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 19M $762M -1% Mar 2022
Morgan Stanley 5.8M $236M 100% Mar 2022
LPL Financial 3.9M $161M 100% Mar 2022
CFS Investment Advisory Services 3.8M $92k 3747% Mar 2022
Advisor Group Holdings 2.1M $87M 1% Mar 2022
CWM 1.7M $66M -46% Jun 2022
Wells Fargo & Company 1.6M $65M 31% Mar 2022
Prudential Financial 1.4M $58M 1% Mar 2022
Janney Montgomery Scott 1.2M $50M -1% Mar 2022
Ameriprise Financial 1.2M $50M 46% Mar 2022
Mml Investors Services 1.0M $43M -6% Mar 2022

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Park Avenue Securities 1.0M $40M -46% Jun 2022
UBS Group 988k $40M 15% Mar 2022
Raymond James Financial Services Advisors 890k $36M 14% Mar 2022
55i 710k $29M -26% Mar 2022
Goldman Sachs Group 648k $27M -7% Mar 2022
The Allstate Corporation 583k $24M 100% Mar 2022
Northwestern Mutual Wealth Management Company 566k $22M -7% Jun 2022
Bank of New York Mellon 545k $22M 7% Mar 2022
SPC Financial 496k $20M 100% Mar 2022
Thrivent Financial for Lutherans 476k $20M 1% Mar 2022
Kestra Advisory Services 431k $18M 42% Mar 2022
Stifel Financial 412k $17M 94% Mar 2022
Goss Wealth Management 400k $16M -3% Mar 2022
Advisory Services Network 366k $15M 375% Mar 2022
Commonwealth Equity Services 366k $14M -18% Jun 2022
Wealthsource Partners 339k $14M 0% Mar 2022
AE Wealth Management 305k $13M -1% Mar 2022
Bright Rock Capital Management 300k $11M 0% Jun 2022
Outlook Wealth Advisors 297k $11M 15% Jun 2022
Foundations Investment Advisors 290k $11M 44% Jun 2022
M^T Bank Corporation 265k $10M 0% Jun 2022
JB Capital 262k $10M -36% Jun 2022
Atria Investments 259k $11M 1% Mar 2022
Change Path 253k $10M -13% Mar 2022
Cambridge Investment Research Advisors 250k $9.5M 2% Jun 2022
Financial Network Investment Corporation 204k $8.3M 65% Mar 2022
Babson Capital Management 191k $7.3M 517% Jun 2022
Raymond James & Associates 186k $7.6M -20% Mar 2022
HighTower Advisors 179k $7.3M 48% Mar 2022
Kesler, Norman & Wride 173k $7.1M 653% Mar 2022
Prospera Financial Services 172k $6.5M 6% Jun 2022
First Heartland Consultants 170k $6.5M 2% Jun 2022
High Falls Advisors 164k $6.7M 0% Mar 2022
Steel Peak Wealth Management 143k $5.8M -2% Mar 2022
Stokes Family Office 142k $5.4M -44% Jun 2022
PAX Financial Group 135k $5.5M -27% Mar 2022
Sumitomo Mitsui Financial 132k $5.4M 8% Mar 2022
Branch Banking & Trust Company 131k $5.0M -50% Jun 2022
Cetera Investment Advisers 128k $5.3M 10% Mar 2022
Proequities 124k $5.1M -22% Mar 2022
Brookstone Capital Management 123k $4.7M -42% Jun 2022
Eq 123k $5.0M -5% Mar 2022
Bernardo Wealth Planning 121k $4.6M -17% Jun 2022
Keystone Financial Services 115k $4.6M 2% Mar 2022
Spire Wealth Management 114k $4.4M -50% Jun 2022
Pettinga Financial Advisors 114k $4.4M -48% Jun 2022
Liberty Wealth Management 114k $4.6M 1% Mar 2022
Market Street Wealth Management Advisors 112k $4.3M -37% Jun 2022
Wealthstar Advisors 112k $4.6M 100% Mar 2022
Day & Ennis 110k $4.5M 19% Mar 2022
Susquehanna International 110k $4.5M 164% Mar 2022
CIBC World Markets 110k $4.5M 17% Mar 2022
National Asset Management 110k $4.5M 2% Mar 2022
Amg National Trust Bank 107k $4.1M -1% Jun 2022
Allianz Asset Management 106k $4.3M 63% Mar 2022
Merit Financial Group 97k $4.0M 100% Mar 2022
First Republic Investment Management 95k $3.9M 14% Mar 2022
Sharkey, Howes & Javer 87k $3.3M -41% Jun 2022
Lineweaver Wealth Advisors 86k $3.3M 0% Jun 2022
Dentgroup 85k $3.2M 11% Jun 2022
Gries Financial 84k $3.4M 27% Mar 2022
Ironwood Wealth Management 84k $3.2M -50% Jun 2022
Icon Wealth Partners 83k $3.2M -46% Jun 2022
Invst 82k $3.3M 10% Mar 2022
Integrated Wealth Concepts 77k $3.1M -3% Mar 2022
Patton Albertson & Miller 75k $2.9M 9% Jun 2022
SWMG 72k $3.0M -9% Mar 2022
Avaii Wealth Management 70k $2.9M 4% Mar 2022
Hrt Financial 69k $2.8M 100% Mar 2022
RFG Advisory 68k $2.8M 14% Mar 2022
Wealth Alliance 66k $2.7M 32% Mar 2022
Rockefeller Capital Management 65k $2.7M 2% Mar 2022
Nwam 62k $2.5M -1% Mar 2022
Captrust Financial Advisors 60k $2.5M 52% Mar 2022
Steward Partners Investment Advisory 60k $2.3M -33% Jun 2022
Buttonwood Financial Group 60k $2.3M -40% Jun 2022
Emerald Investment Partners 60k $2.4M -2% Mar 2022
Private Advisor 60k $2.3M -14% Jun 2022
Salient Trust 58k $10M 100% Jun 2022
Sunbelt Securities 56k $2.3M 2% Mar 2022
Snowden Capital Advisors 56k $2.3M 18% Mar 2022
Sigma Planning 55k $2.3M -10% Mar 2022
H D Vest Advisory Services 55k $2.2M 21% Mar 2022
Cypress Wealth Services 53k $2.0M -24% Jun 2022
Tradition Wealth Management 52k $2.1M 0% Mar 2022
BMS Financial Advisors 52k $1.6M 12% Jun 2022
Creative Planning 52k $2.1M -2% Mar 2022
Regal Investment Advisors 50k $2.0M -4% Mar 2022
Mutual Advisors 50k $2.0M 0% Mar 2022
Tri-Star Advisors 50k $1.9M -53% Jun 2022
Summit X 48k $2.0M 0% Mar 2022
Forte Asset Management 47k $1.8M 100% Jun 2022
Spectrum Management 47k $1.8M -54% Jun 2022
Baird Financial 47k $1.9M 20% Mar 2022
ShoreHaven Wealth Partners 46k $1.9M 100% Mar 2022
Multi-Financial Securities 45k $1.9M 10% Mar 2022
BCJ Capital Management 45k $1.8M -10% Mar 2022
First Citizens Financial Corp 45k $1.7M 0% Jun 2022
One Capital Management 44k $1.8M 100% Mar 2022
Synovus Financial Corp. 42k $1.7M -6% Mar 2022
Navellier & Associates 40k $1.6M -1% Mar 2022
Kore Private Wealth 40k $1.6M -1% Mar 2022
Comerica Securities 40k $1.5M -56% Jun 2022
Jpmorgan Chase & Co 39k $1.6M -7% Mar 2022
Keebeck Wealth Management 39k $1.6M 15% Mar 2022
ONE Advisory Partners 39k $1.5M -50% Jun 2022
TCWP 38k $1.6M 448% Mar 2022
Jane Street 38k $1.6M 423% Mar 2022
Biondo Investment Advisors 38k $1.5M 11% Mar 2022
SigFig Wealth Management 37k $1.1M 9% Mar 2022
SVB Wealth Advisory 36k $1.5M 100% Mar 2022
Independent Wealth Network 35k $1.3M 0% Jun 2022
Teamwork Financial Advisors 35k $1.3M -5% Jun 2022
Rockland Trust 35k $1.3M -13% Jun 2022
Perigon Wealth Management 34k $1.4M -23% Mar 2022
Karn, Couzens & Associates 34k $1.4M -5% Mar 2022
United Asset Strategies 34k $1.4M 100% Mar 2022
Orion Portfolio Solutions 34k $1.3M -22% Jun 2022
TNF 33k $1.2M -36% Jun 2022
Apollon Wealth Management 32k $1.3M -2% Mar 2022
Rosenberg Matthew Hamilton 32k $1.2M 4% Jun 2022
Huntington National Bank 31k $1.3M 23% Mar 2022
Mount Yale Investment Advisors 30k $1.2M 4% Mar 2022
LVW Advisors 30k $1.2M 100% Jun 2022
Ballew Advisors 30k $1.1M -5% Jun 2022
Williams Financial 30k $1.2M -12% Mar 2022
Bullseye Investment Management 30k $1.1M 100% Jun 2022
Bay Harbor Wealth Management 29k $1.1M -49% Jun 2022
Robertson Stephens Wealth Management 28k $1.2M 22% Mar 2022
Veritable 28k $1.1M -6% Mar 2022
Cottonwood Capital Advisors 28k $1.0M 100% Jun 2022
Stratos Wealth Advisors 27k $1.0M -17% Jun 2022
True Link Financial Advisors 27k $1.0M -35% Jun 2022
Venturi Wealth Management 26k $1.1M 11% Mar 2022
Citadel Advisors 26k $1.1M -84% Mar 2022
Money Concepts Capital Corp 25k $959k -3% Jun 2022
Concorde Asset Management 25k $1.0M -14% Mar 2022
CoreCap Advisors 24k $990k -64% Mar 2022
Keystone Wealth Services 24k $919k -27% Jun 2022
IHT Wealth Management 24k $978k -54% Mar 2022
Provence Wealth Management Group 24k $903k -38% Jun 2022
Heartwood Wealth Advisors 23k $881k 1% Jun 2022
Northern Trust 23k $936k 0% Mar 2022
Mountain Capital Investment Advisors 23k $852k -25% Jun 2022
Apeiron RIA 22k $85k -1% Jun 2022
Pensionmark Financial Group 22k $892k 34% Mar 2022
Centaurus Financial 22k $889k 61% Mar 2022
Financial Partners Group 21k $843k 1% Mar 2022
United Capital Financial Advisers 20k $837k 5% Mar 2022
Grimes & Company 20k $764k -6% Jun 2022
Lantz Financial 20k $751k -20% Jun 2022
Montecito Bank & Trust 19k $788k 36% Mar 2022
Meristem 19k $773k 0% Mar 2022
Marks Group Wealth Management 19k $770k -39% Mar 2022
Firethorn Wealth Partners 18k $744k -10% Mar 2022
Wealth Management Solutions 17k $680k -77% Mar 2022
Davenport & Co 16k $615k -22% Jun 2022
Nikulski Financial 14k $548k -45% Jun 2022
Equitable Holdings 13k $542k -81% Mar 2022
D.A. Davidson & Co. 13k $495k -31% Jun 2022
Aveo Capital Partners 9.2k $349k -61% Jun 2022
Next Capital Management 5.5k $209k -88% Jun 2022
Qube Research & Technologies 339.00 $14k -99% Mar 2022
FTB Advisors 85.00 $3.0k -100% Mar 2022

Who sold out of iShares Dow Jones US Energy Sector?

Fund or Company Name Date Sold Shares Held Valued At
Bank of America Corporation Dec 2021 2.9M $89M
Mcmorgan & Co Dec 2021 290k $8.7M
Oppenheimer & Co Dec 2021 170k $5.1M
Journey Strategic Wealth Dec 2021 102k $3.1M
Chevy Chase Trust Holdings Dec 2021 100k $3.0M
Barclays Dec 2021 34k $1.0M