Who owns iShares Dow Jones US Utilities?

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Analyze quarterly positions in iShares Dow Jones US Utilities with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Dow Jones US Utilities stock

Who bought or sold iShares Dow Jones US Utilities this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of
YCMNET Advisors 652k $51M 2% Jun 2021
Morgan Stanley 291k $23M 100% Jun 2021
Envestnet Asset Management 246k $19M 3% Jun 2021
Bank of America Corporation 216k $17M 9% Jun 2021
LPL Financial 177k $14M -8% Jun 2021
LBMC Investment Advisors 127k $10M 1% Jun 2021
Commonwealth Equity Services 112k $8.8M 6% Jun 2021
Royal Bank of Canada 104k $8.1M 2% Jun 2021
Country Club Trust Company 93k $7.3M -1% Jun 2021
Cardan Capital Partners 92k $7.2M 5% Jun 2021
Advisor Group Holdings 60k $4.7M -7% Jun 2021

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Raymond James Financial Services Advisors 57k $4.4M 23% Jun 2021
UBS Group 46k $3.6M -18% Jun 2021
Citadel Advisors 42k $3.3M 50% Jun 2021
Stephens 37k $2.9M 0% Jun 2021
Wells Fargo & Company 36k $2.8M 0% Jun 2021
Branch Banking & Trust Company 36k $2.8M 5% Jun 2021
Ameriprise Financial 36k $2.8M -16% Jun 2021
AE Wealth Management 35k $2.8M 11% Jun 2021
Pnc Financial Services 35k $2.8M -2% Jun 2021
Green Harvest Asset Management 34k $2.7M 99% Jun 2021
Everett Harris & Co 33k $2.6M -4% Jun 2021
Raymond James & Associates 29k $2.3M -3% Jun 2021
Mml Investors Services 29k $2.3M -3% Jun 2021
Huntington National Bank 29k $2.3M -2% Jun 2021
Connecticut Wealth Management 28k $2.2M 100% Jun 2021
Goldman Sachs Group 26k $2.1M 149% Mar 2021
United Capital Financial Advisers 26k $2.0M -9% Jun 2021
Dowling & Yahnke, LLC" 25k $1.9M -1% Jun 2021
Tower Research Capital 25k $2.0M 490% Jun 2021
Family Firm 23k $1.8M 1% Jun 2021
Private Advisor 23k $1.8M 0% Jun 2021
HighTower Advisors 23k $1.8M -4% Jun 2021
Kestra Advisory Services 22k $1.7M -8% Jun 2021
Holderness Investments 20k $1.6M 0% Jun 2021
Cambridge Investment Research Advisors 20k $1.6M -79% Jun 2021
Goss Wealth Management 19k $1.5M -5% Jun 2021
Cetera Investment Advisers 17k $1.3M -12% Jun 2021
Dynamic Advisors Solutions 16k $1.3M 14% Jun 2021
First Citizens Financial Corp 15k $1.2M 4% Jun 2021
Wintrust Financial Corporation 15k $1.2M 1% Jun 2021
Bingham Osborn & Scarborough 14k $1.1M 0% Jun 2021
Simmons Bank 14k $1.1M 0% Jun 2021
Sigma Planning 13k $1.0M -1% Jun 2021
Belpointe Asset Management 12k $968k -39% Jun 2021
Stifel Financial 12k $923k 282% Jun 2021
Multi-Financial Securities 11k $892k 0% Jun 2021
Prudential Financial 11k $871k 6% Jun 2021
Banque Cantonale Vaudoise 11k $864k 100% Jun 2021
Lincoln National 11k $839k 1% Jun 2021
Capital Investment Advisors 10k $803k 0% Jun 2021
BKD Wealth Advisors 10k $790k -2% Jun 2021
Evanson Asset Management 9.7k $762k 1% Jun 2021
Advisors Management Group 9.6k $750k 41% Jun 2021
Bank of New York Mellon 9.3k $728k 0% Jun 2021
Northwest Investment Counselors 8.8k $693k 0% Jun 2021
Brian McDonald 8.0k $682k 0% Jun 2021
North Star Investment Management 7.9k $617k 47% Jun 2021
Geneos Wealth Management 7.6k $606k 3% Jun 2021
Intellectus Partners 7.6k $597k -5% Jun 2021
Susquehanna International 7.6k $594k -40% Jun 2021
Mutual Advisors 7.6k $593k -15% Jun 2021
Vontobel Holding 7.5k $589k 0% Jun 2021
Murphy Capital Management 7.5k $586k -1% Jun 2021
Jpmorgan Chase & Co 7.4k $592k -48% Mar 2021
Independence Bank of Kentucky 7.4k $582k -1% Jun 2021
D.A. Davidson & Co. 7.4k $577k -1% Jun 2021
Good Life Advisors 7.3k $576k -1% Jun 2021
Equitable Holdings 7.3k $576k -1% Jun 2021
Garrison Point Advisors 6.9k $539k 0% Jun 2021
NEXT Financial 6.7k $524k -1% Jun 2021
Oppenheimer & Co 6.7k $523k -1% Jun 2021
Ohio Valley Financial 6.0k $473k -5% Jun 2021
First Heartland Consultants 5.9k $464k 0% Jun 2021
Fort Washington Investment Advisors 5.8k $452k 0% Jun 2021
WBI Investments 5.7k $449k -33% Jun 2021
Brookstone Capital Management 5.6k $445k 100% Jun 2021
Carl P. Sherr & Co 5.5k $431k -22% Jun 2021
Kore Private Wealth 5.4k $423k 100% Jun 2021
Lakeview Capital Partners 5.3k $412k 2% Jun 2021
H D Vest Advisory Services 5.2k $412k 9% Jun 2021
Bard Financial Services 4.7k $369k 0% Jun 2021
Madden Advisory Services 4.6k $365k 0% Jun 2021
J.w. Cole Advisors 4.6k $359k 0% Jun 2021
Capital Advisors 4.2k $332k 0% Jun 2021
Weaver Consulting Group 4.2k $331k -8% Jun 2021
Brown Advisory Securities 4.2k $330k 0% Jun 2021
Jaffetilchin Investment Partners 4.0k $317k 0% Jun 2021
Bsc Private Wealth Management 3.8k $301k 0% Jun 2021
Wealthstar Advisors 3.7k $289k 100% Jun 2021
Northwestern Mutual Wealth Management Company 3.6k $283k -4% Jun 2021
Stratos Wealth Partners 3.5k $273k 1% Jun 2021
Tranquility Partners 3.4k $270k -47% Jun 2021
Janney Montgomery Scott 3.3k $259k 3% Jun 2021
Financial Network Investment Corporation 3.2k $255k 100% Jun 2021
Moors & Cabot 3.2k $251k 100% Jun 2021
Mid Atlantic Financial Management 3.2k $248k 15% Jun 2021
Schnieders Capital Management 3.1k $239k 0% Jun 2021
Commerce Bank N A 3.0k $239k -1% Jun 2021
55i 3.0k $235k -2% Jun 2021
NTV Asset Management 2.9k $231k 0% Jun 2021
Moloney Securities Asset Management 2.9k $227k 0% Jun 2021
CWM 2.8k $218k 0% Jun 2021
Washington Trust Bank 2.7k $212k 0% Jun 2021
BDO Wealth Advisors 2.7k $210k -2% Jun 2021
Prospera Financial Services 2.7k $210k -38% Jun 2021
FMR 2.7k $208k 47% Jun 2021
Heritage Trust 2.6k $201k 0% Jun 2021
Captrust Financial Advisors 2.2k $173k 0% Jun 2021
Advisory Services Network 2.1k $162k -71% Jun 2021
Carolinas Wealth Consulting 1.8k $142k 1% Jun 2021
Central Trust & Investment 1.7k $136k 0% Jun 2021
Advanced Asset Management Advisors 1.6k $126k 0% Jun 2021
Rockefeller Capital Management 1.4k $109k -9% Jun 2021
Bank Of Montreal 1.4k $110k 100% Jun 2021
Samalin Investment Counsel 1.3k $104k 100% Jun 2021
Harbour Investments 1.2k $96k 20% Jun 2021
William Blair $ Company 1.2k $95k -19% Jun 2021
Hanson McClain Advisors 1.2k $91k 45% Jun 2021
Qube Research & Technologies 1.1k $89k 785% Jun 2021
Ellis Investment Partners 1.1k $86k 5% Jun 2021
Us Bancorp 1.1k $86k 0% Jun 2021
MV Capital Management 1.1k $83k 0% Jun 2021
Financial Advisory Service 980.00 $77k 0% Jun 2021
Citigroup 979.00 $78k -34% Mar 2021
Annapolis Financial Services 974.00 $76k 0% Jun 2021
Signature 956.00 $75k 0% Jun 2021
Arkadios Wealth Advisors 911.00 $71k 38% Jun 2021
AdvisorNet Financial 749.00 $59k 1% Jun 2021
Creative Financial Designs 704.00 $55k 0% Jun 2021
Choate Investment Advisors 670.00 $53k 0% Jun 2021
Atlas Private Wealth Advisors 609.00 $48k 1% Jun 2021
Ironwood Wealth Management 504.00 $40k 0% Jun 2021
Barclays 495.00 $39k 100% Jun 2021
Westside Investment Management 460.00 $36k 0% Jun 2021
Money Concepts Capital Corp 450.00 $36k 4% Mar 2021
Lenox Wealth Advisors 442.00 $35k 100% Jun 2021
Proequities 440.00 $35k 0% Jun 2021
Patriot Financial Group Insurance Agency 420.00 $33k 0% Jun 2021
Bartlett & Co. 400.00 $31k 0% Jun 2021
Selective Wealth Management 400.00 $31k 100% Jun 2021
Rockbridge Investment Management, LCC 374.00 $29k 0% Jun 2021
Sugarloaf Wealth Management 325.00 $26k -76% Jun 2021
Front Row Advisors 320.00 $25k 0% Mar 2021
SRS Capital Advisors 316.00 $25k -53% Jun 2021
Emerald Investment Partners 306.00 $24k 0% Jun 2021
Baldrige Asset Management 306.00 $24k 100% Jun 2021
Covington Capital Management 300.00 $24k 0% Jun 2021
James Investment Research 290.00 $23k 0% Jun 2021
Concannon Wealth Management 277.00 $22k -26% Jun 2021
Focused Wealth Management 277.00 $22k 1% Jun 2021

Who sold out of iShares Dow Jones US Utilities?

Fund or Company Name Date Sold Shares Held Valued At
IMC-Chicago Mar 2021 43k $3.4M
Steward Partners Investment Advisory Mar 2021 39k $3.1M
BEAM Asset Management Mar 2021 10k $811k
Midwest Professional Planners Mar 2021 6.3k $875k
Keeley-Teton Advisors Mar 2021 3.4k $271k
Comerica Securities Mar 2021 3.4k $267k
Baird Financial Mar 2021 2.8k $221k
First Republic Investment Management Mar 2021 2.7k $218k
Glenview Trust Mar 2021 2.6k $203k
Sowell Financial Services Mar 2021 2.0k $162k
SOA Wealth Advisors Mar 2021 1.1k $86k
Certified Advisory Corp Mar 2021 919.00 $73k
Ameritas Investment Corp Mar 2021 422.00 $34k
Eudaimonia Partners Mar 2021 306.00 $24k