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 | 3.1M | $142M | 100% | Dec 2022 |
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| Bank of America Corporation | 1.9M | $81M | -14% | Mar 2023 |
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| Wells Fargo & Company | 1.4M | $67M | -2% | Dec 2022 |
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| Green Harvest Asset Management | 1.4M | $65M | 100% | Dec 2022 |
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| UBS Group | 1.2M | $52M | 6% | Mar 2023 |
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| Royal Bank of Canada | 732k | $34M | 1% | Dec 2022 |
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| Northwestern Mutual Wealth Management Company | 725k | $34M | 34% | Dec 2022 |
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| Goldman Sachs Group | 617k | $27M | 5% | Mar 2023 |
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| LPL Financial | 492k | $22M | -60% | Mar 2023 |
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| Ameriprise Financial | 442k | $19M | -39% | Mar 2023 |
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| Advisor Group Holdings | 422k | $19M | -52% | Mar 2023 |
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| SPC Financial | 408k | $18M | -1% | Mar 2023 |
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| Envestnet Asset Management | 398k | $17M | -87% | Mar 2023 |
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| Raymond James Financial Services Advisors | 385k | $17M | -12% | Mar 2023 |
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| Advisory Services Network | 302k | $13M | -6% | Mar 2023 |
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| Bright Rock Capital Management | 300k | $13M | 0% | Mar 2023 |
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| Stifel Financial | 298k | $14M | 3% | Dec 2022 |
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| Prospera Financial Services | 210k | $9.2M | 2% | Mar 2023 |
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| Janney Montgomery Scott | 193k | $8.4M | -43% | Mar 2023 |
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| Financial Network Investment Corporation | 172k | $8.0M | -8% | Dec 2022 |
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| Kestra Advisory Services | 169k | $7.4M | -44% | Mar 2023 |
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| Outlook Wealth Advisors | 169k | $7.4M | 1% | Mar 2023 |
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| Commonwealth Equity Services | 160k | $7.0M | -30% | Mar 2023 |
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| Mariner Wealth Advisors | 144k | $6.7M | -3% | Dec 2022 |
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| Mml Investors Services | 143k | $6.3M | -57% | Mar 2023 |
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| HighTower Advisors | 134k | $5.8M | -13% | Mar 2023 |
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| Townsend & Associates | 132k | $5.9M | 17% | Mar 2023 |
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| Raymond James & Associates | 130k | $5.7M | -9% | Mar 2023 |
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| Sumitomo Mitsui Financial | 129k | $5.7M | -4% | Mar 2023 |
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| Mercer Global Advisors | 125k | $5.5M | -3% | Mar 2023 |
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| Jpmorgan Chase & Co | 121k | $5.3M | -65% | Mar 2023 |
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| Cambridge Investment Research Advisors | 112k | $4.9M | -11% | Mar 2023 |
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| Jane Street | 111k | $4.8M | 100% | Mar 2023 |
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| Amg National Trust Bank | 110k | $4.8M | 3% | Mar 2023 |
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| Steward Partners Investment Advisory | 92k | $4.3M | -1% | Dec 2022 |
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| First Republic Investment Management | 88k | $3.9M | -41% | Mar 2023 |
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| Hsbc Holdings | 88k | $4.1M | 100% | Dec 2022 |
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| Atria Wealth Solutions | 83k | $3.6M | -25% | Mar 2023 |
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| Dentgroup | 79k | $3.4M | -7% | Mar 2023 |
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| Tower Research Capital | 78k | $3.4M | 144% | Mar 2023 |
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| AE Wealth Management | 77k | $3.4M | -52% | Mar 2023 |
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| Ironwood Wealth Management | 75k | $3.3M | -2% | Mar 2023 |
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| CIBC World Markets | 71k | $3.1M | -32% | Mar 2023 |
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| CI Private Wealth | 69k | $3.0M | 17% | Mar 2023 |
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| Streettalk Advisors | 65k | $2.8M | 1259% | Mar 2023 |
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| Mcmorgan & Co | 64k | $3.0M | 1% | Dec 2022 |
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| BlackRock | 62k | $2.7M | -96% | Mar 2023 |
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| Branch Banking & Trust Company | 62k | $2.7M | -16% | Mar 2023 |
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| Forte Asset Management | 58k | $2.5M | 0% | Mar 2023 |
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| Captrust Financial Advisors | 54k | $2.4M | 0% | Mar 2023 |
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| Creative Planning | 53k | $2.5M | 0% | Dec 2022 |
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| Eq | 53k | $2.4M | 6% | Dec 2022 |
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| Proequities | 53k | $2.4B | 9% | Dec 2022 |
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| We Are One Seven | 52k | $2.3M | 100% | Mar 2023 |
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| Private Advisor | 46k | $2.0M | -28% | Mar 2023 |
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| Ronald Blue Trust | 44k | $2.1M | 9% | Mar 2023 |
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| Susquehanna International | 43k | $1.9M | -20% | Mar 2023 |
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| First Citizens Financial Corp | 43k | $2.0M | -2% | Dec 2022 |
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| Synovus Financial Corp. | 43k | $1.9M | 0% | Mar 2023 |
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| Sunbelt Securities | 42k | $1.8M | 4% | Mar 2023 |
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| Multi-Financial Securities | 42k | $1.9M | 29% | Dec 2022 |
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| Icon Wealth Advisors | 42k | $1.9M | -11% | Dec 2022 |
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| Change Path | 40k | $1.9M | -19% | Dec 2022 |
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| TCWP | 38k | $1.8M | 3% | Dec 2022 |
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| Goss Wealth Management | 37k | $1.6M | -66% | Mar 2023 |
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| Biondo Investment Advisors | 37k | $1.6M | -5% | Mar 2023 |
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| Gries Financial | 37k | $1.7M | -5% | Dec 2022 |
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| Bp Wealth Management | 36k | $1.7M | 0% | Dec 2022 |
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| One Capital Management | 36k | $1.6M | -3% | Mar 2023 |
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| Citadel Advisors | 35k | $1.5M | -45% | Mar 2023 |
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| Cottonwood Capital Advisors | 35k | $1.5M | 3% | Mar 2023 |
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| Huntington National Bank | 34k | $1.5M | -12% | Mar 2023 |
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| Teamwork Financial Advisors | 34k | $1.5M | -3% | Mar 2023 |
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| Integrated Wealth Concepts | 34k | $1.5M | -47% | Mar 2023 |
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| Summit Financial Wealth Advisors | 33k | $1.4M | 0% | Mar 2023 |
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| Kesler, Norman & Wride | 33k | $1.4M | -29% | Mar 2023 |
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| IHT Wealth Management | 33k | $1.4M | 61% | Mar 2023 |
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| Veritable | 32k | $1.4M | 0% | Mar 2023 |
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| The Allstate Corporation | 32k | $1.4M | 100% | Mar 2023 |
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| Rosenberg Matthew Hamilton | 31k | $1.4M | 0% | Mar 2023 |
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| Detalus Advisors | 31k | $1.4M | -6% | Dec 2022 |
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| Rockland Trust | 31k | $1.3M | -6% | Mar 2023 |
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| Mutual Advisors | 29k | $1.3M | 301% | Mar 2023 |
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| Prudential Financial | 28k | $1.3M | -98% | Dec 2022 |
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| Ballew Advisors | 28k | $1.3M | -2% | Dec 2022 |
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| United Capital Financial Advisers | 28k | $1.3M | -20% | Dec 2022 |
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| Foundation Wealth Management | 26k | $1.1M | -24% | Mar 2023 |
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| CoreCap Advisors | 26k | $1.2M | 27% | Dec 2022 |
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| Private Advisory | 26k | $1.2M | -1% | Dec 2022 |
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| Keebeck Wealth Management | 26k | $1.2M | 4% | Dec 2022 |
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| Apollon Wealth Management | 25k | $1.1M | -17% | Mar 2023 |
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| CWM | 24k | $1.1M | -97% | Mar 2023 |
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| Virtue Capital Management | 23k | $982k | -15% | Mar 2023 |
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| Day & Ennis | 22k | $959k | -55% | Mar 2023 |
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| Whitaker-Myers Wealth Managers | 22k | $956k | 29% | Mar 2023 |
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| Financial Management Professionals | 22k | $943k | 11554% | Mar 2023 |
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| Heartwood Wealth Advisors | 21k | $922k | 6% | Mar 2023 |
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| Baird Financial | 21k | $963k | 26% | Dec 2022 |
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| Navellier & Associates | 21k | $902k | 100% | Mar 2023 |
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| High Falls Advisors | 20k | $941k | -13% | Dec 2022 |
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| Grimes & Company | 20k | $875k | 0% | Mar 2023 |
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| Cresset Asset Management | 19k | $757.075200 | 0% | Dec 2022 |
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| H D Vest Advisory Services | 19k | $837k | -40% | Mar 2023 |
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| Wealthsource Partners | 19k | $836k | -78% | Mar 2023 |
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| Genesee Capital Advisors | 18k | $793k | 5% | Mar 2023 |
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| Brookstone Capital Management | 18k | $803k | -83% | Mar 2023 |
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| Moloney Securities Asset Management | 18k | $766k | 9% | Mar 2023 |
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| Rockefeller Capital Management | 17k | $746k | -28% | Mar 2023 |
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| National Asset Management | 17k | $727k | -37% | Mar 2023 |
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| Patton Albertson & Miller | 17k | $725k | -6% | Mar 2023 |
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| Fifth Third Securities | 16k | $714k | 44% | Mar 2023 |
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| Founders Financial Securities | 16k | $703k | 8% | Mar 2023 |
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| Financial Partners Group | 16k | $760k | -10% | Dec 2022 |
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| Cetera Investment Advisers | 16k | $699k | -81% | Mar 2023 |
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| Clifford Group | 16k | $743k | 100% | Dec 2022 |
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| Wealth Management Partners | 16k | $693k | -7% | Mar 2023 |
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| Family Firm | 16k | $679k | -1% | Mar 2023 |
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| Equitable Holdings | 15k | $653k | -24% | Mar 2023 |
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| SWMG | 15k | $680k | -14% | Dec 2022 |
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| Sontag Advisory | 14k | $624k | -5% | Mar 2023 |
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| Montecito Bank & Trust | 14k | $623k | -16% | Mar 2023 |
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| Spire Wealth Management | 14k | $617k | -72% | Mar 2023 |
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| Tradition Wealth Management | 14k | $609k | -20% | Mar 2023 |
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| Pensionmark Financial Group | 14k | $639k | -10% | Dec 2022 |
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| One Wealth Advisors | 14k | $637k | 100% | Dec 2022 |
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| Orion Portfolio Solutions | 14k | $636k | 12% | Dec 2022 |
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| Nikulski Financial | 14k | $597k | 0% | Mar 2023 |
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| Cypress Wealth Services | 14k | $595k | -46% | Mar 2023 |
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| Market Street Wealth Management Advisors | 13k | $557k | -62% | Mar 2023 |
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| International Assets Investment Management | 13k | $556k | -15% | Mar 2023 |
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| Family Asset Management | 13k | $548k | 100% | Mar 2023 |
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| W Advisors | 13k | $581k | -15% | Dec 2022 |
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| Fort Washington Investment Advisors | 13k | $545k | 0% | Mar 2023 |
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| Stephens | 12k | $540k | 0% | Mar 2023 |
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| Capital Advisory Group Advisory Services | 12k | $527k | 11% | Mar 2023 |
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| Bernardo Wealth Planning | 12k | $522k | -26% | Mar 2023 |
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| Allegheny Financial Group | 12k | $515k | -2% | Mar 2023 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11k | $533k | -66% | Mar 2023 |
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| Money Concepts Capital Corp | 11k | $183k | -57% | Mar 2023 |
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| Davenport & Co | 11k | $493k | -4% | Mar 2023 |
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| J.w. Cole Advisors | 11k | $492k | 100% | Mar 2023 |
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| Coconut Grove Bank | 11k | $488k | 0% | Mar 2023 |
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| Wedbush Morgan Securities | 11k | $478k | 12% | Mar 2023 |
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| Chemistry Wealth Management | 11k | $466k | 0% | Mar 2023 |
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| Sigma Planning | 10k | $455k | -19% | Mar 2023 |
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| Summit X | 10k | $449k | -60% | Mar 2023 |
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| Magnus Financial Group | 10k | $449k | 11% | Mar 2023 |
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| CliftonLarsonAllen Wealth Advisors | 10k | $448k | 100% | Mar 2023 |
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| Nwam | 10k | $447k | -72% | Mar 2023 |
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| Venture Visionary Partners | 10k | $440k | 100% | Mar 2023 |
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| Country Club Bank | 10k | $436k | -3% | Mar 2023 |
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| Peapack Gladstone Financial Corp | 9.3k | $432k | -17% | Dec 2022 |
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| Liberty Wealth Management | 9.1k | $399k | -74% | Mar 2023 |
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| Invst | 8.8k | $387k | -13% | Mar 2023 |
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| Emerald Investment Partners | 7.9k | $345k | -63% | Mar 2023 |
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| Qube Research & Technologies | 7.8k | $364k | -74% | Dec 2022 |
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| Centurion Wealth Management | 7.7k | $337k | -89% | Mar 2023 |
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| Stokes Family Office | 7.3k | $320k | -91% | Mar 2023 |
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| ShoreHaven Wealth Partners | 7.0k | $306k | -77% | Mar 2023 |
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| Lantz Financial | 6.0k | $262k | -44% | Mar 2023 |
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| Bank of New York Mellon | 5.9k | $257k | -88% | Mar 2023 |
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| Journey Strategic Wealth | 5.5k | $242k | -86% | Mar 2023 |
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| Parallel Advisors | 5.4k | $237k | -51% | Mar 2023 |
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| Foundations Investment Advisors | 5.4k | $236k | -98% | Mar 2023 |
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| Lineweaver Wealth Advisors | 5.4k | $235k | -94% | Mar 2023 |
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| Geneos Wealth Management | 5.2k | $228k | -73% | Mar 2023 |
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| Snowden Capital Advisors | 5.1k | $224k | -55% | Mar 2023 |
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| IFP Advisors | 5.1k | $215k | -95% | Mar 2023 |
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| Regal Investment Advisors | 4.7k | $206k | -55% | Mar 2023 |
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Who sold out of iShares Dow Jones US Energy Sector?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Park Avenue Securities | Dec 2022 | 315k | $15M |
| Thrivent Financial for Lutherans | Dec 2022 | 255k | $12M |
| CPR Investments | Dec 2022 | 97k | $4.5M |
| JB Capital | Dec 2022 | 72k | $3.3M |
| Avaii Wealth Management | Dec 2022 | 58k | $2.7M |
| Allianz Asset Management | Dec 2022 | 52k | $2.4M |
| BMS Financial Advisors | Dec 2022 | 51k | $1.5M |
| Atria Investments | Dec 2022 | 43k | $2.0M |
| Pettinga Financial Advisors | Dec 2022 | 42k | $1.9M |
| ARGI Investment Services | Sep 2022 | 32k | $1.3M |
| Hrt Financial | Sep 2022 | 30k | $1.2M |
| Williams Financial | Dec 2022 | 27k | $1.2M |
| First Heartland Consultants | Dec 2022 | 26k | $1.2M |
| Sowell Financial Services | Dec 2022 | 24k | $1.1M |
| Legacy Financial Group | Dec 2022 | 24k | $1.1M |
| Buttonwood Financial Group | Dec 2022 | 24k | $1.1M |
| Merit Financial Group | Dec 2022 | 16k | $740k |
| Wealth Alliance | Dec 2022 | 15k | $680k |
| Hobart Private Capital | Dec 2022 | 14k | $651k |
| Charles Carroll Financial Partners | Dec 2022 | 14k | $632k |
| PAX Financial Group | Dec 2022 | 13k | $581k |
| Apeiron RIA | Dec 2022 | 12k | $577k |
| Steel Peak Wealth Management | Dec 2022 | 11k | $520k |
| ONE Advisory Partners | Dec 2022 | 11k | $519k |
| Marks Group Wealth Management | Dec 2022 | 11k | $487k |
| Empirical Asset Management | Dec 2022 | 10k | $475.974000 |
| Berkeley Capital Partners | Dec 2022 | 10k | $472k |