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 |
|---|---|---|---|---|---|
| Fisher Investments | 2.0M | $207M | -3% | Sep 2024 |
|
| Bank of America Corporation | 1.7M | $173M | 2% | Sep 2024 |
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| Morgan Stanley | 1.2M | $118M | 5% | Jun 2024 |
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| Phoenix Holdings | 1.2M | $124M | 0% | Sep 2024 |
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| Goldman Sachs Group | 676k | $64M | -1% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 638k | $66M | -5% | Sep 2024 |
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| Manufacturers Life Insurance Company | 599k | $57M | 100% | Jun 2024 |
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| LPL Financial | 507k | $53M | 7% | Sep 2024 |
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| Green Harvest Asset Management | 444k | $42M | 37% | Jun 2024 |
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| Wells Fargo & Company | 317k | $33M | 9% | Sep 2024 |
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| Washington Trust Company | 246k | $26M | -1% | Sep 2024 |
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| Royal Bank of Canada | 214k | $22M | 5% | Sep 2024 |
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| Magnus Financial Group | 189k | $20M | 3% | Sep 2024 |
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| Advisor Group Holdings | 162k | $17M | -13% | Sep 2024 |
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| Scotia Capital | 160k | $17M | 16% | Sep 2024 |
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| GDS Wealth Management | 147k | $15M | 0% | Sep 2024 |
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| Cetera Investment Advisers | 126k | $12M | 1% | Jun 2024 |
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| Cambridge Investment Research Advisors | 125k | $13M | 16% | Sep 2024 |
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| Apollon Wealth Management | 124k | $13M | 1161% | Sep 2024 |
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| Patten & Patten | 124k | $13M | -1% | Sep 2024 |
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| Commonwealth Equity Services | 123k | $13M | -1% | Sep 2024 |
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| XML Financial | 112k | $12M | 4% | Sep 2024 |
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| Thrivent Financial for Lutherans | 111k | $12M | 5% | Sep 2024 |
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| Kestra Advisory Services | 110k | $11M | -1% | Sep 2024 |
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| Resources Investment Advisors | 103k | $11M | 16% | Sep 2024 |
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| International Assets Investment Management | 101k | $968k | 10291% | Sep 2024 |
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| Raymond James & Associates | 101k | $10M | 4% | Sep 2024 |
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| MinichMacGregor Wealth Management | 94k | $9.7M | 100% | Sep 2024 |
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| Envestnet Asset Management | 93k | $9.7M | -4% | Sep 2024 |
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| Stifel Financial | 92k | $8.7M | 1% | Jun 2024 |
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| Pinkerton Retirement Specialists | 91k | $9.5M | -3% | Sep 2024 |
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| Etfidea | 90k | $9.3M | 1% | Sep 2024 |
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| Townsquare Capital | 84k | $8.7M | 19% | Sep 2024 |
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| Norden Group | 83k | $8.7M | 5% | Sep 2024 |
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| United Capital Financial Advisers | 83k | $8.6M | -3% | Sep 2024 |
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| Moloney Securities Asset Management | 82k | $8.5M | 2% | Sep 2024 |
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| AE Wealth Management | 70k | $7.3M | 5% | Sep 2024 |
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| Raymond James Financial Services Advisors | 68k | $7.1M | -9% | Sep 2024 |
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| First Citizens Financial Corp | 65k | $6.7M | -2% | Sep 2024 |
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| Brookstone Capital Management | 54k | $5.6M | -5% | Sep 2024 |
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| Citadel Advisors | 53k | $5.5M | 382% | Sep 2024 |
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| Concurrent Investment Advisors | 53k | $5.5M | -2% | Sep 2024 |
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| Stillwater Capital Advisors | 51k | $5.3M | -9% | Sep 2024 |
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| Sharp Financial Services | 49k | $5.1M | 5% | Sep 2024 |
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| Janney Montgomery Scott | 46k | $4.8M | 5% | Sep 2024 |
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| Jpmorgan Chase & Co | 45k | $4.7M | 0% | Sep 2024 |
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| HC Advisors | 41k | $4.2M | 2% | Sep 2024 |
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| Private Advisor | 37k | $3.9M | 67% | Sep 2024 |
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| Pettyjohn | 37k | $3.8M | -1% | Sep 2024 |
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| Synovus Financial Corp. | 37k | $3.8M | 0% | Sep 2024 |
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| Second Half Financial Partners | 35k | $3.7M | 100% | Sep 2024 |
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| Rps Advisory Solutions | 35k | $3.7M | -4% | Sep 2024 |
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| Financial Management Professionals | 34k | $3.5M | 100% | Sep 2024 |
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| CoreCap Advisors | 33k | $3.4M | 100% | Sep 2024 |
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| Balboa Wealth Partners | 29k | $3.0M | -2% | Sep 2024 |
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| First Heartland Consultants | 29k | $3.0M | -2% | Sep 2024 |
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| Rockefeller Capital Management | 28k | $2.7M | -5% | Jun 2024 |
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| Branch Banking & Trust Company | 28k | $2.6M | 9% | Jun 2024 |
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| Colony Family Offices | 28k | $2.9M | -15% | Sep 2024 |
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| Sanctuary Advisors | 28k | $2.5M | 100% | Jun 2024 |
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| Pnc Financial Services | 26k | $2.7M | -1% | Sep 2024 |
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| Gerber Kawasaki Wealth & Investment Management | 26k | $2.4M | 4% | Jun 2024 |
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| Geneos Wealth Management | 24k | $2.3M | 0% | Jun 2024 |
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| Goss Wealth Management | 24k | $2.3M | -5% | Jun 2024 |
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| Eagle Strategies | 23k | $2.4M | 503% | Sep 2024 |
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| Somerset | 23k | $2.4M | 0% | Sep 2024 |
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| CX Institutional | 23k | $2.4M | -6% | Sep 2024 |
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| KKM Financial | 22k | $2.3M | -45% | Sep 2024 |
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| HighTower Advisors | 22k | $2.1M | 0% | Jun 2024 |
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| Jones Financial Companies, L.L | 21k | $2.2M | 1622% | Sep 2024 |
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| Susquehanna International | 21k | $2.2M | 196% | Sep 2024 |
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| CI Private Wealth | 20k | $2.1M | 5% | Sep 2024 |
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| Mariner Wealth Advisors | 19k | $2.0M | 1% | Sep 2024 |
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| Kovack Advisors | 19k | $2.0M | -7% | Sep 2024 |
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| Advisory Services Network | 19k | $1.8M | 0% | Sep 2024 |
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| Peapack Gladstone Financial Corp | 19k | $1.7M | -4% | Jun 2024 |
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| Founders Financial Securities | 18k | $1.9M | -5% | Sep 2024 |
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| Equitable Holdings | 18k | $1.7M | -3% | Jun 2024 |
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| Aft, Forsyth and Company | 17k | $1.6M | 1% | Jun 2024 |
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| Mmbg Investment Advisors | 17k | $1.8M | -4% | Sep 2024 |
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| Davenport & Co | 17k | $1.7M | -13% | Sep 2024 |
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| Mml Investors Services | 16k | $1.7M | 6% | Sep 2024 |
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| Callan Capital | 16k | $1.6M | 0% | Sep 2024 |
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| Koshinski Asset Management | 16k | $1.6M | -1% | Sep 2024 |
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| J.w. Cole Advisors | 15k | $1.6M | 6% | Sep 2024 |
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| Mercer Global Advisors | 15k | $1.4M | -13% | Jun 2024 |
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| Creative Planning | 15k | $1.5M | -4% | Sep 2024 |
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| Nikulski Financial | 14k | $1.5M | -11% | Sep 2024 |
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| Clear Creek Financial Management | 14k | $1.4M | 3% | Sep 2024 |
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| Robertson Stephens Wealth Management | 14k | $1.4M | -10% | Sep 2024 |
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| Level Four Advisory Services | 13k | $1.3M | 207% | Jun 2024 |
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| Snowden Capital Advisors | 13k | $1.4M | -33% | Sep 2024 |
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| Huntington National Bank | 13k | $1.4M | -11% | Sep 2024 |
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| MAI Wealth Advisors | 13k | $1.3M | 0% | Sep 2024 |
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| D. E. Shaw & Co | 13k | $1.3M | -34% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 12k | $1.3M | 11% | Sep 2024 |
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| Ameritas Advisory Services | 12k | $1.3M | 0% | Sep 2024 |
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| Chesapeake Wealth Management | 12k | $1.2M | 0% | Sep 2024 |
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| Essex | 12k | $1.2M | -4% | Sep 2024 |
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| KCM Investment Advisors | 12k | $1.2M | 0% | Sep 2024 |
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| Navis Wealth Advisors | 11k | $1.2M | 0% | Sep 2024 |
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| Smartleaf Asset Management | 11k | $1.2M | 6214% | Sep 2024 |
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| Hsbc Holdings | 11k | $1.1M | -99% | Jun 2024 |
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| EWG Elevate | 11k | $1.1M | -46% | Sep 2024 |
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| Kestra Private Wealth Services | 11k | $1.1M | 1% | Sep 2024 |
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| Commerce Bank N A | 11k | $1.1M | 0% | Sep 2024 |
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| Federation des caisses Desjardins du Quebec | 11k | $1.1M | -5% | Sep 2024 |
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| WESPAC Advisors | 11k | $1.1M | 27% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 9.9k | $933k | 5% | Jun 2024 |
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| Brian McDonald | 9.8k | $1.0M | 10% | Sep 2024 |
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| Virtue Capital Management | 9.7k | $1.0M | 100% | Sep 2024 |
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| Matthew Goff Investment Advisor | 9.7k | $1.0M | -2% | Sep 2024 |
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| Apeiron RIA | 9.6k | $909k | 13% | Jun 2024 |
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| One Charles Private Wealth Services | 9.6k | $993k | -8% | Sep 2024 |
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| Mutual Advisors | 9.5k | $1.0M | 2% | Sep 2024 |
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| Bank of New York Mellon | 9.4k | $973k | 25% | Sep 2024 |
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| Stephens | 9.3k | $971k | 69% | Sep 2024 |
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| Sigma Planning | 8.9k | $920k | -39% | Sep 2024 |
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| Magnolia Capital Management | 8.8k | $919k | 0% | Sep 2024 |
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| Captrust Financial Advisors | 8.8k | $919k | -6% | Sep 2024 |
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| Kesler, Norman & Wride | 8.7k | $908k | 110% | Sep 2024 |
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| Integrated Advisors Network | 8.6k | $898k | 100% | Sep 2024 |
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| One Capital Management | 8.5k | $883k | 61% | Sep 2024 |
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| Renaissance Technologies | 8.1k | $842k | 224% | Sep 2024 |
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| Prime Capital Investment Advisors | 8.0k | $830k | 0% | Sep 2024 |
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| HFG Advisors | 7.6k | $793k | 0% | Sep 2024 |
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| William Blair $ Company | 7.6k | $785k | 7% | Sep 2024 |
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| Wealth Management Partners | 7.5k | $783k | 0% | Sep 2024 |
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| Ancora Advisors | 7.5k | $783k | 0% | Sep 2024 |
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| Joel Isaacson & Co | 7.4k | $704k | 0% | Jun 2024 |
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| Central Valley Advisors | 7.4k | $765k | 15% | Sep 2024 |
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| National Bank Of Canada /fi/ | 7.4k | $764k | 11% | Sep 2024 |
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| Quantinno Capital Management | 7.3k | $692k | 40% | Jun 2024 |
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| Atria Investments | 7.3k | $757k | 4% | Sep 2024 |
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| Glenmede Trust Company | 7.2k | $744k | 0% | Sep 2024 |
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| Haverford Trust Company | 7.0k | $732k | 0% | Sep 2024 |
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| Garrison Point Advisors | 6.9k | $654k | 0% | Jun 2024 |
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| Northern Trust | 6.8k | $709k | 0% | Sep 2024 |
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| Watts Gwilliam & Co | 6.8k | $709k | -8% | Sep 2024 |
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| Chicago Partners Investment | 6.8k | $738k | 0% | Sep 2024 |
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| National Asset Management | 6.7k | $630k | -15% | Jun 2024 |
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| Stratos Wealth Partners | 6.7k | $692k | 31% | Sep 2024 |
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| Keeley-Teton Advisors | 6.6k | $688k | 0% | Sep 2024 |
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| HF Advisory Group | 6.6k | $685k | 19% | Sep 2024 |
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| Empirical Asset Management | 6.5k | $680k | 8% | Sep 2024 |
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| A. Montag and Associates | 6.2k | $645k | 100% | Sep 2024 |
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| Bigelow Investment Advisors | 6.1k | $637k | -9% | Sep 2024 |
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| Visionary Wealth Advisors | 6.0k | $624k | 0% | Sep 2024 |
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| Ironwood Wealth Management | 6.0k | $623k | 1% | Sep 2024 |
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| Citigroup | 5.8k | $606k | -13% | Sep 2024 |
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| Gladstone Institutional Advisory | 5.5k | $570k | -36% | Sep 2024 |
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| Cascade Wealth Advisors | 5.5k | $566k | -18% | Sep 2024 |
|
Who sold out of iShares Dow Jones US Financial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Transcendent Capital Group | Jun 2024 | 35k | $3.3M |
| Wealthstar Advisors | Mar 2024 | 21k | $2.0M |
| Jane Street | Jun 2024 | 16k | $1.5M |
| Flow Traders US | Jun 2024 | 16k | $1.5M |
| Centaurus Financial | Jun 2024 | 16k | $1.5M |
| Millennium Management | Jun 2024 | 15k | $1.5M |