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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 712k | $54M | 2% | Dec 2023 |
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| UBS Group | 479k | $36M | 8% | Dec 2023 |
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| Wells Fargo & Company | 289k | $22M | 2% | Dec 2023 |
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| Raymond James Financial Services Advisors | 182k | $15M | 32% | Mar 2024 |
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| Royal Bank of Canada | 169k | $13M | -3% | Dec 2023 |
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| Captrust Financial Advisors | 142k | $11M | 4% | Dec 2023 |
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| AE Wealth Management | 97k | $7.3M | 83% | Dec 2023 |
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| Goldman Sachs Group | 95k | $7.2M | -14% | Dec 2023 |
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| Commonwealth Equity Services | 92k | $7.6M | 4% | Mar 2024 |
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| Norden Group | 79k | $6.5M | 100% | Mar 2024 |
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| Advisor Group Holdings | 71k | $5.4M | -45% | Dec 2023 |
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| Brookstone Capital Management | 66k | $5.4M | 64% | Mar 2024 |
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| Kellett Schaffner Wealth Advisors | 66k | $5.4M | 20% | Mar 2024 |
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| Pinkerton Retirement Specialists | 64k | $4.9M | 100% | Dec 2023 |
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| Ferguson Wellman Capital Management | 61k | $5.0M | -8% | Mar 2024 |
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| First Citizens Financial Corp | 60k | $4.6M | -1% | Dec 2023 |
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| United Capital Financial Advisers | 60k | $4.5M | -33% | Dec 2023 |
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| Raymond James & Associates | 58k | $4.8M | 9% | Mar 2024 |
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| Concurrent Investment Advisors | 58k | $4.4M | 100% | Dec 2023 |
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| Cambridge Investment Research Advisors | 55k | $4.5M | 28% | Mar 2024 |
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| Townsquare Capital | 51k | $3.9M | 100% | Dec 2023 |
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| Citadel Advisors | 51k | $3.8M | 349% | Dec 2023 |
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| Moloney Securities Asset Management | 49k | $4.0M | 100% | Mar 2024 |
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| Eaton Financial Holdings Company | 43k | $3.5M | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 42k | $3.2M | -1% | Dec 2023 |
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| Southern Capital Advisors | 40k | $3.2M | 3% | Mar 2024 |
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| Stonebridge Financial Planning Group | 33k | $2.5M | -7% | Dec 2023 |
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| Stillwater Capital Advisors | 33k | $2.7M | 0% | Mar 2024 |
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| Cottonwood Capital Advisors | 30k | $2.3M | -2% | Mar 2024 |
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| Private Advisor | 26k | $2.2M | 153% | Mar 2024 |
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| WESPAC Advisors SoCal | 24k | $2.0M | -6% | Mar 2024 |
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| Virtue Capital Management | 23k | $1.7M | 100% | Dec 2023 |
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| Tritonpoint Wealth | 22k | $1.4M | 4% | Mar 2024 |
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| Branch Banking & Trust Company | 20k | $1.5M | -8% | Dec 2023 |
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| Mutual Advisors | 18k | $1.5M | -1% | Mar 2024 |
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| Balboa Wealth Partners | 18k | $1.3M | 100% | Dec 2023 |
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| Smartleaf Asset Management | 17k | $1.3M | 100% | Mar 2024 |
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| Sunbelt Securities | 16k | $1.3M | 10% | Mar 2024 |
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| Mariner Wealth Advisors | 16k | $1.2M | 229% | Dec 2023 |
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| Marshall Wace | 16k | $1.2M | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 16k | $1.2M | -40% | Dec 2023 |
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| Citigroup | 15k | $1.2M | -50% | Dec 2023 |
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| Garrison Point Advisors | 15k | $1.1M | 0% | Dec 2023 |
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| Bank Of Montreal | 15k | $1.1M | -37% | Dec 2023 |
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| First Heartland Consultants | 15k | $1.1M | -41% | Dec 2023 |
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| GSA Capital Partners | 14k | $1.2M | 11% | Mar 2024 |
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| Wintrust Financial Corporation | 14k | $1.1M | -3% | Dec 2023 |
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| Barclays | 14k | $1.1M | -43% | Dec 2023 |
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| Spinnaker Trust | 14k | $1.1M | 0% | Mar 2024 |
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| Patton Albertson & Miller | 13k | $1.1M | -8% | Mar 2024 |
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| CI Private Wealth | 13k | $983k | 24% | Dec 2023 |
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| Simmons Bank | 13k | $978k | 0% | Dec 2023 |
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| VCI Wealth Management | 13k | $1.0M | -16% | Mar 2024 |
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| Amg National Trust Bank | 13k | $1.0M | 0% | Mar 2024 |
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| Whitener Capital Management | 12k | $1.0M | 1% | Mar 2024 |
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| Clear Creek Financial Management | 12k | $940k | 22% | Mar 2024 |
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| KKM Financial | 11k | $859k | 100% | Dec 2023 |
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| Huntington National Bank | 11k | $922k | 35% | Mar 2024 |
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| Stifel Financial | 11k | $840k | 1% | Dec 2023 |
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| Retirement Planning Group | 11k | $892k | 0% | Mar 2024 |
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| Outlook Wealth Advisors | 9.8k | $807k | 100% | Mar 2024 |
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| Anchor Investment Management | 9.7k | $735k | -7% | Dec 2023 |
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| Flow Traders US | 9.6k | $725k | 100% | Dec 2023 |
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| Davenport & Co | 9.2k | $757k | 18% | Mar 2024 |
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| Capital Investment Advisors | 9.2k | $756k | -5% | Mar 2024 |
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| M^T Bank Corporation | 8.7k | $356k | 0% | Dec 2023 |
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| WESPAC Advisors | 8.6k | $703k | 52% | Mar 2024 |
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| Adell, Harriman, & Carpenter | 8.6k | $702k | -6% | Mar 2024 |
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| Haverford Trust Company | 8.4k | $686k | 0% | Mar 2024 |
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| Creative Planning | 8.1k | $611k | 1% | Dec 2023 |
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| Eagle Strategies | 8.0k | $653k | 100% | Mar 2024 |
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| WealthBridge Capital Management | 7.8k | $639k | -8% | Mar 2024 |
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| Patten & Patten | 7.7k | $584k | -1% | Dec 2023 |
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| Sonata Capital | 7.6k | $623k | 0% | Mar 2024 |
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| Laidlaw Wealth Management | 7.2k | $544k | 3% | Dec 2023 |
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| Advisory Services Network | 7.2k | $587k | -41% | Mar 2024 |
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| Sigma Planning | 7.1k | $582k | 100% | Mar 2024 |
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| Chevy Chase Trust Holdings | 6.9k | $568k | 100% | Mar 2024 |
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| Principal Securities | 6.9k | $524k | 100% | Dec 2023 |
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| Meridian Wealth Management | 6.6k | $540k | 0% | Mar 2024 |
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| Summit X | 6.5k | $493k | -3% | Dec 2023 |
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| CWM | 6.5k | $535k | 0% | Mar 2024 |
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| SPC Financial | 6.1k | $503k | -2% | Mar 2024 |
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| Navellier & Associates | 6.0k | $458k | 100% | Dec 2023 |
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| Janney Montgomery Scott | 5.9k | $487k | -4% | Mar 2024 |
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| Two Sigma Investments | 5.9k | $447k | 100% | Dec 2023 |
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| National Asset Management | 5.9k | $446k | 0% | Dec 2023 |
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| Canvas Wealth Advisors | 5.6k | $432k | 0% | Mar 2024 |
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| Prime Capital Investment Advisors | 5.5k | $418k | 100% | Dec 2023 |
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| Whittier Trust Co. of Nevada | 5.5k | $453k | 0% | Mar 2024 |
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| Commerce Bank N A | 5.4k | $441k | 0% | Mar 2024 |
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| Mercer Global Advisors | 5.3k | $404k | -8% | Dec 2023 |
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| Horizon Family Wealth | 5.2k | $396k | -1% | Dec 2023 |
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| Patriot Investment Management | 5.2k | $428k | 0% | Mar 2024 |
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| Bartlett & Co. | 5.2k | $394k | 0% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 5.2k | $394k | 0% | Dec 2023 |
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| Chesapeake Wealth Management | 5.1k | $384k | 0% | Dec 2023 |
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| Coldstream Capital Management | 4.9k | $374k | 0% | Dec 2023 |
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| HighTower Advisors | 4.9k | $402k | -6% | Mar 2024 |
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| Kestra Private Wealth Services | 4.8k | $397k | 0% | Mar 2024 |
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| Planning Directions | 4.6k | $349k | 0% | Dec 2023 |
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| William Blair $ Company | 4.6k | $348k | 9% | Dec 2023 |
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| EP Wealth Advisors | 4.6k | $346k | 4% | Dec 2023 |
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| One Charles Private Wealth Services | 4.6k | $345k | 100% | Dec 2023 |
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| Pathstone Holdings | 4.5k | $342k | 100% | Dec 2023 |
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| HPM Partners | 4.4k | $330k | 100% | Dec 2023 |
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| North Star Investment Management | 4.3k | $353k | 0% | Mar 2024 |
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| WJ Wealth Management | 4.3k | $351k | 0% | Mar 2024 |
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| Tiaa Trust, National Association | 4.3k | $323k | 0% | Dec 2023 |
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| Pnc Financial Services | 4.1k | $309k | 10% | Dec 2023 |
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| Atria Wealth Solutions | 4.0k | $305k | 6% | Dec 2023 |
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| Clifford Swan Investment Counsel | 4.0k | $328k | 0% | Mar 2024 |
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| Eubel Brady & Suttman Asset Management | 4.0k | $303k | 0% | Dec 2023 |
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| MAI Wealth Advisors | 3.9k | $298k | 100% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 3.7k | $302k | 0% | Mar 2024 |
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| National Bank Of Canada /fi/ | 3.7k | $275k | 0% | Dec 2023 |
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| Baird Financial | 3.7k | $278k | 0% | Dec 2023 |
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| Apollon Wealth Management | 3.6k | $299k | 100% | Mar 2024 |
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| Oakmont Partners | 3.6k | $295k | 100% | Mar 2024 |
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| Greenfield Savings Bank | 3.5k | $288k | 0% | Mar 2024 |
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| CoreCap Advisors | 3.3k | $253k | -3% | Dec 2023 |
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| Envestnet Portfolio Solutions | 3.3k | $251k | 100% | Dec 2023 |
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| Gts Securities | 3.3k | $249k | 100% | Dec 2023 |
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| Maltin Wealth Management | 3.2k | $266k | 0% | Mar 2024 |
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| Financial Counselors | 3.2k | $259k | 0% | Mar 2024 |
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| Jane Street | 3.1k | $238k | -90% | Dec 2023 |
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| LexAurum Advisors | 3.1k | $233k | 0% | Dec 2023 |
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| Chicago Partners Investment | 3.0k | $231k | 0% | Mar 2024 |
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| Beacon Financial Advisory | 2.9k | $239k | -32% | Mar 2024 |
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| Advisors Management Group | 2.8k | $229k | -5% | Mar 2024 |
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| Snowden Capital Advisors | 2.8k | $211k | 100% | Dec 2023 |
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| Focus Financial Network | 2.8k | $212k | 100% | Mar 2024 |
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| Focus Financial Network | 2.7k | $207k | 100% | Dec 2023 |
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| Gail Mannix | 2.6k | $213k | 100% | Mar 2024 |
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| Apeiron RIA | 2.5k | $208k | 100% | Mar 2024 |
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| Atlas Brown | 2.5k | $205k | 100% | Mar 2024 |
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| Blue Chip Partners | 2.2k | $180k | 0% | Mar 2024 |
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| Coastal Investment Advisors | 2.0k | $163k | 100% | Mar 2024 |
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| MGB Wealth Management | 1.9k | $147k | 100% | Dec 2023 |
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| Migdal Insurance & Financial Holdings | 1.9k | $154k | 100% | Mar 2024 |
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| Front Row Advisors | 1.9k | $140k | 0% | Dec 2023 |
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| Geneos Wealth Management | 1.7k | $138k | 0% | Mar 2024 |
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| Sandy Spring Bank | 1.7k | $126k | 0% | Dec 2023 |
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| GPS Wealth Strategies Group | 1.5k | $121k | 0% | Mar 2024 |
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| Capital Investment Advisory Services | 1.4k | $112k | 0% | Mar 2024 |
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| Farmers & Merchants Investment | 1.3k | $104k | 0% | Mar 2024 |
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| Rockbridge Investment Management, LCC | 1.2k | $89k | 100% | Dec 2023 |
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| Mascoma Wealth Management | 1.0k | $82k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 912.00 | $75k | 126% | Mar 2024 |
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| MTM Investment Management | 884.00 | $73k | 0% | Mar 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 |
|---|---|---|---|
| Foundations Investment Advisors | Sep 2023 | 27k | $1.8M |
| RPg Family Wealth Advisory | Sep 2023 | 19k | $1.3M |
| Carnick & Kubik | Dec 2023 | 9.6k | $729k |
| Thoroughbred Financial Services | Sep 2023 | 5.3k | $353k |
| Meitav Dash Investments | Dec 2023 | 4.7k | $356k |
| Koshinski Asset Management | Sep 2023 | 4.4k | $293k |
| H D Vest Advisory Services | Sep 2023 | 3.5k | $236k |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Dec 2023 | 3.0k | $230k |
| Family Firm | Dec 2023 | 2.7k | $206k |
| Advisory Alpha | Dec 2023 | 2.7k | $202k |
| Fifth Third Bancorp | Dec 2023 | 1.9k | $146k |
| Baker Avenue Asset Management | Sep 2023 | 1.9k | $127k |