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
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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Who sold out of iShares Dow Jones US Oil & Gas Exp.?

Fund or Company Name Date Sold Shares Held Valued At
Wolverine Trading Jun 2024 17k $1.7M
Alhambra Investment Partners Jun 2024 15k $1.5M
Spectrum Wealth Counsel Jun 2024 14k $1.4M
Ted Buchan & Co Jun 2024 12k $1.2M
Crumly & Associates Jun 2024 5.9k $589k
First Foundation Advisors Mar 2024 4.5k $484k
Trexquant Investment Jun 2024 3.6k $355k
GSA Capital Partners Jun 2024 2.5k $253k
National Asset Management Jun 2024 2.3k $229k
Wealth Enhancement Advisory Services Mar 2024 2.2k $237k
Koshinski Asset Management Jun 2024 2.1k $202k
P.J. Schmidt Investment Management Jun 2024 2.1k $205k
ProVise Management Group Jun 2024 2.0k $200k
Personal Cfo Solutions Mar 2024 2.0k $214k
International Assets Investment Management Jun 2024 1.2k $120k
Family Firm Jun 2024 784.00 $78k
Oxford Financial Mar 2024 742.00 $79k
Tyler-Stone Wealth Management Jun 2024 644.00 $64k
Founders Capital Management Jun 2024 350.00 $35k
Pnc Financial Services Jun 2024 200.00 $20k
Turtle Creek Wealth Advisors Jun 2024 135.00 $13k
Bnp Paribas Arbitrage, Snc Jun 2024 131.00 $13k