Who owns iShares Dow Jones US Financial?

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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
Morgan Stanley 1.4M $123M 100% Mar 2022
Fisher Investments 747k $63M 9% Mar 2022
Goldman Sachs Group 572k $48M -3% Mar 2022
Wells Fargo & Company 534k $46M -8% Dec 2021
FMR 506k $43M -2% Mar 2022
Envestnet Asset Management 244k $21M 14% Mar 2022
Commonwealth Equity Services 213k $18M 4% Mar 2022
Stillwater Capital Advisors 210k $18M 21% Mar 2022
Raymond James Financial Services Advisors 206k $17M 17% Mar 2022
Magnus Financial Group 171k $15M 9% Dec 2021
Scotia Capital 154k $13M -6% Mar 2022

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Northwestern Mutual Wealth Management Company 148k $13M 239% Mar 2022
Raymond James & Associates 143k $12M -9% Mar 2022
Patten & Patten 140k $12M 0% Mar 2022
Kellett Schaffner Wealth Advisors 135k $11M 10% Mar 2022
Stifel Financial 126k $11M 8% Mar 2022
Advisor Group Holdings 109k $9.2M -13% Mar 2022
Branch Banking & Trust Company 107k $9.0M 91% Mar 2022
Cim 93k $7.7M -2% Mar 2022
XML Financial 84k $7.1M 45% Mar 2022
Resources Investment Advisors 81k $6.9M 4% Mar 2022
Prudential Financial 80k $6.8M 1003% Mar 2022
Cambridge Investment Research Advisors 67k $5.8M 4% Dec 2021
Karp Capital Management 60k $5.1M -7% Mar 2022
First Citizens Financial Corp 59k $5.1M -2% Dec 2021
HC Advisors 55k $4.6M -4% Mar 2022
Ironwood Wealth Management 55k $4.6M 55% Mar 2022
Steward Partners Investment Advisory 54k $4.6M -5% Mar 2022
Wealthstar Advisors 54k $4.5M 100% Mar 2022
Janney Montgomery Scott 53k $4.4M -16% Mar 2022
Mml Investors Services 47k $4.0M 72% Mar 2022
Thrivent Financial for Lutherans 46k $3.9M 44% Mar 2022
First Republic Investment Management 46k $4.0M 218% Dec 2021
Sowa Financial Group 44k $3.7M 19% Mar 2022
Pettyjohn 44k $3.7M -1% Mar 2022
Private Advisor 42k $3.7M 0% Mar 2022
AE Wealth Management 41k $3.6M 231% Dec 2021
Zimmermann Investment Management & Planning 39k $3.4M 100% Dec 2021
Gerber Kawasaki Wealth & Investment Management 37k $3.2M 36589% Dec 2021
HighTower Advisors 35k $3.1M -2% Dec 2021
Geneos Wealth Management 33k $2.8M 1% Mar 2022
Somerset 33k $2.8M -4% Mar 2022
Huntington National Bank 32k $2.7M -10% Mar 2022
Kovack Advisors 32k $2.7M 8% Mar 2022
Bank Of Montreal 31k $2.7M -73% Dec 2021
Pnc Financial Services 30k $2.6M 4% Dec 2021
Baird Financial 29k $2.5M 3% Mar 2022
BEAM Asset Management 28k $2.3M 6% Mar 2022
Essex 28k $2.3M -3% Mar 2022
Jpmorgan Chase & Co 25k $2.1M -39% Mar 2022
Jane Street 24k $2.0M 100% Mar 2022
Davenport & Co 22k $1.9M 3% Mar 2022
Hsbc Holdings 22k $1.9M 95% Dec 2021
Murphy Capital Management 21k $1.8M -7% Mar 2022
Prospera Financial Services 21k $1.8M -58% Mar 2022
Ameritas Advisory Services 20k $1.7M 0% Mar 2022
WealthCare Investment Partners 20k $1.6M 121% Mar 2022
Aft, Forsyth and Company 19k $1.6M 5% Mar 2022
Sigma Planning 18k $1.6M 4% Mar 2022
Cetera Investment Advisers 18k $1.5M -10% Mar 2022
Rollins Financial 18k $1.5M 83% Mar 2022
Virtue Capital Management 17k $1.5M 32% Dec 2021
Callan Capital 17k $1.4M -1% Mar 2022
KCM Investment Advisors 16k $1.4M -1% Mar 2022
Goss Wealth Management 16k $1.3M -62% Mar 2022
National Asset Management 16k $1.3M 0% Mar 2022
Asset Management Corp 16k $1.3M 0% Mar 2022
Citadel Advisors 16k $1.3M -72% Mar 2022
CFS Investment Advisory Services 15k $0 100% Mar 2022
Vontobel Holding 15k $1.3M 100% Mar 2022
Atlanta Capital 15k $1.3M 0% Mar 2022
Csenge Advisory Group 15k $1.2M -36% Mar 2022
Spire Wealth Management 15k $1.3M 690% Dec 2021
Barclays 14k $1.2M -82% Dec 2021
Creative Planning 14k $1.2M 7% Dec 2021
Kestra Advisory Services 14k $1.2M 2% Mar 2022
Integrated Wealth Concepts 14k $1.2M 67% Mar 2022
Strategic Wealth Advisors 14k $1.1M 6% Mar 2022
National Bank Of Canada /fi/ 13k $1.1M -2% Mar 2022
Old Mission Capital 13k $1.1M 100% Mar 2022
Chesapeake Wealth Management 12k $1.0M 0% Mar 2022
Mutual Advisors 12k $1.0M 6% Mar 2022
Millennium Management 12k $1.0M -60% Mar 2022
Commerce Bank N A 12k $1.0M 0% Mar 2022
Stephens 12k $1.0M 19% Mar 2022
Citigroup 12k $1.0M 100% Dec 2021
Visionary Wealth Advisors 12k $979k 100% Mar 2022
Comerica Securities 11k $962k -2% Mar 2022
Eagle Capital Management 11k $945k -3% Dec 2021
Navis Wealth Advisors 11k $908k 0% Mar 2022
Matthew Goff Investment Advisor 11k $892k 0% Mar 2022
Stonebridge Financial Planning Group 10k $851k 3% Mar 2022
Glenview Trust 9.9k $836k -8% Mar 2022
Edmond De Rothschild Holding 9.7k $822k -25% Mar 2022
Bigelow Investment Advisors 9.6k $814k 0% Mar 2022
Captrust Financial Advisors 9.2k $779k 117% Mar 2022
Dagco 9.0k $744k 0% Mar 2022
TrueWealth Advisors 9.0k $779k 0% Mar 2022
Magnolia Capital Management 8.8k $748k 0% Mar 2022
Grimes & Company 8.8k $743k -1% Mar 2022
Castleview Partners 8.7k $100k 100% Dec 2021
RPg Family Wealth Advisory 8.6k $727k 10% Mar 2022
Wealthsource Partners 8.6k $726k 4% Mar 2022
Financial Partners Group 8.4k $713k 18% Mar 2022
Ausdal Financial Partners 8.4k $710k 0% Mar 2022
Charter Oak Capital Management 8.1k $703k -1% Dec 2021
Concentrum Wealth Management 8.1k $683k 1% Mar 2022
Beacon Pointe Advisors 8.0k $678k 61% Mar 2022
Wealth Management Partners 8.0k $658k 33% Mar 2022
Cadent Capital Advisors 7.8k $659k 2% Mar 2022
Game Plan Financial Advisors 7.7k $655k 5% Mar 2022
Simmons Bank 7.7k $654k -6% Mar 2022
Mercer Global Advisors 7.7k $652k 38% Mar 2022
Ancora Advisors 7.7k $576k -2% Mar 2022
Lincoln National 7.4k $624k 21% Mar 2022
Keeley-Teton Advisors 7.3k $614k 0% Mar 2022
Bessemer 7.1k $618k -13% Dec 2021
Acropolis Investment Management 7.1k $600k 0% Mar 2022
Garrison Point Advisors 7.0k $594k 13% Mar 2022
WJ Wealth Management 6.8k $570k 38% Mar 2022
Koshinski Asset Management 6.6k $561k 0% Mar 2022
Gables Capital Management 6.6k $560k 0% Mar 2022
Eudaimonia Advisors 6.6k $559k 6% Mar 2022
Chicago Partners Investment 6.6k $483k 23% Mar 2022
William Blair $ Company 6.4k $544k -4% Mar 2022
Atlas Private Wealth Advisors 6.4k $541k 0% Mar 2022
Raymond James Trust 6.4k $538k 16% Mar 2022
H D Vest Advisory Services 6.3k $534k 5% Mar 2022
Lido Advisors 6.2k $525k 10% Mar 2022
Seaward Management Limited Partnership 6.2k $538k 29% Dec 2021
Adell, Harriman, & Carpenter 6.1k $520k -4% Mar 2022
HFG Advisors 6.1k $518k 100% Mar 2022
Pinnacle Private Wealth 6.0k $507k 22% Mar 2022
C2C Wealth Management 6.0k $500k -3% Mar 2022
Glenmede Trust Company 5.9k $514k 0% Dec 2021
Deutsche Bank Aktiengesellschaft 5.9k $500k 0% Mar 2022
Gryphon Financial Partners 5.9k $499k 0% Mar 2022
Gill Capital Partners 5.8k $490k 0% Mar 2022
Nomura Asset Management 5.7k $482k 65% Mar 2022
First Commonwealth Financial Corporation 5.6k $473k 0% Mar 2022
Mmbg Investment Advisors 5.5k $1.6M 100% Mar 2022
Laidlaw Wealth Management 5.5k $463k 100% Mar 2022
Coastal Investment Advisors 5.5k $462k 9% Mar 2022
Kalos Management 5.5k $456k -4% Mar 2022
Occidental Asset Management 5.4k $458k 0% Mar 2022
Frank. Day 5.3k $451k 100% Mar 2022
Evanson Asset Management 5.2k $440k 0% Mar 2022
Mandatum Life Insurance 5.2k $438k 0% Mar 2022
Sargent Investment Group 5.1k $434k 0% Mar 2022
Parsec Financial Management 5.1k $427k -3% Mar 2022
HCR Wealth Advisors 4.4k $370k -94% Mar 2022
Wealth Management Solutions 3.5k $294k -39% Mar 2022
True Link Financial Advisors 3.2k $274k -50% Mar 2022
AlphaStar Capital Management 3.0k $257k -77% Mar 2022
Qube Research & Technologies 2.7k $227k -98% Mar 2022
Vahanian & Associates Financial Planning 2.6k $221k -72% Mar 2022
Goodwin Investment Advisory 1.2k $101k -85% Dec 2021

Who sold out of iShares Dow Jones US Financial?

Fund or Company Name Date Sold Shares Held Valued At
Bank of America Corporation Dec 2021 2.0M $169M
Paragon Wealth Strategies Dec 2021 135k $12M
Renaissance Technologies Dec 2021 23k $2.0M
Fifth Third Securities Dec 2021 14k $1.2M
Brookstone Capital Management Dec 2021 14k $1.2M
Stratos Wealth Partners Dec 2021 10k $876k
Northern Trust Dec 2021 9.8k $849k
Signature Estate and Investment Advisors Dec 2021 9.0k $752k
Advisory Alpha Dec 2021 9.0k $776k
J.w. Cole Advisors Dec 2021 6.7k $585k
Oxinas Partners Wealth Management Dec 2021 6.6k $574k
Park Avenue Securities Dec 2021 6.6k $573k
Fulcrum Equity Management Dec 2021 6.0k $516k
WESPAC Advisors Dec 2021 5.9k $512k
CIBC World Markets Sep 2021 5.6k $458k
Centaurus Financial Dec 2021 5.5k $481k