Who owns iShares Dow Jones US Consumer Ser.?
- Ticker: IYC
- CUSIP Number: 464287580
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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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| 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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| Mutual Advisors | 16k | $1.4M | -16% | Sep 2024 |
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| Sunbelt Securities | 16k | $1.3M | -6% | Jun 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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| 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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| 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 | $782k | 0% | Jun 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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| Sanctuary Advisors | 6.0k | $472k | 100% | Jun 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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| National Asset Management | 5.6k | $459k | -4% | 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 | $401k | 0% | Jun 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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| 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 |