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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.4M | $63M | 0% | Dec 2023 |
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| Wells Fargo & Company | 940k | $42M | -3% | Dec 2023 |
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| UBS Group | 616k | $27M | -6% | Dec 2023 |
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| Goldman Sachs Group | 525k | $23M | -16% | Dec 2023 |
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| Jpmorgan Chase & Co | 511k | $23M | 360% | Dec 2023 |
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| Royal Bank of Canada | 478k | $21M | -2% | Dec 2023 |
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| Bright Rock Capital Management | 300k | $15M | 0% | Mar 2024 |
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| Crestwood Advisors | 253k | $11M | 100% | Dec 2023 |
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| Advisor Group Holdings | 228k | $10M | -39% | Dec 2023 |
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| Prospera Financial Services | 212k | $9.4M | 547% | Dec 2023 |
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| Raymond James Financial Services Advisors | 182k | $9.0M | -19% | Mar 2024 |
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| Commonwealth Equity Services | 163k | $7.2M | -4% | Dec 2023 |
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| Mariner Wealth Advisors | 147k | $6.5M | 0% | Dec 2023 |
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| Amg National Trust Bank | 129k | $5.7M | 8% | Dec 2023 |
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| Bellwether Advisors | 115k | $5.1M | -40% | Dec 2023 |
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| Citadel Advisors | 113k | $5.0M | 474% | Dec 2023 |
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| Sumitomo Mitsui Financial | 111k | $4.9M | 2% | Dec 2023 |
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| Stifel Financial | 87k | $3.9M | -2% | Dec 2023 |
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| Raymond James & Associates | 84k | $4.1M | -38% | Mar 2024 |
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| Mercer Global Advisors | 84k | $3.7M | -9% | Dec 2023 |
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| Janney Montgomery Scott | 83k | $3.7M | -43% | Dec 2023 |
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| Cambridge Investment Research Advisors | 71k | $3.5M | 2% | Mar 2024 |
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| CI Private Wealth | 68k | $3.0M | -7% | Dec 2023 |
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| Streettalk Advisors | 60k | $2.6M | -10% | Dec 2023 |
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| Branch Banking & Trust Company | 54k | $2.4M | 109% | Dec 2023 |
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| First Citizens Financial Corp | 54k | $2.4M | -3% | Dec 2023 |
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| Financial Gravity Wealth | 54k | $0 | 0% | Dec 2023 |
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| Counterweight Ventures | 51k | $2.2M | 100% | Dec 2023 |
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| Forte Asset Management | 47k | $2.1M | -3% | Dec 2023 |
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| Capital Advisory Group Advisory Services | 45k | $2.2M | 343% | Mar 2024 |
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| Robertson Stephens Wealth Management | 44k | $2.0M | -58% | Dec 2023 |
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| Wealthsource Partners | 44k | $2.0M | 190% | Dec 2023 |
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| Kestra Advisory Services | 44k | $1.9M | -5% | Dec 2023 |
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| Dentgroup | 44k | $2.2M | -8% | Mar 2024 |
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| HighTower Advisors | 43k | $1.9M | -3% | Dec 2023 |
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| Creative Planning | 39k | $1.7M | -25% | Dec 2023 |
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| Biondo Investment Advisors | 39k | $1.7M | 1% | Dec 2023 |
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| Private Advisor | 38k | $1.7M | 22% | Dec 2023 |
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| Captrust Financial Advisors | 37k | $1.6M | 1% | Dec 2023 |
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| Baird Financial | 36k | $1.6M | -1% | Dec 2023 |
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| Sunbelt Securities | 33k | $1.7M | 7% | Mar 2024 |
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| Summit Financial Wealth Advisors | 33k | $1.5M | 0% | Dec 2023 |
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| J.w. Cole Advisors | 32k | $1.4M | 100% | Dec 2023 |
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| Cottonwood Capital Advisors | 28k | $1.4M | -13% | Mar 2024 |
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| Rockland Trust | 28k | $1.4M | 0% | Mar 2024 |
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| Pathstone Holdings | 28k | $1.2M | 100% | Dec 2023 |
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| Huntington National Bank | 28k | $1.2M | 2% | Dec 2023 |
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| Foundation Wealth Management | 26k | $1.2M | 5% | Dec 2023 |
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| Keebeck Wealth Management | 26k | $1.1M | 496% | Dec 2023 |
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| Ballew Advisors | 24k | $1.2M | -4% | Mar 2024 |
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| Rockefeller Capital Management | 24k | $1.0M | 48% | Dec 2023 |
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| Mutual Advisors | 23k | $1.0M | -5% | Dec 2023 |
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| Glenview Trust | 23k | $1.0M | 100% | Dec 2023 |
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| KKM Financial | 23k | $996k | 100% | Dec 2023 |
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| Heartwood Wealth Advisors | 22k | $968k | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 21k | $1.0M | -7% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 21k | $907k | -82% | Dec 2023 |
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| Atria Wealth Solutions | 21k | $906k | -6% | Dec 2023 |
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| Advisory Services Network | 20k | $880k | -75% | Dec 2023 |
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| Grimes & Company | 20k | $980k | 0% | Mar 2024 |
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| Wealth Management Partners | 16k | $801k | 2% | Mar 2024 |
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| Founders Financial Securities | 16k | $779k | 13% | Mar 2024 |
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| Eq | 16k | $684k | 100% | Dec 2023 |
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| Ironwood Wealth Management | 15k | $747k | 1% | Mar 2024 |
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| Merit Financial Group | 15k | $664k | 100% | Dec 2023 |
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| Family Firm | 15k | $662k | 0% | Dec 2023 |
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| AE Wealth Management | 15k | $657k | -14% | Dec 2023 |
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| National Asset Management | 15k | $641k | -9% | Dec 2023 |
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| United Capital Financial Advisers | 14k | $635k | -48% | Dec 2023 |
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| CWM | 14k | $709k | -13% | Mar 2024 |
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| GSA Capital Partners | 14k | $633k | 57% | Dec 2023 |
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| Financial Partners Group | 14k | $630k | -7% | Dec 2023 |
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| Ronald Blue Trust | 14k | $675k | 49% | Dec 2023 |
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| HPM Partners | 14k | $623k | 100% | Dec 2023 |
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| SPC Financial | 14k | $612k | -10% | Dec 2023 |
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| Kesler, Norman & Wride | 14k | $670k | -44% | Mar 2024 |
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| Triumph Capital Management | 14k | $672k | 2% | Mar 2024 |
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| Tradition Wealth Management | 13k | $558k | -4% | Dec 2023 |
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| Moloney Securities Asset Management | 12k | $530k | -24% | Dec 2023 |
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| Montecito Bank & Trust | 12k | $592k | -2% | Mar 2024 |
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| Fort Washington Investment Advisors | 12k | $528k | 0% | Mar 2024 |
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| Mayflower Financial Advisors | 12k | $523k | 79% | Dec 2023 |
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| Steward Partners Investment Advisory | 12k | $522k | -16% | Dec 2023 |
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| Allegheny Financial Group | 12k | $517k | 6% | Dec 2023 |
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| ShoreHaven Wealth Partners | 12k | $508k | 129% | Dec 2023 |
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| Cypress Wealth Services | 11k | $554k | -34% | Mar 2024 |
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| Coconut Grove Bank | 11k | $492k | 0% | Dec 2023 |
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| Kickstand Ventures | 11k | $475k | 100% | Dec 2023 |
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| Patton Albertson & Miller | 11k | $530k | -7% | Mar 2024 |
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| Market Street Wealth Management Advisors | 11k | $530k | -6% | Mar 2024 |
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| Chemistry Wealth Management | 11k | $527k | 0% | Mar 2024 |
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| Apollon Wealth Management | 11k | $467k | 0% | Dec 2023 |
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| Bernardo Wealth Planning | 10k | $446k | -6% | Dec 2023 |
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| Quadrant Private Wealth Management | 10k | $445k | 121% | Dec 2023 |
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| Davenport & Co | 9.7k | $428k | -6% | Dec 2023 |
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| Nwam | 9.6k | $423k | 100% | Dec 2023 |
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| H D Vest Advisory Services | 9.5k | $417k | -7% | Dec 2023 |
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| Moors & Cabot | 9.3k | $410k | -8% | Dec 2023 |
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| Wedbush Morgan Securities | 9.3k | $410k | -8% | Dec 2023 |
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| Country Club Bank | 9.2k | $455k | 0% | Mar 2024 |
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| Simmons Bank | 9.1k | $403k | 0% | Dec 2023 |
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| Hrt Financial | 9.0k | $397k | 100% | Dec 2023 |
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| Narwhal Capital Management | 8.8k | $436k | 0% | Mar 2024 |
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| Wealth Alliance | 8.5k | $377k | 100% | Dec 2023 |
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| Shared Vision Wealth Group | 8.5k | $376k | 100% | Dec 2023 |
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| Sontag Advisory | 8.5k | $374k | 0% | Dec 2023 |
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| Ferguson Wellman Capital Management | 8.4k | $415k | -2% | Mar 2024 |
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| TSA Wealth Managment | 8.4k | $369k | 100% | Dec 2023 |
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| MCF Advisors | 8.3k | $412k | 0% | Mar 2024 |
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| TRUE Private Wealth Advisors | 8.2k | $405k | 4% | Mar 2024 |
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| Bleakley Financial Group | 8.1k | $358k | 2% | Dec 2023 |
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| Sawtooth Asset Management | 8.1k | $358k | 2% | Dec 2023 |
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| William Blair $ Company | 8.0k | $355k | 0% | Dec 2023 |
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| RFG Advisory | 7.9k | $392k | 1% | Mar 2024 |
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| One Wealth Advisors | 7.9k | $392k | 100% | Mar 2024 |
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| Capital Investment Advisors | 7.8k | $386k | 9% | Mar 2024 |
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| Rosenberg Matthew Hamilton | 7.8k | $386k | -18% | Mar 2024 |
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| CoreCap Advisors | 7.7k | $341k | -19% | Dec 2023 |
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| Franklin Resources | 7.5k | $331k | 0% | Dec 2023 |
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| Journey Strategic Wealth | 7.5k | $330k | 100% | Dec 2023 |
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| Pnc Financial Services | 7.5k | $329k | 10% | Dec 2023 |
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| Simplicity Wealth | 7.4k | $365k | 100% | Mar 2024 |
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| Griffin Asset Management | 7.4k | $365k | 1% | Mar 2024 |
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| Spire Wealth Management | 7.4k | $365k | -3% | Mar 2024 |
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| Fifth Third Securities | 7.3k | $362k | -27% | Mar 2024 |
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| Kestra Private Wealth Services | 7.3k | $323k | -4% | Dec 2023 |
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| Lazari Capital Management | 7.3k | $321k | 0% | Dec 2023 |
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| Eudaimonia Partners | 7.2k | $353k | 2% | Mar 2024 |
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| Trexquant Investment | 7.1k | $314k | -3% | Dec 2023 |
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| Adviser Investments | 7.1k | $313k | 0% | Dec 2023 |
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| Day & Ennis | 7.0k | $309k | -23% | Dec 2023 |
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| Proequities | 7.0k | $309M | 1% | Dec 2023 |
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| Invst | 7.0k | $304k | -15% | Dec 2023 |
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| Arkadios Wealth Advisors | 6.9k | $304k | -7% | Dec 2023 |
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| Appleton Partners | 6.6k | $293k | 0% | Dec 2023 |
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| Retirement Planning Group | 6.6k | $324k | 0% | Mar 2024 |
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| Brookstone Capital Management | 6.5k | $319k | -5% | Mar 2024 |
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| KM Capital Management | 6.5k | $285k | 100% | Dec 2023 |
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| D. E. Shaw & Co | 6.4k | $283k | 100% | Dec 2023 |
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| SC&H Financial Advisors | 6.4k | $282k | 0% | Dec 2023 |
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| Windward Private Wealth Management | 6.3k | $277k | -8% | Dec 2023 |
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| Sweet Financial Partners | 6.0k | $296k | 0% | Mar 2024 |
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| Change Path | 5.9k | $260k | 100% | Dec 2023 |
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| Cassaday & Co Wealth Management | 5.9k | $260k | 0% | Dec 2023 |
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| Chicago Partners Investment | 5.8k | $291k | 100% | Mar 2024 |
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| Mitchell Mcleod Pugh & Williams | 5.7k | $252k | 0% | Dec 2023 |
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| Detalus Advisors | 5.7k | $281k | -44% | Mar 2024 |
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| ONE Advisory Partners | 5.5k | $273k | 100% | Mar 2024 |
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| Cora Capital Advisors | 5.5k | $272k | 0% | Mar 2024 |
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| Next Capital Management | 5.5k | $243k | 0% | Dec 2023 |
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| Ellerson Group | 5.5k | $243k | 0% | Dec 2023 |
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| Oakmont Partners | 5.4k | $267k | 100% | Mar 2024 |
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| Transcend Wealth Collective | 5.4k | $237k | 100% | Dec 2023 |
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| Bank Of Montreal | 5.2k | $234k | -20% | Dec 2023 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.5k | $200k | -16% | Dec 2023 |
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| Goodwin Investment Advisory | 2.8k | $125k | -55% | Dec 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 |
|---|---|---|---|
| TCWP | Sep 2023 | 51k | $2.4M |
| The Allstate Corporation | Sep 2023 | 41k | $2.0M |
| Whitaker-Myers Wealth Managers | Dec 2023 | 25k | $1.1M |
| Juncture Wealth Strategies | Dec 2023 | 23k | $995k |
| Buttonwood Financial Group | Dec 2023 | 17k | $766k |
| Virtue Capital Management | Sep 2023 | 16k | $689k |
| Flow Traders US | Sep 2023 | 10k | $475k |
| Strategic Blueprint | Dec 2023 | 9.4k | $413k |
| NewEdge Wealth | Sep 2023 | 9.2k | $436k |
| Horizon Family Wealth | Sep 2023 | 8.7k | $413k |
| Sigma Planning | Sep 2023 | 7.8k | $370k |
| Millennium Management | Sep 2023 | 7.4k | $350k |
| Liberty Wealth Management | Sep 2023 | 7.2k | $340k |
| Certus Wealth Management | Sep 2023 | 6.9k | $329k |
| International Assets Investment Management | Dec 2023 | 6.2k | $272k |
| Ameritas Advisory Services | Sep 2023 | 6.1k | $295k |
| Prime Capital Investment Advisors | Sep 2023 | 6.0k | $285k |
| Gryphon Financial Partners | Sep 2023 | 5.6k | $265k |