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 1.2M $52M 100% Dec 2024
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Morgan Stanley 953k $41M 100% Dec 2024
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Bank of America Corporation 736k $32M 2% Dec 2024
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Citizens & Northern Corporation 500k $23M 14% Mar 2025
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Family Firm 306k $14M -38% Mar 2025
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Goldman Sachs Group 296k $14M -17% Mar 2025
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LPL Financial 270k $12M -17% Mar 2025
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CWM 253k $12M 5% Mar 2025
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Royal Bank of Canada 250k $11M 3% Mar 2025
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Envestnet Asset Management 193k $8.8M -6% Mar 2025
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Wells Fargo & Company 189k $8.6M -20% Mar 2025
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Steward Partners Investment Advisory 154k $6.6M 65% Dec 2024
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Summit Investment Advisors 140k $6.4M 3% Mar 2025
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Ameriprise Financial 133k $6.0M -7% Mar 2025
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D.A. Davidson & Co. 121k $5.5M 0% Mar 2025
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Pure Financial Advisors 115k $5.2M -4% Mar 2025
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Pnc Financial Services 100k $4.3M -19% Dec 2024
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Mml Investors Services 87k $3.7M 15% Dec 2024
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Clune & Associates 82k $3.7M 12% Mar 2025
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Commonwealth Equity Services 74k $3.1M 1% Dec 2024
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UBS Group 71k $3.2M 2% Mar 2025
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Concurrent Investment Advisors 54k $2.5M 10% Mar 2025
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Bnp Paribas Arbitrage, Snc 51k $2.3M 1% Mar 2025
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Zeit Capital 46k $2.1M -1% Mar 2025
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Citadel Advisors 44k $2.0M 330% Mar 2025
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Windward Private Wealth Management 43k $2.0M -5% Mar 2025
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Courage Miller Partners 42k $1.9M 12% Mar 2025
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H D Vest Advisory Services 36k $1.5M 9% Dec 2024
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Jpmorgan Chase & Co 35k $1.6M -3% Mar 2025
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Congress Wealth Management LLC / DE / 35k $1.5M 1% Dec 2024
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Arkansas Financial 34k $1.3M 4% Mar 2025
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Biondo Investment Advisors 33k $1.4M 5% Dec 2024
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Rothschild Investment 33k $1.5M -2% Mar 2025
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Sowa Financial Group 32k $1.4M -14% Mar 2025
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Nations Financial Group 30k $1.3M -4% Dec 2024
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Advisor Resource Council 29k $1.3k 100% Mar 2025
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Branch Banking & Trust Company 29k $1.3M -1% Mar 2025
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Atria Wealth Solutions 29k $1.3M -10% Mar 2025
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Geneos Wealth Management 29k $1.3M -14% Mar 2025
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Asset Managment 26k $1.1M -3% Dec 2024
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Mariner Wealth Advisors 24k $1.1M 6% Mar 2025
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Kestra Advisory Services 24k $1.0M -3% Dec 2024
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Jennison Associates 24k $1.1M -72% Mar 2025
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Parkside Financial Bank & Trust 22k $993k 5% Mar 2025
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Ieq Capital 21k $913k 100% Dec 2024
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Q3 Asset Management 21k $953k 100% Mar 2025
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Prime Buchholz 20k $921k 0% Mar 2025
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Cetera Investment Advisers 20k $849k 6% Dec 2024
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Raymond James Financial 19k $866k 71% Mar 2025
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HighTower Advisors 19k $798k 8% Dec 2024
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Phillips Financial Management 18k $816k 0% Mar 2025
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Outlook Wealth Advisors 17k $782k 53% Mar 2025
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ValMark Advisers 17k $771k -3% Mar 2025
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Advisor Group Holdings 16k $723k -80% Mar 2025
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Northwestern Mutual Wealth Management Company 15k $649k 1% Dec 2024
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Cambridge Investment Research Advisors 15k $690k 19% Mar 2025
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Leavell Investment Management 15k $688k 22% Mar 2025
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Sunbelt Securities 15k $679k -4% Mar 2025
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Csenge Advisory Group 15k $618k -5% Mar 2025
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Sachetta 15k $660k 1% Mar 2025
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Brian McDonald 13k $609k -36% Mar 2025
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XML Financial 12k $550k -4% Mar 2025
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Nicolet Advisory Services 11k $444k -58% Mar 2025
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Courier Capital Corp 11k $481k 0% Mar 2025
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GFS Advisors 10k $470k 0% Mar 2025
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Spectrum Wealth Counsel 10k $465k 0% Mar 2025
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Janney Montgomery Scott 9.7k $440k -2% Mar 2025
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Ascent Group 9.7k $440k -21% Mar 2025
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Interactive Financial Advisors 9.4k $429k -4% Mar 2025
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PFG Advisors 9.4k $402k 2% Dec 2024
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Mezzasalma Advisors 8.8k $402k 1% Mar 2025
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Ameritas Advisory Services 8.8k $395k 4% Mar 2025
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United Capital Financial Advisers 7.5k $341k 0% Mar 2025
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Citigroup 7.4k $334k 34% Mar 2025
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First Interstate Bank 7.1k $322k 0% Mar 2025
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Mesirow Financial Investment Management International Equity 7.1k $321k 0% Mar 2025
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Creative Planning 6.8k $308k 100% Mar 2025
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Beaumont Capital Management 6.5k $279k 100% Dec 2024
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DHK Financial Advisors 6.5k $297k 1% Mar 2025
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Stratos Wealth Partners 6.3k $285k 0% Mar 2025
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Regions Bank 6.2k $281k 19% Mar 2025
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Busey Trust Company 5.8k $263k 100% Mar 2025
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FMR 5.7k $259k 9% Mar 2025
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KKM Financial 5.6k $256k -31% Mar 2025
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Meridian Wealth Management 5.4k $246k 0% Mar 2025
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Ignite Planners 5.4k $223k 11% Mar 2025
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Foundation Wealth Management 5.2k $239k 2% Mar 2025
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Pinkerton Retirement Specialists 5.2k $236k 100% Mar 2025
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Stifel Financial 5.2k $222k -3% Dec 2024
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Prospera Financial Services 4.9k $211k -1% Dec 2024
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Rehmann Capital Advisory 4.8k $217k 0% Mar 2025
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Founders Financial Securities 4.7k $202k 100% Mar 2025
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Barnes Wealth Management Group 4.7k $214k 100% Mar 2025
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Beacon Financial Advisory 4.5k $207k -9% Mar 2025
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Sigma Planning 4.5k $203k 100% Mar 2025
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Global Retirement Partners 4.4k $189k 51% Dec 2024
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Laurel Wealth Advisors 3.0k $138k 0% Mar 2025
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Operose Advisors 3.0k $136k 0% Mar 2025
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Us Bancorp 1.9k $87k 2% Mar 2025
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Proequities 1.6k $73M 4% Dec 2024
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Jones Financial Companies, L.L 1.5k $66k 62% Mar 2025
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Aptus Capital Advisors 1.5k $66k 0% Mar 2025
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Westside Investment Management 1.4k $64k 100% Mar 2025
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William Blair $ Company 1.2k $55k -22% Mar 2025
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Hanson McClain Advisors 1.2k $50k -7% Mar 2025
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Capital Analysts 1.1k $48k 100% Dec 2024
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Continuum Advisory 1.1k $50k 16% Mar 2025
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NorthRock Partners 1.0k $46k 0% Mar 2025
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Spire Wealth Management 999.00 $45k 0% Mar 2025
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Parallel Advisors 995.00 $45k 0% Mar 2025
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CX Institutional 865.00 $39k 100% Mar 2025
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Harbour Investments 852.00 $39k 0% Mar 2025
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Bank Of Oklahoma National Association / 545.00 $25k 0% Mar 2025
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Crews Bank & Trust 500.00 $23k 0% Mar 2025
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SRS Capital Advisors 455.00 $19k 0% Dec 2024
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Creative Financial Designs 448.00 $20k 0% Mar 2025
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CarsonAllaria Wealth Management 448.00 $20k 0% Mar 2025
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Peterson Wealth Services 431.00 $20k 0% Mar 2025
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Principal Securities 403.00 $17k 0% Mar 2025
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MJT & Associates Financial Advisory Group 400.00 $18k 100% Mar 2025
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MGB Wealth Management 400.00 $18k 0% Mar 2025
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Armstrong Advisory Group 383.00 $16k 0% Mar 2025
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Main Street Group 327.00 $15k 1% Mar 2025
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Goss Wealth Management 318.00 $14k -4% Dec 2024
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Bellwether Advisors 300.00 $14k 0% Mar 2025
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MAI Wealth Advisors 300.00 $14k 0% Mar 2025
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Signature 280.00 $13k 0% Mar 2025
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Bellevue Asset Management 267.00 $12k 0% Mar 2025
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Breakwater Investment Management 255.00 $12k 0% Mar 2025
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Sage Mountain Advisors 254.00 $12k 0% Mar 2025
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Bank Of Montreal 230.00 $9.8k -98% Dec 2024
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Annis Gardner Whiting Capital Advisors 203.00 $9.2k 0% Mar 2025
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Key FInancial 202.00 $9.2k 0% Mar 2025
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Johnson Financial Group 200.00 $9.1k 0% Mar 2025
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West Branch Capital 146.00 $6.6k 100% Mar 2025
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Blue Bell Private Wealth Management 132.00 $6.0k 0% Mar 2025
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Tower Research Capital 124.00 $5.3k -66% Dec 2024
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UMA Financial Services 66.00 $3.0k 0% Mar 2025
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SOA Wealth Advisors 64.00 $2.9k 0% Mar 2025
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Whittier Trust Co. of Nevada 60.00 $2.7k 0% Mar 2025
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AlphaCore Capital 60.00 $2.7k 0% Mar 2025
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CoreCap Advisors 50.00 $2.3k 0% Mar 2025
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Bessemer 40.00 $2.0k 0% Mar 2025
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Horizon Investments 33.00 $1.4k 0% Dec 2024
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Qube Research & Technologies 1.00 $43.000000 0% Dec 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
Susquehanna International Sep 2024 39k $1.7M
Prudential Financial Sep 2024 23k $993k
Wealth Enhancement Advisory Services Dec 2024 19k $824k
David R. Rahn Inc. dba Avalon Capital Management Dec 2024 15k $660k
Sagespring Wealth Partners Dec 2024 5.4k $230k
Fifth Third Securities Dec 2024 5.2k $221k
Kesler, Norman & Wride Dec 2024 5.0k $215k
Coppell Advisory Solutions Dec 2024 4.6k $197k
Nelson, Van Denburg & Campbell Wealth Management Dec 2024 1.7k $72k
Huntington National Bank Dec 2024 370.00 $16k
Global Financial Private Client Dec 2024 205.00 $8.8k
Transce3nd Dec 2024 50.00 $2.1k