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 Actions
Fil 1.1M $110M 100% Mar 2025
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Hsbc Holdings 635k $64M 100% Mar 2025
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YCMNET Advisors 622k $60M -2% Dec 2024
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Morgan Stanley 571k $55M 100% Dec 2024
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Green Harvest Asset Management 459k $44M 0% Dec 2024
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Bank of America Corporation 402k $39M -2% Dec 2024
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LPL Financial 258k $26M 7% Mar 2025
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Royal Bank of Canada 223k $23M -10% Mar 2025
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Raymond James Financial 189k $19M 0% Mar 2025
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Wells Fargo & Company 126k $13M 11% Mar 2025
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Commonwealth Equity Services 125k $12M 1% Dec 2024
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LBMC Investment Advisors 114k $12M 0% Mar 2025
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MinichMacGregor Wealth Management 113k $12M 100% Mar 2025
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AE Wealth Management 110k $11M -3% Dec 2024
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Envestnet Asset Management 75k $7.6M -29% Mar 2025
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Arrien Investments 71k $7.2M -1% Mar 2025
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Cetera Investment Advisers 65k $6.2M 123% Dec 2024
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Ameriprise Financial 61k $6.1M -15% Mar 2025
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Branch Banking & Trust Company 60k $6.1M 12% Mar 2025
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Goldman Sachs Group 60k $6.1M -34% Mar 2025
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Country Club Bank 60k $6.0M -1% Mar 2025
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Advisor Group Holdings 51k $5.2M -19% Mar 2025
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Two Sigma Investments 48k $4.8M -16% Mar 2025
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UBS Group 47k $4.8M 6% Mar 2025
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Cambridge Investment Research Advisors 42k $4.3M -51% Mar 2025
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CacheTech 38k $3.9M 100% Mar 2025
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Adams Wealth Management 38k $3.9M 100% Mar 2025
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Arete Wealth Advisors 38k $3.8M 100% Mar 2025
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Mml Investors Services 37k $3.6M 5% Dec 2024
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Stratos Wealth Advisors 33k $3.3M -8% Mar 2025
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Croban 30k $3.1M 100% Mar 2025
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Midwest Professional Planners 28k $2.8M 5% Mar 2025
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CPR Investments 26k $2.7M 7% Mar 2025
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Pnc Financial Services 26k $2.5M -2% Dec 2024
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J.w. Cole Advisors 25k $2.6M 508% Mar 2025
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Huntington National Bank 25k $2.5M -4% Mar 2025
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Private Advisor 24k $2.4M -13% Mar 2025
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Northwestern Mutual Wealth Management Company 23k $2.2M 11% Dec 2024
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CI Private Wealth 23k $2.4M 5% Mar 2025
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D. E. Shaw & Co 23k $2.3M -19% Mar 2025
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Family Firm 22k $2.3M -2% Mar 2025
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Jpmorgan Chase & Co 22k $2.7M 43% Mar 2025
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Prospera Financial Services 22k $2.1M 0% Dec 2024
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Advisors Management Group 22k $2.2M 7% Mar 2025
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Goss Wealth Management 21k $2.0M 1% Dec 2024
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Stephens 21k $2.1M 24% Mar 2025
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First Citizens Financial Corp 21k $2.1M 2% Mar 2025
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Wakefield Asset Management L 20k $1.9M 0% Dec 2024
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BOS Asset Management 19k $2.0M -1% Mar 2025
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Warren Averett Asset Management 19k $1.8M 0% Dec 2024
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Wealthstar Advisors 19k $1.9M 8% Mar 2025
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Everett Harris & Co 19k $1.9M -2% Mar 2025
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Jane Street 18k $1.9M -41% Mar 2025
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HPM Partners 17k $1.7M -7% Mar 2025
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D.A. Davidson & Co. 17k $1.7M -3% Mar 2025
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Jones Financial Companies, L.L 16k $1.6M 7% Mar 2025
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HighTower Advisors 16k $1.5M 49% Dec 2024
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Gts Securities 16k $1.6M 12% Mar 2025
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Essex 16k $1.6M -2% Mar 2025
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Sharkey, Howes & Javer 16k $1.6M 1% Mar 2025
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Geneos Wealth Management 4.7k $481k 0% Mar 2025
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Kestra Advisory Services 14k $1.4M 10% Dec 2024
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Wealth Enhancement Advisory Services 14k $1.4M -3% Mar 2025
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WealthCare Investment Partners 14k $1.4M 82% Mar 2025
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Holderness Investments 14k $1.3M -3% Dec 2024
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Stifel Financial 12k $1.2M 37% Dec 2024
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Sowell Financial Services 12k $1.2M -1% Mar 2025
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Jaffetilchin Investment Partners 11k $1.1M 26% Mar 2025
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Steward Partners Investment Advisory 10k $996k 151% Dec 2024
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Armstrong, Fleming & Moore 10k $1.0M 100% Mar 2025
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Financial Advocates Investment Management 9.3k $941k -3% Mar 2025
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Mullooly Asset Management 9.2k $936k 100% Mar 2025
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Equitable Holdings 8.5k $818k 22% Dec 2024
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FMR 8.4k $849k 53% Mar 2025
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Sunbelt Securities 8.0k $809k -12% Mar 2025
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BKD Wealth Advisors 7.9k $806k -7% Mar 2025
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U.S. Capital Wealth Advisors 7.9k $805k 0% Mar 2025
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Simmons Bank 7.9k $802k -24% Mar 2025
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Brian McDonald 7.6k $769k -17% Mar 2025
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The Allstate Corporation 7.3k $740k 0% Mar 2025
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Sanctuary Advisors 7.2k $719k -4% Dec 2024
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Capital Investment Advisors 7.1k $723k -3% Mar 2025
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J. Safra Sarasin Holding 7.1k $720k -48% Mar 2025
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Garrison Point Advisors 7.0k $670k 0% Dec 2024
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Buck Wealth Strategies 6.9k $701k 100% Mar 2025
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Atria Wealth Solutions 6.9k $699k -40% Mar 2025
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Wealth Management Associates 6.9k $695k 10% Mar 2025
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Independence Bank of Kentucky 6.7k $681k -2% Mar 2025
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Gerber Kawasaki Wealth & Investment Management 6.4k $616k 2% Dec 2024
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High Net Worth Advisory Group 6.4k $649k 0% Mar 2025
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Mutual Advisors 6.4k $639k 91% Mar 2025
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Sigma Planning 6.2k $627k 4% Mar 2025
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Captrust Financial Advisors 6.2k $625k -1% Mar 2025
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Hrt Financial 5.8k $555k 100% Dec 2024
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Arkadios Wealth Advisors 5.6k $565k 46% Mar 2025
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Franklin Resources 5.4k $550k 0% Mar 2025
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Peapack Gladstone Financial Corp 5.4k $549k -2% Mar 2025
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Creative Planning 5.4k $545k 35% Mar 2025
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EP Wealth Advisors 5.4k $543k -2% Mar 2025
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Schnieders Capital Management 5.2k $500k 0% Dec 2024
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Mercer Global Advisors 5.2k $523k 0% Mar 2025
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Oppenheimer & Co 5.1k $520k 2% Mar 2025
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FSA Investment Group 4.9k $499k 1% Mar 2025
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Evanson Asset Management 4.8k $482k 0% Mar 2025
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Baird Financial 4.7k $456k 100% Dec 2024
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HBW Advisory Services 4.6k $464k -1% Mar 2025
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Empirical Asset Management 4.5k $456k 1% Mar 2025
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Fort Washington Investment Advisors 4.3k $436k -4% Mar 2025
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Madden Advisory Services 4.3k $411k 1% Dec 2024
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Fiduciary Alliance 4.3k $433k 100% Mar 2025
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Capital Advisors 4.2k $428k 0% Mar 2025
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Atlantic Trust 4.2k $407k 15% Dec 2024
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Grant Private Wealth Management 4.2k $424k 100% Mar 2025
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Quantinno Capital Management 4.1k $414k 14% Mar 2025
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Synovus Financial Corp. 4.1k $413k 0% Mar 2025
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Lakeview Capital Partners 3.9k $378k -17% Dec 2024
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Stratos Wealth Partners 3.9k $393k -61% Mar 2025
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Harbour Investments 3.7k $380k 65% Mar 2025
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Bank Of Montreal 3.5k $341k 13% Dec 2024
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Lighthouse Financial 3.5k $355k 0% Mar 2025
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Cottonwood Capital Advisors 3.5k $351k -6% Mar 2025
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Forbes Financial Planning 3.4k $345k 0% Mar 2025
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Apexium Financial 3.4k $324k 0% Dec 2024
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Carl P. Sherr & Co 3.1k $317k 0% Mar 2025
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Sontag Advisory 3.1k $314k 0% Mar 2025
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Brookstone Capital Management 3.0k $308k -94% Mar 2025
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Royal Fund Management 3.0k $291k -67% Dec 2024
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Prime Capital Investment Advisors 2.9k $282k 3% Dec 2024
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Summit Financial 2.9k $279k -10% Dec 2024
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Focus Financial Network 2.9k $290k -1% Mar 2025
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Citigroup 2.8k $282k 128% Mar 2025
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Ohio Valley Financial 2.8k $279k -10% Mar 2025
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NTV Asset Management 2.7k $278k 0% Mar 2025
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Moors & Cabot 2.6k $268k -8% Mar 2025
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Weaver Consulting Group 2.6k $265k 0% Mar 2025
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Blackston Financial Advisory Group 2.6k $263k -6% Mar 2025
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Keeley-Teton Advisors 2.6k $248k -7% Dec 2024
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Money Concepts Capital Corp 2.6k $261k 100% Mar 2025
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Heritage Trust 2.6k $246k 100% Dec 2024
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Johnson Investment Counsel 2.5k $256k 7% Mar 2025
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Fisher Investments 2.5k $240k 100% Dec 2024
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Washington Trust Bank 2.5k $250k 0% Mar 2025
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Rps Advisory Solutions 2.5k $250k -95% Mar 2025
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North Star Investment Management 2.5k $249k -8% Mar 2025
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Bank of New York Mellon 2.4k $248k -96% Mar 2025
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Brown Advisory Holdings Incorporated 2.4k $243k 0% Mar 2025
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Independent Solutions Wealth Management 2.4k $242k 0% Mar 2025
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Vertex Planning Partners 2.4k $241k 0% Mar 2025
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Discipline Wealth Solutions 2.4k $240k 100% Mar 2025
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Citadel Advisors 2.1k $208k -67% Mar 2025
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Resources Investment Advisors 2.0k $207k -37% Mar 2025
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Nova Wealth Management 1.8k $187k -38% Mar 2025
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CoreCap Advisors 396.00 $40k -99% Mar 2025
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Who sold out of iShares Dow Jones US Utilities?

Fund or Company Name Date Sold Shares Held Valued At
Bensler Dec 2024 243k $23M
Apollon Wealth Management Dec 2024 126k $12M
Pinkerton Retirement Specialists Dec 2024 105k $10M
Townsquare Capital Dec 2024 93k $9.0M
Norden Group Dec 2024 93k $8.9M
Moloney Securities Asset Management Dec 2024 84k $8.1M
Second Half Financial Partners Dec 2024 73k $7.1M
Three Seasons Wealth Sep 2024 60k $6.1M
Concurrent Investment Advisors Dec 2024 50k $4.8M
Sharp Financial Services Dec 2024 46k $4.4M
Flow Traders US Sep 2024 35k $3.6M
Susquehanna International Sep 2024 32k $3.2M
Balboa Wealth Partners Dec 2024 23k $2.2M
Clear Creek Financial Management Dec 2024 15k $1.5M
Wintrust Financial Corporation Dec 2024 15k $1.5M
Koshinski Asset Management Dec 2024 14k $1.3M
Navellier & Associates Dec 2024 10k $998k
Yeomans Consulting Group Dec 2024 8.6k $831k
EWG Elevate Dec 2024 8.5k $816k
Belpointe Asset Management Dec 2024 7.8k $761k
Aveo Capital Partners Dec 2024 5.8k $559k
Laidlaw Wealth Management Dec 2024 5.3k $510k
WESPAC Advisors Dec 2024 3.6k $343k
Rsm Us Wealth Management Dec 2024 3.3k $322k
Wealthfront Advisers Dec 2024 3.3k $1.2M
Axxcess Wealth Management Dec 2024 3.2k $304k
Saxony Capital Management Dec 2024 3.1k $297k
Renaissance Technologies Dec 2024 2.6k $250k
Good Life Advisors Dec 2024 2.5k $242k
IHT Wealth Management Sep 2024 2.4k $243k
ValMark Advisers Dec 2024 2.4k $228k