Who owns iShares Dow Jones US Energy Sector?
- Ticker: IYE
- CUSIP Number: 464287796
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Morgan Stanley | 2.0M | $97M | -1% | Jun 2024 |
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| Green Harvest Asset Management | 1.5M | $71M | 3% | Jun 2024 |
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| Bank of America Corporation | 1.4M | $64M | -5% | Sep 2024 |
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| Wells Fargo & Company | 1.0M | $47M | 3% | Sep 2024 |
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| Goldman Sachs Group | 583k | $28M | -5% | Jun 2024 |
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| Royal Bank of Canada | 472k | $22M | 0% | Sep 2024 |
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| LPL Financial | 419k | $19M | -29% | Sep 2024 |
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| Bright Rock Capital Management | 300k | $14M | 0% | Sep 2024 |
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| Ferguson Wellman Capital Management | 292k | $14M | 3857% | Sep 2024 |
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| Jpmorgan Chase & Co | 274k | $13M | 6% | Sep 2024 |
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| Crestwood Advisors | 235k | $11M | -3% | Sep 2024 |
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| Envestnet Asset Management | 169k | $7.8M | -3% | Sep 2024 |
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| Cetera Investment Advisers | 169k | $8.1M | -2% | Jun 2024 |
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| Raymond James Financial Services Advisors | 168k | $7.8M | -3% | Sep 2024 |
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| Mariner Wealth Advisors | 160k | $7.4M | 2% | Sep 2024 |
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| Amg National Trust Bank | 147k | $6.8M | 3% | Sep 2024 |
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| Commonwealth Equity Services | 142k | $6.6M | -2% | Sep 2024 |
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| Advisor Group Holdings | 141k | $6.5M | -25% | Sep 2024 |
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| International Assets Investment Management | 99k | $2.1M | 4085% | Sep 2024 |
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| Sumitomo Mitsui Financial | 93k | $4.3M | -10% | Sep 2024 |
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| Mercer Global Advisors | 81k | $3.9M | -10% | Jun 2024 |
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| Raymond James & Associates | 73k | $3.4M | -12% | Sep 2024 |
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| BlackRock | 66k | $3.0M | 100% | Sep 2024 |
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| BlackRock | 64k | $3.1M | -4% | Jun 2024 |
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| Janney Montgomery Scott | 60k | $2.8M | 1% | Sep 2024 |
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| CIBC World Markets | 60k | $2.8M | -2% | Sep 2024 |
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| CI Private Wealth | 58k | $2.7M | -5% | Sep 2024 |
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| Streettalk Advisors | 58k | $2.7M | -1% | Sep 2024 |
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| Citadel Advisors | 58k | $2.7M | -34% | Sep 2024 |
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| Cambridge Investment Research Advisors | 56k | $2.6M | -24% | Sep 2024 |
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| Steward Partners Investment Advisory | 55k | $2.6M | -3% | Jun 2024 |
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| Mml Investors Services | 54k | $2.5M | 33% | Sep 2024 |
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| Prospera Financial Services | 49k | $2.3M | 43% | Sep 2024 |
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| Resources Investment Advisors | 49k | $2.3M | 53% | Sep 2024 |
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| First Citizens Financial Corp | 49k | $2.3M | -1% | Sep 2024 |
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| Thrivent Financial for Lutherans | 49k | $2.3M | 8% | Sep 2024 |
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| Stifel Financial | 48k | $2.3M | -1% | Jun 2024 |
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| Capital Advisory Group Advisory Services | 48k | $2.2M | -1% | Sep 2024 |
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| HighTower Advisors | 44k | $2.1M | 0% | Jun 2024 |
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| Synovus Financial Corp. | 43k | $2.0M | -1% | Sep 2024 |
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| Kestra Advisory Services | 42k | $2.0M | -9% | Sep 2024 |
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| Huntington National Bank | 39k | $1.8M | 0% | Sep 2024 |
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| J.w. Cole Advisors | 38k | $1.8M | 2% | Sep 2024 |
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| Goss Wealth Management | 38k | $1.8M | 16% | Jun 2024 |
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| Forte Asset Management | 37k | $1.7M | -38% | Sep 2024 |
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| Biondo Investment Advisors | 37k | $1.7M | 4% | Sep 2024 |
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| Waterloo Capital | 36k | $1.7M | -4% | Jun 2024 |
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| Well Done | 36k | $1.7M | 100% | Sep 2024 |
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| Sunbelt Securities | 36k | $1.7M | 10% | Sep 2024 |
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| Dentgroup | 36k | $1.6M | -8% | Sep 2024 |
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| Sanctuary Advisors | 35k | $1.8M | -10% | Sep 2024 |
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| Captrust Financial Advisors | 35k | $1.6M | -2% | Sep 2024 |
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| Summit Financial Wealth Advisors | 32k | $1.5M | 0% | Jun 2024 |
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| Integrated Wealth Concepts | 30k | $1.4M | 11% | Sep 2024 |
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| Susquehanna International | 29k | $1.3M | 9% | Sep 2024 |
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| Private Advisor | 28k | $1.3M | 15% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 28k | $1.3M | -25% | Sep 2024 |
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| Creative Planning | 28k | $1.3M | 0% | Sep 2024 |
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| Rockefeller Capital Management | 27k | $1.3M | 12% | Jun 2024 |
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| Heartwood Wealth Advisors | 27k | $1.2M | 9% | Sep 2024 |
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| KM Capital Management | 26k | $1.3M | 4% | Jun 2024 |
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| Whittier Trust Co. of Nevada | 25k | $1.2M | 905% | Sep 2024 |
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| Branch Banking & Trust Company | 25k | $1.2M | 1% | Jun 2024 |
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| Rockland Trust | 25k | $1.2M | -8% | Sep 2024 |
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| Foundation Wealth Management | 25k | $1.2M | -2% | Sep 2024 |
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| Hilltop Holdings | 25k | $1.1M | 100% | Sep 2024 |
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| Bnp Paribas Arbitrage, Snc | 25k | $1.1M | 51% | Sep 2024 |
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| Ronald Blue Trust | 24k | $1.1M | 0% | Sep 2024 |
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| Pathstone Holdings | 24k | $1.1M | -15% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 23k | $1.1M | 9% | Jun 2024 |
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| KKM Financial | 23k | $1.0M | 0% | Sep 2024 |
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| Ballew Advisors | 22k | $1.1M | -2% | Sep 2024 |
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| Cottonwood Capital Advisors | 22k | $1.0M | -19% | Sep 2024 |
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| Mutual Advisors | 21k | $992k | -1% | Sep 2024 |
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| Grimes & Company | 20k | $927k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 19k | $854k | 12261% | Sep 2024 |
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| Tower Research Capital | 17k | $809k | 100% | Jun 2024 |
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| Wealth Management Partners | 17k | $774k | 0% | Sep 2024 |
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| Aveo Capital Partners | 17k | $765k | 10% | Sep 2024 |
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| Family Firm | 16k | $749k | 1% | Sep 2024 |
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| Equitable Holdings | 16k | $765k | 4% | Jun 2024 |
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| Founders Financial Securities | 16k | $725k | 0% | Sep 2024 |
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| Ironwood Wealth Management | 16k | $724k | 0% | Sep 2024 |
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| Glenview Trust | 15k | $698k | -2% | Sep 2024 |
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| Csenge Advisory Group | 15k | $734k | -1% | Sep 2024 |
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| Goodman Advisory Group | 15k | $695k | -44% | Sep 2024 |
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| Detalus Advisors | 15k | $687k | 122% | Sep 2024 |
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| ShoreHaven Wealth Partners | 15k | $686k | 5% | Sep 2024 |
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| Journey Strategic Wealth | 15k | $680k | 9% | Sep 2024 |
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| Counterweight Ventures | 15k | $673k | -70% | Sep 2024 |
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| CWM | 14k | $638k | -5% | Sep 2024 |
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| Eq | 14k | $626k | -4% | Sep 2024 |
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| Tradition Wealth Management | 13k | $602k | -1% | Sep 2024 |
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| Financial Partners Group | 13k | $589k | -1% | Sep 2024 |
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| Allegheny Financial Group | 12k | $575k | -1% | Sep 2024 |
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| CliftonLarsonAllen Wealth Advisors | 12k | $560k | 100% | Sep 2024 |
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| Fort Washington Investment Advisors | 12k | $554k | 0% | Sep 2024 |
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| SPC Financial | 12k | $536k | -3% | Sep 2024 |
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| Qube Research & Technologies | 12k | $551k | -35% | Jun 2024 |
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| National Asset Management | 11k | $540k | -15% | Sep 2024 |
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| Empirical Asset Management | 11k | $520k | 0% | Sep 2024 |
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| Coconut Grove Bank | 11k | $517k | 0% | Sep 2024 |
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| Security Financial Services | 11k | $516k | 161% | Sep 2024 |
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| HPM Partners | 11k | $506k | -9% | Sep 2024 |
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| TRUE Private Wealth Advisors | 11k | $496k | 0% | Sep 2024 |
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| Chemistry Wealth Management | 11k | $494k | 0% | Sep 2024 |
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| Atria Investments | 11k | $494k | 16% | Sep 2024 |
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| Arkadios Wealth Advisors | 10k | $484k | -5% | Sep 2024 |
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| Patton Albertson & Miller | 10k | $491k | -5% | Jun 2024 |
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| Ameritas Advisory Services | 10k | $473k | 33% | Sep 2024 |
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| Cypress Wealth Services | 9.4k | $438k | -4% | Sep 2024 |
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| H D Vest Advisory Services | 9.4k | $451k | 5% | Jun 2024 |
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| Northern Trust | 9.3k | $432k | 100% | Sep 2024 |
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| Magnus Financial Group | 9.2k | $425k | 1% | Sep 2024 |
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| Simmons Bank | 9.1k | $423k | 0% | Sep 2024 |
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| Country Club Bank | 8.9k | $425k | -4% | Jun 2024 |
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| Narwhal Capital Management | 8.8k | $409k | 0% | Sep 2024 |
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| Flow Traders US | 8.7k | $401k | 100% | Sep 2024 |
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| Advisory Services Network | 8.6k | $413k | 0% | Sep 2024 |
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| MCF Advisors | 8.3k | $386k | 0% | Sep 2024 |
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| Alera Investment Advisors | 8.3k | $397k | 100% | Jun 2024 |
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| Bernardo Wealth Planning | 8.0k | $380k | -3% | Sep 2024 |
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| Peapack Gladstone Financial Corp | 7.9k | $364k | 0% | Sep 2024 |
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| Kestra Private Wealth Services | 7.9k | $364k | 13% | Sep 2024 |
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| Capital Investment Advisors | 7.8k | $363k | 0% | Sep 2024 |
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| Rosenberg Matthew Hamilton | 7.7k | $358k | -4% | Sep 2024 |
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| One Wealth Advisors | 7.7k | $357k | 5% | Sep 2024 |
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| Mayflower Financial Advisors | 7.6k | $353k | 0% | Sep 2024 |
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| Market Street Wealth Management Advisors | 7.6k | $350k | -7% | Sep 2024 |
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| Sontag Advisory | 7.4k | $345k | -7% | Sep 2024 |
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| Apollon Wealth Management | 7.2k | $334k | -1% | Sep 2024 |
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| United Capital Financial Advisers | 7.2k | $334k | 0% | Sep 2024 |
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| Proequities | 7.2k | $334M | 2% | Sep 2024 |
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| Bleakley Financial Group | 7.2k | $332k | -1% | Sep 2024 |
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| Adviser Investments | 7.1k | $329k | 0% | Sep 2024 |
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| Lazari Capital Management | 7.0k | $322k | -4% | Sep 2024 |
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| Griffin Asset Management | 6.9k | $321k | 2% | Sep 2024 |
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| Retirement Planning Group | 6.8k | $314k | 3% | Sep 2024 |
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| Montecito Bank & Trust | 6.6k | $306k | -27% | Sep 2024 |
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| Appleton Partners | 6.5k | $303k | -2% | Sep 2024 |
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| Brian McDonald | 6.5k | $300k | -28% | Sep 2024 |
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| Davenport & Co | 6.2k | $288k | 3% | Sep 2024 |
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| Sigma Planning | 6.1k | $283k | -9% | Sep 2024 |
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| Sweet Financial Partners | 6.0k | $278k | 0% | Sep 2024 |
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| Windward Private Wealth Management | 5.9k | $275k | 0% | Sep 2024 |
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| Quadrant Private Wealth Management | 5.9k | $275k | 40% | Sep 2024 |
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| Brookstone Capital Management | 5.9k | $274k | 0% | Sep 2024 |
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| Cassaday & Co Wealth Management | 5.9k | $273k | 0% | Sep 2024 |
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| Chicago Partners Investment | 5.9k | $276k | 0% | Sep 2024 |
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| Mitchell Mcleod Pugh & Williams | 5.7k | $265k | -5% | Sep 2024 |
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| SC&H Financial Advisors | 5.7k | $262k | -12% | Sep 2024 |
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| Wayne Hummer Investments | 5.6k | $260k | -90% | Sep 2024 |
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| Moors & Cabot | 5.5k | $256k | -19% | Sep 2024 |
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| William Blair $ Company | 5.0k | $232k | -39% | Sep 2024 |
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| RFG Advisory | 4.4k | $202k | -43% | Sep 2024 |
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| Picton Mahoney Asset Management | 3.9k | $181k | -52% | Sep 2024 |
|
Who sold out of iShares Dow Jones US Energy Sector?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bellwether Advisors | Jun 2024 | 113k | $5.4M |
| Hrt Financial | Jun 2024 | 62k | $3.0M |
| First Heartland Consultants | Jun 2024 | 25k | $1.2M |
| Fulcrum Equity Management | Jun 2024 | 24k | $1.1M |
| Quantitative Investment Management | Mar 2024 | 22k | $1.1M |
| Strategic Financial Concepts | Jun 2024 | 18k | $40M |
| Jane Street | Jun 2024 | 17k | $835k |
| Navellier & Associates | Jun 2024 | 16k | $771k |
| Kesler, Norman & Wride | Jun 2024 | 12k | $592k |
| Robertson Stephens Wealth Management | Mar 2024 | 12k | $573k |
| Trexquant Investment | Jun 2024 | 11k | $542k |
| Atria Wealth Solutions | Jun 2024 | 9.9k | $476k |
| Custom Index Systems | Jun 2024 | 8.3k | $400k |
| Simplicity Wealth | Jun 2024 | 7.2k | $347k |
| Fifth Third Securities | Jun 2024 | 7.0k | $336k |
| Invst | Jun 2024 | 7.0k | $335k |