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
Assetmark 1.1M $52M -4% Sep 2025
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Morgan Stanley 842k $37M 100% Jun 2025
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Citizens & Northern Corporation 496k $24M 0% Sep 2025
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Family Firm 317k $14M 3% Jun 2025
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Goldman Sachs Group 292k $14M -1% Sep 2025
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LPL Financial 263k $13M -3% Sep 2025
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Royal Bank of Canada 262k $13M 0% Sep 2025
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CWM 261k $13M 1% Sep 2025
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Advisor Group Holdings 256k $13M 6% Sep 2025
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Envestnet Asset Management 203k $10M 1% Sep 2025
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Steward Partners Investment Advisory 164k $8.0M -1% Sep 2025
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Wells Fargo & Company 156k $7.6M -10% Sep 2025
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Summit Investment Advisors 150k $7.4M 5% Sep 2025
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D.A. Davidson & Co. 122k $6.0M 0% Sep 2025
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Pure Financial Advisors 107k $5.3M 0% Sep 2025
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Pnc Financial Services 93k $4.6M -2% Sep 2025
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Clune & Associates 77k $3.8M -4% Sep 2025
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UBS Group 77k $3.8M 14% Sep 2025
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Mml Investors Services 74k $3.6M -7% Sep 2025
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Cetera Investment Advisers 54k $2.7M 91% Sep 2025
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Courage Miller Partners 54k $2.7M 4% Sep 2025
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Bnp Paribas Arbitrage, Snc 50k $2.5M -1% Sep 2025
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Mariner Wealth Advisors 50k $2.4M 127% Sep 2025
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Zeit Capital 47k $2.3M 0% Sep 2025
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Biondo Investment Advisors 42k $2.0M 5% Sep 2025
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Ieq Capital 41k $2.0M 81% Sep 2025
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Susquehanna International 41k $2.0M -14% Sep 2025
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Sachetta 41k $2.0M 0% Sep 2025
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Windward Private Wealth Management 40k $1.9M 0% Sep 2025
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Beaumont Capital Management 36k $1.8M 182% Sep 2025
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Arkansas Financial 33k $1.6M -3% Sep 2025
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Jpmorgan Chase & Co 33k $1.6M -6% Sep 2025
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Commonwealth Equity Services 33k $1.6M -60% Sep 2025
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Rothschild Investment 33k $1.6M -3% Sep 2025
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Sowa Financial Group 32k $1.6M 3% Sep 2025
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Branch Banking & Trust Company 31k $1.5M 3% Sep 2025
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Nations Financial Group 29k $1.4M -1% Sep 2025
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Independent Advisor Alliance 28k $1.4M -32% Sep 2025
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Raymond James Financial 27k $1.3M 45% Sep 2025
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Asset Managment 26k $1.3M 1% Sep 2025
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Parkside Financial Bank & Trust 24k $1.2M 2% Sep 2025
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IFP Advisors 23k $1.1M 100% Sep 2025
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H D Vest Advisory Services 23k $1.0M -4% Jun 2025
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HighTower Advisors 21k $1.0M 2% Sep 2025
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Kestra Advisory Services 21k $1.0M -4% Sep 2025
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Prime Buchholz 20k $994k 0% Sep 2025
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Allianz Asset Management 19k $952k 100% Sep 2025
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Phillips Financial Management 18k $877k 0% Sep 2025
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Outlook Wealth Advisors 17k $850k -2% Sep 2025
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ValMark Advisers 17k $836k 3% Sep 2025
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Cambridge Investment Research Advisors 16k $798k -1% Sep 2025
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Leavell Investment Management 16k $783k 8% Sep 2025
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VisionPoint Advisory Group 15k $744k 1% Sep 2025
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Ameriprise Financial 15k $724k 50% Sep 2025
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Tower Research Capital 14k $699k -28% Sep 2025
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Sunbelt Securities 14k $687k -10% Sep 2025
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XML Financial 13k $660k 7% Sep 2025
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Citadel Advisors 13k $647k -62% Sep 2025
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Northwestern Mutual Wealth Management Company 13k $625k -19% Sep 2025
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Brian McDonald 13k $618k 0% Sep 2025
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Atria Wealth Solutions 11k $517k -61% Jun 2025
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Colony 11k $518k 0% Sep 2025
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Jones Financial Companies, L.L 10k $499k -15% Sep 2025
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Courier Capital Corp 9.7k $476k 0% Sep 2025
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PFG Advisors 9.2k $453k 100% Sep 2025
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Janney Montgomery Scott 9.2k $451k -5% Sep 2025
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GFS Advisors 9.2k $450k -1% Sep 2025
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Interactive Financial Advisors 8.8k $433k -8% Sep 2025
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Mezzasalma Advisors 8.7k $429k -2% Sep 2025
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Geneos Wealth Management 8.4k $413k -70% Sep 2025
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Creative Planning 8.4k $410k 11% Sep 2025
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Westside Investment Management 8.3k $407k 1% Sep 2025
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Ascent Group 8.2k $404k -13% Sep 2025
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CLS Investments 8.1k $398k 100% Sep 2025
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United Capital Financial Advisers 7.5k $368k 0% Sep 2025
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Gotham Asset Management 7.0k $344k 100% Sep 2025
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Mesirow Financial Investment Management International Equity 7.0k $341k 0% Sep 2025
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First Interstate Bank 6.7k $329k 0% Sep 2025
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New England Private Wealth Advisors 6.6k $325k 100% Sep 2025
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DHK Financial Advisors 6.6k $290k 1% Jun 2025
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CX Institutional 6.3k $311k -1% Sep 2025
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Rehmann Capital Advisory 5.9k $288k 23% Sep 2025
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KKM Financial 5.6k $276k 0% Sep 2025
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D. E. Shaw & Co 5.5k $270k 100% Sep 2025
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Jennison Associates 5.5k $268k 100% Sep 2025
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Meridian Wealth Management 5.4k $265k 0% Sep 2025
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Sagespring Wealth Partners 5.3k $261k 0% Sep 2025
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Barnes Wealth Management Group 5.3k $258k 8% Sep 2025
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FMR 5.2k $254k -1% Sep 2025
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AQR Capital Management 5.1k $250k 100% Sep 2025
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Kesler, Norman & Wride 5.0k $215k 100% Sep 2025
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Hanlon Investment Management 4.9k $241k 100% Sep 2025
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Beacon Financial Advisory 4.6k $228k 0% Sep 2025
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Goss Wealth Management 4.6k $226k 1344% Sep 2025
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Global Retirement Partners 4.5k $223k 2% Sep 2025
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Ignite Planners 4.5k $221k -9% Sep 2025
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Sigma Planning 4.5k $219k 100% Sep 2025
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Prospera Financial Services 4.4k $217k 100% Sep 2025
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Tyche Wealth Partners 4.2k $205k 100% Sep 2025
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Founders Financial Securities 4.1k $202k 100% Sep 2025
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Sontag Advisory 3.5k $172k 100% Sep 2025
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Operose Advisors 3.0k $147k 0% Sep 2025
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Peterson Wealth Services 2.9k $21k 575% Sep 2025
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Ameritas Advisory Services 2.1k $101k -77% Sep 2025
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Us Bancorp 1.9k $94k 0% Sep 2025
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Hanson McClain Advisors 1.5k $76k 0% Sep 2025
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Aptus Capital Advisors 1.5k $71k 0% Sep 2025
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William Blair $ Company 1.3k $64k 0% Sep 2025
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Capital Analysts 1.1k $55k 1% Sep 2025
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Advisory Services Network 1.0k $50k 100% Sep 2025
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Parallel Advisors 999.00 $49k 0% Sep 2025
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Spire Wealth Management 949.00 $47k 0% Sep 2025
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Harbour Investments 852.00 $42k 0% Sep 2025
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Advisors Preferred 704.00 $35k 100% Sep 2025
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Crews Bank & Trust 500.00 $25k 0% Sep 2025
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Creative Financial Designs 448.00 $22k 0% Sep 2025
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Root Financial Partners 430.00 $21k 100% Sep 2025
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Principal Securities 403.00 $20k 0% Sep 2025
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MGB Wealth Management 402.00 $20k 0% Sep 2025
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MJT & Associates Financial Advisory Group 400.00 $20k 0% Sep 2025
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Main Street Group 330.00 $16k 1% Sep 2025
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Rockefeller Capital Management 319.00 $16k 100% Sep 2025
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MAI Wealth Advisors 300.00 $15k 0% Sep 2025
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Signature 280.00 $14k 0% Sep 2025
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Bellevue Asset Management 270.00 $13k 0% Sep 2025
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Breakwater Investment Management 255.00 $13k 0% Sep 2025
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Annis Gardner Whiting Capital Advisors 203.00 $10k 0% Sep 2025
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Key FInancial 202.00 $9.9k 0% Sep 2025
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Simplex Trading 163.00 $7.0k 443% Sep 2025
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AlphaCore Capital 160.00 $7.8k 0% Sep 2025
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West Branch Capital 146.00 $7.2k 0% Sep 2025
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Central Trust & Investment 107.00 $5.2k 100% Sep 2025
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UMA Financial Services 66.00 $3.2k 0% Sep 2025
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SOA Wealth Advisors 65.00 $3.2k 0% Sep 2025
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AE Wealth Management 62.00 $3.1k -67% Sep 2025
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Whittier Trust Co. of Nevada 60.00 $2.9k 0% Sep 2025
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Stone House Investment Management 51.00 $2.5k 0% Sep 2025
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CoreCap Advisors 50.00 $2.5k 0% Sep 2025
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Bessemer 40.00 $2.0k 0% Sep 2025
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Bank Of Montreal 40.00 $1.8k 100% Jun 2025
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Horizon Investments 33.00 $1.6k 0% Sep 2025
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Farther Finance Advisors 20.00 $981.000000 0% Sep 2025
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First Command Advisory Services 10.00 $491.000000 100% Sep 2025
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Qube Research & Technologies 1.00 $49.000000 0% Sep 2025
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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
Caprock Mar 2025 42k $1.9M
Congress Wealth Management LLC / DE / Mar 2025 34k $1.5M
Advisor Resource Council Jun 2025 29k $1.3M
Csenge Advisory Group Jun 2025 15k $638k
Flow Traders US Jun 2025 15k $653k
Concurrent Investment Advisors Jun 2025 9.4k $417k
Stifel Financial Jun 2025 6.7k $298k
Regions Bank Jun 2025 6.2k $274k
NorthRock Partners Mar 2025 1.0k $46k
Crewe Advisors Jun 2025 618.00 $27k
Bank Of Oklahoma National Association / Jun 2025 545.00 $24k
Johnson Financial Group Jun 2025 508.00 $23k
SRS Capital Advisors Jun 2025 455.00 $20k
CarsonAllaria Wealth Management Jun 2025 448.00 $20k
Bellwether Advisors Jun 2025 300.00 $13k
Massmutual Trust Jun 2025 150.00 $6.6k