Mar 2026
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Summit Financial 2.2k $288k -3% Mar 2026
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Larson Financial Group 2.2k $305k 1% Dec 2025
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D. E. Shaw & Co 2.2k $285k 16% Mar 2026
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Fortis Capital Advisors 2.2k $284k 100% Mar 2026
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Creative Planning 2.1k $273k 1% Mar 2026
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Odyssey Capital Advisors 2.1k $273k -6% Mar 2026
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Regal Investment Advisors 2.1k $280k -68% Dec 2025
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First Horizon National Corp 2.0k $262k 0% Mar 2026
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Ieq Capital 2.0k $272k 0% Dec 2025
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Prospera Financial Services 2.0k $252k -32% Mar 2026
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Perigon Wealth Management 1.9k $249k 0% Mar 2026
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Ferguson Wellman Capital Management 1.9k $244k 0% Mar 2026
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AdvisorNet Financial 1.9k $244k 66% Mar 2026
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SG Americas Securities 1.9k $241k 0% Mar 2026
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Sowell Financial Services 1.8k $226k 0% Mar 2026
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Nova Wealth Management 1.7k $218k -12% Mar 2026
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Wealthfront Advisers 1.7k $215k 6% Mar 2026
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Councilmark Asset Management 1.6k $209k 0% Mar 2026
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Private Advisor 1.6k $207k -12% Mar 2026
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Kestra Advisory Services 1.6k $200k 24% Mar 2026
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Marshall Wace 1.5k $208k 100% Dec 2025
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Steward Partners Investment Advisory 1.5k $191k -1% Mar 2026
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Russell Investments 1.0k $131k 15% Mar 2026
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Northwestern Mutual Wealth Management Company 992.00 $127k 15% Mar 2026
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Nbc Securities 785.00 $101k 0% Mar 2026
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Harbor Asset Planning 749.00 $96k 2% Mar 2026
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Bank Of Montreal 678.00 $87k 100% Mar 2026
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Vision Retirement 645.00 $83k 2% Mar 2026
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Y.D. More Investments 630.00 $81k 0% Mar 2026
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Bulwark Capital Corp 585.00 $75k -37% Mar 2026
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Osbon Capital Management 450.00 $61k 100% Dec 2025
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Ronald Blue Trust 406.00 $52k 3960% Mar 2026
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MAI Wealth Advisors 345.00 $44k 0% Mar 2026
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Farther Finance Advisors 333.00 $43k -20% Mar 2026
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Copia Wealth Management 332.00 $43k -67% Mar 2026
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Redwood Park Advisors 322.00 $41k 2% Mar 2026
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National Bank Of Canada /fi/ 289.00 $39k 11% Dec 2025
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Financial Consulate 265.00 $34k 2% Mar 2026
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Sunbelt Securities 258.00 $33k 0% Mar 2026
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Trust Co Of Vermont 250.00 $34k 0% Dec 2025
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GGM Financials 246.00 $32k -100% Mar 2026
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International Assets Investment Management 225.00 $29k 0% Mar 2026
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Turtle Creek Wealth Advisors 200.00 $26k 100% Mar 2026
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Geneos Wealth Management 200.00 $26k 0% Mar 2026
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Zrc Wealth Management 158.00 $20k 2% Mar 2026
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Founders Financial Alliance 157.00 $20k 100% Mar 2026
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Sound Income Strategies 133.00 $17k 0% Mar 2026
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Global Retirement Partners 127.00 $17k -38% Dec 2025
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Team Financial Group 110.00 $14k 100% Mar 2026
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Creative Financial Designs 100.00 $13k 0% Mar 2026
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Qube Research & Technologies 93.00 $13k 100% Dec 2025
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Goss Wealth Management 85.00 $11k -91% Mar 2026
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Golden State Equity Partners 66.00 $8.5k 100% Mar 2026
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ORG Partners 66.00 $9.0k 47% Dec 2025
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AE Wealth Management 61.00 $7.8k 100% Mar 2026
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O'shaughnessy Asset Management 55.00 $7.1k 0% Mar 2026
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WealthTrust DunckerStreett 53.00 $6.8k 0% Mar 2026
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Clayton Financial Group 50.00 $6.4k 0% Mar 2026
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IFP Advisors 43.00 $5.5k 23% Mar 2026
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Princeton Global Asset Management 40.00 $5.1k 100% Mar 2026
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Newbridge Financial Services Group 37.00 $4.7k 0% Mar 2026
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High Note Wealth 26.00 $3.3k 0% Mar 2026
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William Blair $ Company 22.00 $2.8k 0% Mar 2026
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TSFG 8.00 $1.0k 100% Mar 2026
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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
Well Done Dec 2025 53k $7.1M
Capital Advisory Group Advisory Services Dec 2025 26k $3.6M
Cottonwood Capital Advisors Dec 2025 26k $3.6M
Jane Street Dec 2025 16k $2.2M
Concentric Capital Strategies Dec 2025 13k $1.8M
J.w. Cole Advisors Dec 2025 13k $21k
Access Financial Services Dec 2025 5.4k $742k
Old Mission Capital Sep 2025 4.9k $661k
Tepp RIA Dec 2025 4.6k $626k
IFG Advisory Dec 2025 4.6k $620k
WT Wealth Management Dec 2025 4.2k $573k
Flow Traders US Dec 2025 3.2k $441k
Gts Securities Sep 2025 3.1k $409k
TFB Advisors Dec 2025 2.5k $334k
ProCore Advisors Dec 2025 2.3k $319k
Mml Investors Services Dec 2025 2.2k $306k
Interchange Capital Partners Dec 2025 2.1k $281k
Winthrop Advisory Group Dec 2025 1.7k $230k
Branch Banking & Trust Company Dec 2025 1.6k $212k
MinichMacGregor Wealth Management Dec 2025 1.5k $210k
Advisory Alpha Dec 2025 1.5k $205k
Jpmorgan Chase & Co Sep 2025 1.4k $193k
Mirae Asset Global Investments Dec 2025 1.2k $163k
Coastal Investment Advisors Dec 2025 440.00 $60k
Flagship Harbor Advisors Dec 2025 250.00 $34k
Estate Planners Group Dec 2025 112.00 $15k
Tidemark Dec 2025 91.00 $12k
Capital Investment Advisory Services Dec 2025 32.00 $4.4k
Exchange Traded Concepts Dec 2025 13.00 $1.8k
Commonwealth Retirement Investments Dec 2025 9.00 $1.2k