Who owns iShares Dow Jones US Pharm Indx?

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Analyze quarterly positions in iShares Dow Jones US Pharm Indx with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of iShares Dow Jones US Pharm Indx stock

Who bought or sold iShares Dow Jones US Pharm Indx this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Fisher Investments 1.2M $224M 5562% Dec 2023
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Accurate Wealth Management 117k $7.4M 100% Mar 2024
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Brown Advisory Holdings Incorporated 97k $6.6M 200% Mar 2024
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Bank of America Corporation 67k $12M 119% Dec 2023
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Raymond James & Associates 53k $3.6M 21% Mar 2024
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Royal Bank of Canada 40k $7.4M 7% Dec 2023
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RiverFront Investment Group 38k $7.0M 5% Dec 2023
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Citadel Advisors 30k $5.5M 305% Dec 2023
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Wells Fargo & Company 22k $4.0M -2% Dec 2023
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Massachusetts Wealth Management 15k $1.0M 197% Mar 2024
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UBS Group 14k $2.7M -2% Dec 2023
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Raymond James Financial Services Advisors 14k $943k -15% Mar 2024
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Goldman Sachs Group 14k $2.5M -43% Dec 2023
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Commonwealth Equity Services 12k $2.3M -6% Dec 2023
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Janney Montgomery Scott 12k $2.2M 1% Dec 2023
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Kraft, Davis & Associates 11k $2.1M 100% Dec 2023
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Chevy Chase Trust Holdings 10k $1.9M 100% Dec 2023
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Mariner Wealth Advisors 9.4k $1.7M 564% Dec 2023
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One Capital Management 9.2k $1.7M 330% Dec 2023
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First Financial Bank, N.A. - Trust Division 7.9k $1.5M 100% Dec 2023
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Beacon Pointe Advisors 6.2k $1.1M -10% Dec 2023
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Spinnaker Trust 5.9k $1.1M -3% Dec 2023
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Patten & Patten 5.7k $1.1M -2% Dec 2023
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Bank Of Montreal 5.5k $1.0M 186% Dec 2023
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Advisor Group Holdings 4.9k $902k -62% Dec 2023
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Branch Banking & Trust Company 4.7k $872k 1% Dec 2023
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Essex Financial Services 4.1k $278k 200% Mar 2024
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Jpmorgan Chase & Co 4.0k $750k 83% Dec 2023
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Wealthcare Advisory Partners 3.9k $265k 100% Mar 2024
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Capital Investment Advisors 3.8k $258k 200% Mar 2024
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CX Institutional 3.7k $255k 169% Mar 2024
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Orion Portfolio Solutions 3.7k $702k -9% Dec 2023
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Institute For Wealth Management 3.6k $674k 8% Dec 2023
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Matthew Goff Investment Advisor 3.6k $245k 200% Mar 2024
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Stratos Wealth Advisors 3.5k $235k 100% Mar 2024
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Apexium Financial 3.4k $234k 200% Mar 2024
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Family Firm 3.4k $639k 3% Dec 2023
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Atria Wealth Solutions 3.4k $626k 9% Dec 2023
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TD Waterhouse Canada 3.4k $757k -6% Dec 2023
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Sound View Wealth Advisors Group 2.7k $505k 100% Dec 2023
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Stifel Financial 2.7k $505k -52% Dec 2023
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GSA Capital Partners 2.3k $436k 55% Dec 2023
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Spire Wealth Management 2.2k $149k 543% Mar 2024
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HighTower Advisors 1.9k $361k 0% Dec 2023
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Captrust Financial Advisors 1.9k $360k 100% Dec 2023
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Creative Planning 1.9k $356k 7% Dec 2023
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Raab & Moskowitz Asset Management 1.7k $324k 14% Dec 2023
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Kestra Advisory Services 1.6k $294k 2% Dec 2023
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Hanson McClain Advisors 1.5k $104k 200% Mar 2024
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U.S. Capital Wealth Advisors 1.4k $264k 19% Dec 2023
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Northeast Financial Consultants 1.4k $256k 0% Dec 2023
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Bruce G. Allen Investments 1.4k $93k 9% Mar 2024
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Private Advisor 1.4k $253k 11% Dec 2023
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Advisory Services Network 1.3k $249k 0% Dec 2023
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Strategic Financial 1.3k $238k 0% Dec 2023
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Fifth Third Bancorp 1.3k $86k 2444% Mar 2024
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Rock Point Advisors 1.2k $225k 100% Dec 2023
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Aft, Forsyth and Company 1.2k $216k -12% Dec 2023
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Coastal Investment Advisors 1.1k $78k 100% Mar 2024
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Transcend Wealth Collective 1.1k $208k 100% Dec 2023
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Axxcess Wealth Management 1.1k $207k 100% Dec 2023
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Essex Savings Bank 1.1k $204k 0% Mar 2024
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Capital Analysts 1.1k $198k 100% Dec 2023
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Manchester Capital Management 1.0k $185k 0% Dec 2023
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Principal Securities 677.00 $126k 100% Dec 2023
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Mine & Arao Wealth Creation & Management 569.00 $105k 1% Dec 2023
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Y.D. More Investments 516.00 $96k 29% Dec 2023
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Piscataqua Savings Bank 498.00 $34k 200% Mar 2024
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Pnc Financial Services 434.00 $81k 0% Dec 2023
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Global Retirement Partners 410.00 $28k 454% Mar 2024
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CWM 396.00 $27k 200% Mar 2024
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Nbc Securities 339.00 $23k 190% Mar 2024
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WealthTrust DunckerStreett 300.00 $20k 200% Mar 2024
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Hallmark Capital Management 300.00 $56k 0% Dec 2023
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Cassady Schiller Wealth Management 300.00 $56k 0% Dec 2023
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Jackson Hole Capital Partners 250.00 $46k 0% Dec 2023
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Brown Brothers Harriman & Co. 225.00 $42k 0% Dec 2023
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Franklin Resources 216.00 $40k -51% Dec 2023
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Geneos Wealth Management 213.00 $40k 0% Dec 2023
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Oak Harbor Wealth Partners 210.00 $14k 200% Mar 2024
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Islay Capital Management 210.00 $39k 0% Dec 2023
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Trust Co Of Vermont 203.00 $38k -66% Dec 2023
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National Bank Of Canada /fi/ 187.00 $35k 274% Dec 2023
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AlphaMark Advisors 150.00 $10k 200% Mar 2024
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Proequities 126.00 $23M 0% Dec 2023
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Us Bancorp 126.00 $23k 114% Dec 2023
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Sandy Spring Bank 106.00 $20k 0% Dec 2023
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Harbour Investments 106.00 $20k 0% Dec 2023
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Armstrong Advisory Group 104.00 $19k 0% Mar 2024
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DT Investment Partners 100.00 $19k 0% Dec 2023
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Citigroup 100.00 $19k 0% Dec 2023
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IFP Advisors 95.00 $18k 0% Dec 2023
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Creative Financial Designs 85.00 $16k 100% Dec 2023
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SOA Wealth Advisors 84.00 $5.7k 200% Mar 2024
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Baystate Wealth Management 67.00 $12k 100% Dec 2023
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Bessemer 55.00 $10k 0% Dec 2023
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Steward Partners Investment Advisory 54.00 $10k -83% Dec 2023
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Farther Finance Advisors 42.00 $7.8k 100% Dec 2023
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EPG Wealth Management 35.00 $7.0k 0% Dec 2023
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Bartlett & Co. 30.00 $6.0k 0% Dec 2023
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Bartlett & Co. Wealth Management 30.00 $5.6k 0% Dec 2023
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Signature 8.00 $1.5k 0% Dec 2023
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North Star Investment Management 7.00 $1.4k 0% Dec 2023
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Retirement Group 4.00 $742.000000 0% Dec 2023
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Huntington National Bank 1.00 $185.000000 0% Dec 2023
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Transamerica Financial Advisors 1.00 $1.0k 0% Dec 2023
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Who sold out of iShares Dow Jones US Pharm Indx?

Fund or Company Name Date Sold Shares Held Valued At
Merit Financial Group Sep 2023 10k $1.8M
Welch Group Dec 2023 3.5k $657k
RMB Capital Management Sep 2023 1.5k $269k
Steel Peak Wealth Management Dec 2023 1.2k $218k
Cutler Dec 2023 317.00 $56k
William Blair $ Company Sep 2023 161.00 $28k
Valley National Advisers Dec 2023 120.00 $22k
Simplex Trading Dec 2023 54.00 $10k
Cary Street Partner Investment Advisory Sep 2023 50.00 $8.8k
Oliver Lagore Vanvalin Investment Group Sep 2023 43.00 $7.5k
Ancora Advisors Sep 2023 37.00 $6.5k
Assetmark Sep 2023 34.00 $6.0k
Capital Investment Advisory Services Sep 2023 20.00 $3.5k