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
Envestnet Asset Management 20M $560M -16% Sep 2021
BlackRock 6.8M $197M 25% Jun 2021
Morgan Stanley 6.5M $189M 100% Jun 2021
LPL Financial 4.3M $126M 22% Jun 2021
Liberty Wealth Management 3.6M $123M 100% Jun 2021
Bank of America Corporation 3.5M $101M 0% Jun 2021
CWM 2.8M $81M 0% Jun 2021
Park Avenue Securities 2.6M $76M 20% Jun 2021
Advisor Group Holdings 2.6M $75M 24% Jun 2021
Janney Montgomery Scott 1.7M $48M 12% Jun 2021
UBS Group 1.3M $38M 59% Jun 2021

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Wells Fargo & Company 1.3M $37M 34% Jun 2021
Mml Investors Services 1.2M $35M 26% Jun 2021
55i 1.1M $32M 70% Jun 2021
Raymond James Financial Services Advisors 814k $24M 106% Jun 2021
Ameriprise Financial 782k $23M 254% Jun 2021
Commonwealth Equity Services 723k $21M 42% Jun 2021
Babson Capital Management 654k $19M 100% Jun 2021
Bank of New York Mellon 586k $17M 23% Jun 2021
Brookstone Capital Management 522k $15M 7% Jun 2021
Royal Bank of Canada 506k $15M 21% Jun 2021
Thrivent Financial for Lutherans 469k $14M 5% Jun 2021
Mcmorgan & Co 418k $12M 100% Jun 2021
M^T Bank Corporation 403k $11M 0% Jun 2021
Stifel Financial 364k $11M 65% Jun 2021
Stokes Family Office 348k $10M 100% Jun 2021
Goss Wealth Management 345k $10M 28% Jun 2021
Atria Investments 335k $9.8M 29% Jun 2021
Kestra Advisory Services 323k $9.4M 142% Jun 2021
Bright Rock Capital Management 300k $8.7M 0% Jun 2021
Pettinga Financial Advisors 296k $8.6M 23% Jun 2021
Cambridge Investment Research Advisors 278k $8.1M 514% Jun 2021
Procyon Private Wealth Partners 274k $8.0M 100% Jun 2021
Integrated Wealth Concepts 263k $7.6M 350% Jun 2021
Ironwood Wealth Management 255k $7.4M 0% Jun 2021
HawsGoodwin Investment Management 252k $7.3M 100% Jun 2021
High Falls Advisors 234k $6.8M 100% Jun 2021
Spire Wealth Management 226k $6.6M 2927% Jun 2021
Citadel Advisors 216k $6.3M 66% Jun 2021
AE Wealth Management 216k $6.3M 99% Jun 2021
Change Path 213k $6.2M 100% Jun 2021
Raymond James & Associates 206k $6.0M 15% Jun 2021
Bank Of Montreal 204k $5.9M 4% Jun 2021
Prospera Financial Services 198k $5.8M 208% Jun 2021
PAX Financial Group 194k $5.7M 7% Jun 2021
Icon Wealth Partners 190k $5.5M 34% Jun 2021
Lineweaver Wealth Advisors 189k $5.5M 18% Jun 2021
Sharkey, Howes & Javer 175k $5.1M 28% Jun 2021
Proequities 175k $5.1M 56% Jun 2021
Steel Peak Wealth Management 170k $5.0M 100% Jun 2021
Calton & Associates 169k $4.9M 9% Jun 2021
Cadent Capital Advisors 166k $4.8M 9% Jun 2021
Susquehanna International 164k $4.8M 422% Jun 2021
Cetera Investment Advisers 161k $4.7M 162% Jun 2021
Branch Banking & Trust Company 159k $4.6M 134% Jun 2021
HighTower Advisors 158k $4.6M 20% Jun 2021
Tri-Star Advisors 151k $4.4M 23% Jun 2021
Kesler, Norman & Wride 149k $4.0M 1606% Jun 2021
Prudential Financial 143k $4.1M 33% Jun 2021
Biltmore Capital Advisors 139k $4.0M 51% Jun 2021
Eq 136k $3.9M 28% Jun 2021
Spectrum Management 132k $3.8M 27% Jun 2021
Market Street Wealth Management Advisors 131k $3.8M 1021% Jun 2021
Northwestern Mutual Wealth Management Company 131k $3.8M 143% Jun 2021
National Asset Management 126k $3.7M 15% Jun 2021
Sumitomo Mitsui Financial 126k $3.7M 12% Jun 2021
Moloney Securities Asset Management 125k $3.6M 7% Jun 2021
IHT Wealth Management 123k $3.6M 173% Jun 2021
Bernardo Wealth Planning 114k $3.3M 100% Jun 2021
ONE Advisory Partners 113k $3.3M 8% Jun 2021
SWMG 113k $3.3M 23% Jun 2021
Foundations Investment Advisors 112k $3.2M 118% Jun 2021
Amg National Trust Bank 111k $3.2M 10% Jun 2021
Emerald Investment Partners 111k $3.2M 16% Jun 2021
Comerica Securities 107k $3.1M 10% Jun 2021
Csenge Advisory Group 100k $3.0M 100% Jun 2021
Advisory Services Network 95k $2.8M 221% Jun 2021
Invst 94k $2.5M 27% Jun 2021
Day & Ennis 93k $2.7M 100% Jun 2021
CIBC World Markets 90k $2.6M 2% Jun 2021
Miracle Mile Advisors 86k $2.5M -7% Jun 2021
Financial Network Investment Corporation 85k $2.5M 993% Jun 2021
Equitable Holdings 75k $2.2M -24% Jun 2021
Summit X 71k $2.1M 13% Jun 2021
Navellier & Associates 69k $2.0M 196% Jun 2021
Nwam 64k $1.9M 0% Jun 2021
Tradition Wealth Management 64k $1.8M 12% Jun 2021
Regal Investment Advisors 63k $1.8M 100% Jun 2021
Private Advisor 59k $1.7M 105% Jun 2021
BCJ Capital Management 59k $1.7M 15% Jun 2021
Mid Atlantic Financial Management 57k $1.6M 34% Jun 2021
Keebeck Wealth Management 57k $1.6M 91% Jun 2021
Rockland Trust 56k $1.6M -68% Jun 2021
FLC Capital Advisors 56k $1.6M 100% Jun 2021
Gries Financial 55k $1.4M 100% Jun 2021
Bay Harbor Wealth Management 53k $1.5M 54% Jun 2021
Creative Planning 53k $1.5M 0% Jun 2021
Mutual Advisors 51k $1.5M 100% Jun 2021
Fulcrum Equity Management 47k $1.4M 12% Jun 2021
Mountain Capital Investment Advisors 47k $1.3M 20% Jun 2021
Perigon Wealth Management 45k $1.3M 100% Jun 2021
Centric Wealth Management 45k $1.3M 4% Jun 2021
Sigma Planning 45k $1.3M 454% Jun 2021
Synovus Financial Corp. 45k $1.3M 1% Jun 2021
Teamwork Financial Advisors 44k $1.3M 100% Jun 2021
Multi-Financial Securities 44k $1.3M 58% Jun 2021
Mount Yale Investment Advisors 43k $1.3M 21% Jun 2021
Wealth Alliance 43k $1.3M 122% Jun 2021
Verity Asset Management 42k $1.2M 13% Jun 2021
Kore Private Wealth 41k $1.2M 10% Jun 2021
AlphaStar Capital Management 40k $1.1M 100% Jun 2021
Robertson Stephens Wealth Management 40k $1.2M 90% Jun 2021
Venturi Wealth Management 38k $1.1M -7% Jun 2021
Truadvice 38k $1.0M 18% Jun 2021
SigFig Wealth Management 38k $1.1M 32% Jun 2021
Ballew Advisors 37k $1.1M -54% Jun 2021
Williams Financial 37k $1.1M 100% Jun 2021
Marshall Wace 36k $1.1M 100% Jun 2021
Stephens 36k $1.0M 1% Jun 2021
Tower Research Capital 36k $1.1M 49% Jun 2021
Concorde Asset Management 35k $1.0M 6% Jun 2021
Karn, Couzens & Associates 35k $1.0M 14% Jun 2021
NEXT Financial 35k $1.0M 734% Jun 2021
Cypress Wealth Services 33k $970k 100% Jun 2021
First Citizens Financial Corp 33k $965k 4% Jun 2021
Biondo Investment Advisors 32k $936k 0% Jun 2021
Nikulski Financial 32k $844k -4% Jun 2021
Baird Financial 32k $916k 7% Jun 2021
Veritable 30k $865k -9% Jun 2021
Nachman Norwood & Parrott 30k $860k -15% Jun 2021
Firethorn Wealth Partners 29k $853k 12% Jun 2021
Heartwood Wealth Advisors 29k $829k 34% Jun 2021
Grimes & Company 28k $824k -3% Jun 2021
Sunbelt Securities 25k $666k 100% Jun 2021
TRUE Private Wealth Advisors 25k $723k 28% Jun 2021
Stratos Wealth Advisors 25k $715k 100% Jun 2021
Rockefeller Capital Management 24k $633k 99% Jun 2021
First Republic Investment Management 24k $690k 3% Jun 2021
H D Vest Advisory Services 23k $663k 79% Jun 2021
Green Harvest Asset Management 23k $653k 98% Jun 2021
Well Done 22k $651k 0% Jun 2021
IFP Advisors 22k $642k 28% Jun 2021
Huntington National Bank 22k $635k 26% Jun 2021
FTB Advisors 21k $599k 69% Jun 2021
Financial Partners Group 21k $597k 19% Jun 2021
Two Sigma Securities 20k $572k -18% Jun 2021
Private Portfolio Partners 20k $570k 9% Jun 2021
Cutler 19k $384k 562% Jun 2021
Transcend Wealth Collective 19k $537k 47% Jun 2021
Financial Advocates Investment Management 16k $471k -30% Jun 2021
Berkeley Capital Partners 16k $455k -26% Jun 2021

Who sold out of iShares Dow Jones US Energy Sector?

Fund or Company Name Date Sold Shares Held Valued At
WP Advisors Mar 2021 279k $7.3M
Steward Partners Investment Advisory Mar 2021 179k $4.7M