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
Citigroup 5.2M $306M 23238% Mar 2024
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Morgan Stanley 3.2M $190M -3% Mar 2024
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Bank of America Corporation 2.4M $142M 3% Mar 2024
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LPL Financial 2.2M $132M -19% Mar 2024
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Fisher Investments 2.0M $118M -3% Mar 2024
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UBS Group 1.3M $74M -4% Mar 2024
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Wells Fargo & Company 1.2M $70M -10% Mar 2024
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Envestnet Asset Management 1.1M $67M -3% Mar 2024
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Royal Bank of Canada 837k $49M -22% Mar 2024
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Goldman Sachs Group 728k $43M 48% Mar 2024
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Jpmorgan Chase & Co 633k $37M 14% Mar 2024
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J Arnold Wealth Management 545k $29M 7% Dec 2023
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Citadel Advisors 495k $29M 70% Mar 2024
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Ameriprise Financial 481k $28M -20% Mar 2024
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Advisor Group Holdings 403k $24M -6% Mar 2024
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Flaharty Asset Management 378k $20M 1% Dec 2023
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Raymond James & Associates 374k $22M -2% Mar 2024
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Barclays 364k $21M 2104% Mar 2024
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Commonwealth Equity Services 359k $21M -6% Mar 2024
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Migdal Insurance & Financial Holdings 353k $21M -1% Mar 2024
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Marshall Wace 349k $21M 6% Mar 2024
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Raymond James Financial Services Advisors 345k $20M -6% Mar 2024
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Bank Hapoalim Bm 279k $16M 2% Mar 2024
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Squarepoint Ops 273k $16M 6% Mar 2024
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Mackenzie Financial 268k $16M 0% Mar 2024
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RiverFront Investment Group 268k $16M 11% Mar 2024
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Wharton Business Group 267k $16M 14% Mar 2024
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Baltimore-Washington Financial Advisors 247k $14M 6% Mar 2024
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Cetera Investment Advisers 234k $14M 436% Mar 2024
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Gerber Kawasaki Wealth & Investment Management 232k $14M -25% Mar 2024
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Wealth Enhancement Advisory Services 223k $13M 0% Mar 2024
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HighTower Advisors 211k $12M 168% Mar 2024
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Alliancebernstein 210k $11M 44% Dec 2023
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Cambridge Investment Research Advisors 210k $12M -4% Mar 2024
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Susquehanna International 210k $12M 44% Mar 2024
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Mercer Global Advisors 206k $12M 2% Mar 2024
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Arkansas Financial 179k $11M 2% Mar 2024
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Fwl Investment Management 179k $11M 100% Mar 2024
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Means Investment 178k $10M -11% Mar 2024
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EP Wealth Advisors 162k $8.8M -2% Dec 2023
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Baker Avenue Asset Management 161k $9.4M 7% Mar 2024
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Northeast Financial Consultants 159k $9.3M -24% Mar 2024
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Hamilton Wealth 158k $8.5M -13% Dec 2023
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Jane Street 155k $9.1M -2% Mar 2024
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Mirabella Financial Services 149k $8.7M 100% Mar 2024
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Global Assets Advisory 145k $2.5M 1148% Mar 2024
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Branch Banking & Trust Company 143k $8.3M -9% Mar 2024
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Certified Advisory Corp 141k $8.2M 2% Mar 2024
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Oakmont Partners 131k $7.7M 31% Mar 2024
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Gimbal Financial 131k $7.7M 291% Mar 2024
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Capital Fund Management 129k $7.5M 100% Mar 2024
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Strategic Wealth Partners 128k $7.5M 11% Mar 2024
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Northwestern Mutual Wealth Management Company 127k $7.5M 3% Mar 2024
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Janney Montgomery Scott 122k $7.1M 3% Mar 2024
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Goss Wealth Management 120k $7.0M -21% Mar 2024
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Bnp Paribas Arbitrage, Snc 116k $6.8M 581% Mar 2024
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Federation des caisses Desjardins du Quebec 116k $6.8M 100% Mar 2024
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National Asset Management 114k $5.5M -11% Mar 2024
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Fifth Third Securities 113k $6.6M 5% Mar 2024
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Kingsview Wealth Management 113k $6.6M 301% Mar 2024
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Peapack Gladstone Financial Corp 111k $6.5M -3% Mar 2024
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Riggs Asset Managment 109k $6.4M 100% Mar 2024
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Cumberland Advisors 107k $6.3M 100% Mar 2024
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Baird Financial 107k $5.8M -1% Dec 2023
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Safeguard Investment Advisory Group 105k $5.7M 3% Dec 2023
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Yarbrough Capital 105k $6.1M 0% Mar 2024
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Segment Wealth Management 105k $6.1M 1% Mar 2024
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FinDec Wealth Services 104k $6.1M -2% Mar 2024
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William Blair $ Company 103k $6.0M 2% Mar 2024
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Capital Analysts 102k $6.0M -9% Mar 2024
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Moors & Cabot 102k $6.0M 2% Mar 2024
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Eagle Strategies 101k $5.9M 100% Mar 2024
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Stifel Financial 99k $5.8M 0% Mar 2024
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Anchor Investment Management 97k $5.7M 1% Mar 2024
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Mariner Wealth Advisors 94k $5.5M -6% Mar 2024
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Manchester Financial 94k $5.5M 0% Mar 2024
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CMH Wealth Management 90k $5.3M -10% Mar 2024
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Dynamic Advisors Solutions 88k $5.1M -9% Mar 2024
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Jmac Enterprises 87k $5.1M 14% Mar 2024
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LM Advisors 87k $5.1M -4% Mar 2024
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Principal Securities 85k $5.0M 3% Mar 2024
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Atria Wealth Solutions 85k $5.0M -8% Mar 2024
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Kestra Advisory Services 79k $4.3M -2% Dec 2023
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Altfest L J & Co 79k $4.6M 2% Mar 2024
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Pnc Financial Services 79k $4.6M 0% Mar 2024
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Charter Oak Capital Management 77k $4.5M -2% Mar 2024
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Centaurus Financial 75k $4.4M -27% Mar 2024
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Money Design 75k $4.4M -16% Mar 2024
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Axxcess Wealth Management 74k $4.0M 12% Dec 2023
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Nicholas Investments Partners 74k $4.0M 100% Dec 2023
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Transcend Wealth Collective 73k $4.3M 16% Mar 2024
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Mason & Associates 73k $4.2M 7% Mar 2024
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Capital Asset Advisory Services 72k $4.1M 4% Mar 2024
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Apollon Financial 71k $4.2M 100% Mar 2024
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Snider Financial Group 70k $4.1M -2% Mar 2024
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Penserra Capital Management 69k $4.1M 19% Mar 2024
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H D Vest Advisory Services 69k $4.0M -23% Mar 2024
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Northstar Asset Management 68k $4.0M -3% Mar 2024
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Private Advisor 66k $3.8M -15% Mar 2024
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Claudia M.p. Batlle, Crp 65k $3.8M 48% Mar 2024
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Adviser Investments 64k $3.8M -4% Mar 2024
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Creative Financial Designs 61k $3.6M 1% Mar 2024
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Boothbay Fund Management 59k $3.5M 100% Mar 2024
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Hallmark Capital Management 58k $3.4M 0% Mar 2024
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Diversified 57k $3.3M -2% Mar 2024
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Brick & Kyle, Associates 57k $1.2M 158% Dec 2023
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Caption Management 56k $3.3M -36% Mar 2024
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Continuum Advisory 56k $3.1M -14% Mar 2024
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Somerset 54k $3.2M -17% Mar 2024
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Concord Investment Counsel 54k $3.1M 100% Mar 2024
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Madden Advisory Services 53k $3.1M -5% Mar 2024
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HPM Partners 53k $2.9M 5% Mar 2024
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Prestige Wealth Management Group 53k $3.1M 1% Mar 2024
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Gts Securities 52k $3.0M 127% Mar 2024
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Focus Financial Network 52k $2.8M 100% Dec 2023
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Kestra Private Wealth Services 52k $3.0M -1% Mar 2024
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Mathes Company 51k $3.0M 0% Mar 2024
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Wolverine Trading 49k $2.9M 100% Mar 2024
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Orleans Capital Management Corp 48k $2.8M 1% Mar 2024
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Geneos Wealth Management 48k $2.8M -13% Mar 2024
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Hanson McClain Advisors 48k $2.8M -10% Mar 2024
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VisionPoint Advisory Group 48k $2.8M -8% Mar 2024
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Phoenix Holdings 46k $2.7M 100% Mar 2024
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Koa Wealth Management 46k $2.7M 4% Mar 2024
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Scotia Capital 45k $2.4M 3% Dec 2023
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CIBC World Markets 45k $2.6M -11% Mar 2024
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Stonebridge Financial Planning Group 44k $2.6M -25% Mar 2024
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Sequoia Financial Advisors 43k $2.5M -3% Mar 2024
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Stratos Wealth Partners 42k $2.5M 25% Mar 2024
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WCG Wealth Advisors 42k $2.5M 21% Mar 2024
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J.w. Cole Advisors 41k $2.4M 29% Mar 2024
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Us Bancorp 41k $2.4M -20% Mar 2024
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Cypress Asset Management 41k $2.2M -2% Dec 2023
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Gray Wealth Management 41k $2.4M 1% Mar 2024
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WESPAC Advisors 40k $2.3M 20% Mar 2024
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Tower Research Capital 38k $2.3M 206% Mar 2024
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Ameritas Advisory Services 38k $2.1M -37% Dec 2023
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Armor Investment Advisors 38k $2.2M -1% Mar 2024
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Bank Of Montreal 38k $2.2M 25% Mar 2024
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Oak Family Advisors 37k $2.2M 0% Mar 2024
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Eaton Financial Holdings Company 37k $2.1M 4% Mar 2024
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Hazlett, Burt & Watson 35k $1.4M -11% Mar 2024
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Miracle Mile Advisors 35k $2.0M 0% Mar 2024
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Garrison Point Advisors 33k $1.9M 0% Mar 2024
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Banque Cantonale Vaudoise 33k $1.9M -4% Mar 2024
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Advisory Services Network 32k $1.9M 2% Mar 2024
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WP Advisors 32k $1.9M 7% Mar 2024
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Steward Partners Investment Advisory 32k $1.9M 13% Mar 2024
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Rockefeller Capital Management 32k $1.7M -42% Dec 2023
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Cedar Brook Financial Partners 31k $1.8M 2% Mar 2024
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Parallel Advisors 30k $1.7M -11% Mar 2024
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PFG Investments 30k $1.7M -46% Mar 2024
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Hrt Financial 24k $1.4M -73% Mar 2024
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Harel Insurance Investments & Financial Services 24k $1.4M -97% Mar 2024
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Sowell Financial Services 23k $1.4M -43% Mar 2024
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Mirae Asset Global Investments 23k $1.3M -29% Mar 2024
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Mutual Advisors 21k $1.2M -68% Mar 2024
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Oppenheimer & Co 14k $841k -73% Mar 2024
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Y-Intercept 5.3k $309k -89% Mar 2024
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Proequities 4.4k $258M -90% Mar 2024
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Deane Retirement Strategies 471.00 $28k -100% Mar 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
Meitav Dash Investments Dec 2023 3.1M $166M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Dec 2023 553k $30M
Mivtachim The Workers Social Insurance Fund Dec 2023 386k $21M
Nan Shan Life Insurance Sep 2023 281k $14M
AE Wealth Management Dec 2023 236k $13M
Financial Network Investment Corporation Sep 2023 212k $10M
Financial Partners Group Dec 2023 207k $11M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Dec 2023 193k $10M
United Asset Strategies Dec 2023 108k $5.8M
Point72 Asset Management Dec 2023 100k $5.4M
Cavalier Investments Sep 2023 85k $4.1M
Colony Dec 2023 80k $4.3M
Grant/GrossMendelsohn Dec 2023 67k $3.7M
Millennium Management Dec 2023 50k $2.7M
Virtu Financial Dec 2023 45k $2.4M
Thrive Capital Management Dec 2023 34k $1.9M
C2C Wealth Management Sep 2023 33k $1.6M