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
Download as csv
Download as Excel
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 | 1.8M | $226M | -3% | Sep 2025 |
|
| Morgan Stanley | 1.5M | $184M | 100% | Jun 2025 |
|
| Phoenix Holdings | 1.2M | $152M | 0% | Sep 2025 |
|
| LPL Financial | 710k | $90M | 2% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 665k | $84M | -5% | Sep 2025 |
|
| Goldman Sachs Group | 652k | $83M | -30% | Sep 2025 |
|
| Green Harvest Asset Management | 602k | $76M | 1% | Sep 2025 |
|
| Wells Fargo & Company | 530k | $67M | 10% | Sep 2025 |
|
| BlackRock | 474k | $60M | 21995% | Sep 2025 |
|
| UBS Group | 400k | $51M | 3% | Sep 2025 |
|
| Jpmorgan Chase & Co | 371k | $47M | 319% | Sep 2025 |
|
| Two Sigma Investments | 361k | $46M | -1% | Sep 2025 |
|
| Steward Partners Investment Advisory | 317k | $40M | 1105% | Sep 2025 |
|
| Pinkerton Retirement Specialists | 300k | $38M | 6% | Sep 2025 |
|
| Royal Bank of Canada | 293k | $37M | 5% | Sep 2025 |
|
| FMR | 289k | $37M | -2% | Sep 2025 |
|
| Dynasty Wealth Management | 273k | $35M | 100% | Sep 2025 |
|
| Commonwealth Equity Services | 244k | $31M | -1% | Sep 2025 |
|
| Sagespring Wealth Partners | 238k | $30M | 8% | Sep 2025 |
|
| Principal Financial Group | 233k | $30M | 20% | Sep 2025 |
|
| Magnus Financial Group | 200k | $25M | 1% | Sep 2025 |
|
| Advisor Group Holdings | 199k | $25M | 4% | Sep 2025 |
|
| Raymond James Financial | 195k | $25M | -1% | Sep 2025 |
|
| Ameriprise Financial | 184k | $23M | 0% | Sep 2025 |
|
| Scotia Capital | 165k | $21M | 1% | Sep 2025 |
|
| Cetera Investment Advisers | 161k | $20M | -1% | Sep 2025 |
|
| SPC Financial | 152k | $19M | -1% | Sep 2025 |
|
| Envestnet Asset Management | 141k | $18M | 11% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 139k | $18M | 17% | Sep 2025 |
|
| Thrivent Financial for Lutherans | 136k | $17M | 21% | Sep 2025 |
|
| Kestra Advisory Services | 136k | $17M | -18% | Sep 2025 |
|
| MinichMacGregor Wealth Management | 119k | $15M | 3% | Sep 2025 |
|
| Patten & Patten | 117k | $15M | -1% | Sep 2025 |
|
| Resources Investment Advisors | 116k | $15M | 1% | Sep 2025 |
|
| Stifel Financial | 113k | $14M | 18% | Sep 2025 |
|
| XML Financial | 112k | $14M | 0% | Sep 2025 |
|
| Camarda Wealth Advisory | 108k | $14M | -5% | Sep 2025 |
|
| Advisory Services Network | 94k | $12M | 3% | Sep 2025 |
|
| United Capital Financial Advisers | 82k | $10M | 0% | Sep 2025 |
|
| Jones Financial Companies, L.L | 78k | $9.9M | 17% | Sep 2025 |
|
| Moloney Securities Asset Management | 73k | $9.3M | 1708% | Sep 2025 |
|
| Susquehanna International | 73k | $9.2M | -8% | Sep 2025 |
|
| Finley Financial | 70k | $8.9M | -5% | Sep 2025 |
|
| Three Seasons Wealth | 69k | $8.8M | 100% | Sep 2025 |
|
| Rps Advisory Solutions | 68k | $8.6M | 100% | Sep 2025 |
|
| Prasad Wealth Partners | 65k | $8.2M | -5% | Sep 2025 |
|
| Stillwater Capital Advisors | 60k | $7.6M | -1% | Sep 2025 |
|
| Washington Trust Company | 60k | $7.6M | -3% | Sep 2025 |
|
| First Citizens Financial Corp | 56k | $7.1M | 0% | Sep 2025 |
|
| Summit Financial Consulting | 55k | $6.9M | 2% | Sep 2025 |
|
| Equitable Holdings | 53k | $6.7M | 3% | Sep 2025 |
|
| AE Wealth Management | 51k | $6.5M | 22% | Sep 2025 |
|
| Bank Of Montreal | 51k | $6.2M | 100% | Jun 2025 |
|
| Zurich Insurance Group Ltd/FI | 50k | $6.3M | 0% | Sep 2025 |
|
| Goss Wealth Management | 50k | $6.3M | 5% | Sep 2025 |
|
| Janney Montgomery Scott | 45k | $5.7M | -15% | Sep 2025 |
|
| Mariner Wealth Advisors | 45k | $5.6M | -3% | Sep 2025 |
|
| Stratos Wealth Partners | 43k | $5.4M | 54% | Sep 2025 |
|
| Eagle Strategies | 40k | $5.1M | 1% | Sep 2025 |
|
| Ethos Financial Group | 37k | $4.7M | 0% | Sep 2025 |
|
| Synovus Financial Corp. | 37k | $4.6M | 1% | Sep 2025 |
|
| HC Advisors | 36k | $4.6M | -4% | Sep 2025 |
|
| CoreCap Advisors | 36k | $4.5M | 980% | Sep 2025 |
|
| Pettyjohn | 35k | $4.4M | -1% | Sep 2025 |
|
| Private Advisor | 34k | $4.3M | -28% | Sep 2025 |
|
| Gerber Kawasaki Wealth & Investment Management | 34k | $4.3M | 3% | Sep 2025 |
|
| Prospera Financial Services | 34k | $4.3M | -10% | Sep 2025 |
|
| KKM Financial | 32k | $4.1M | 0% | Sep 2025 |
|
| First Heartland Consultants | 32k | $4.0M | -1% | Sep 2025 |
|
| Branch Banking & Trust Company | 32k | $4.0M | 12% | Sep 2025 |
|
| Syon Capital | 31k | $4.0M | 20% | Sep 2025 |
|
| Park Avenue Securities | 31k | $3.9M | 10% | Sep 2025 |
|
| HighTower Advisors | 30k | $3.8M | 2% | Sep 2025 |
|
| CI Private Wealth | 30k | $3.8M | 0% | Sep 2025 |
|
| Rockefeller Capital Management | 27k | $3.4M | -4% | Sep 2025 |
|
| Unique Wealth | 26k | $3.3M | 13% | Sep 2025 |
|
| Kovitz Investment Group Partners | 26k | $3.3M | 2% | Sep 2025 |
|
| Colony Family Offices | 26k | $3.3M | 0% | Sep 2025 |
|
| Pnc Financial Services | 25k | $3.2M | 1% | Sep 2025 |
|
| Somerset | 25k | $3.1M | 0% | Sep 2025 |
|
| Citadel Advisors | 23k | $2.9M | 19% | Sep 2025 |
|
| Geneos Wealth Management | 23k | $2.9M | -1% | Sep 2025 |
|
| USA Financial Portformulas | 23k | $2.9M | -23% | Sep 2025 |
|
| Balboa Wealth Partners | 22k | $2.8M | 2% | Sep 2025 |
|
| WealthCare Investment Partners | 20k | $2.5M | -2% | Sep 2025 |
|
| VestGen Advisors | 20k | $2.5M | 100% | Sep 2025 |
|
| Cadent Capital Advisors | 20k | $2.5M | 1% | Sep 2025 |
|
| Kovack Advisors | 19k | $2.5M | -2% | Sep 2025 |
|
| CX Institutional | 19k | $2.4M | -12% | Sep 2025 |
|
| Lifestyle Asset Management | 19k | $2.4M | 128% | Sep 2025 |
|
| Apeiron RIA | 19k | $2.3M | 2% | Sep 2025 |
|
| Spire Wealth Management | 19k | $2.3M | 6% | Sep 2025 |
|
| Jane Street | 18k | $2.3M | 33% | Sep 2025 |
|
| Huntington National Bank | 18k | $2.3M | -6% | Sep 2025 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 18k | $2.3M | 7% | Sep 2025 |
|
| Kennicott Capital Management | 18k | $2.2M | 7% | Sep 2025 |
|
| Forte Asset Management | 18k | $2.2M | 100% | Sep 2025 |
|
| The Allstate Corporation | 18k | $2.2M | 663% | Sep 2025 |
|
| Mutual Advisors | 17k | $2.1M | -13% | Sep 2025 |
|
| Koshinski Asset Management | 17k | $2.1M | 0% | Sep 2025 |
|
| Founders Financial Securities | 17k | $2.1M | -4% | Sep 2025 |
|
| Davenport & Co | 17k | $2.1M | -2% | Sep 2025 |
|
| J.w. Cole Advisors | 17k | $2.1M | 1% | Sep 2025 |
|
| Aft, Forsyth and Company | 17k | $2.1M | 1% | Sep 2025 |
|
| EWG Elevate | 17k | $2.1M | 3% | Sep 2025 |
|
| Cubist Systematic Strategies | 16k | $2.1M | 280% | Sep 2025 |
|
| Harmony Asset Management | 16k | $2.1M | 34% | Sep 2025 |
|
| Creative Planning | 16k | $2.1M | 9% | Sep 2025 |
|
| Mml Investors Services | 16k | $2.0M | -8% | Sep 2025 |
|
| AlphaCore Capital | 16k | $2.0M | 0% | Sep 2025 |
|
| Atria Investments | 16k | $2.0M | -25% | Sep 2025 |
|
| Trademark Financial Management | 15k | $1.9M | 16% | Sep 2025 |
|
| Money Concepts Capital Corp | 15k | $1.9M | 414% | Sep 2025 |
|
| Congress Wealth Management LLC / DE / | 15k | $1.8M | 0% | Jun 2025 |
|
| Gotham Asset Management | 15k | $1.9M | 123% | Sep 2025 |
|
| Mmbg Investment Advisors | 15k | $1.8M | -8% | Sep 2025 |
|
| Lee Johnson Capital Management | 14k | $1.8M | 1% | Sep 2025 |
|
| Renaissance Technologies | 14k | $1.7M | -43% | Sep 2025 |
|
| Captrust Financial Advisors | 14k | $1.7M | 29% | Sep 2025 |
|
| Nvest Financial | 13k | $1.7M | -18% | Sep 2025 |
|
| William Blair $ Company | 13k | $1.6M | 0% | Sep 2025 |
|
| Essex | 13k | $1.6M | -3% | Sep 2025 |
|
| Peapack Gladstone Financial Corp | 13k | $1.6M | -1% | Sep 2025 |
|
| Gladstone Institutional Advisory | 13k | $1.6M | -10% | Sep 2025 |
|
| Genesee Capital Advisors | 12k | $1.6M | 2% | Sep 2025 |
|
| KCM Investment Advisors | 12k | $1.5M | 0% | Sep 2025 |
|
| WESPAC Advisors | 12k | $1.5M | 3% | Sep 2025 |
|
| Quantinno Capital Management | 12k | $1.5M | -17% | Sep 2025 |
|
| MAI Wealth Advisors | 12k | $1.5M | 1% | Sep 2025 |
|
| Ameritas Advisory Services | 11k | $1.4M | -2% | Sep 2025 |
|
| Navis Wealth Advisors | 11k | $1.4M | 0% | Sep 2025 |
|
| Harbour Investments | 11k | $1.4M | 15% | Sep 2025 |
|
| Castle Rock Wealth Management | 11k | $1.4M | 4% | Sep 2025 |
|
| Mercer Global Advisors | 11k | $1.4M | 9% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 11k | $1.4M | 2% | Sep 2025 |
|
| Quadrant Private Wealth Management | 11k | $1.4M | 0% | Sep 2025 |
|
| Nova Wealth Management | 11k | $1.4M | 29% | Sep 2025 |
|
| Bank of New York Mellon | 11k | $1.4M | -12% | Sep 2025 |
|
| Flow Traders US | 11k | $1.4M | 100% | Sep 2025 |
|
| Nikulski Financial | 11k | $1.3M | 0% | Sep 2025 |
|
| Sigma Planning | 11k | $1.3M | 2% | Sep 2025 |
|
| Commerce Bank N A | 11k | $1.3M | 0% | Sep 2025 |
|
| Outlook Wealth Advisors | 11k | $1.3M | 2% | Sep 2025 |
|
| Kestra Private Wealth Services | 10k | $1.3M | 1% | Sep 2025 |
|
| Federation des caisses Desjardins du Quebec | 10k | $1.3M | -3% | Sep 2025 |
|
| Kesler, Norman & Wride | 10k | $1.1M | 122% | Sep 2025 |
|
| Arkadios Wealth Advisors | 10k | $1.3M | 13% | Sep 2025 |
|
| Financial Freedom | 9.8k | $1.2M | 3% | Sep 2025 |
|
| Northern Trust | 9.8k | $1.2M | 25% | Sep 2025 |
|
| Yeomans Consulting Group | 9.7k | $1.2M | 100% | Sep 2025 |
|
| Matthew Goff Investment Advisor | 9.7k | $1.2M | 0% | Sep 2025 |
|
| Prostatis Group | 2.5k | $321k | -93% | Sep 2025 |
|
| Smartleaf Asset Management | 159.00 | $20k | -99% | Sep 2025 |
|
Who sold out of iShares Dow Jones US Financial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Manufacturers Life Insurance Company | Jun 2025 | 983k | $119M |
| Hsbc Holdings | Jun 2025 | 641k | $78M |
| Schroder Investment Management Group | Jun 2025 | 143k | $17M |
| Horizon Wealth Management | Jun 2025 | 111k | $13M |