Who owns iShares Dow Jones US Consumer Ser.?

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

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Top investors of iShares Dow Jones US Consumer Ser. stock

Who bought or sold iShares Dow Jones US Consumer Ser. this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 853k $69M -1% Jun 2024
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Bank of America Corporation 708k $62M 3% Sep 2024
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Green Harvest Asset Management 708k $58M 78% Jun 2024
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Wells Fargo & Company 278k $25M -1% Sep 2024
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Royal Bank of Canada 176k $15M -8% Sep 2024
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Captrust Financial Advisors 159k $14M 17% Sep 2024
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Apollon Wealth Management 151k $13M 100% Sep 2024
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Raymond James Financial Services Advisors 139k $12M -4% Sep 2024
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LPL Financial 133k $12M -20% Sep 2024
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Prospera Financial Services 109k $9.6M 0% Sep 2024
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Goldman Sachs Group 90k $7.3M 43% Jun 2024
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AE Wealth Management 82k $7.2M 6% Sep 2024
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Commonwealth Equity Services 66k $5.8M -28% Sep 2024
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Jpmorgan Chase & Co 63k $5.5M 102% Sep 2024
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First Citizens Financial Corp 62k $5.4M 1% Sep 2024
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Brookstone Capital Management 62k $5.4M -3% Sep 2024
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Ferguson Wellman Capital Management 60k $5.3M -1% Sep 2024
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United Capital Financial Advisers 55k $4.8M -1% Sep 2024
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Raymond James & Associates 54k $4.8M 3% Sep 2024
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Advisor Group Holdings 53k $4.7M -25% Sep 2024
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BlackRock 51k $4.2M -17% Jun 2024
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Bnp Paribas Arbitrage, Snc 51k $4.5M 100% Sep 2024
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Southern Capital Advisors 42k $3.7M 2% Sep 2024
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BlackRock 38k $3.3M 100% Sep 2024
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Northwestern Mutual Wealth Management Company 37k $3.3M -2% Sep 2024
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Goss Wealth Management 33k $2.7M -2% Jun 2024
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Mml Investors Services 33k $2.9M 5% Sep 2024
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Eaton Financial Holdings Company 31k $2.7M -29% Sep 2024
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Stonebridge Financial Planning Group 30k $2.6M -6% Sep 2024
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Transatlantique Private Wealth 29k $2.6M 15% Sep 2024
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Cottonwood Capital Advisors 26k $2.3M -10% Sep 2024
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Stillwater Capital Advisors 26k $2.3M -19% Sep 2024
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Private Advisor 24k $2.1M -18% Sep 2024
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Tritonpoint Wealth 22k $2.0M 2% Sep 2024
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WESPAC Advisors SoCal 20k $1.8M -24% Sep 2024
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Sanctuary Advisors 17k $1.7M 186% Sep 2024
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Mutual Advisors 16k $1.4M -16% Sep 2024
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Garrison Point Advisors 15k $1.2M 0% Jun 2024
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Steward Partners Investment Advisory 15k $1.2M 0% Jun 2024
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Smartleaf Asset Management 15k $1.3M -26% Sep 2024
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Sunbelt Securities 15k $1.3M -4% Sep 2024
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Koshinski Asset Management 15k $1.3M 130% Sep 2024
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Cetera Investment Advisers 15k $1.2M -20% Jun 2024
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CI Private Wealth 15k $1.3M 11% Sep 2024
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Robertson Stephens Wealth Management 14k $1.2M 7% Sep 2024
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Spinnaker Trust 14k $1.2M 0% Sep 2024
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Wintrust Financial Corporation 14k $1.2M 0% Sep 2024
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Branch Banking & Trust Company 14k $1.1M -14% Jun 2024
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Virtue Capital Management 13k $1.2M -27% Sep 2024
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Patton Albertson & Miller 13k $1.1M 0% Jun 2024
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Cambridge Investment Research Advisors 13k $1.2M -5% Sep 2024
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Optivise Advisory Services 13k $1.1M 2% Sep 2024
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Simmons Bank 13k $1.1M -1% Sep 2024
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Equitable Holdings 13k $1.0M 0% Jun 2024
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Amg National Trust Bank 13k $1.1M -44% Sep 2024
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Mariner Wealth Advisors 12k $1.0M 113% Sep 2024
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Whitener Capital Management 12k $1.0M -3% Sep 2024
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Huntington National Bank 11k $968k -2% Sep 2024
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Stifel Financial 10k $841k -2% Jun 2024
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KKM Financial 10k $899k -10% Sep 2024
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Susquehanna International 10k $889k -66% Sep 2024
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Citadel Advisors 9.9k $870k -22% Sep 2024
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Anchor Investment Management 9.6k $846k 0% Sep 2024
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Capital Investment Advisors 9.4k $827k 0% Sep 2024
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Two Sigma Advisers 9.0k $732k 100% Jun 2024
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M^T Bank Corporation 8.7k $417k 0% Sep 2024
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Creative Planning 8.7k $761k 6% Sep 2024
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Davenport & Co 8.6k $760k -12% Sep 2024
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Adell, Harriman, & Carpenter 8.6k $753k 0% Sep 2024
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Brian McDonald 8.5k $748k 1% Sep 2024
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Haverford Trust Company 8.4k $736k 0% Sep 2024
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Envestnet Asset Management 8.2k $724k 8% Sep 2024
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Patten & Patten 8.2k $723k 0% Sep 2024
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Resources Investment Advisors 8.2k $719k 100% Sep 2024
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Qube Research & Technologies 8.0k $649k 17% Jun 2024
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Principal Securities 7.8k $682k 7% Sep 2024
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Laidlaw Wealth Management 7.5k $662k 2% Sep 2024
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CWM 6.7k $588k 0% Sep 2024
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Sonata Capital 6.6k $580k -13% Sep 2024
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Rps Advisory Solutions 6.4k $566k 100% Sep 2024
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Thrivent Financial for Lutherans 6.4k $564k 69% Sep 2024
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L & S Advisors 6.3k $556k -4% Sep 2024
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WealthBridge Capital Management 6.3k $554k -7% Sep 2024
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Summit X 6.0k $489k -5% Sep 2024
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Advisory Services Network 5.8k $468k 0% Sep 2024
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Janney Montgomery Scott 5.7k $498k -3% Sep 2024
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Tower Research Capital 5.7k $460k 4697% Jun 2024
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CoreCap Advisors 5.6k $494k 100% Sep 2024
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Canvas Wealth Advisors 5.6k $491k 0% Sep 2024
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Whittier Trust Co. of Nevada 5.5k $485k 0% Sep 2024
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Bank of New York Mellon 5.5k $484k 18% Sep 2024
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Pettyjohn 5.5k $484k 0% Sep 2024
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Prime Capital Investment Advisors 5.5k $483k 0% Sep 2024
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SPC Financial 5.5k $483k -5% Sep 2024
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HighTower Advisors 5.5k $444k 12% Jun 2024
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William Blair $ Company 5.4k $479k -15% Sep 2024
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Commerce Bank N A 5.4k $473k 0% Sep 2024
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Patriot Investment Management 5.2k $459k 0% Sep 2024
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Bartlett & Co. Wealth Management 5.2k $455k 0% Sep 2024
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Coldstream Capital Management 4.9k $434k 0% Sep 2024
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Citizens Financial Group 4.9k $432k 0% Sep 2024
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One Charles Private Wealth Services 4.9k $429k 8% Sep 2024
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AMJ Financial Wealth Management 4.8k $418k 4% Sep 2024
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Quantinno Capital Management 4.7k $385k 100% Jun 2024
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National Asset Management 4.7k $411k -16% Sep 2024
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Planning Directions 4.6k $407k 0% Sep 2024
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GSA Capital Partners 4.3k $379k -68% Sep 2024
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North Star Investment Management 4.3k $378k 0% Sep 2024
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Mercer Global Advisors 4.3k $348k -21% Jun 2024
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Tiaa Trust, National Association 4.3k $346k 0% Jun 2024
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Pathstone Holdings 4.2k $372k -1% Sep 2024
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Vivaldi Capital Management 4.2k $370k 100% Sep 2024
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EP Wealth Advisors 4.2k $368k 10% Sep 2024
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Chesapeake Wealth Management 4.1k $361k -2% Sep 2024
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WJ Wealth Management 4.1k $359k 0% Sep 2024
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Chevy Chase Trust Holdings 4.0k $327k -42% Jun 2024
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Financial Counselors 4.0k $326k 27% Jun 2024
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Eubel Brady & Suttman Asset Management 4.0k $352k 0% Sep 2024
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Clifford Swan Investment Counsel 4.0k $352k 0% Sep 2024
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Pnc Financial Services 3.9k $341k 0% Sep 2024
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Diversify Advisory Services 3.9k $339k 100% Sep 2024
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Kestra Private Wealth Services 3.8k $335k -20% Sep 2024
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Oakmont Partners 3.6k $317k 0% Sep 2024
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Jones Financial Companies, L.L 3.6k $317k 1934% Sep 2024
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MAI Wealth Advisors 3.6k $313k -3% Sep 2024
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Greenfield Savings Bank 3.5k $309k 0% Sep 2024
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National Bank Of Canada /fi/ 3.4k $295k -3% Sep 2024
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Cookson, Peirce & Co 3.4k $295k 100% Sep 2024
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Wealth Enhancement Advisory Services 3.3k $267k -11% Jun 2024
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Maltin Wealth Management 3.3k $286k 0% Sep 2024
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Csenge Advisory Group 3.0k $263k 100% Sep 2024
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Chicago Partners Investment 3.0k $259k 0% Sep 2024
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Oppenheimer & Co 3.0k $260k -2% Sep 2024
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Advisors Management Group 2.9k $258k 5% Sep 2024
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Beacon Financial Advisory 2.9k $257k 0% Sep 2024
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Kestra Advisory Services 2.9k $254k -26% Sep 2024
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Stephens 2.9k $252k 100% Sep 2024
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LexAurum Advisors 2.8k $249k 0% Sep 2024
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Snowden Capital Advisors 2.8k $245k 0% Sep 2024
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Focus Financial Network 2.8k $244k 0% Sep 2024
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Holderness Investments 2.7k $240k 0% Sep 2024
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Atlantic Trust 2.6k $229k 0% Sep 2024
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Westfuller Advisors 2.6k $226k 100% Sep 2024
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Apeiron RIA 2.5k $206k 0% Jun 2024
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Migdal Insurance & Financial Holdings 2.5k $222k 34% Sep 2024
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Atlas Brown 2.5k $220k 0% Sep 2024
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Atria Wealth Solutions 2.4k $215k -53% Sep 2024
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Americana Partners 2.4k $213k 100% Sep 2024
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Essential Planning 2.4k $211k 100% Sep 2024
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Citigroup 1.9k $165k -84% Sep 2024
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Who sold out of iShares Dow Jones US Consumer Ser.?

Fund or Company Name Date Sold Shares Held Valued At
Manufacturers Life Insurance Company Mar 2024 395k $32M
Townsquare Capital Mar 2024 80k $6.6M
Jane Street Jun 2024 33k $2.7M
Schonfeld Strategic Advisors Jun 2024 12k $1.0M
Retirement Planning Group Jun 2024 11k $918k
Barclays Jun 2024 11k $894k
Renaissance Technologies Jun 2024 9.6k $780k
Eagle Strategies Mar 2024 8.0k $653k
Sigma Planning Jun 2024 7.0k $569k
Navellier & Associates Jun 2024 5.9k $479k
Two Sigma Investments Mar 2024 5.4k $443k
CX Institutional Jun 2024 3.0k $242k
Marshall Wace Jun 2024 2.8k $231k
Gail Mannix Jun 2024 2.6k $211k