Who owns iShares Dow Jones US Reg Banks Ind.?

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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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Top investors of iShares Dow Jones US Reg Banks Ind. stock

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
Morgan Stanley 471k $23M 100% Jun 2025
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Wells Fargo & Company 465k $24M -1% Sep 2025
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Jpmorgan Chase & Co 376k $20M 5% Sep 2025
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Royal Bank of Canada 343k $18M 40% Sep 2025
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LPL Financial 241k $13M 16% Sep 2025
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Advisor Group Holdings 203k $11M -3% Sep 2025
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Two Sigma Investments 193k $10M 154% Sep 2025
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Us Bancorp 154k $8.1M -28% Sep 2025
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Goldman Sachs Group 150k $7.9M -21% Sep 2025
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UBS Group 136k $7.2M -5% Sep 2025
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Ameriprise Financial 116k $6.1M -34% Sep 2025
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Commonwealth Equity Services 101k $5.3M -5% Sep 2025
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Raymond James Financial 87k $4.6M -20% Sep 2025
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Advisory Services Network 86k $4.5M 52% Sep 2025
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Northwestern Mutual Wealth Management Company 85k $4.5M 4% Sep 2025
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Jones Financial Companies, L.L 78k $4.2M 4% Sep 2025
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Steward Partners Investment Advisory 78k $4.1M -1% Sep 2025
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Citadel Advisors 73k $3.8M -32% Sep 2025
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Susquehanna International 72k $3.8M 7% Sep 2025
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Jain Global 68k $3.5M 100% Sep 2025
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Branch Banking & Trust Company 64k $3.4M -55% Sep 2025
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Martin & Co 60k $3.2M 0% Sep 2025
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KCM Investment Advisors 56k $3.0M 1% Sep 2025
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Cetera Investment Advisers 55k $2.9M -1% Sep 2025
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Crestwood Advisors 47k $2.5M -9% Sep 2025
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Pathstone Holdings 46k $2.4M 0% Sep 2025
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SCS Capital Management 42k $2.2M -15% Sep 2025
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Banque Pictet & Cie Sa 37k $1.9M 0% Sep 2025
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Thrivent Financial for Lutherans 34k $1.8M 34% Sep 2025
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Family Firm 34k $1.7M 11% Jun 2025
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Mariner Wealth Advisors 31k $1.6M 12% Sep 2025
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Cambridge Investment Research Advisors 30k $1.6M 2% Sep 2025
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Jane Street 27k $1.4M 5% Sep 2025
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Wealth Enhancement Advisory Services 27k $1.4M 4% Sep 2025
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Janney Montgomery Scott 25k $1.3M 20% Sep 2025
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Carret Asset Management 24k $1.3M -2% Sep 2025
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Cadent Capital Advisors 22k $1.2M -2% Sep 2025
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Envestnet Asset Management 21k $1.1M -78% Sep 2025
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Augustine Asset Management 20k $1.1M 0% Sep 2025
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Rockefeller Capital Management 20k $1.0M 1% Sep 2025
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Renaissance Technologies 19k $982k 100% Sep 2025
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Oakmont Partners 19k $971k 0% Sep 2025
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Heritage Wealth Management 18k $938k 0% Sep 2025
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Stifel Financial 16k $815k -14% Sep 2025
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CWM 15k $781k -10% Sep 2025
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Transcend Wealth Collective 15k $762k 0% Sep 2025
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Dentgroup 13k $700k -2% Sep 2025
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Fiduciary Alliance 12k $652k 4% Sep 2025
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Park Avenue Securities 12k $650k 10% Sep 2025
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Creative Planning 12k $631k 16% Sep 2025
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Moneta Group Investment Advisors 11k $599k 1% Sep 2025
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Tower Research Capital 11k $585k -19% Sep 2025
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Stephens 11k $577k -1% Sep 2025
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Sigma Planning 10k $534k -25% Sep 2025
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Sage Financial 10k $531k 1% Sep 2025
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Snowden Capital Advisors 9.8k $513k -10% Sep 2025
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Gallagher Capital Advisors 9.5k $463k 100% Sep 2025
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North Star Investment Management 9.0k $475k -1% Sep 2025
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Pictet & Cie 9.0k $472k 0% Sep 2025
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Patten & Patten 9.0k $471k 0% Sep 2025
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Invested Advisors 8.9k $449k 100% Sep 2025
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Synovus Financial Corp. 8.8k $460k 37% Sep 2025
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Cutler Capital Management 8.6k $452k 100% Sep 2025
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Quantinno Capital Management 8.5k $447k 100% Sep 2025
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Ellis Investment Partners 8.4k $440k 34% Sep 2025
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Atria Wealth Solutions 8.2k $412k -2% Jun 2025
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Farther Finance Advisors 7.5k $394k 390% Sep 2025
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Viewpoint Capital Management 7.3k $383k -9% Sep 2025
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High Net Worth Advisory Group 7.1k $375k 0% Sep 2025
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Larson Financial Group 7.1k $373k 11% Sep 2025
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HighTower Advisors 7.0k $367k 0% Sep 2025
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Investment Research Partners 6.8k $336k 100% Sep 2025
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Hrt Financial 6.7k $353k 100% Sep 2025
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Neville Rodie & Shaw 6.5k $341k 0% Sep 2025
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Kestra Private Wealth Services 6.4k $337k 2% Sep 2025
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Private Advisor 6.0k $316k 0% Sep 2025
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Wetherby Asset Management 6.0k $315k 100% Sep 2025
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Goss Wealth Management 6.0k $314k -5% Sep 2025
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One Capital Management 5.8k $302k -1% Sep 2025
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William Blair $ Company 5.7k $300k 264% Sep 2025
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Ballew Advisors 5.7k $292k -45% Sep 2025
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QTR Family Wealth 5.6k $292k -16% Sep 2025
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Breakwater Capital Group 5.5k $291k 0% Sep 2025
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CX Institutional 5.4k $282k -12% Sep 2025
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First Horizon National Corp 5.4k $282k 100% Sep 2025
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FTB Advisors 5.4k $266k 0% Jun 2025
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Chicago Partners Investment 5.3k $261k 1% Sep 2025
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CIBC World Markets 5.1k $269k 8% Sep 2025
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PFG Advisors 5.1k $266k 100% Sep 2025
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Game Plan Financial Advisors 5.1k $266k 0% Sep 2025
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SOL Capital Management 5.0k $263k 0% Sep 2025
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Two Sigma Securities 4.8k $250k 100% Sep 2025
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Joel Isaacson & Co 4.7k $246k 0% Sep 2025
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LRI Investments 4.5k $234k 0% Sep 2025
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Pettyjohn 4.3k $225k 0% Sep 2025
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Cape Cod Five Cents Savings Bank 4.2k $202k 0% Sep 2025
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Sand Hill Advisors 4.1k $215k 0% Sep 2025
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Bank Of Montreal 4.0k $200k 100% Jun 2025
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FLC Capital Advisors 3.9k $204k 100% Sep 2025
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Gen-Wealth Partners 3.6k $191k 100% Sep 2025
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Pnc Financial Services 3.4k $180k -6% Sep 2025
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National Bank Of Canada /fi/ 3.4k $178k 0% Sep 2025
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Safe Harbor Fiduciary 3.1k $151k 100% Jun 2025
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Financial Freedom 3.0k $159k 1% Sep 2025
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Finley Financial 3.0k $158k 0% Sep 2025
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Cardiff Park Advisors 2.4k $127k 1% Sep 2025
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SOA Wealth Advisors 2.1k $112k -8% Sep 2025
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Centaurus Financial 2.0k $107k 100% Sep 2025
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Brian McDonald 2.0k $105k -51% Sep 2025
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CoreCap Advisors 1.9k $98k -25% Sep 2025
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Atlantic Trust 1.8k $92k 0% Sep 2025
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Luken Investment Analytics 1.8k $92k 0% Sep 2025
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FMR 1.6k $85k 64% Sep 2025
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Global Retirement Partners 1.6k $84k -17% Sep 2025
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Triumph Capital Management 1.5k $81k 100% Sep 2025
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AdvisorNet Financial 1.5k $78k 1% Sep 2025
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Nbc Securities 1.5k $78k 0% Sep 2025
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Garde Capital 1.4k $70k 0% Jun 2025
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Grey Fox Wealth Advisors 1.4k $74k 100% Sep 2025
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Bare Financial Services 1.4k $72k -84% Sep 2025
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Principal Securities 1.4k $72k 6% Sep 2025
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MGB Wealth Management 1.4k $71k 0% Sep 2025
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Toth Financial Advisory Corporation 1.3k $67k 0% Sep 2025
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MAI Wealth Advisors 1.2k $63k 20% Sep 2025
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KERR FINANCIAL PLANNING Corp 1.2k $60k 100% Sep 2025
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Hanson McClain Advisors 1.1k $58k 1% Sep 2025
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Barrett & Company 1.1k $58k 1% Sep 2025
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City State Bank 1.1k $55k -5% Sep 2025
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Kilter Group 836.00 $41k 100% Jun 2025
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Spire Wealth Management 725.00 $38k 0% Sep 2025
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Private Trust Co Na 700.00 $37k 0% Sep 2025
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Bartlett & Co. Wealth Management 663.00 $35k 0% Sep 2025
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AlphaCore Capital 591.00 $31k 0% Sep 2025
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Federation des caisses Desjardins du Quebec 580.00 $31k 0% Sep 2025
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Founders Financial Alliance 538.00 $28k 1% Sep 2025
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Comprehensive Financial Planning 477.00 $25k 1% Sep 2025
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Quent Capital 445.00 $23k 100% Sep 2025
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Capital Investment Advisory Services 430.00 $23k 0% Sep 2025
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Harwood Advisory 384.00 $20k 1% Sep 2025
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Oakworth Capital 360.00 $19k 0% Sep 2025
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Bogart Wealth 351.00 $18k 0% Sep 2025
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Ameritas Advisory Services 339.00 $18k -75% Sep 2025
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Geneos Wealth Management 314.00 $17k 0% Sep 2025
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Caldwell Trust 305.00 $16k 100% Sep 2025
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O'shaughnessy Asset Management 288.00 $15k 0% Sep 2025
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Golden State Wealth Management 286.00 $15k 1% Sep 2025
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Harbour Investments 285.00 $15k 0% Sep 2025
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Hartland & Co 275.00 $14k 0% Sep 2025
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Bnp Paribas Arbitrage, Snc 209.00 $11k -99% Sep 2025
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HighMark Wealth Management 200.00 $11k 0% Sep 2025
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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
Spence Asset Management Jun 2025 40k $2.0M
Marshall Wace Jun 2025 36k $1.8M
Cubist Systematic Strategies Jun 2025 25k $1.2M
Flow Traders US Jun 2025 12k $576k
Lighthouse Investment Partners Jun 2025 11k $556k
Sunbelt Securities Jun 2025 8.1k $410k
Orrstown Financial Services Jun 2025 5.6k $277k
HPM Partners Jun 2025 4.4k $217k
Creative Financial Designs Jun 2025 3.6k $178k
Pinnacle Financial Partners Jun 2025 3.1k $156k
TD Waterhouse Canada Jun 2025 800.00 $41k
Riggs Asset Managment Jun 2025 755.00 $37k
Fifth Third Bancorp Jun 2025 623.00 $31k
Headlands Technologies Jun 2025 500.00 $25k
Thurston, Springer, Miller, Herd & Titak Jun 2025 334.00 $17k
SRS Capital Advisors Jun 2025 250.00 $12k