Who owns iShares Dow Jones US Utilities?

Tip: Access positions for across all investors

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 Actions
Fil 1.8M $212M 100% Mar 2026
 View chart
YCMNET Advisors 606k $70M 0% Mar 2026
 View chart
Morgan Stanley 590k $69M -10% Mar 2026
 View chart
Bank of America Corporation 520k $60M 100% Mar 2026
 View chart
Pinkerton Retirement Specialists 512k $55M 39% Mar 2026
 View chart
Green Harvest Asset Management 436k $51M -4% Mar 2026
 View chart
Steward Partners Investment Advisory 425k $49M 5% Mar 2026
 View chart
LPL Financial 369k $43M -10% Mar 2026
 View chart
Wells Fargo & Company 192k $22M -18% Mar 2026
 View chart
Royal Bank of Canada 149k $17M 100% Mar 2026
 View chart
Raymond James Financial 143k $17M -36% Mar 2026
 View chart
LBMC Investment Advisors 107k $12M -3% Mar 2026
 View chart
Envestnet Asset Management 100k $12M -6% Mar 2026
 View chart
Commonwealth Equity Services 99k $12M 3% Mar 2026
 View chart
Ameriprise Financial 96k $11M 9% Mar 2026
 View chart
Advisor Group Holdings 73k $8.5M -20% Mar 2026
 View chart
Forte Asset Management 69k $8.0M -1% Mar 2026
 View chart
Arrien Investments 69k $8.0M -2% Mar 2026
 View chart
AE Wealth Management 69k $8.0M -28% Mar 2026
 View chart
Cetera Investment Advisers 68k $7.9M 11% Mar 2026
 View chart
Branch Banking & Trust Company 63k $7.4M -7% Mar 2026
 View chart
Goldman Sachs Group 62k $7.2M -51% Mar 2026
 View chart
Arete Wealth Advisors 60k $7.0M 100% Mar 2026
 View chart
UBS Group 53k $6.1M 10% Mar 2026
 View chart
First National Bank Of Omaha 49k $5.7M 1% Mar 2026
 View chart
Cambridge Investment Research Advisors 46k $5.3M -49% Mar 2026
 View chart
Two Sigma Investments 46k $5.3M 100% Mar 2026
 View chart
Jones Financial Companies, L.L 45k $5.2M 28% Mar 2026
 View chart
Northwestern Mutual Wealth Management Company 44k $5.1M 2% Mar 2026
 View chart
Mml Investors Services 44k $5.1M -9% Mar 2026
 View chart
Sanctuary Advisors 36k $4.2M 100% Mar 2026
 View chart
Prospera Financial Services 34k $4.0M -8% Mar 2026
 View chart
Equitable Holdings 32k $3.5M -32% Mar 2026
 View chart
Croban 32k $3.7M 1% Mar 2026
 View chart
Susquehanna International 30k $3.5M -23% Mar 2026
 View chart
Private Advisor 29k $3.3M -30% Mar 2026
 View chart
CPR Investments 26k $3.0M -5% Mar 2026
 View chart
Stephens 23k $2.7M -1% Mar 2026
 View chart
Pnc Financial Services 23k $2.6M -9% Mar 2026
 View chart
Huntington National Bank 22k $2.6M 1% Mar 2026
 View chart
Stifel Financial 22k $2.6M 19% Mar 2026
 View chart
CI Private Wealth 21k $2.4M -2% Mar 2026
 View chart
Advisors Management Group 21k $2.4M 1% Mar 2026
 View chart
Sovran Advisors 20k $2.3M 135% Mar 2026
 View chart
Wealthstar Advisors 19k $2.2M -22% Mar 2026
 View chart
Beacon Pointe Advisors 19k $2.2M -12% Mar 2026
 View chart
Everett Harris & Co 18k $2.1M 0% Mar 2026
 View chart
BOS Asset Management 18k $2.1M -7% Mar 2026
 View chart
Warren Averett Asset Management 18k $2.1M 0% Mar 2026
 View chart
Harbour Investments 17k $2.0M 13% Mar 2026
 View chart
First Citizens Financial Corp 17k $1.9M 0% Jun 2026
 View chart
D.A. Davidson & Co. 16k $1.9M 5% Mar 2026
 View chart
Sunbelt Securities 16k $1.8M 110% Mar 2026
 View chart
HPM Partners 15k $1.8M -13% Mar 2026
 View chart
HighTower Advisors 14k $1.6M -13% Mar 2026
 View chart
Essex 14k $1.6M 0% Mar 2026
 View chart
WealthCare Investment Partners 14k $1.6M -9% Mar 2026
 View chart
Koshinski Asset Management 14k $1.6M 0% Mar 2026
 View chart
Geneos Wealth Management 13k $1.5M -4% Mar 2026
 View chart
Holderness Investments 13k $1.5M 0% Mar 2026
 View chart
Zurich Insurance Group Ltd/FI 13k $1.5M 0% Mar 2026
 View chart
Nikulski Financial 12k $1.4M 0% Mar 2026
 View chart
Stratos Wealth Partners 12k $1.4M 13% Mar 2026
 View chart
Bank Of Montreal 12k $1.4M 100% Mar 2026
 View chart
Fifth Third Securities 12k $1.3M 308% Mar 2026
 View chart
Independent Advisor Alliance 12k $1.3M 100% Mar 2026
 View chart
Atria Investments 11k $1.3M 22% Mar 2026
 View chart
Jaffetilchin Investment Partners 11k $1.3M 0% Mar 2026
 View chart
Fifth Third Bancorp 11k $1.2M 12706% Mar 2026
 View chart
Independent Financial Group 9.8k $1.1M 100% Mar 2026
 View chart
MLP3 9.3k $1.1M 100% Mar 2026
 View chart
Sigma Planning 8.8k $1.0M 11% Mar 2026
 View chart
Quantinno Capital Management 8.8k $1.0M 20% Mar 2026
 View chart
Kestra Advisory Services 8.6k $1.0M 11% Mar 2026
 View chart
Arkadios Wealth Advisors 8.6k $994k 10% Mar 2026
 View chart
Franklin Resources 8.3k $961k 0% Mar 2026
 View chart
FMR 8.2k $955k 4% Mar 2026
 View chart
Bank of New York Mellon 8.1k $943k 20% Mar 2026
 View chart
BKD Wealth Advisors 8.0k $929k 3% Mar 2026
 View chart
Wealth Management Associates 8.0k $928k 1% Mar 2026
 View chart
Ridge Creek Global 7.8k $908k 100% Mar 2026
 View chart
Simmons Bank 7.7k $898k -3% Mar 2026
 View chart
U.S. Capital Wealth Advisors 7.6k $884k -3% Mar 2026
 View chart
Captrust Financial Advisors 7.4k $857k 16% Mar 2026
 View chart
PKS Advisory Services 7.4k $854k 2% Mar 2026
 View chart
Capital Investment Advisors 7.1k $821k 0% Mar 2026
 View chart
IMC-Chicago 7.0k $813k 100% Mar 2026
 View chart
KKM Financial 7.0k $755k 0% Mar 2026
 View chart
Gerber Kawasaki Wealth & Investment Management 6.9k $804k 1% Mar 2026
 View chart
Garrison Point Advisors 6.9k $799k -1% Mar 2026
 View chart
HBW Advisory Services 6.9k $789k 9% Jun 2026
 View chart
Sharkey, Howes & Javer 6.9k $786k 0% Jun 2026
 View chart
Mullooly Asset Management 6.9k $796k 0% Mar 2026
 View chart
Hrt Financial 6.5k $755k 100% Mar 2026
 View chart
High Net Worth Advisory Group 6.4k $743k 0% Mar 2026
 View chart
Sei Investments 6.4k $738k 3% Mar 2026
 View chart
Independence Bank of Kentucky 6.2k $716k -2% Mar 2026
 View chart
Oppenheimer & Co 5.9k $689k 0% Mar 2026
 View chart
Mutual Advisors 5.8k $669k -20% Mar 2026
 View chart
Mercer Global Advisors 5.7k $664k -10% Mar 2026
 View chart
Goss Wealth Management 5.7k $661k -1% Mar 2026
 View chart
Astoria Portfolio Advisors 5.5k $642k 100% Mar 2026
 View chart
Westerkirk Capital 5.5k $633k 0% Mar 2026
 View chart
Retirement Management Systems 5.4k $622k 100% Mar 2026
 View chart
Schnieders Capital Management 5.2k $604k 0% Mar 2026
 View chart
Merit Financial Group 5.2k $592k 26% Jun 2026
 View chart
Rockefeller Capital Management 5.1k $594k 14% Mar 2026
 View chart
Peapack Gladstone Financial Corp 4.9k $570k 0% Mar 2026
 View chart
S&A Financial Services 4.8k $560k 100% Mar 2026
 View chart
Evanson Financial 4.8k $548k 100% Jun 2026
 View chart
Evanson Asset Management 4.8k $555k 0% Mar 2026
 View chart
Fiduciary Alliance 4.7k $549k 5% Mar 2026
 View chart
Creative Planning 4.7k $546k -4% Mar 2026
 View chart
Wedbush Morgan Securities 4.7k $541k 70% Mar 2026
 View chart
Money Concepts Capital Corp 4.6k $532k 13% Mar 2026
 View chart
Apollon Wealth Management 4.6k $531k -22% Mar 2026
 View chart
Kesler, Norman & Wride 4.6k $530k -46% Mar 2026
 View chart
Empirical Asset Management 4.5k $525k 0% Mar 2026
 View chart
Capital Advisors 4.3k $490k 0% Jun 2026
 View chart
NTV Asset Management 4.2k $492k 89% Mar 2026
 View chart
Quartz Partners 4.1k $481k 30% Mar 2026
 View chart
Grant Private Wealth Management 4.1k $473k 0% Jun 2026
 View chart
Brookwood Investment Group 4.1k $478k 6% Mar 2026
 View chart
Cottonwood Capital Advisors 4.1k $477k 0% Mar 2026
 View chart
Madden Advisory Services 4.1k $477k 0% Mar 2026
 View chart
Hancock Bank Trust Department 4.1k $486k 9% Mar 2026
 View chart
Pinnacle Financial Partners 4.0k $469k -2% Mar 2026
 View chart
Mariner Wealth Advisors 3.8k $443k -41% Mar 2026
 View chart
Smith, Moore & Co. 3.8k $442k 8% Mar 2026
 View chart
Fort Washington Investment Advisors 3.8k $436k 0% Jun 2026
 View chart
CacheTech 3.7k $432k 6% Mar 2026
 View chart
Adams Wealth Management 3.7k $432k 6% Mar 2026
 View chart
Brookstone Capital Management 3.7k $431k 9% Mar 2026
 View chart
Renaissance Technologies 3.7k $430k 100% Mar 2026
 View chart
National Asset Management 3.6k $416k 42% Mar 2026
 View chart
Lighthouse Financial 3.5k $406k 0% Mar 2026
 View chart
Johnson Investment Counsel 3.5k $403k 6% Mar 2026
 View chart
United Capital Financial Advisers 3.4k $391k -13% Mar 2026
 View chart
Summit Financial 3.3k $386k -2% Mar 2026
 View chart
Beacon Capital Management 3.3k $384k 24% Mar 2026
 View chart
Thrivent Financial for Lutherans 3.3k $381k 19% Mar 2026
 View chart
O'shaughnessy Asset Management 3.3k $380k 14% Mar 2026
 View chart
SRS Capital Advisors 3.2k $370k 1020% Mar 2026
 View chart
TD Waterhouse Canada 3.2k $497k 544% Mar 2026
 View chart
Legacy Wealth Partners 3.1k $363k 100% Mar 2026
 View chart
Advisory Alpha 3.1k $362k 1% Mar 2026
 View chart
CIBC Bancorp USA 3.1k $356k 100% Mar 2026
 View chart
Commerce Bank N A 3.0k $351k 17% Mar 2026
 View chart
Hsbc Holdings 3.0k $348k -100% Mar 2026
 View chart
Synergy Financial Management 3.0k $345k 60% Mar 2026
 View chart
Citadel Advisors 2.2k $250k -95% Mar 2026
 View chart
Smartleaf Asset Management 67.00 $7.8k -99% Mar 2026
 View chart

Who sold out of iShares Dow Jones US Utilities?

Fund or Company Name Date Sold Shares Held Valued At
Cresset Asset Management Dec 2025 177k $19M
Sherman Porfolios Dec 2025 162k $18M
Camarda Wealth Advisory Dec 2025 122k $13M
Rps Advisory Solutions Dec 2025 82k $8.9M
Summit Financial Consulting Dec 2025 66k $7.1M
Bnp Paribas Arbitrage, Snc Dec 2025 50k $5.4M
Stratos Wealth Advisors Dec 2025 46k $5.0M
Three Seasons Wealth Dec 2025 40k $4.3M
Lifestyle Asset Management Dec 2025 29k $3.1M
J.w. Cole Advisors Dec 2025 29k $3.0M
Balboa Wealth Partners Dec 2025 25k $2.7M
USA Financial Portformulas Dec 2025 23k $2.5M
Flow Traders US Dec 2025 23k $2.5M
Wealth Enhancement Advisory Services Dec 2025 16k $1.7M
Clal Insurance Enterprises Holdings Dec 2025 10k $1.1M
Brendel Financial Advisors Dec 2025 8.0k $869k
Buck Wealth Strategies Dec 2025 7.9k $853k
Foundations Investment Advisors Dec 2025 7.8k $850k
Lifeworks Advisors Dec 2025 6.3k $687k
Jump Financial Dec 2025 5.6k $612k
CIBC World Markets Dec 2025 3.7k $401k
Gladstone Institutional Advisory Dec 2025 3.4k $366k