Who owns iShares Dow Jones US Oil & Gas Exp.?

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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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Top investors of iShares Dow Jones US Oil & Gas Exp. stock

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
Wells Fargo & Company 110k $9.8M -2% Dec 2025
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LPL Financial 95k $8.4M -6% Dec 2025
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EP Wealth Advisors 80k $7.1M -3% Dec 2025
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Two Sigma Investments 64k $5.9M 100% Sep 2025
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Envestnet Asset Management 58k $5.1M 3% Dec 2025
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Ameriprise Financial 53k $4.7M -2% Dec 2025
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Commonwealth Equity Services 52k $4.7M 3% Dec 2025
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National Asset Management 51k $4.7M 100% Sep 2025
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Royal Bank of Canada 48k $4.4M 4% Sep 2025
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Mml Investors Services 45k $4.0M -8% Dec 2025
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UBS Group 43k $3.9M 8% Dec 2025
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Amica Mutual Insurance Company 43k $3.8M 0% Dec 2025
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Citadel Advisors 40k $3.7M -52% Sep 2025
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Investors Research Corp 33k $2.9M 13% Dec 2025
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Susquehanna International 33k $2.9M -39% Dec 2025
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Raymond James Financial 32k $2.9M -9% Dec 2025
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Mutual Advisors 31k $2.7M -8% Dec 2025
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SPC Financial 27k $2.5M 0% Sep 2025
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AlphaCore Capital 26k $2.3M 100% Dec 2025
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Stegent Equity Advisors 26k $2.3M -29% Dec 2025
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Grimes & Company 25k $2.2M -8% Dec 2025
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Martin & Co 23k $2.0M 4% Dec 2025
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Johnson Investment Counsel 22k $1.9M 0% Dec 2025
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Cottonwood Capital Advisors 21k $1.9M 0% Dec 2025
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Carret Asset Management 21k $1.9M -1% Sep 2025
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Audent Global Asset Management 20k $1.8M 6% Sep 2025
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Stifel Financial 18k $1.6M -2% Dec 2025
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Manufacturers Life Insurance Company 17k $1.5M -2% Dec 2025
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Northwestern Mutual Wealth Management Company 16k $1.5M -53% Dec 2025
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Branch Banking & Trust Company 16k $1.4M 2% Dec 2025
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Cambridge Investment Research Advisors 16k $1.4M -6% Dec 2025
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Wealth Management Partners 16k $1.4M 1% Dec 2025
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Beacon Pointe Advisors 16k $1.4M 14% Dec 2025
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Bearing Point Capital 15k $1.3M 100% Dec 2025
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Independent Family Office 13k $1.1M 0% Dec 2025
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Advisor Group Holdings 13k $1.1M -39% Dec 2025
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Jane Street 12k $1.1M 100% Dec 2025
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Cetera Investment Advisers 11k $1.0M -9% Dec 2025
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Jpmorgan Chase & Co 11k $996k 100% Sep 2025
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Rockefeller Capital Management 10k $927k 22% Dec 2025
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Savvy Advisors 10k $915k -9% Dec 2025
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Enclave Advisors 10k $910k 0% Dec 2025
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PCG Wealth Advisors 9.1k $813k -12% Dec 2025
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Goldman Sachs Group 8.9k $794k 16% Dec 2025
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HighTower Advisors 8.8k $788k 93% Dec 2025
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Walser Wealth Management Company, A Ltd Liability 8.8k $781k 100% Dec 2025
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Foundations Investment Advisors 8.8k $781k 100% Dec 2025
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Qube Research & Technologies 8.6k $765k 312% Dec 2025
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Endowment Wealth Management 8.1k $719k 6% Dec 2025
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Colony 8.0k $716k 100% Dec 2025
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Mezzasalma Advisors 7.9k $723k -12% Dec 2025
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RiverFront Investment Group 7.7k $687k 43% Dec 2025
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Cresset Asset Management 7.5k $671k 73% Dec 2025
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Northern Trust 7.0k $628k 0% Dec 2025
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Jones Financial Companies, L.L 6.7k $602k -9% Dec 2025
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Mraz, Amerine & Associates 6.4k $574k -1% Dec 2025
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Mariner Wealth Advisors 6.4k $570k 0% Dec 2025
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Tower Research Capital 6.3k $559k -23% Dec 2025
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Creative Planning 6.2k $550k 0% Dec 2025
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Equitable Holdings 6.0k $534k -19% Dec 2025
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Private Advisor 5.6k $500k -8% Dec 2025
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Tradewinds 5.5k $488k 0% Dec 2025
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Janney Montgomery Scott 4.9k $437k -9% Dec 2025
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Peter F. Mathieson 4.9k $437k 0% Dec 2025
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Sanctuary Advisors 4.8k $432k 16% Dec 2025
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Westmount Partners 4.2k $377k -49% Dec 2025
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Altfest L J & Co 4.2k $377k -2% Dec 2025
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Capital Analysts 4.2k $376k 100% Dec 2025
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Marshall Wace 4.2k $375k 100% Dec 2025
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Stephens 4.1k $364k -7% Dec 2025
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TD Waterhouse Canada 4.0k $356k -5% Dec 2025
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Kestra Advisory Services 3.5k $313k -15% Dec 2025
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Poehling Capital Management 3.5k $312k 0% Dec 2025
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Cypress Asset Management 3.3k $294k -35% Dec 2025
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Fiduciary Trust Company 3.0k $268k 0% Dec 2025
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Smith Partners Wealth Management 3.0k $268k 100% Dec 2025
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Mercer Global Advisors 2.9k $263k -1% Dec 2025
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Hrt Financial 2.8k $248k 100% Dec 2025
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Viawealth 2.8k $248k -43% Dec 2025
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Pnc Financial Services 2.7k $244k 10828% Dec 2025
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First Horizon National Corp 2.5k $222k 0% Dec 2025
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Sunbelt Securities 2.5k $219k 32% Dec 2025
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Amica Retiree Medical Trust 2.2k $203k 0% Sep 2025
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Sumitomo Mitsui Financial 2.0k $172k -2% Dec 2025
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CX Institutional 1.5k $134k 151% Dec 2025
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one8zero8 1.4k $127k 0% Dec 2025
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Harbor Investment Advisory 1.3k $116k 0% Dec 2025
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FMR 1.2k $110k -18% Sep 2025
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Red Tortoise 1.2k $103k 1% Dec 2025
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Ancora Advisors 1.0k $91k -11% Dec 2025
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Steward Partners Investment Advisory 961.00 $86k -15% Dec 2025
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William Blair $ Company 911.00 $84k 0% Sep 2025
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International Assets Investment Management 853.00 $76k 100% Dec 2025
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Nbc Securities 731.00 $65k 0% Dec 2025
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Whittier Trust Co. of Nevada 700.00 $63k 0% Dec 2025
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Stephenson National Bank & Trust 592.00 $53k 100% Dec 2025
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Global Retirement Partners 550.00 $49k -50% Dec 2025
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Strategic Wealth Partners 500.00 $46k 0% Sep 2025
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Winch Advisory Services 438.00 $39k -5% Dec 2025
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Goss Wealth Management 408.00 $36k -58% Dec 2025
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Anchor Investment Management 404.00 $36k 0% Dec 2025
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Parallel Advisors 384.00 $34k 1% Dec 2025
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Atlantic Trust 360.00 $32k 0% Dec 2025
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Hilltop National Bank 315.00 $28k 0% Dec 2025
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MAI Wealth Advisors 291.00 $26k 0% Dec 2025
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O'shaughnessy Asset Management 276.00 $25k 1% Dec 2025
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Commonwealth Retirement Investments 254.00 $23k 100% Dec 2025
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KERR FINANCIAL PLANNING Corp 242.00 $24k 0% Dec 2025
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New England Capital Financial Advisors 225.00 $20k 0% Dec 2025
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Thurston, Springer, Miller, Herd & Titak 224.00 $20k 12% Dec 2025
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SRS Capital Advisors 222.00 $20k 100% Dec 2025
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Whittier Trust 203.00 $18k 0% Dec 2025
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Howe and Rusling 202.00 $18k 0% Dec 2025
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Caldwell Sutter Capital 200.00 $18k 0% Dec 2025
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Golden State Wealth Management 200.00 $18k 0% Dec 2025
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BlackRock 200.00 $18k 100% Dec 2025
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Brown, Lisle/cummings 187.00 $17k 0% Dec 2025
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Harbour Investments 176.00 $16k 0% Dec 2025
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Garner Asset Management Corp 167.00 $15k 100% Dec 2025
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Abound Wealth Management 158.00 $14k 0% Dec 2025
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Larson Financial Group 157.00 $14k 1% Dec 2025
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HighMark Wealth Management 157.00 $14k 1% Dec 2025
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Union Bankshares 154.00 $14k 0% Dec 2025
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Efficient Wealth Management 150.00 $13k 0% Dec 2025
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Nova Wealth Management 130.00 $12k 0% Dec 2025
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Spire Wealth Management 126.00 $11k 1% Dec 2025
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National Bank Of Canada /fi/ 125.00 $11k 0% Dec 2025
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Roxbury Financial 101.00 $9.1k 0% Dec 2025
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CWM 88.00 $8.0k -71% Dec 2025
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Brian McDonald 74.00 $6.6k -30% Dec 2025
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UMA Financial Services 71.00 $6.3k 0% Dec 2025
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GAMMA Investing 69.00 $6.2k 0% Dec 2025
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Compass Financial Services 60.00 $5.4k 100% Dec 2025
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AE Wealth Management 59.00 $5.3k 157% Dec 2025
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CoreCap Advisors 58.00 $5.1k 2% Dec 2025
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Princeton Global Asset Management 51.00 $4.6k 100% Dec 2025
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Private Trust Co Na 50.00 $4.5k 0% Dec 2025
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Fifth Third Bancorp 50.00 $4.5k 0% Dec 2025
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Painted Porch Advisors 50.00 $4.6k 0% Sep 2025
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Founders Financial Alliance 49.00 $4.4k 0% Dec 2025
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Cedar Mountain Advisors 42.00 $3.7k 2% Dec 2025
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Farther Finance Advisors 39.00 $3.4k 0% Dec 2025
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Assetmark 35.00 $3.1k 483% Dec 2025
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Morse Asset Management 22.00 $2.0k 0% Dec 2025
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MCF Advisors 19.00 $1.7k 0% Dec 2025
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Geneos Wealth Management 16.00 $1.4k 0% Dec 2025
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Running Point Capital Advisors 16.00 $1.5k 0% Dec 2025
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Signature 11.00 $970.999700 0% Dec 2025
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Huntington National Bank 10.00 $893.000000 100% Dec 2025
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Alerus Financial 7.00 $624.999900 0% Dec 2025
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Who sold out of iShares Dow Jones US Oil & Gas Exp.?

Fund or Company Name Date Sold Shares Held Valued At
Arete Wealth Advisors Sep 2025 18k $1.7M
J.w. Cole Advisors Sep 2025 6.1k $565k
Simplex Trading Sep 2025 4.0k $373k
PFG Advisors Sep 2025 2.6k $245k
Wolverine Trading Jun 2025 2.5k $223k
Koshinski Asset Management Sep 2025 2.2k $204k
Gill Capital Partners Sep 2025 2.2k $203k
RMG Wealth Management Sep 2025 300.00 $26k
Providence Capital Advisors Sep 2025 275.00 $26k
Aptus Capital Advisors Sep 2025 127.00 $12k
Advisory Services Network Sep 2025 114.00 $11k
Tidemark Sep 2025 70.00 $6.5k
GPS Wealth Strategies Group Sep 2025 50.00 $4.6k