Who owns iShares Dow Jones US Financial?
- Ticker: IYF
- CUSIP Number: 464287788
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Dow Jones US Financial with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Financial stock
Who bought or sold iShares Dow Jones US Financial this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Dynasty Wealth Management | 1.8M | $227M | 545% | Dec 2025 |
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| Fisher Investments | 1.7M | $224M | -3% | Dec 2025 |
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| Phoenix Holdings | 1.2M | $154M | 0% | Dec 2025 |
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| Sagespring Wealth Partners | 827k | $107M | 247% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 657k | $85M | -1% | Dec 2025 |
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| Goldman Sachs Group | 619k | $80M | -5% | Dec 2025 |
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| LPL Financial | 614k | $79M | -13% | Dec 2025 |
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| Green Harvest Asset Management | 590k | $76M | -2% | Dec 2025 |
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| BlackRock | 476k | $61M | 0% | Dec 2025 |
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| Wells Fargo & Company | 453k | $58M | -15% | Dec 2025 |
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| UBS Group | 419k | $54M | 5% | Dec 2025 |
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| Steward Partners Investment Advisory | 419k | $54M | 32% | Dec 2025 |
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| Jpmorgan Chase & Co | 371k | $47M | 100% | Sep 2025 |
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| Two Sigma Investments | 361k | $46M | -1% | Sep 2025 |
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| Royal Bank of Canada | 293k | $37M | 5% | Sep 2025 |
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| FMR | 289k | $37M | -2% | Sep 2025 |
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| Principal Financial Group | 273k | $35M | 17% | Dec 2025 |
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| Raymond James Financial | 247k | $32M | 27% | Dec 2025 |
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| Commonwealth Equity Services | 215k | $28M | -12% | Dec 2025 |
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| Magnus Financial Group | 201k | $26M | 0% | Dec 2025 |
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| Stifel Financial | 199k | $26M | 76% | Dec 2025 |
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| Kestra Advisory Services | 195k | $25M | 43% | Dec 2025 |
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| Advisor Group Holdings | 186k | $24M | -6% | Dec 2025 |
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| Ameriprise Financial | 175k | $23M | -5% | Dec 2025 |
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| Scotia Capital | 165k | $21M | 0% | Dec 2025 |
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| AlphaCore Capital | 164k | $21M | 947% | Dec 2025 |
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| SPC Financial | 152k | $19M | -1% | Sep 2025 |
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| Cetera Investment Advisers | 149k | $19M | -7% | Dec 2025 |
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| Thrivent Financial for Lutherans | 141k | $18M | 4% | Dec 2025 |
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| MinichMacGregor Wealth Management | 129k | $17M | 9% | Dec 2025 |
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| Patten & Patten | 117k | $15M | 1% | Dec 2025 |
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| XML Financial | 113k | $15M | 1% | Dec 2025 |
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| Advisory Services Network | 105k | $14M | 11% | Dec 2025 |
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| Cambridge Investment Research Advisors | 101k | $13M | -27% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 100k | $13M | 1896% | Dec 2025 |
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| Sanctuary Advisors | 97k | $12M | 34% | Dec 2025 |
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| Envestnet Asset Management | 92k | $12M | -35% | Dec 2025 |
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| Jones Financial Companies, L.L | 92k | $12M | 18% | Dec 2025 |
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| United Capital Financial Advisers | 82k | $10M | 0% | Sep 2025 |
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| Moloney Securities Asset Management | 73k | $9.3M | 1708% | Sep 2025 |
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| Prasad Wealth Partners | 65k | $8.4M | 1% | Dec 2025 |
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| Private Advisor | 60k | $7.8M | 76% | Dec 2025 |
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| Stillwater Capital Advisors | 60k | $7.7M | 0% | Dec 2025 |
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| Finley Financial | 59k | $7.5M | -17% | Dec 2025 |
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| Washington Trust Company | 56k | $7.3M | -6% | Dec 2025 |
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| First Citizens Financial Corp | 54k | $7.0M | -3% | Dec 2025 |
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| Resources Investment Advisors | 52k | $6.7M | -55% | Dec 2025 |
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| Zurich Insurance Group Ltd/FI | 50k | $6.5M | 0% | Dec 2025 |
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| Unique Wealth | 50k | $6.5M | 93% | Dec 2025 |
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| Janney Montgomery Scott | 48k | $6.2M | 7% | Dec 2025 |
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| Goss Wealth Management | 44k | $5.7M | -12% | Dec 2025 |
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| Centerline Wealth Advisors | 42k | $5.4M | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 41k | $5.3M | -8% | Dec 2025 |
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| Gerber Kawasaki Wealth & Investment Management | 37k | $4.7M | 8% | Dec 2025 |
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| Synovus Financial Corp. | 37k | $4.6M | 1% | Sep 2025 |
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| HC Advisors | 36k | $4.6M | 0% | Dec 2025 |
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| Pinnacle Financial Partners | 36k | $4.6M | 100% | Dec 2025 |
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| Eagle Strategies | 36k | $4.6M | -11% | Dec 2025 |
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| Ethos Financial Group | 35k | $4.6M | -6% | Dec 2025 |
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| Pettyjohn | 34k | $4.4M | -1% | Dec 2025 |
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| Branch Banking & Trust Company | 34k | $4.3M | 6% | Dec 2025 |
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| Equitable Holdings | 33k | $4.2M | -38% | Dec 2025 |
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| KKM Financial | 32k | $4.1M | 0% | Dec 2025 |
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| First Heartland Consultants | 32k | $4.1M | 0% | Dec 2025 |
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| Syon Capital | 32k | $4.1M | 2% | Dec 2025 |
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| HighTower Advisors | 31k | $4.0M | 3% | Dec 2025 |
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| Stratos Wealth Partners | 31k | $4.0M | -28% | Dec 2025 |
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| Colony | 30k | $3.8M | 1018% | Dec 2025 |
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| Forte Asset Management | 29k | $3.7M | 65% | Dec 2025 |
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| Rockefeller Capital Management | 27k | $3.5M | 0% | Dec 2025 |
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| Smartleaf Asset Management | 26k | $3.4M | 16387% | Dec 2025 |
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| Colony Family Offices | 26k | $3.3M | 0% | Dec 2025 |
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| Somerset | 25k | $3.3M | 0% | Dec 2025 |
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| Pnc Financial Services | 25k | $3.2M | -1% | Dec 2025 |
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| Geneos Wealth Management | 24k | $3.1M | 3% | Dec 2025 |
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| Susquehanna International | 23k | $3.0M | -68% | Dec 2025 |
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| Citadel Advisors | 23k | $2.9M | 19% | Sep 2025 |
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| Kovack Advisors | 23k | $2.9M | 17% | Dec 2025 |
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| Prospera Financial Services | 21k | $2.7M | -38% | Dec 2025 |
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| Wealthstar Advisors | 21k | $2.7M | 100% | Dec 2025 |
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| WealthCare Investment Partners | 21k | $2.7M | 4% | Dec 2025 |
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| CX Institutional | 20k | $2.6M | 4% | Dec 2025 |
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| Nvest Financial | 20k | $2.5M | 50% | Dec 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 20k | $2.5M | 9% | Dec 2025 |
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| Spire Wealth Management | 20k | $2.5M | 6% | Dec 2025 |
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| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 19k | $2.5M | 100% | Dec 2025 |
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| Huntington National Bank | 18k | $2.4M | 0% | Dec 2025 |
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| Kennicott Capital Management | 18k | $2.3M | 0% | Dec 2025 |
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| Founders Financial Securities | 18k | $2.3M | 5% | Dec 2025 |
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| Cyndeo Wealth Partners | 18k | $2.2M | 149% | Dec 2025 |
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| Apeiron RIA | 17k | $2.2M | -6% | Dec 2025 |
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| Mutual Advisors | 17k | $2.2M | 0% | Dec 2025 |
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| Mml Investors Services | 17k | $2.2M | 6% | Dec 2025 |
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| Davenport & Co | 17k | $2.1M | -1% | Dec 2025 |
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| Creative Planning | 17k | $2.1M | 2% | Dec 2025 |
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| J.w. Cole Advisors | 17k | $788k | -1% | Dec 2025 |
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| EWG Elevate | 17k | $2.1M | 3% | Sep 2025 |
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| Aft, Forsyth and Company | 17k | $2.1M | 0% | Dec 2025 |
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| Atria Investments | 17k | $2.1M | 6% | Dec 2025 |
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| Cubist Systematic Strategies | 16k | $2.1M | 280% | Sep 2025 |
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| Trademark Financial Management | 16k | $2.1M | 7% | Dec 2025 |
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| Koshinski Asset Management | 16k | $2.1M | -5% | Dec 2025 |
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| CI Private Wealth | 16k | $2.1M | -47% | Dec 2025 |
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| Allen Investment Management | 16k | $2.0M | 100% | Dec 2025 |
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| Renaissance Technologies | 16k | $2.0M | 15% | Dec 2025 |
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| Virtue Capital Management | 16k | $2.0M | 100% | Dec 2025 |
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| Safe Harbor Fiduciary | 15k | $1.9M | 354% | Dec 2025 |
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| Gotham Asset Management | 15k | $1.9M | 123% | Sep 2025 |
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| Mmbg Investment Advisors | 15k | $1.9M | 0% | Dec 2025 |
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| CoreCap Advisors | 14k | $1.8M | -60% | Dec 2025 |
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| Captrust Financial Advisors | 14k | $1.8M | 1% | Dec 2025 |
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| Lee Johnson Capital Management | 14k | $1.8M | -5% | Dec 2025 |
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| Bank of New York Mellon | 13k | $1.7M | 21% | Dec 2025 |
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| William Blair $ Company | 13k | $1.6M | 0% | Sep 2025 |
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| Quantinno Capital Management | 13k | $1.7M | 7% | Dec 2025 |
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| Essex | 13k | $1.7M | 0% | Dec 2025 |
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| Y-Intercept | 13k | $1.6M | 530% | Dec 2025 |
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| Northern Trust | 13k | $1.6M | 29% | Dec 2025 |
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| Castle Rock Wealth Management | 13k | $1.6M | 11% | Dec 2025 |
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| Mercer Global Advisors | 13k | $1.6M | 11% | Dec 2025 |
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| KCM Investment Advisors | 12k | $1.6M | 0% | Dec 2025 |
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| Peapack Gladstone Financial Corp | 12k | $1.6M | -5% | Dec 2025 |
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| Nova Wealth Management | 12k | $1.5M | 10% | Dec 2025 |
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| Genesee Capital Advisors | 12k | $1.5M | -3% | Dec 2025 |
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| Merit Financial Group | 12k | $1.5M | 35% | Dec 2025 |
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| GAM Holding | 12k | $1.5M | 100% | Dec 2025 |
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| Navis Wealth Advisors | 11k | $1.5M | 0% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 11k | $1.5M | 3% | Dec 2025 |
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| MAI Wealth Advisors | 11k | $1.4M | -5% | Dec 2025 |
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| Quadrant Private Wealth Management | 11k | $1.4M | 0% | Dec 2025 |
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| Nikulski Financial | 11k | $1.4M | 4% | Dec 2025 |
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| HPM Partners | 11k | $1.4M | 21% | Dec 2025 |
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| Outlook Wealth Advisors | 11k | $1.4M | 1% | Dec 2025 |
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| Sigma Planning | 11k | $1.4M | 0% | Dec 2025 |
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| Commerce Bank N A | 11k | $1.4M | 0% | Dec 2025 |
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| Lido Advisors | 11k | $1.3M | 65% | Dec 2025 |
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| Kestra Private Wealth Services | 10k | $1.3M | 0% | Dec 2025 |
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| Harmony Asset Management | 10k | $1.3M | -36% | Dec 2025 |
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| HBW Advisory Services | 10k | $1.3M | 157% | Dec 2025 |
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| Federation des caisses Desjardins du Quebec | 9.9k | $1.3M | -5% | Dec 2025 |
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| Gladstone Institutional Advisory | 9.4k | $1.2M | -25% | Dec 2025 |
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| One Charles Private Wealth Services | 9.2k | $1.2M | -2% | Dec 2025 |
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| Wealth Management Partners | 9.1k | $1.2M | -1% | Dec 2025 |
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| Stephens | 9.1k | $1.2M | -2% | Dec 2025 |
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| Glenview Trust | 9.0k | $1.2M | 69% | Dec 2025 |
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| Arkadios Wealth Advisors | 8.9k | $1.2M | -10% | Dec 2025 |
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| Ameritas Advisory Services | 8.9k | $1.2M | -22% | Dec 2025 |
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| Baird Financial | 8.9k | $1.1M | 4% | Dec 2025 |
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| Magnolia Capital Management | 8.8k | $1.1M | 0% | Dec 2025 |
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| Chesapeake Wealth Management | 8.8k | $1.1M | -2% | Dec 2025 |
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| Acropolis Investment Management | 8.8k | $1.1M | -2% | Dec 2025 |
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| Financial Freedom | 8.7k | $1.1M | -11% | Dec 2025 |
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| The Allstate Corporation | 8.7k | $1.1M | -51% | Dec 2025 |
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| Harbour Investments | 8.1k | $1.0M | -28% | Dec 2025 |
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| Kesler, Norman & Wride | 5.0k | $647k | -50% | Dec 2025 |
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| WESPAC Advisors | 4.7k | $602k | -62% | Dec 2025 |
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| AE Wealth Management | 3.2k | $409k | -94% | Dec 2025 |
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| Rps Advisory Solutions | 1.6k | $208k | -98% | Dec 2025 |
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Who sold out of iShares Dow Jones US Financial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hsbc Holdings | Jun 2025 | 641k | $78M |
| Pinkerton Retirement Specialists | Sep 2025 | 300k | $38M |
| Sherman Porfolios | Sep 2025 | 203k | $26M |
| Camarda Wealth Advisory | Sep 2025 | 108k | $14M |
| Three Seasons Wealth | Sep 2025 | 69k | $8.8M |
| Summit Financial Consulting | Sep 2025 | 55k | $6.9M |
| Park Avenue Securities | Sep 2025 | 31k | $3.9M |
| Kovitz Investment Group Partners | Sep 2025 | 26k | $3.3M |
| USA Financial Portformulas | Sep 2025 | 23k | $2.9M |
| Balboa Wealth Partners | Sep 2025 | 22k | $2.8M |
| VestGen Advisors | Sep 2025 | 20k | $2.5M |
| Cadent Capital Advisors | Sep 2025 | 20k | $2.5M |
| Lifestyle Asset Management | Sep 2025 | 19k | $2.4M |
| Jane Street | Sep 2025 | 18k | $2.3M |
| Money Concepts Capital Corp | Sep 2025 | 15k | $1.9M |
| Flow Traders US | Sep 2025 | 11k | $1.4M |
| Yeomans Consulting Group | Sep 2025 | 9.7k | $1.2M |
| Matthew Goff Investment Advisor | Sep 2025 | 9.7k | $1.2M |