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
Morgan Stanley 1.8M $117M 0% Mar 2026
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Green Harvest Asset Management 1.6M $89M 7% Jun 2026
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Bank of America Corporation 1.1M $59M -31% Jun 2026
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Wells Fargo & Company 896k $51M -8% Jun 2026
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Goldman Sachs Group 736k $42M 2% Jun 2026
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LPL Financial 671k $38M 7% Jun 2026
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UBS Group 595k $34M -3% Jun 2026
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Three Seasons Wealth 338k $19M 422% Jun 2026
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Royal Bank of Canada 325k $19M -16% Jun 2026
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Ameriprise Financial 312k $18M 3% Jun 2026
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Camarda Wealth Advisory 239k $14M 100% Jun 2026
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Marshall Wace 179k $10M 13% Jun 2026
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Cetera Investment Advisers 173k $9.8M 68% Jun 2026
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Raymond James Financial 161k $9.1M -8% Jun 2026
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Advisor Group Holdings 139k $7.9M 17% Jun 2026
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HighTower Advisors 134k $7.6M 136% Jun 2026
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Mariner Wealth Advisors 133k $7.5M -4% Jun 2026
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Summit Financial Consulting 131k $7.4M 100% Jun 2026
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Cambridge Investment Research Advisors 127k $7.2M 100% Jun 2026
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Jones Financial Companies, L.L 124k $7.1M 12% Jun 2026
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Envestnet Asset Management 123k $7.0M 16% Jun 2026
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Citadel Advisors 114k $6.5M 2753% Jun 2026
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CoreCap Advisors 104k $5.9M 4087% Jun 2026
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Amg National Trust Bank 104k $5.9M -3% Jun 2026
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Bright Rock Capital Management 100k $5.7M -67% Jun 2026
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Usa Financial Formulas 99k $5.6M 100% Jun 2026
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Commonwealth Equity Services 96k $5.4M -7% Jun 2026
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Jpmorgan Chase & Co 86k $4.9M 100% Jun 2026
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Banco Santander 86k $4.9M -56% Jun 2026
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Goss Wealth Management 76k $4.3M 5% Jun 2026
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Mml Investors Services 74k $4.2M -70% Jun 2026
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Zurich Insurance Group Ltd/FI 72k $4.1M 0% Jun 2026
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Branch Banking & Trust Company 68k $3.8M 112% Jun 2026
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Kestra Advisory Services 63k $3.6M -7% Jun 2026
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Sumitomo Mitsui Financial 57k $3.2M -5% Jun 2026
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J.w. Cole Advisors 56k $3.2M 100% Jun 2026
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BlackRock 55k $3.1M 59% Jun 2026
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Advisortrust Partners 54k $3.0M 100% Jun 2026
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Gerald Baker Financial Group 54k $3.0M -2% Jun 2026
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D. E. Shaw & Co 53k $3.0M 100% Jun 2026
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Hilltop Holdings 53k $3.0M 4% Jun 2026
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Northwestern Mutual Wealth Management Company 50k $2.8M -61% Jun 2026
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Tudor Investment Corporation 49k $2.8M -72% Jun 2026
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Qube Research & Technologies 49k $2.8M 720% Jun 2026
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Artesa Financial Group 48k $2.7M 1% Jun 2026
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Biondo Investment Advisors 47k $2.7M 2% Jun 2026
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Counterweight Ventures 46k $2.6M -1% Jun 2026
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Forte Asset Management 46k $2.6M -30% Jun 2026
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Janney Montgomery Scott 46k $2.6M 7% Jun 2026
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Pinnacle Financial Partners 45k $2.5M 0% Jun 2026
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Wealth Enhancement Advisory Services 43k $2.5M 100% Jun 2026
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Streettalk Advisors 42k $2.4M 2% Jun 2026
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Flow Traders US 41k $2.3M 100% Jun 2026
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Centaurus Financial 41k $2.3M 100% Jun 2026
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Allianz Asset Management 41k $2.3M -65% Jun 2026
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Stifel Financial 40k $2.3M -6% Jun 2026
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Merit Financial Group 39k $2.2M 150% Jun 2026
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Mutual Advisors 39k $2.2M 61% Jun 2026
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Steward Partners Investment Advisory 38k $2.2M 0% Jun 2026
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Waterloo Capital 38k $2.1M 1% Jun 2026
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First Citizens Financial Corp 36k $2.0M 0% Jun 2026
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CI Private Wealth 36k $2.0M -10% Jun 2026
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Wealthstar Advisors 35k $2.0M -7% Jun 2026
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Quantinno Capital Management 35k $2.0M -6% Jun 2026
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Creative Planning 30k $1.7M 2% Jun 2026
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Two Sigma Investments 30k $1.7M 100% Jun 2026
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Heartwood Wealth Advisors 29k $1.6M 9% Jun 2026
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Private Advisor 29k $1.6M 32% Jun 2026
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Captrust Financial Advisors 28k $1.6M -19% Jun 2026
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Point72 Asset Management 28k $1.6M 100% Jun 2026
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Baird Financial 27k $1.5M -73% Jun 2026
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Resources Investment Advisors 26k $1.5M 21% Jun 2026
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Ballew Advisors 26k $1.5M 0% Jun 2026
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Foundation Wealth Management 26k $1.4M -7% Jun 2026
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Crestwood Advisors 25k $1.4M -14% Jun 2026
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Csenge Advisory Group 24k $1.4M 5% Jun 2026
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Mercer Global Advisors 24k $1.4M -8% Jun 2026
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Whittier Trust Co. of Nevada 24k $1.4M -1% Jun 2026
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Allen Investment Management 24k $1.3M 0% Jun 2026
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Rockland Trust 23k $1.3M 0% Jun 2026
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Sanctuary Advisors 23k $1.3M 1% Jun 2026
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Asempa Wealth Advisors 22k $1.3M 2% Jun 2026
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IHT Wealth Management 22k $1.2M -6% Jun 2026
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Ethos Financial Group 20k $1.2M -1% Jun 2026
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Commonwealth Retirement Investments 20k $1.1M 0% Jun 2026
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Wealth Management Partners 20k $1.1M -7% Jun 2026
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Cottonwood Capital Advisors 20k $1.1M 0% Jun 2026
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Eddie Patel 20k $1.1M 100% Jun 2026
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Huntington National Bank 20k $1.1M -4% Jun 2026
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KKM Financial 19k $1.1M 0% Jun 2026
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Prospera Financial Services 19k $1.1M 8% Jun 2026
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Ak Global Asset Management 19k $3.1M 2% Jun 2026
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Balboa Wealth Partners 18k $1.0M 100% Jun 2026
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Rockefeller Capital Management 18k $1.0M 13% Jun 2026
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Brendel Financial Advisors 18k $1.0M 100% Jun 2026
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Liberty Wealth Management 18k $1.1M 0% Jun 2026
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Beacon Pointe Advisors 17k $984k 0% Jun 2026
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Nelson, Van Denburg & Campbell Wealth Management 17k $983k 100% Jun 2026
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Lee Johnson Capital Management 17k $946k -4% Jun 2026
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CWM 16k $1.1M -3% Mar 2026
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Navellier & Associates 16k $920k 33% Jun 2026
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HPM Partners 16k $919k 5% Jun 2026
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Arkadios Wealth Advisors 16k $897k 5% Jun 2026
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Headlands Technologies 15k $862k -39% Jun 2026
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Ironwood Wealth Management 14k $867k -5% Jun 2026
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Northwest Wealth Advisors 14k $812k 20% Jun 2026
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Founders Financial Securities 14k $800k 0% Jun 2026
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Astoria Portfolio Advisors 14k $799k 33% Jun 2026
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Farther Finance Advisors 14k $779k 5% Jun 2026
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Ronald Blue Trust 14k $776k 0% Jun 2026
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Harbour Investments 14k $774k 498% Jun 2026
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Coconut Grove Bank 14k $770k 0% Jun 2026
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Davenport & Co 13k $751k 0% Jun 2026
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Kesler, Norman & Wride 13k $750k 36% Jun 2026
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Buck Wealth Strategies 13k $743k 100% Jun 2026
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Tradition Wealth Management 13k $719k 0% Jun 2026
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Susquehanna International 12k $691k -80% Jun 2026
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Fort Washington Investment Advisors 12k $662k 0% Jun 2026
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Hrt Financial 11k $645k 100% Jun 2026
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Strategic Blueprint 11k $638k -12% Jun 2026
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Pathstone Holdings 11k $636k 5% Jun 2026
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Ameritas Advisory Services 11k $633k 62% Jun 2026
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Foundations Investment Advisors 11k $630k 100% Jun 2026
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Concord Investment Counsel 11k $614k 0% Jun 2026
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Equitable Holdings 11k $597k -5% Jun 2026
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Empirical Asset Management 10k $580k 0% Jun 2026
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Retirement Planning Group 10k $572k 1% Jun 2026
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Virtue Capital Management 10k $569k 100% Jun 2026
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Yukon Wealth Management 10k $564k 22% Jun 2026
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Journey Strategic Wealth 10k $646k -18% Mar 2026
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Grimes & Company 9.6k $543k 0% Jun 2026
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Bank Of Montreal 9.5k $613k 100% Mar 2026
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CrossGen Wealth 9.3k $528k 1% Jun 2026
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Signature Estate and Investment Advisors 9.1k $515k -24% Jun 2026
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Meridian Wealth Management 9.0k $512k 2% Jun 2026
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Narwhal Capital Management 8.8k $499k 0% Jun 2026
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Simmons Bank 8.7k $495k 0% Jun 2026
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Cadent Capital Advisors 8.7k $492k -4% Jun 2026
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Brookstone Capital Management 8.4k $478k 0% Jun 2026
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MCF Advisors 8.3k $472k 0% Jun 2026
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United Capital Financial Advisers 8.3k $469k 0% Jun 2026
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Symphony Financial Services 8.3k $469k 4% Jun 2026
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TRUE Private Wealth Advisors 8.2k $464k 0% Jun 2026
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Sontag Advisory 8.2k $464k -30% Jun 2026
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Pnc Financial Services 8.2k $461k 2% Jun 2026
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RMB Capital Management 8.1k $461k 0% Jun 2026
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Thrivent Financial for Lutherans 8.0k $453k -4% Jun 2026
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Magnus Financial Group 8.0k $453k 0% Jun 2026
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Chicago Partners Investment 7.8k $492k -3% Jun 2026
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FMR 7.8k $440k -4% Jun 2026
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Integrated Wealth Concepts 7.2k $407k -12% Jun 2026
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AE Wealth Management 7.2k $406k -94% Jun 2026
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Kestra Private Wealth Services 7.0k $394k -16% Jun 2026
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Financial Partners Group 5.8k $328k -45% Jun 2026
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Banque Cantonale Vaudoise 5.0k $283.000000 -50% Jun 2026
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Asset One Wealth Management 4.9k $294k -42% Jun 2026
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Bnp Paribas Arbitrage, Snc 1.9k $108k -100% Jun 2026
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Who sold out of iShares Dow Jones US Energy Sector?

Fund or Company Name Date Sold Shares Held Valued At
Quadrature Capital Mar 2026 311k $20M
Rps Advisory Solutions Mar 2026 134k $8.7M
WealthCare Asset Management Mar 2026 130k $8.4M
Renaissance Technologies Mar 2026 74k $4.8M
VestGen Advisors Mar 2026 57k $3.5M
Symphony Financial Mar 2026 39k $2.6M
Southern Capital Advisors Mar 2026 34k $2.2M
Apeiron RIA Mar 2026 28k $1.8M
XTX Topco Mar 2026 20k $1.3M
Integrity Alliance Mar 2026 17k $1.1M
Harmony Asset Management Mar 2026 17k $1.1M
PFG Advisors Mar 2026 12k $762k
Vivaldi Capital Management Mar 2026 9.0k $581k
Balyasny Asset Management Mar 2026 8.7k $566k
Lifestyle Asset Management Mar 2026 8.4k $542k