Who owns iShares Dow Jones US Medical Dev.?

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

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Top investors of iShares Dow Jones US Medical Dev. stock

Who bought or sold iShares Dow Jones US Medical Dev. this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Menora Mivtachim Holdings 5.1M $305M 100% Mar 2025
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Morgan Stanley 2.9M $166M 100% Dec 2024
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Bank of America Corporation 2.7M $156M 29% Dec 2024
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LPL Financial 2.1M $129M -4% Mar 2025
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UBS Group 1.2M $73M -2% Mar 2025
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Fisher Investments 1.1M $67M -5% Dec 2024
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Wells Fargo & Company 1.1M $68M 4% Mar 2025
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Raymond James Financial 757k $46M 14% Mar 2025
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Envestnet Asset Management 753k $45M 1% Mar 2025
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Harel Insurance Investments & Financial Services 711k $43M 981% Mar 2025
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Royal Bank of Canada 699k $42M -2% Mar 2025
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Goldman Sachs Group 427k $26M 47% Mar 2025
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Ameriprise Financial 364k $22M 11% Mar 2025
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Jpmorgan Chase & Co 354k $21M -29% Mar 2025
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Susquehanna International 351k $21M 57% Dec 2024
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RiverFront Investment Group 342k $20M 8% Dec 2024
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Commonwealth Equity Services 323k $19M -6% Dec 2024
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Wealth Enhancement Advisory Services 267k $16M 20% Mar 2025
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Wharton Business Group 262k $16M 2% Mar 2025
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Bnp Paribas Arbitrage, Snc 254k $15M -27% Mar 2025
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Cetera Investment Advisers 249k $15M 0% Dec 2024
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Advisor Group Holdings 243k $15M -5% Mar 2025
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HighTower Advisors 237k $14M 15% Dec 2024
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Fwl Investment Management 201k $12M 4% Dec 2024
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Point72 Asset Management 200k $12M 100% Mar 2025
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Citadel Advisors 196k $12M -45% Mar 2025
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Gerber Kawasaki Wealth & Investment Management 194k $11M -2% Dec 2024
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Arkansas Financial 191k $11M 4% Mar 2025
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Kingsview Wealth Management 191k $12M -8% Mar 2025
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Polar Securities 183k $11M -54% Mar 2025
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Baker Avenue Asset Management 167k $10M 2% Mar 2025
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Cambridge Investment Research Advisors 165k $10M -5% Mar 2025
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Mivtachim The Workers Social Insurance Fund 158k $9.5M 100% Mar 2025
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Mercer Global Advisors 152k $9.1M -7% Mar 2025
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Equitable Holdings 151k $8.8M -5% Dec 2024
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Cumberland Advisors 144k $8.7M 45% Mar 2025
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Jones Financial Companies, L.L 140k $8.3M 32% Mar 2025
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Paradigm Financial Partners 136k $7.9M 4% Dec 2024
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Certified Advisory Corp 135k $8.1M -1% Mar 2025
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Federation des caisses Desjardins du Quebec 133k $8.0M 1% Mar 2025
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EP Wealth Advisors 130k $7.8M -7% Mar 2025
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Mml Investors Services 128k $7.4M -2% Dec 2024
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Safeguard Investment Advisory Group 127k $7.4M 2% Dec 2024
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Alliancebernstein 120k $7.2M 72% Mar 2025
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Wealth Advisory Solutions 120k $7.2M 100% Mar 2025
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National Asset Management 114k $6.6M -1% Dec 2024
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Oakmont Partners 111k $6.7M -9% Mar 2025
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William Blair $ Company 108k $6.5M 6% Mar 2025
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Means Investment 108k $6.5M -29% Mar 2025
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Citigroup 107k $6.4M -42% Mar 2025
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Anchor Investment Management 107k $6.4M 0% Mar 2025
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Stifel Financial 106k $6.2M 0% Dec 2024
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Janney Montgomery Scott 105k $6.3M -4% Mar 2025
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Altfest L J & Co 105k $6.3M 94% Mar 2025
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Yarbrough Capital 105k $6.3M 0% Mar 2025
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Segment Wealth Management 104k $6.3M -2% Mar 2025
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Baird Financial 101k $5.9M -1% Dec 2024
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Moors & Cabot 99k $6.0M 1% Mar 2025
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Peapack Gladstone Financial Corp 97k $5.9M -3% Mar 2025
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Capital Analysts 95k $5.6M -1% Dec 2024
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Principal Securities 93k $5.4M 1% Mar 2025
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BFI Infinity 88k $5.3M 100% Mar 2025
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Valicenti Advisory Services 87k $5.2M 44% Mar 2025
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Millington Financial Advisors 86k $4.9M 12% Mar 2025
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Northeast Financial Consultants 84k $5.0M -20% Mar 2025
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Fifth Third Securities 82k $4.9M -23% Mar 2025
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Goss Wealth Management 80k $4.6M -8% Dec 2024
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Mariner Wealth Advisors 80k $4.8M 5% Mar 2025
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Pnc Financial Services 78k $4.6M 1% Dec 2024
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Riggs Asset Managment 78k $4.7M 6% Mar 2025
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Branch Banking & Trust Company 78k $4.7M -25% Mar 2025
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Capital Asset Advisory Services 76k $4.6M -3% Mar 2025
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Axxcess Wealth Management 76k $4.6M -3% Mar 2025
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Centaurus Financial 76k $4.4M -5% Dec 2024
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J. Goldman & Co 73k $4.4M 0% Mar 2025
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Geneos Wealth Management 56k $3.3M 0% Mar 2025
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Dale Q Rice Investment Management 72k $4.3M -2% Mar 2025
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LM Advisors 71k $4.3M -4% Mar 2025
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Wolverine Trading 70k $4.1M 100% Dec 2024
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Lake Hills Wealth Management 69k $4.2M -9% Mar 2025
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Northwestern Mutual Wealth Management Company 68k $4.0M -12% Dec 2024
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Virtu Financial 66k $4.0M -3% Mar 2025
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J.w. Cole Advisors 65k $3.9M 24% Mar 2025
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Transcend Wealth Collective 63k $3.8M -10% Mar 2025
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CMH Wealth Management 62k $3.7M -1% Mar 2025
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CIBC World Markets 61k $3.6M 10% Mar 2025
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Snider Financial Group 60k $3.6M -15% Mar 2025
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Charter Oak Capital Management 60k $3.6M -3% Mar 2025
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Prestige Wealth Management Group 59k $3.6M 17% Mar 2025
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Creative Financial Designs 58k $3.5M 2% Mar 2025
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Private Advisor 58k $3.5M -6% Mar 2025
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Continuum Advisory 55k $3.3M -2% Mar 2025
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Capital Fund Management 55k $3.3M -31% Mar 2025
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Northstar Asset Management 55k $3.3M -11% Mar 2025
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Apollon Financial 54k $3.2M -10% Mar 2025
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Atria Wealth Solutions 52k $3.1M 22% Mar 2025
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Somerset 52k $3.0M -1% Dec 2024
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Diversified Enterprises 51k $3.1M -1% Mar 2025
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Kestra Advisory Services 50k $2.9M -36% Dec 2024
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Gray Wealth Management 49k $2.9M 14% Dec 2024
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Tower Research Capital 49k $2.8M 32% Dec 2024
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Chicago Partners Investment 49k $2.9M 627% Mar 2025
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Townsquare Capital 48k $2.9M 450% Mar 2025
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Orleans Capital Management Corp 47k $2.9M -1% Mar 2025
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Madden Advisory Services 46k $2.7M -6% Dec 2024
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Walleye Trading 45k $2.7M 58% Mar 2025
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VisionPoint Advisory Group 44k $2.7M -4% Mar 2025
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WCG Wealth Advisors 44k $2.6M -3% Mar 2025
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Squarepoint Ops 44k $2.5M 90% Dec 2024
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Hanson McClain Advisors 42k $2.5M -5% Mar 2025
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Money Design 42k $2.5M -12% Mar 2025
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Modern Wealth Management 41k $2.5M 2% Mar 2025
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Dynamic Advisors Solutions 40k $2.4M 1% Mar 2025
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1 North Wealth Services 40k $2.3M 100% Dec 2024
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Armor Investment Advisors 40k $2.4M 0% Mar 2025
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Stratos Wealth Partners 38k $2.3M -7% Mar 2025
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Koa Wealth Management 37k $2.2M -8% Mar 2025
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Signature Estate and Investment Advisors 37k $2.2M 17% Mar 2025
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Hallmark Capital Management 36k $2.2M 45% Mar 2025
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Stonebridge Financial Planning Group 36k $2.1M 2% Mar 2025
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Wiley Bros.-aintree Capital 35k $2.1M 96% Dec 2024
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Citizens Financial Group 35k $2.1M -6% Mar 2025
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Sequoia Financial Advisors 35k $2.1M -7% Mar 2025
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Us Bancorp 34k $2.1M -6% Mar 2025
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Garrison Point Advisors 34k $2.0M 1% Dec 2024
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FMR 34k $2.0M 20% Mar 2025
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YCMNET Advisors 34k $2.0M -1% Dec 2024
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Nwam 34k $2.0M 14% Mar 2025
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Rockefeller Capital Management 33k $1.9M -5% Dec 2024
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Kestra Private Wealth Services 33k $2.0M -2% Mar 2025
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Banque Cantonale Vaudoise 32k $2.0M 3% Mar 2025
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Ameritas Advisory Services 31k $1.9M -7% Mar 2025
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HPM Partners 31k $1.9M -39% Mar 2025
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Hazlett, Burt & Watson 31k $1.5M -1% Mar 2025
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Creative Planning 31k $1.8M 6% Mar 2025
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D. E. Shaw & Co 30k $1.8M 100% Mar 2025
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Institute For Wealth Management 30k $1.8M 2% Mar 2025
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Bank Of Montreal 30k $1.7M 3% Dec 2024
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Gail Mannix 30k $1.8M 5% Mar 2025
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Viewpoint Investment Partners Corp 29k $1.8M 100% Mar 2025
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Ayalon Holdings 29k $1.7M 100% Mar 2025
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H D Vest Advisory Services 29k $1.7M -9% Dec 2024
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Stratos Wealth Advisors 29k $1.7M 51% Mar 2025
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IHT Wealth Management 28k $1.6M -13% Dec 2024
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Venture Visionary Partners 27k $1.6M 100% Dec 2024
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Apollon Wealth Management 27k $1.6M -5% Mar 2025
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Integrated Advisors Network 27k $1.6M -1% Mar 2025
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Warren Averett Asset Management 27k $1.6M 3% Dec 2024
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Wealthedge Investment Advisors 27k $1.6M 67% Mar 2025
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PFG Investments 26k $1.6M -8% Mar 2025
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Miracle Mile Advisors 26k $1.5M -8% Mar 2025
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Live Oak Private Wealth 24k $1.5M -17% Mar 2025
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Bank Hapoalim Bm 21k $1.2M -33% Mar 2025
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Eaton Financial Holdings Company 20k $1.2M -31% Mar 2025
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FinDec Wealth Services 18k $1.1M -56% Mar 2025
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Strategic Wealth Partners 11k $709k -92% Dec 2024
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Advisory Services Network 8.6k $502k -75% Dec 2024
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Mason & Associates 4.9k $298k -90% Mar 2025
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Qube Research & Technologies 2.4k $138k -95% Dec 2024
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Who sold out of iShares Dow Jones US Medical Dev.?

Fund or Company Name Date Sold Shares Held Valued At
Baltimore-Washington Financial Advisors Sep 2024 272k $16M
Independent Advisor Alliance Dec 2024 69k $4.0M
Tocqueville Asset Management Dec 2024 40k $2.4M
Quantitative Investment Management Sep 2024 32k $1.9M
Prudential Financial Sep 2024 32k $1.9M
Econ Financial Services Corp Dec 2024 29k $1.7M