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
Bank of America Corporation 605k $25M -3% Dec 2023
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Morgan Stanley 534k $18M -6% Sep 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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Northwestern Mutual Wealth Management Company 354k $12M 8% Sep 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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Barry Investment Advisors 290k $12M 0% Dec 2023
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Jpmorgan Chase & Co 232k $9.7M 87% Dec 2023
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LPL Financial 220k $7.4M -32% Sep 2023
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Raymond James Financial Services Advisors 183k $7.7M -23% Dec 2023
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Ameriprise Financial 158k $5.3M 94% Sep 2023
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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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Envestnet Asset Management 127k $4.3M -5% Sep 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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Susquehanna International 112k $3.7M -52% Sep 2023
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Abundance Wealth Counselors 92k $3.8M 6% Dec 2023
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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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CX Institutional 73k $3.1M -46% Dec 2023
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Advisor Group Holdings 72k $3.0M -24% Dec 2023
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Martin & Co 68k $2.3M -1% Sep 2023
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Cambridge Investment Research Advisors 66k $2.8M 82% Dec 2023
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Steward Partners Investment Advisory 65k $2.7M 0% Dec 2023
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Toronto-Dominion Bank 55k $1.8M 100% Sep 2023
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Stephens 54k $1.8M -43% Sep 2023
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Money Concepts Capital Corp 51k $2.1M 619% Dec 2023
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Edge Capital Group 46k $1.5M 13% Sep 2023
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KCM Investment Advisors 45k $1.5M 3% Sep 2023
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Aveo Capital Partners 42k $1.8M 25% Dec 2023
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Raymond James & Associates 42k $1.7M 20% Dec 2023
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National Asset Management 40k $1.7M 0% Dec 2023
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Carret Asset Management 40k $1.7M 3% Dec 2023
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Wealth Enhancement Advisory Services 39k $1.6M -17% Dec 2023
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Tower Research Capital 35k $1.2M 304% Sep 2023
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Family Firm 33k $1.4M 19% Dec 2023
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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 28k $1.2M -46% Dec 2023
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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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Multi-Financial Securities 19k $645k -66% Sep 2023
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First Republic Investment Management 19k $643k -20% Sep 2023
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C2C Wealth Management 19k $602k -24% Sep 2023
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Community Fin'l Svs 19k $621k 100% Sep 2023
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Sweet Financial Partners 16k $683k 0% Dec 2023
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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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Thrivent Financial for Lutherans 14k $458k 0% Sep 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 $535k -3% Dec 2023
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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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Cutler 11k $469k -77% 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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Synovus Financial Corp. 9.9k $335k 7% Sep 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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Oppenheimer & Co 9.5k $320k -5% Sep 2023
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Cetera Investment Advisers 9.4k $316k 29% Sep 2023
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Silver Oak Securities 9.4k $393k 100% Dec 2023
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Goss Wealth Management 8.9k $298k -13% Sep 2023
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Millennium Management 8.8k $369k 100% Dec 2023
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Viewpoint Capital Management 8.0k $334k 0% Dec 2023
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Financial Network Investment Corporation 7.8k $262k 100% Sep 2023
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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 $299k 2% Dec 2023
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Neville Rodie & Shaw 7.0k $292k -2% Dec 2023
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Stonehage Fleming Financial Services Holdings 6.9k $232k 100% Sep 2023
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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 $234k 100% Dec 2023
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Snowden Capital Advisors 5.5k $228k 100% Dec 2023
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Brian McDonald 5.4k $181k 100% Sep 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 $219k 0% Dec 2023
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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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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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HHM Wealth Advisors 4.1k $137k 4706% Sep 2023
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Pnc Financial Services 3.9k $162k 16% Dec 2023
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Legend Financial Advisors 3.8k $159k 0% Dec 2023
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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 $120k 3% Dec 2023
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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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CWM 2.1k $86k 2% Dec 2023
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AlphaMark Advisors 2.0k $82k 0% Dec 2023
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Nbc Securities 1.8k $75k 178% Dec 2023
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Luken Investment Analytics 1.8k $73k -99% Dec 2023
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William Blair $ Company 1.7k $71k 0% Dec 2023
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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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City State Bank 1.4k $58k 0% Dec 2023
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Sunbelt Securities 1.4k $57k -5% Dec 2023
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Transcendent Capital Group 1.3k $55k 100% Dec 2023
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Toth Financial Advisory Corporation 1.3k $54k -12% Dec 2023
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Advisory Services Network 1.2k $49k 100% Dec 2023
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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 $43k 3% Dec 2023
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First PREMIER Bank 940.00 $39k -35% Dec 2023
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Private Trust Co Na 848.00 $36k -15% Dec 2023
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Global Retirement Partners 831.00 $33k -68% 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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Fifth Third Bancorp 711.00 $30k 8% Dec 2023
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Sandy Spring Bank 708.00 $30k 0% Dec 2023
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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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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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Qube Research & Technologies 552.00 $19k 100% Sep 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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AdvisorNet Financial 500.00 $21k 0% Dec 2023
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Venturi Wealth Management 174.00 $7.3k -98% Dec 2023
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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
Bell State Bank and Trust Sep 2023 274k $9.2M
Wolverine Trading Sep 2023 45k $1.5M
Aft, Forsyth & Sober Sep 2023 40k $1.3M
Hrt Financial Sep 2023 32k $1.1M
Cresset Asset Management Jun 2023 16k $532k
Sowell Financial Services Sep 2023 14k $478k
Coerente Capital Management Sep 2023 10k $344k
Triumph Capital Management Sep 2023 10k $344k
H D Vest Advisory Services Sep 2023 9.7k $325k
Renaissance Technologies Jun 2023 8.7k $294k
Basso Capital Management Jun 2023 6.2k $210k
TSFG Sep 2023 1.7k $58k
Franklin Resources Sep 2023 1.4k $47k
Signature Sep 2023 787.00 $26k