Who owns iShares Dow Jones US Reg Banks Ind.?
- Ticker: IAT
- CUSIP Number: 464288778
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Analyze quarterly positions in iShares Dow Jones US Reg Banks Ind. with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Dow Jones US Reg Banks Ind. this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Bank of America Corporation | 502k | $24M | 39% | Sep 2024 |
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Morgan Stanley | 419k | $17M | -27% | Jun 2024 |
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Jpmorgan Chase & Co | 365k | $17M | 24% | Sep 2024 |
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Royal Bank of Canada | 267k | $13M | -2% | Sep 2024 |
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Us Bancorp | 241k | $12M | -3% | Sep 2024 |
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Citadel Advisors | 224k | $11M | 44% | Sep 2024 |
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LPL Financial | 194k | $9.2M | 3% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 192k | $9.1M | -42% | Sep 2024 |
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Susquehanna International | 168k | $8.0M | -8% | Sep 2024 |
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Wells Fargo & Company | 150k | $7.1M | -43% | Sep 2024 |
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Jane Street | 126k | $6.0M | 135% | Sep 2024 |
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Commonwealth Equity Services | 112k | $5.3M | -1% | Sep 2024 |
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Raymond James Financial Services Advisors | 99k | $4.7M | -46% | Sep 2024 |
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Gimbal Financial | 87k | $4.3M | 100% | Sep 2024 |
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Goldman Sachs Group | 83k | $3.4M | 46% | Jun 2024 |
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Branch Banking & Trust Company | 81k | $3.3M | -44% | Jun 2024 |
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Steward Partners Investment Advisory | 80k | $3.3M | 0% | Jun 2024 |
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Advisor Group Holdings | 80k | $3.8M | 30% | Sep 2024 |
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Spectrum Wealth Counsel | 66k | $3.1M | 100% | Sep 2024 |
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International Assets Investment Management | 65k | $1.4M | 4667% | Sep 2024 |
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Martin & Co | 63k | $3.0M | 0% | Sep 2024 |
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CX Institutional | 60k | $2.8M | -3% | Sep 2024 |
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Crestwood Advisors | 59k | $2.8M | -1% | Sep 2024 |
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Edge Capital Group | 57k | $2.7M | -5% | Sep 2024 |
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KCM Investment Advisors | 52k | $2.5M | 4% | Sep 2024 |
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National Asset Management | 38k | $1.6M | -6% | Jun 2024 |
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Wealth Enhancement Advisory Services | 38k | $1.6M | -3% | Jun 2024 |
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Envestnet Asset Management | 37k | $1.8M | 1% | Sep 2024 |
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Jones Financial Companies, L.L | 35k | $1.6M | 98% | Sep 2024 |
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Cambridge Investment Research Advisors | 31k | $1.5M | -14% | Sep 2024 |
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Family Firm | 31k | $1.5M | -3% | Sep 2024 |
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Cetera Investment Advisers | 31k | $1.3M | 3% | Jun 2024 |
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Cadent Capital Advisors | 30k | $1.4M | 100% | Sep 2024 |
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Two Sigma Investments | 29k | $1.2M | 100% | Jun 2024 |
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Carret Asset Management | 29k | $1.4M | -19% | Sep 2024 |
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Tower Research Capital | 27k | $1.1M | 171% | Jun 2024 |
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Mariner Wealth Advisors | 26k | $1.2M | 100% | Sep 2024 |
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Stephens | 24k | $1.1M | -5% | Sep 2024 |
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Marshall Wace | 22k | $1.1M | 236% | Sep 2024 |
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Raymond James & Associates | 22k | $1.0M | -25% | Sep 2024 |
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MidWestOne Financial Group | 21k | $976k | -42% | Sep 2024 |
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Sigma Planning | 20k | $965k | 100% | Sep 2024 |
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Augustine Asset Management | 20k | $951k | 0% | Sep 2024 |
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Rockefeller Capital Management | 20k | $0 | 18% | Jun 2024 |
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D. E. Shaw & Co | 19k | $889k | 100% | Sep 2024 |
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Oakmont Partners | 19k | $879k | 0% | Sep 2024 |
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Heritage Wealth Management | 18k | $849k | 0% | Sep 2024 |
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Dentgroup | 16k | $747k | -2% | Sep 2024 |
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Thrivent Financial for Lutherans | 16k | $745k | 4% | Sep 2024 |
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Sweet Financial Partners | 15k | $718k | -6% | Sep 2024 |
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Transcend Wealth Collective | 15k | $689k | 0% | Sep 2024 |
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Stifel Financial | 14k | $567k | 2% | Jun 2024 |
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North Star Investment Management | 12k | $584k | -2% | Sep 2024 |
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AMJ Financial Wealth Management | 12k | $568k | 100% | Sep 2024 |
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Moneta Group Investment Advisors | 11k | $539k | 2% | Sep 2024 |
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Atria Wealth Solutions | 10k | $487k | -5% | Sep 2024 |
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Creative Planning | 10k | $484k | 0% | Sep 2024 |
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Snowden Capital Advisors | 10k | $477k | 3% | Sep 2024 |
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Sage Financial | 9.9k | $469k | 1% | Sep 2024 |
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HighTower Advisors | 9.2k | $380k | 1% | Jun 2024 |
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Patten & Patten | 8.9k | $425k | 0% | Sep 2024 |
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Bare Financial Services | 8.8k | $418k | -1% | Sep 2024 |
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Viewpoint Capital Management | 8.0k | $331k | 0% | Jun 2024 |
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High Net Worth Advisory Group | 7.1k | $339k | 0% | Sep 2024 |
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Aveo Capital Partners | 7.0k | $334k | -2% | Sep 2024 |
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Neville Rodie & Shaw | 7.0k | $332k | 0% | Sep 2024 |
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Money Concepts Capital Corp | 6.9k | $328k | 0% | Sep 2024 |
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Goss Wealth Management | 6.6k | $276k | -29% | Jun 2024 |
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Lakeview Capital Partners | 6.6k | $315k | -15% | Sep 2024 |
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CoreCap Advisors | 6.5k | $311k | 100% | Sep 2024 |
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Hrt Financial | 6.4k | $304k | 7% | Sep 2024 |
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Synovus Financial Corp. | 6.2k | $296k | -7% | Sep 2024 |
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Etfidea | 6.1k | $291k | -2% | Sep 2024 |
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Trexquant Investment | 6.0k | $287k | 100% | Sep 2024 |
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Larson Financial Group | 5.7k | $270k | 5% | Sep 2024 |
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Oppenheimer & Co | 5.7k | $270k | 100% | Sep 2024 |
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Two Sigma Securities | 5.7k | $235k | 100% | Jun 2024 |
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Breakwater Capital Group | 5.6k | $268k | 0% | Sep 2024 |
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One Capital Management | 5.6k | $267k | -9% | Sep 2024 |
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Sanctuary Advisors | 5.4k | $227k | 100% | Jun 2024 |
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FTB Advisors | 5.4k | $255k | 0% | Sep 2024 |
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Game Plan Financial Advisors | 5.3k | $250k | 0% | Sep 2024 |
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Joel Isaacson & Co | 5.1k | $212k | -5% | Jun 2024 |
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Chicago Partners Investment | 5.1k | $253k | 1% | Sep 2024 |
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Creative Financial Designs | 5.0k | $240k | 9% | Sep 2024 |
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SOL Capital Management | 5.0k | $238k | 0% | Sep 2024 |
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SOA Wealth Advisors | 4.9k | $234k | -6% | Sep 2024 |
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Western Wealth Management | 4.8k | $230k | -8% | Sep 2024 |
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Pettyjohn | 4.6k | $218k | 100% | Sep 2024 |
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LRI Investments | 4.5k | $242k | 100% | Sep 2024 |
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Brian McDonald | 4.3k | $205k | -13% | Sep 2024 |
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National Bank Of Canada /fi/ | 3.9k | $185k | 0% | Sep 2024 |
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Global Retirement Partners | 3.3k | $156k | -7% | Sep 2024 |
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Qube Research & Technologies | 3.2k | $135k | -53% | Jun 2024 |
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Pinnacle Financial Partners | 3.1k | $150k | 0% | Sep 2024 |
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Financial Freedom | 2.9k | $140k | 1% | Sep 2024 |
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Pnc Financial Services | 2.5k | $117k | -26% | Sep 2024 |
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Capital Investment Advisory Services | 2.4k | $116k | -13% | Sep 2024 |
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Cardiff Park Advisors | 2.3k | $97k | 1% | Jun 2024 |
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Benjamin F. Edwards & Company | 2.1k | $86k | -9% | Jun 2024 |
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Atlantic Trust | 2.0k | $96k | 6% | Sep 2024 |
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William Blair $ Company | 1.8k | $85k | 39% | Sep 2024 |
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Luken Investment Analytics | 1.8k | $83k | 0% | Sep 2024 |
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Nbc Securities | 1.7k | $83k | 0% | Sep 2024 |
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AlphaMark Advisors | 1.5k | $72k | 0% | Sep 2024 |
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Citigroup | 1.4k | $68k | -54% | Sep 2024 |
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AdvisorNet Financial | 1.4k | $66k | 1% | Sep 2024 |
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Transcendent Capital Group | 1.4k | $66k | 3% | Sep 2024 |
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CWM | 1.4k | $66k | -48% | Sep 2024 |
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MGB Wealth Management | 1.4k | $64k | 0% | Sep 2024 |
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Toth Financial Advisory Corporation | 1.3k | $61k | 0% | Sep 2024 |
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Principal Securities | 1.2k | $59k | -22% | Sep 2024 |
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City State Bank | 1.2k | $55k | 0% | Sep 2024 |
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Barrett & Company | 1.1k | $51k | 1% | Sep 2024 |
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Harbour Investments | 950.00 | $45k | 0% | Sep 2024 |
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Private Trust Co Na | 839.00 | $35k | 0% | Jun 2024 |
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Farther Finance Advisors | 820.00 | $39k | 100% | Sep 2024 |
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IFP Advisors | 755.00 | $31k | 3% | Jun 2024 |
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Planned Solutions | 711.00 | $34k | 100% | Sep 2024 |
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Sandy Spring Bank | 708.00 | $34k | 0% | Sep 2024 |
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Bartlett & Co. Wealth Management | 663.00 | $32k | 0% | Sep 2024 |
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Fifth Third Bancorp | 623.00 | $30k | 0% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 592.00 | $28k | 1% | Sep 2024 |
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Federation des caisses Desjardins du Quebec | 580.00 | $28k | 0% | Sep 2024 |
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Founders Financial Alliance | 526.00 | $25k | 1% | Sep 2024 |
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Quent Capital | 445.00 | $21k | 0% | Sep 2024 |
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Harwood Advisory | 370.00 | $18k | 100% | Sep 2024 |
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Arrow Financial Corp. | 367.00 | $17k | -50% | Sep 2024 |
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Bogart Wealth | 351.00 | $17k | 0% | Sep 2024 |
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Geneos Wealth Management | 314.00 | $13k | 0% | Jun 2024 |
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Hartland & Co | 275.00 | $13k | -42% | Sep 2024 |
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Coastline Trust | 273.00 | $13k | 100% | Sep 2024 |
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Burkett Financial Services | 259.00 | $12k | 1% | Sep 2024 |
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New Republic Capital | 255.00 | $12k | 100% | Sep 2024 |
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SRS Capital Advisors | 250.00 | $12k | 0% | Sep 2024 |
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Beaird Harris Wealth Management | 202.00 | $8.4k | 1% | Jun 2024 |
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HighMark Wealth Management | 200.00 | $9.5k | 0% | Sep 2024 |
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Asset Dedication | 148.00 | $7.1k | 0% | Sep 2024 |
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DiNuzzo Private Wealth | 148.00 | $7.0k | 100% | Sep 2024 |
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Thurston, Springer, Miller, Herd & Titak | 106.00 | $5.1k | 0% | Sep 2024 |
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Bank Of Oklahoma National Association / | 101.00 | $4.7k | 100% | Sep 2024 |
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Angeles Wealth Management | 100.00 | $4.8k | 0% | Sep 2024 |
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Atlantic Edge Private Wealth Management | 95.00 | $4.5k | 0% | Sep 2024 |
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O'shaughnessy Asset Management | 94.00 | $4.6k | 161% | Sep 2024 |
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Hm Payson & Co | 87.00 | $4.1k | 0% | Sep 2024 |
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HHM Wealth Advisors | 85.00 | $4.0k | -13% | Sep 2024 |
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Spire Wealth Management | 83.00 | $3.9k | -51% | Sep 2024 |
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Key FInancial | 78.00 | $3.7k | 0% | Sep 2024 |
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Hanson McClain Advisors | 27.00 | $1.3k | 0% | Sep 2024 |
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Who sold out of iShares Dow Jones US Reg Banks Ind.?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Flow Traders US | Jun 2024 | 30k | $1.2M |
Janney Montgomery Scott | Jun 2024 | 25k | $1.0M |
GSA Capital Partners | Jun 2024 | 23k | $970k |
Silver Oak Securities | Jun 2024 | 6.1k | $252k |
Cape Cod Five Cents Savings Bank | Jun 2024 | 5.1k | $222k |
Parallel Advisors | Jun 2024 | 1.0k | $42k |
Cultivar Capital | Jun 2024 | 723.00 | $30k |
Ashton Thomas Private Wealth | Jun 2024 | 557.00 | $23k |
Sunbelt Securities | Mar 2024 | 350.00 | $15k |
Kelly Financial Services | Jun 2024 | 297.00 | $12k |
Nelson, Van Denburg & Campbell Wealth Management | Jun 2024 | 28.00 | $1.2k |