Who owns iShares Dow Jones US Oil & Gas Exp.?
- Ticker: IEO
- CUSIP Number: 464288851
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Analyze quarterly positions in iShares Dow Jones US Oil & Gas Exp. with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Dow Jones US Oil & Gas Exp. this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Morgan Stanley | 513k | $51M | 6% | Jun 2024 |
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Bank of America Corporation | 127k | $12M | -26% | Sep 2024 |
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Wells Fargo & Company | 120k | $11M | -6% | Sep 2024 |
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LPL Financial | 112k | $10M | 13% | Sep 2024 |
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Altus Wealth Management | 104k | $9.5M | 1% | Sep 2024 |
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EP Wealth Advisors | 84k | $7.7M | 100% | Sep 2024 |
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Mml Investors Services | 77k | $7.1M | -2% | Sep 2024 |
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Amica Mutual Insurance Company | 71k | $6.5M | -18% | Sep 2024 |
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Envestnet Asset Management | 70k | $6.4M | -13% | Sep 2024 |
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Royal Bank of Canada | 65k | $5.9M | -37% | Sep 2024 |
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Stifel Financial | 63k | $6.2M | -9% | Jun 2024 |
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Commonwealth Equity Services | 61k | $5.6M | 4% | Sep 2024 |
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Mutual Advisors | 45k | $4.1M | 61% | Sep 2024 |
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Raymond James & Associates | 42k | $3.8M | -7% | Sep 2024 |
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Citadel Advisors | 41k | $3.8M | 22% | Sep 2024 |
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Two Sigma Investments | 36k | $3.6M | 200% | Jun 2024 |
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Grimes & Company | 33k | $3.0M | 0% | Sep 2024 |
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Raymond James Financial Services Advisors | 33k | $3.0M | -12% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 32k | $2.9M | -55% | Sep 2024 |
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SPC Financial | 30k | $2.7M | -1% | Sep 2024 |
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Cambridge Investment Research Advisors | 30k | $2.7M | -23% | Sep 2024 |
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D.A. Davidson & Co. | 29k | $2.9M | 15% | Jun 2024 |
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Qube Research & Technologies | 26k | $2.6M | 29% | Jun 2024 |
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Carret Asset Management | 23k | $2.1M | -6% | Sep 2024 |
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Cottonwood Capital Advisors | 23k | $2.1M | -16% | Sep 2024 |
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Martin & Co | 23k | $2.1M | 0% | Sep 2024 |
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Johnson Investment Counsel | 22k | $2.0M | 0% | Sep 2024 |
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Sowell Financial Services | 20k | $1.9M | 20% | Sep 2024 |
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Stegent Equity Advisors | 20k | $1.8M | -8% | Sep 2024 |
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Beacon Pointe Advisors | 20k | $1.8M | -3% | Sep 2024 |
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Tradewinds | 19k | $1.8M | -5% | Sep 2024 |
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Advisor Group Holdings | 19k | $1.8M | -54% | Sep 2024 |
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Susquehanna International | 18k | $1.7M | -74% | Sep 2024 |
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Jpmorgan Chase & Co | 17k | $1.5M | 24% | Sep 2024 |
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Goldman Sachs Group | 16k | $1.6M | 29% | Jun 2024 |
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Branch Banking & Trust Company | 16k | $1.6M | -14% | Jun 2024 |
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Jane Street | 16k | $1.5M | 100% | Sep 2024 |
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Brookstone Capital Management | 16k | $1.4M | 1% | Sep 2024 |
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Viawealth | 15k | $1.5M | -2% | Jun 2024 |
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Equitable Holdings | 15k | $1.4M | 31% | Jun 2024 |
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Wealth Management Partners | 14k | $1.3M | 0% | Sep 2024 |
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Cetera Investment Advisers | 14k | $1.4M | -23% | Jun 2024 |
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PCG Wealth Advisors | 14k | $1.3M | -2% | Sep 2024 |
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Audent Global Asset Management | 12k | $1.1M | -5% | Sep 2024 |
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Mezzasalma Advisors | 12k | $1.1M | 1% | Sep 2024 |
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Hrt Financial | 12k | $1.1M | -71% | Sep 2024 |
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Tower Research Capital | 11k | $1.1M | 100% | Jun 2024 |
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Manufacturers Life Insurance Company | 11k | $1.1M | -46% | Jun 2024 |
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Investors Research Corp | 11k | $983k | 53% | Sep 2024 |
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Private Advisor | 11k | $960k | 31% | Sep 2024 |
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Enclave Advisors | 10k | $932k | 100% | Sep 2024 |
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Creative Planning | 9.3k | $847k | 3% | Sep 2024 |
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J.w. Cole Advisors | 8.7k | $796k | -3% | Sep 2024 |
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Mariner Wealth Advisors | 8.7k | $793k | -1% | Sep 2024 |
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Peter F. Mathieson | 8.5k | $791k | 0% | Jun 2024 |
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Citigroup | 7.5k | $683k | 172% | Sep 2024 |
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Endowment Wealth Management | 7.1k | $645k | 4% | Sep 2024 |
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Renaissance Technologies | 7.0k | $640k | 100% | Sep 2024 |
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Mraz, Amerine & Associates | 6.9k | $631k | -3% | Sep 2024 |
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Visionary Wealth Advisors | 6.8k | $626k | 1% | Sep 2024 |
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Janney Montgomery Scott | 6.6k | $606k | -47% | Sep 2024 |
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H D Vest Advisory Services | 6.2k | $619k | -8% | Jun 2024 |
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Stephens | 5.9k | $539k | -4% | Sep 2024 |
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Two Sigma Securities | 5.7k | $568k | 100% | Jun 2024 |
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Kestra Advisory Services | 5.7k | $520k | -36% | Sep 2024 |
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Pensionmark Financial Group | 5.6k | $516k | 100% | Sep 2024 |
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Sanctuary Advisors | 5.5k | $562k | -42% | Sep 2024 |
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Concurrent Investment Advisors | 5.0k | $455k | 25% | Sep 2024 |
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Alta Wealth Advisors | 4.6k | $417k | 100% | Sep 2024 |
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Altfest L J & Co | 4.5k | $411k | -1% | Sep 2024 |
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Gill Capital Partners | 4.4k | $407k | 0% | Sep 2024 |
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Amica Retiree Medical Trust | 4.2k | $383k | 100% | Sep 2024 |
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Sigma Planning | 4.2k | $382k | -5% | Sep 2024 |
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CX Institutional | 3.8k | $349k | 100% | Sep 2024 |
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Bryn Mawr Trust | 3.8k | $348k | 100% | Sep 2024 |
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TD Waterhouse Canada | 3.7k | $347k | 5% | Sep 2024 |
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Sunbelt Securities | 3.6k | $334k | 23% | Sep 2024 |
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Poehling Capital Management | 3.5k | $348k | 0% | Jun 2024 |
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Advisory Services Network | 3.5k | $348k | 0% | Sep 2024 |
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HighTower Advisors | 3.2k | $322k | 9% | Jun 2024 |
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Fiduciary Trust Company | 3.0k | $299k | 0% | Jun 2024 |
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Wedbush Morgan Securities | 3.0k | $272k | -60% | Sep 2024 |
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Jones Financial Companies, L.L | 3.0k | $269k | 100% | Sep 2024 |
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Atlas Private Wealth Advisors | 2.9k | $265k | 0% | Sep 2024 |
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Oakmont Partners | 2.9k | $263k | 0% | Sep 2024 |
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Mercer Global Advisors | 2.8k | $275k | 0% | Jun 2024 |
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Scotia Capital | 2.7k | $250k | 100% | Sep 2024 |
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Whittier Trust | 2.7k | $245k | -7% | Sep 2024 |
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Prospera Financial Services | 2.5k | $228k | -7% | Sep 2024 |
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Kovitz Investment Group Partners | 2.4k | $223k | 0% | Sep 2024 |
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Gladstone Institutional Advisory | 2.4k | $217k | -1% | Sep 2024 |
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Benedict Financial Advisors | 2.4k | $217k | -5% | Sep 2024 |
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Joseph P. Lucia & Associates | 2.3k | $212k | -16% | Sep 2024 |
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FTB Advisors | 2.3k | $207k | 0% | Sep 2024 |
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Stratos Wealth Partners | 2.3k | $206k | -9% | Sep 2024 |
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Essex Financial Services | 2.2k | $205k | 0% | Sep 2024 |
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Harbor Investment Advisory | 2.1k | $188k | 0% | Sep 2024 |
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Sumitomo Mitsui Financial | 2.0k | $184k | -8% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 1.8k | $167k | 0% | Sep 2024 |
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City State Bank | 1.8k | $165k | 6% | Sep 2024 |
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Sandy Spring Bank | 1.5k | $135k | 7% | Sep 2024 |
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Centaurus Financial | 1.4k | $126k | -2% | Sep 2024 |
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Ancora Advisors | 1.2k | $108k | -15% | Sep 2024 |
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Red Tortoise | 1.1k | $103k | 1% | Sep 2024 |
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Harbour Investments | 1.1k | $99k | 13% | Sep 2024 |
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IFP Advisors | 1.1k | $105k | 0% | Jun 2024 |
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Glenmede Trust Company | 1.0k | $94k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 976.00 | $97k | 0% | Jun 2024 |
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Parallel Advisors | 829.00 | $76k | -49% | Sep 2024 |
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Goss Wealth Management | 746.00 | $74k | 1720% | Jun 2024 |
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William Blair $ Company | 745.00 | $68k | -61% | Sep 2024 |
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GeoWealth Management | 745.00 | $68k | 100% | Sep 2024 |
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Global Retirement Partners | 736.00 | $67k | 3% | Sep 2024 |
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Zurcher Kantonalbank | 702.00 | $64k | 2% | Sep 2024 |
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Whittier Trust Co. of Nevada | 700.00 | $64k | -12% | Sep 2024 |
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Nbc Securities | 607.00 | $55k | -27% | Sep 2024 |
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Hollencrest Securities | 500.00 | $46k | -18% | Sep 2024 |
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EverSource Wealth Advisors | 450.00 | $41k | 0% | Sep 2024 |
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Winch Advisory Services | 449.00 | $41k | 1% | Sep 2024 |
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Anchor Investment Management | 404.00 | $37k | 0% | Sep 2024 |
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Atlantic Trust | 360.00 | $33k | 0% | Sep 2024 |
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Hilltop National Bank | 315.00 | $29k | 0% | Sep 2024 |
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CWM | 296.00 | $27k | 20% | Sep 2024 |
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Gilliland Jeter Wealth Management | 292.00 | $27k | 0% | Sep 2024 |
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Householder Group Estate & Retirement Specialist | 279.00 | $25k | 1% | Sep 2024 |
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Bank Of Oklahoma National Association / | 263.00 | $26k | 100% | Sep 2024 |
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Cedar Mountain Advisors | 257.00 | $24k | 1% | Sep 2024 |
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Albion Financial Group | 250.00 | $23k | 0% | Sep 2024 |
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Spire Wealth Management | 235.00 | $22k | 0% | Sep 2024 |
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Brian McDonald | 228.00 | $21k | -1% | Sep 2024 |
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Breakwater Investment Management | 226.00 | $23k | 0% | Sep 2024 |
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New England Capital Financial Advisors | 225.00 | $21k | 0% | Sep 2024 |
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Howe and Rusling | 202.00 | $19k | 0% | Sep 2024 |
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Caldwell Sutter Capital | 200.00 | $18k | 0% | Sep 2024 |
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Fairfield Financial Advisors | 188.00 | $17k | 1% | Sep 2024 |
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Bangor Savings Bank | 181.00 | $17k | 0% | Sep 2024 |
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HighMark Wealth Management | 174.00 | $16k | 1% | Sep 2024 |
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Simplex Trading | 170.00 | $15k | -77% | Sep 2024 |
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Abound Wealth Management | 158.00 | $15k | 0% | Sep 2024 |
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Financial Freedom | 157.00 | $14k | 0% | Sep 2024 |
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Larson Financial Group | 153.00 | $14k | 100% | Sep 2024 |
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Riggs Asset Managment | 152.00 | $14k | 0% | Sep 2024 |
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Efficient Wealth Management | 150.00 | $13k | 0% | Sep 2024 |
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Aptus Capital Advisors | 127.00 | $12k | 100% | Sep 2024 |
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Brown, Lisle/cummings | 111.00 | $10k | 0% | Sep 2024 |
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Farmers & Merchants Investment | 108.00 | $9.9k | 0% | Sep 2024 |
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Main Management | 100.00 | $9.0k | 0% | Sep 2024 |
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National Bank Of Canada /fi/ | 75.00 | $6.9k | 0% | Sep 2024 |
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Principal Securities | 63.00 | $5.8k | -100% | Sep 2024 |
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GPS Wealth Strategies Group | 50.00 | $4.6k | -80% | Sep 2024 |
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