Who owns iShares Dow Jones US Energy Sector?

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

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Top investors of iShares Dow Jones US Energy Sector stock

Who bought or sold iShares Dow Jones US Energy Sector this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Green Harvest Asset Management 1.5M $69M 0% Dec 2025
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Wells Fargo & Company 935k $44M -2% Dec 2025
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Goldman Sachs Group 723k $34M 14% Dec 2025
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UBS Group 603k $29M 3% Dec 2025
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LPL Financial 474k $23M -17% Dec 2025
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Royal Bank of Canada 358k $17M -6% Sep 2025
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Ameriprise Financial 356k $17M -5% Dec 2025
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Bright Rock Capital Management 300k $14M 0% Dec 2025
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Mml Investors Services 245k $12M -8% Dec 2025
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Banco Santander 170k $8.1M -13% Dec 2025
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Summit Financial Consulting 153k $7.3M 12% Dec 2025
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Raymond James Financial 152k $7.2M -19% Dec 2025
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Mariner Wealth Advisors 141k $6.7M -3% Dec 2025
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Commonwealth Equity Services 126k $6.0M -10% Dec 2025
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Advisor Group Holdings 115k $5.5M -7% Dec 2025
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Amg National Trust Bank 106k $5.0M -1% Dec 2025
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Cetera Investment Advisers 104k $4.9M -9% Dec 2025
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Jones Financial Companies, L.L 97k $4.6M 13% Dec 2025
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Hilltop Holdings 88k $4.2M 9% Dec 2025
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Zurich Insurance Group Ltd/FI 80k $3.8M 0% Dec 2025
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Jpmorgan Chase & Co 79k $3.8M 100% Sep 2025
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Kestra Advisory Services 76k $3.6M -22% Dec 2025
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Citadel Advisors 75k $3.5M 12% Sep 2025
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Sumitomo Mitsui Financial 74k $3.5M -5% Dec 2025
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CI Private Wealth 68k $1.7M 24% Dec 2025
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Forte Asset Management 66k $3.1M 5% Dec 2025
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J.w. Cole Advisors 55k $724k -2% Dec 2025
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Wealthstar Advisors 54k $2.5M 100% Dec 2025
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Northwestern Mutual Wealth Management Company 48k $2.3M 7% Dec 2025
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HighTower Advisors 46k $2.2M 3% Dec 2025
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Janney Montgomery Scott 46k $2.2M 4% Dec 2025
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Envestnet Asset Management 45k $2.2M -12% Dec 2025
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Pinnacle Financial Partners 45k $2.1M 100% Dec 2025
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Biondo Investment Advisors 45k $2.1M 4% Dec 2025
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Synovus Financial Corp. 45k $2.1M 1% Sep 2025
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Streettalk Advisors 43k $2.0M -5% Dec 2025
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Steward Partners Investment Advisory 40k $1.9M -6% Dec 2025
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Goss Wealth Management 40k $1.9M -3% Dec 2025
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Stifel Financial 38k $1.8M -17% Dec 2025
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Waterloo Capital 37k $1.8M 1% Dec 2025
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First Citizens Financial Corp 36k $1.7M -3% Dec 2025
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Quantinno Capital Management 35k $1.7M -15% Dec 2025
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Captrust Financial Advisors 34k $1.6M -1% Dec 2025
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Cambridge Investment Research Advisors 33k $1.6M -8% Dec 2025
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D. E. Shaw & Co 33k $1.6M 100% Sep 2025
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Dentgroup 31k $1.4M -4% Dec 2025
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BlackRock 30k $1.4M -2% Dec 2025
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Crestwood Advisors 29k $1.4M -17% Dec 2025
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Baird Financial 28k $1.3M 4% Dec 2025
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Creative Planning 28k $1.3M 0% Dec 2025
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Foundation Wealth Management 28k $1.3M -4% Dec 2025
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Mercer Global Advisors 27k $1.3M -9% Dec 2025
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Ballew Advisors 26k $1.3M -3% Dec 2025
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Sanctuary Advisors 25k $1.2M -8% Dec 2025
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Csenge Advisory Group 24k $1.2M 6% Dec 2025
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Bnp Paribas Arbitrage, Snc 24k $1.2M 7% Dec 2025
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Whittier Trust Co. of Nevada 24k $1.2M -2% Dec 2025
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Wealth Enhancement Advisory Services 24k $1.2M 2% Dec 2025
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Capital Advisory Group Advisory Services 24k $1.1M -4% Dec 2025
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Mutual Advisors 24k $1.1M -1% Dec 2025
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Commonwealth Retirement Investments 24k $1.1M 100% Dec 2025
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Allen Investment Management 24k $1.1M 100% Dec 2025
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Rockland Trust 23k $1.1M -2% Dec 2025
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Resources Investment Advisors 23k $1.1M 0% Dec 2025
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IHT Wealth Management 23k $1.2M -15% Dec 2025
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Pathstone Holdings 22k $1.1M 0% Dec 2025
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Private Advisor 22k $1.1M -40% Dec 2025
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Asempa Wealth Advisors 22k $1.0M 100% Dec 2025
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Wealth Management Partners 22k $1.0M 3% Dec 2025
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Huntington National Bank 21k $983k -9% Dec 2025
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Tower Research Capital 21k $980k -55% Dec 2025
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Ethos Financial Group 21k $973k -1% Dec 2025
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Cottonwood Capital Advisors 20k $960k -2% Dec 2025
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KKM Financial 19k $916k 0% Dec 2025
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Heartwood Wealth Advisors 19k $893k 17% Dec 2025
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Rockefeller Capital Management 18k $861k -3% Dec 2025
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Navellier & Associates 18k $841k 18% Dec 2025
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Prospera Financial Services 18k $838k -17% Dec 2025
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CWM 17k $804k -8% Dec 2025
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Beacon Pointe Advisors 16k $740k 100% Dec 2025
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Branch Banking & Trust Company 15k $731k 32% Dec 2025
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Cubist Systematic Strategies 15k $720k 100% Sep 2025
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Liberty Wealth Management 15k $720k 11% Dec 2025
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Ironwood Wealth Management 15k $740k -2% Dec 2025
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Strategic Blueprint 14k $679k 15% Dec 2025
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Founders Financial Securities 14k $671k 2% Dec 2025
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Ronald Blue Trust 14k $651k 0% Dec 2025
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Coconut Grove Bank 14k $647k 0% Dec 2025
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Davenport & Co 13k $638k 21% Dec 2025
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Signature Estate and Investment Advisors 13k $632k 1% Dec 2025
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Arkadios Wealth Advisors 13k $619k 2% Dec 2025
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Counterweight Ventures 13k $616k 0% Dec 2025
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Tradition Wealth Management 13k $604k 0% Dec 2025
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Journey Strategic Wealth 12k $581k -46% Dec 2025
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XTX Topco 12k $563k 33% Dec 2025
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Farther Finance Advisors 12k $556k 171% Dec 2025
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Fort Washington Investment Advisors 12k $556k 0% Dec 2025
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Northwest Wealth Advisors 12k $555k 100% Dec 2025
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Susquehanna International 11k $520k -67% Dec 2025
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Retirement Planning Group 11k $516k 2% Dec 2025
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TRUE Private Wealth Advisors 11k $509k 0% Dec 2025
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Kestra Private Wealth Services 11k $499k 0% Dec 2025
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Financial Partners Group 10k $563k 2% Dec 2025
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Equitable Holdings 9.9k $470k 7% Dec 2025
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HPM Partners 9.9k $470k 128% Dec 2025
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AlphaCore Capital 9.9k $469k 171% Dec 2025
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Empirical Asset Management 9.7k $462k -2% Dec 2025
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Matthew Goff Investment Advisor 9.7k $1.2M 100% Dec 2025
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Grimes & Company 9.7k $460k 0% Dec 2025
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Thrivent Financial for Lutherans 9.3k $441k -14% Dec 2025
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CrossGen Wealth 9.1k $434k 100% Dec 2025
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Simmons Bank 9.1k $433k 1% Dec 2025
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Vivaldi Capital Management 9.0k $427k 3% Dec 2025
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Narwhal Capital Management 8.8k $420k 0% Dec 2025
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MCF Advisors 8.3k $396k 0% Dec 2025
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First National Bank Of Omaha 8.3k $396k 100% Dec 2025
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Country Club Bank 8.3k $397k 0% Sep 2025
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Yukon Wealth Management 8.2k $458k -20% Dec 2025
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Concord Investment Counsel 8.2k $389k 0% Dec 2025
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RMB Capital Management 8.1k $387k 0% Sep 2025
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Atria Investments 8.1k $383k -34% Dec 2025
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Pnc Financial Services 8.0k $381k 144% Dec 2025
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Magnus Financial Group 8.0k $380k 0% Dec 2025
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Griffin Asset Management 7.8k $369k -4% Dec 2025
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Meridian Wealth Management 7.7k $365k 0% Dec 2025
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Sunbelt Securities 7.6k $362k -21% Dec 2025
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Symphony Financial Services 7.4k $353k 10% Dec 2025
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Bernardo Wealth Planning 7.3k $349k -1% Dec 2025
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Capital Investment Advisors 7.3k $348k -4% Dec 2025
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Brookstone Capital Management 7.3k $346k 23% Dec 2025
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Mayflower Financial Advisors 7.3k $345k 0% Dec 2025
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Sontag Advisory 7.3k $345k -1% Dec 2025
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AE Wealth Management 7.2k $340k 0% Dec 2025
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Adviser Investments 7.1k $338k 0% Dec 2025
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Gladstone Institutional Advisory 7.0k $333k 29% Dec 2025
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Chemistry Wealth Management 7.0k $332k -35% Dec 2025
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Lazari Capital Management 7.0k $330k 0% Dec 2025
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Clearwave Capital 6.9k $329k 100% Dec 2025
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Lakeshore Capital Group 6.9k $329k -1% Dec 2025
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Millennium Capital Advisors 6.8k $325k -7% Dec 2025
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Cresset Asset Management 6.8k $323k 0% Dec 2025
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Kilter Group 6.7k $316k 0% Dec 2025
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Flow Traders US 6.6k $315k 100% Dec 2025
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Ameritas Advisory Services 6.6k $314k -28% Dec 2025
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Peapack Gladstone Financial Corp 6.5k $311k -2% Dec 2025
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Pekin, Singer Strauss Asset Management 6.5k $310k 23% Dec 2025
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Sigma Planning 6.1k $291k 5% Dec 2025
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SPC Financial 6.1k $291k -3% Sep 2025
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Appleton Partners 6.1k $289k -18% Dec 2025
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Eq 6.0k $287k -6% Dec 2025
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Chicago Partners Investment 6.0k $312k -7% Dec 2025
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Allegheny Financial Group 5.2k $247k -47% Dec 2025
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Smartleaf Asset Management 468.00 $22k -96% Dec 2025
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Who sold out of iShares Dow Jones US Energy Sector?

Fund or Company Name Date Sold Shares Held Valued At
Empowered Funds Sep 2025 59k $2.8M
Renaissance Technologies Sep 2025 29k $1.4M
Y-Intercept Sep 2025 20k $944k
Politan Capital Management Sep 2025 20k $931k
Virtue Capital Management Sep 2025 16k $446k
Hrt Financial Sep 2025 9.5k $453k
Integrated Wealth Concepts Sep 2025 7.9k $373k