Who owns iShares S&P NA Nat. Re. Sc. Idx. Fd?

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Analyze quarterly positions in iShares S&P NA Nat. Re. Sc. Idx with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares S&P NA Nat. Re. Sc. Idx stock

Who bought or sold iShares S&P NA Nat. Re. Sc. Idx. Fd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Arkansas Financial 887k $20k 100% Sep 2024
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Morgan Stanley 854k $38M 4% Jun 2024
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Bank of America Corporation 722k $32M 8% Sep 2024
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Family Firm 495k $13M 3% Sep 2024
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Envestnet Asset Management 422k $19M 2% Sep 2024
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Goldman Sachs Group 294k $13M 5% Jun 2024
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Royal Bank of Canada 254k $11M -6% Sep 2024
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CWM 231k $10M -6% Sep 2024
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Wells Fargo & Company 198k $8.7M -4% Sep 2024
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Summit Investment Advisors 135k $5.9M 1% Sep 2024
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Pnc Financial Services 123k $5.4M -6% Sep 2024
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D.A. Davidson & Co. 122k $5.4M 0% Jun 2024
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Pure Financial Advisors 112k $4.9M 2% Sep 2024
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Steward Partners Investment Advisory 94k $4.1M 0% Jun 2024
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Mml Investors Services 76k $3.3M 2% Sep 2024
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Commonwealth Equity Services 73k $3.2M -1% Sep 2024
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Cambridge Investment Research Advisors 66k $2.9M 2% Sep 2024
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Two Sigma Investments 65k $2.9M 100% Jun 2024
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Atria Wealth Solutions 61k $2.7M -16% Sep 2024
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LPL Financial 51k $2.3M -6% Sep 2024
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Concurrent Investment Advisors 49k $2.1M 7% Sep 2024
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Windward Private Wealth Management 47k $2.1M -2% Sep 2024
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Zeit Capital 45k $2.0M -2% Sep 2024
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Sowa Financial Group 43k $1.9M -5% Sep 2024
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Advisor Resource Council 40k $1.8M 38% Sep 2024
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Susquehanna International 39k $1.7M -6% Sep 2024
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Jennison Associates 39k $1.7M 35% Sep 2024
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Courage Miller Partners 37k $1.6M 7% Sep 2024
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H D Vest Advisory Services 36k $1.6M -8% Jun 2024
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Principal Financial Group 35k $1.5M -11% Sep 2024
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Geneos Wealth Management 35k $1.5M -3% Jun 2024
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Congress Wealth Management LLC / DE / 35k $1.5M -41% Sep 2024
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Rothschild Investment 34k $1.5M 0% Sep 2024
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Biondo Investment Advisors 31k $1.4M 7% Sep 2024
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Nations Financial Group 31k $1.4M 1% Sep 2024
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Jpmorgan Chase & Co 30k $1.3M 1% Sep 2024
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Branch Banking & Trust Company 29k $1.3M -8% Jun 2024
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Jane Street 29k $1.3M 6% Sep 2024
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Asset Managment 26k $1.2M 0% Sep 2024
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Citadel Advisors 25k $1.1M -43% Sep 2024
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Kestra Advisory Services 24k $1.1M -3% Sep 2024
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Tower Research Capital 23k $1.0M 306% Jun 2024
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Parkside Financial Bank & Trust 20k $867k 4% Sep 2024
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Brian McDonald 20k $867k -2% Sep 2024
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Sunbelt Securities 20k $864k 0% Jun 2024
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Wealth Enhancement Advisory Services 19k $823k 0% Jun 2024
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David R. Rahn Inc. dba Avalon Capital Management 18k $807k -77% Jun 2024
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Cetera Investment Advisers 18k $799k -6% Jun 2024
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Phillips Financial Management 18k $795k -2% Sep 2024
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Raymond James Financial Services Advisors 18k $776k -1% Sep 2024
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Sachetta 17k $744k -9% Sep 2024
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ValMark Advisers 15k $679k 3% Sep 2024
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Northwestern Mutual Wealth Management Company 15k $665k -33% Sep 2024
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HighTower Advisors 15k $653k 86% Jun 2024
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Two Sigma Advisers 13k $550k 100% Jun 2024
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XML Financial 12k $548k 0% Sep 2024
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Outlook Wealth Advisors 12k $531k 1% Sep 2024
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Leavell Investment Management 11k $489k 1% Sep 2024
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Courier Capital Corp 11k $466k 100% Sep 2024
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GFS Advisors 10k $457k 5008% Sep 2024
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Interactive Financial Advisors 10k $455k 1% Sep 2024
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Spectrum Wealth Counsel 10k $441k 0% Sep 2024
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Janney Montgomery Scott 9.8k $433k -1% Sep 2024
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PFG Advisors 9.2k $406k 1% Sep 2024
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Sweet Financial Partners 8.8k $389k 0% Sep 2024
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KKM Financial 8.1k $358k 0% Sep 2024
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Coppell Advisory Solutions 8.0k $352k -29% Sep 2024
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Advisor Group Holdings 7.8k $342k -27% Sep 2024
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United Capital Financial Advisers 7.5k $331k 0% Sep 2024
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First Interstate Bank 7.1k $315k 0% Sep 2024
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Mesirow Financial Investment Management International Equity 7.1k $311k 0% Sep 2024
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Citigroup 7.0k $309k 4% Sep 2024
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Stratos Wealth Partners 6.5k $285k 1% Sep 2024
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DHK Financial Advisors 6.4k $284k 1% Sep 2024
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Mariner Wealth Advisors 6.2k $275k -74% Sep 2024
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Beacon Financial Advisory 5.8k $254k 0% Sep 2024
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Raymond James & Associates 5.6k $249k -11% Sep 2024
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Apeiron RIA 5.6k $247k 0% Jun 2024
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Ameritas Advisory Services 5.6k $245k -35% Sep 2024
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Stifel Financial 5.3k $234k -71% Jun 2024
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Fifth Third Securities 5.2k $230k -44% Sep 2024
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Regions Bank 5.2k $229k 0% Sep 2024
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Kesler, Norman & Wride 5.1k $224k -49% Sep 2024
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Foundation Wealth Management 5.0k $221k 0% Sep 2024
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Prospera Financial Services 5.0k $220k -5% Sep 2024
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Rehmann Capital Advisory 4.7k $209k 0% Jun 2024
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Founders Financial Securities 4.7k $206k 0% Sep 2024
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Kestra Private Wealth Services 4.6k $202k 100% Sep 2024
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Tompkins Financial Corp 4.0k $176k 0% Sep 2024
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Laurel Wealth Advisors 3.2k $141k 0% Sep 2024
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Operose Advisors 3.0k $132k 100% Sep 2024
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Global Retirement Partners 2.9k $129k -16% Sep 2024
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Us Bancorp 1.9k $83k -1% Sep 2024
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Nelson, Van Denburg & Campbell Wealth Management 1.7k $74k -9% Sep 2024
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William Blair $ Company 1.6k $69k 0% Sep 2024
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Proequities 1.5k $67M 0% Sep 2024
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Aptus Capital Advisors 1.5k $64k -3% Sep 2024
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Parallel Advisors 1.0k $45k 0% Sep 2024
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Spire Wealth Management 999.00 $44k -1% Sep 2024
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Continuum Advisory 942.00 $44k 0% Sep 2024
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Harbour Investments 852.00 $38k 0% Sep 2024
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Principal Securities 562.00 $25k -51% Sep 2024
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Bank Of Oklahoma National Association / 545.00 $25k 100% Sep 2024
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MGB Wealth Management 530.00 $23k 32% Sep 2024
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Custom Portfolio Group 500.00 $22k 0% Jun 2024
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SRS Capital Advisors 455.00 $20k 0% Sep 2024
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Creative Financial Designs 448.00 $20k 0% Sep 2024
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Peterson Wealth Services 431.00 $19k 100% Sep 2024
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Goss Wealth Management 429.00 $19k 0% Jun 2024
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Huntington National Bank 370.00 $16k 100% Sep 2024
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Main Street Group 322.00 $14k 1% Sep 2024
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Breakwater Investment Management 255.00 $11k 0% Sep 2024
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Sage Mountain Advisors 254.00 $11k 0% Sep 2024
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Signature 230.00 $10k 24% Sep 2024
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Global Financial Private Client 205.00 $9.0k 0% Sep 2024
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Annis Gardner Whiting Capital Advisors 203.00 $8.9k -50% Jun 2024
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Key FInancial 202.00 $8.9k 0% Sep 2024
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Capital Performance Advisors 155.00 $6.8k 100% Sep 2024
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Capital Investment Advisory Services 148.00 $6.5k 0% Sep 2024
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Financial Advisory Service 137.00 $6.0k 100% Sep 2024
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Blue Bell Private Wealth Management 132.00 $5.8k 0% Sep 2024
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Hanson McClain Advisors 100.00 $4.4k 0% Sep 2024
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SOA Wealth Advisors 64.00 $2.8k 2% Sep 2024
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Whittier Trust Co. of Nevada 60.00 $2.6k 0% Sep 2024
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AlphaCore Capital 60.00 $2.6k 0% Sep 2024
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CoreCap Advisors 50.00 $2.2k 100% Sep 2024
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Jones Financial Companies, L.L 40.00 $1.8k 100% Sep 2024
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Bessemer 40.00 $2.0k 0% Sep 2024
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Horizon Investments 33.00 $1.5k 0% Sep 2024
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Bogart Wealth 16.00 $705.000000 0% Sep 2024
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Qube Research & Technologies 1.00 $44.000000 -100% Jun 2024
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Who sold out of iShares S&P NA Nat. Re. Sc. Idx?

Fund or Company Name Date Sold Shares Held Valued At
Omnia Family Wealth Mar 2024 99k $4.5M
Davenport & Co Jun 2024 11k $502k
CX Institutional Jun 2024 6.7k $296k
Hrt Financial Jun 2024 5.0k $221k
Great Lakes Retirement Jun 2024 1.4k $61k
Wetzel Investment Advisors Jun 2024 1.0k $45k
First Manhattan Mar 2024 426.00 $19k