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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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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 605k | $25M | -3% | Dec 2023 |
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| Royal Bank of Canada | 396k | $17M | 61% | Dec 2023 |
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| Us Bancorp | 382k | $16M | -2% | Dec 2023 |
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| Wells Fargo & Company | 343k | $14M | 5% | Dec 2023 |
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| Branch Banking & Trust Company | 299k | $13M | 36% | Dec 2023 |
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| Jpmorgan Chase & Co | 232k | $9.7M | 87% | Dec 2023 |
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| Raymond James Financial Services Advisors | 188k | $8.1M | 3% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 149k | $6.2M | 239% | Dec 2023 |
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| Commonwealth Equity Services | 140k | $5.9M | -7% | Dec 2023 |
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| Citadel Advisors | 113k | $4.7M | -6% | Dec 2023 |
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| Goldman Sachs Group | 112k | $4.7M | 104% | Dec 2023 |
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| Abundance Wealth Counselors | 99k | $4.3M | 8% | Mar 2024 |
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| UBS Group | 88k | $3.7M | -3% | Dec 2023 |
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| Crestwood Advisors | 83k | $3.5M | -7% | Dec 2023 |
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| Advisor Group Holdings | 72k | $3.0M | -24% | Dec 2023 |
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| Steward Partners Investment Advisory | 65k | $2.7M | 0% | Dec 2023 |
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| CX Institutional | 63k | $2.7M | -14% | Mar 2024 |
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| Money Concepts Capital Corp | 51k | $2.1M | 619% | Dec 2023 |
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| Aveo Capital Partners | 42k | $1.8M | 25% | Dec 2023 |
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| Cambridge Investment Research Advisors | 42k | $1.8M | -37% | Mar 2024 |
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| National Asset Management | 40k | $1.7M | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 39k | $1.7M | -1% | Mar 2024 |
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| Carret Asset Management | 38k | $1.7M | -5% | Mar 2024 |
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| Family Firm | 33k | $1.4M | 19% | Dec 2023 |
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| Raymond James & Associates | 33k | $1.4M | -21% | Mar 2024 |
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| Baird Financial | 31k | $1.3M | -23% | Dec 2023 |
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| Kingsview Wealth Management | 31k | $1.3M | 100% | Dec 2023 |
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| MidWestOne Financial Group | 30k | $1.3M | -34% | Dec 2023 |
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| Gts Securities | 30k | $1.2M | -64% | Dec 2023 |
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| Dentgroup | 27k | $1.2M | -4% | Mar 2024 |
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| Creative Planning | 25k | $1.0M | 132% | Dec 2023 |
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| Atria Wealth Solutions | 24k | $982k | 3% | Dec 2023 |
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| Janney Montgomery Scott | 23k | $960k | -9% | Dec 2023 |
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| Colony | 21k | $896k | 100% | Dec 2023 |
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| Augustine Asset Management | 20k | $837k | 0% | Dec 2023 |
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| Sweet Financial Partners | 16k | $708k | 0% | Mar 2024 |
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| HighTower Advisors | 16k | $678k | -9% | Dec 2023 |
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| Rockefeller Capital Management | 16k | $667k | 19% | Dec 2023 |
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| Transcend Wealth Collective | 15k | $611k | 0% | Dec 2023 |
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| Jane Street | 14k | $594k | -77% | Dec 2023 |
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| Bank Of Montreal | 13k | $567k | -10% | Dec 2023 |
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| Aspen Wealth Strategies | 13k | $548k | 100% | Dec 2023 |
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| Wealth Management Partners | 13k | $559k | 1% | Mar 2024 |
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| CoreCap Advisors | 13k | $535k | -1% | Dec 2023 |
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| North Star Investment Management | 13k | $531k | -31% | Dec 2023 |
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| D. E. Shaw & Co | 12k | $506k | 100% | Dec 2023 |
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| Stifel Financial | 12k | $504k | -3% | Dec 2023 |
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| Hilltop Holdings | 11k | $470k | 8% | Dec 2023 |
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| Moneta Group Investment Advisors | 11k | $456k | 0% | Dec 2023 |
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| Wedbush Morgan Securities | 10k | $432k | -8% | Dec 2023 |
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| Apollon Wealth Management | 10k | $419k | 100% | Dec 2023 |
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| Patten & Patten | 9.9k | $414k | -5% | Dec 2023 |
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| Sage Financial | 9.6k | $404k | 2% | Dec 2023 |
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| Silver Oak Securities | 9.4k | $393k | 100% | Dec 2023 |
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| Millennium Management | 8.8k | $369k | 100% | Dec 2023 |
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| Viewpoint Capital Management | 8.0k | $347k | 0% | Mar 2024 |
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| Kuhn & Co Investment Counsel | 7.6k | $317k | 100% | Dec 2023 |
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| High Net Worth Advisory Group | 7.1k | $310k | 0% | Mar 2024 |
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| Neville Rodie & Shaw | 7.0k | $303k | 0% | Mar 2024 |
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| National Bank Of Canada /fi/ | 6.5k | $275k | 1% | Dec 2023 |
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| Cape Cod Five Cents Savings Bank | 6.2k | $260k | -56% | Dec 2023 |
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| Mariner Wealth Advisors | 6.1k | $254k | 100% | Dec 2023 |
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| Western Wealth Management | 6.0k | $252k | 100% | Dec 2023 |
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| Captrust Financial Advisors | 6.0k | $252k | 100% | Dec 2023 |
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| Lakeview Capital Partners | 6.0k | $252k | 100% | Dec 2023 |
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| SOL Capital Management | 5.7k | $238k | 100% | Dec 2023 |
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| Simplex Trading | 5.7k | $236k | -58% | Dec 2023 |
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| Breakwater Capital Group | 5.6k | $244k | 0% | Mar 2024 |
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| Snowden Capital Advisors | 5.5k | $228k | 100% | Dec 2023 |
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| FTB Advisors | 5.4k | $225k | 0% | Dec 2023 |
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| Joel Isaacson & Co | 5.4k | $224k | 100% | Dec 2023 |
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| Beacon Pointe Advisors | 5.3k | $223k | -12% | Dec 2023 |
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| Creative Financial Designs | 5.3k | $220k | 1% | Dec 2023 |
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| SOA Wealth Advisors | 5.2k | $227k | 0% | Mar 2024 |
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| Private Advisor | 5.2k | $216k | 100% | Dec 2023 |
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| TRUE Private Wealth Advisors | 5.1k | $212k | 100% | Dec 2023 |
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| Chicago Partners Investment | 5.0k | $209k | 100% | Dec 2023 |
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| Game Plan Financial Advisors | 5.0k | $215k | 24% | Mar 2024 |
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| One Capital Management | 4.9k | $207k | 100% | Dec 2023 |
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| Etfidea | 4.9k | $206k | 100% | Dec 2023 |
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| Larson Financial Group | 4.8k | $201k | 6% | Dec 2023 |
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| Spectrum Wealth Counsel | 4.4k | $182k | 100% | Dec 2023 |
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| Winthrop Capital Management | 4.3k | $179k | 100% | Dec 2023 |
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| Pnc Financial Services | 3.9k | $162k | 16% | Dec 2023 |
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| Global Retirement Partners | 3.8k | $163k | 351% | Mar 2024 |
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| Woodmont Investment Counsel | 3.5k | $152k | 100% | Mar 2024 |
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| Pinnacle Financial Partners | 3.1k | $132k | 0% | Dec 2023 |
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| EP Wealth Advisors | 3.1k | $130k | 100% | Dec 2023 |
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| Capital Investment Advisory Services | 3.0k | $128k | -83% | Dec 2023 |
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| Bare Financial Services | 3.0k | $127k | 100% | Dec 2023 |
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| Financial Freedom | 2.9k | $125k | 1% | Mar 2024 |
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| CWM | 2.5k | $107k | 20% | Mar 2024 |
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| Cardiff Park Advisors | 2.3k | $96k | 3% | Dec 2023 |
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| Benjamin F. Edwards & Company | 2.3k | $95k | 0% | Dec 2023 |
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| Luken Investment Analytics | 1.8k | $76k | 0% | Mar 2024 |
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| Nbc Securities | 1.7k | $75k | -3% | Mar 2024 |
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| William Blair $ Company | 1.7k | $71k | 0% | Dec 2023 |
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| AdvisorNet Financial | 1.7k | $73k | 235% | Mar 2024 |
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| AlphaMark Advisors | 1.6k | $70k | -17% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 1.6k | $66k | 3% | Dec 2023 |
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| Principal Securities | 1.6k | $66k | 100% | Dec 2023 |
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| MGB Wealth Management | 1.4k | $57k | 100% | Dec 2023 |
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| Transcendent Capital Group | 1.3k | $55k | 0% | Mar 2024 |
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| Toth Financial Advisory Corporation | 1.3k | $56k | 0% | Mar 2024 |
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| Advisory Services Network | 1.2k | $49k | 100% | Dec 2023 |
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| City State Bank | 1.2k | $50k | -16% | Mar 2024 |
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| Hartland & Co | 1.1k | $46k | 0% | Dec 2023 |
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| Parallel Advisors | 1.1k | $44k | 0% | Dec 2023 |
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| Barrett & Company | 1.0k | $45k | 1% | Mar 2024 |
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| First PREMIER Bank | 940.00 | $41k | 0% | Mar 2024 |
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| Private Trust Co Na | 848.00 | $36k | -15% | Dec 2023 |
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| Harbour Investments | 750.00 | $31k | 0% | Dec 2023 |
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| IFP Advisors | 735.00 | $31k | -27% | Dec 2023 |
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| Arrow Financial Corp. | 735.00 | $31k | 0% | Dec 2023 |
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| Planned Solutions | 711.00 | $30k | 100% | Dec 2023 |
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| Sandy Spring Bank | 708.00 | $30k | 0% | Dec 2023 |
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| Cutler | 700.00 | $28k | -94% | Mar 2024 |
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| Bartlett & Co. | 663.00 | $28k | 100% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 663.00 | $28k | 100% | Dec 2023 |
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| Fifth Third Bancorp | 623.00 | $27k | -12% | Mar 2024 |
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| Resurgent Financial Advisors | 580.00 | $24k | 100% | Dec 2023 |
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| Old Second Wealth Management | 553.00 | $23k | 100% | Dec 2023 |
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| Geneos Wealth Management | 526.00 | $22k | 100% | Dec 2023 |
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| Founders Financial Alliance | 517.00 | $22k | 2% | Dec 2023 |
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| Quent Capital | 445.00 | $19k | 0% | Dec 2023 |
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| Rockbridge Investment Management, LCC | 395.00 | $17k | 100% | Dec 2023 |
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| Baystate Wealth Management | 368.00 | $15k | 100% | Dec 2023 |
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| Bogart Wealth | 351.00 | $15k | 0% | Dec 2023 |
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| Sunbelt Securities | 350.00 | $15k | -74% | Mar 2024 |
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| Burkett Financial Services | 336.00 | $14k | 100% | Dec 2023 |
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| SRS Capital Advisors | 255.00 | $11k | 2% | Dec 2023 |
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| Beaird Harris Wealth Management | 199.00 | $8.3k | 3% | Dec 2023 |
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| Citigroup | 198.00 | $8.3k | 100% | Dec 2023 |
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| Scarborough Advisors | 191.00 | $8.0k | 100% | Dec 2023 |
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| Spire Wealth Management | 167.00 | $7.2k | 1% | Mar 2024 |
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| Asset Dedication | 147.00 | $6.0k | 0% | Mar 2024 |
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| Bellevue Asset Management | 102.00 | $4.3k | 2% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 96.00 | $4.0k | -56% | Dec 2023 |
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| Atlantic Edge Private Wealth Management | 95.00 | $4.0k | 100% | Dec 2023 |
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| Key FInancial | 78.00 | $3.3k | 0% | Dec 2023 |
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| O'shaughnessy Asset Management | 48.00 | $2.0k | -90% | Dec 2023 |
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| Hanson McClain Advisors | 27.00 | $1.1k | 100% | Dec 2023 |
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| Hazlett, Burt & Watson | 25.00 | $1.0k | 0% | Dec 2023 |
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| Prestige Wealth Management Group | 16.00 | $670.000000 | 0% | Dec 2023 |
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| Farmers & Merchants Investment | 9.00 | $389.999700 | 0% | Mar 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 |
|---|---|---|---|
| Richard C. Young & Co | Sep 2023 | 708k | $24M |
| Barry Investment Advisors | Dec 2023 | 290k | $12M |
| Wolverine Trading | Sep 2023 | 45k | $1.5M |
| Aft, Forsyth & Sober | Sep 2023 | 40k | $1.3M |
| Hrt Financial | Sep 2023 | 32k | $1.1M |
| Community Fin'l Svs | Sep 2023 | 19k | $621k |
| Sowell Financial Services | Sep 2023 | 14k | $478k |
| Triumph Capital Management | Sep 2023 | 10k | $344k |
| H D Vest Advisory Services | Sep 2023 | 9.7k | $325k |
| Legend Financial Advisors | Dec 2023 | 3.8k | $159k |
| Franklin Resources | Sep 2023 | 1.4k | $47k |
| Signature | Sep 2023 | 787.00 | $26k |
| Carmichael Hill & Associates | Dec 2023 | 234.00 | $9.8k |
| Venturi Wealth Management | Dec 2023 | 174.00 | $7.3k |
| JNBA Financial Advisors | Sep 2023 | 151.00 | $5.1k |
| Jamison Private Wealth Management | Sep 2023 | 117.00 | $3.9k |
| Tennessee Valley Asset Management Partners | Dec 2023 | 104.00 | $4.4k |
| Headlands Technologies | Sep 2023 | 47.00 | $1.6k |
| Capital Analysts | Sep 2023 | 46.00 | $2.0k |
| Cary Street Partner Investment Advisory | Sep 2023 | 19.00 | $637.999100 |