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
Bank of America Corporation 1.9M $152M 16% Jun 2021
Morgan Stanley 1.6M $133M 100% Jun 2021
Royal Bank of Canada 783k $64M 190% Jun 2021
Fisher Investments 604k $49M 11% Jun 2021
Wells Fargo & Company 535k $43M -4% Jun 2021
FMR 522k $42M -4% Jun 2021
LPL Financial 355k $29M 34% Jun 2021
Raymond James Financial Services Advisors 317k $26M 11% Sep 2021
UBS Group 298k $24M 5% Jun 2021
Babson Capital Management 195k $16M 0% Jun 2021
Envestnet Asset Management 192k $16M 4% Sep 2021

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Commonwealth Equity Services 188k $16M -30% Sep 2021
Ameriprise Financial 187k $15M 25% Jun 2021
Scotia Capital 168k $14M 6% Jun 2021
Stillwater Capital Advisors 167k $14M 0% Sep 2021
Magnus Financial Group 153k $12M 3% Jun 2021
Raymond James & Associates 150k $12M 5% Sep 2021
Advisor Group Holdings 135k $11M 8% Sep 2021
Brookstone Capital Management 135k $11M -30% Sep 2021
Stifel Financial 121k $9.8M 23% Jun 2021
Qube Research & Technologies 116k $9.4M 78% Jun 2021
Bank Of Montreal 112k $9.6M 14% Sep 2021
Healthcare Of Ontario Pension Plan Trust Fund 100k $8.1M 100% Jun 2021
Cim 99k $8.8M 1% Sep 2021
Barclays 97k $7.8M 141% Jun 2021
HCR Wealth Advisors 94k $7.6M 100% Jun 2021
Susquehanna International 83k $6.8M 192% Jun 2021
United Capital Financial Advisers 83k $6.7M 0% Jun 2021
Resources Investment Advisors 77k $6.4M 3% Sep 2021
Citadel Advisors 76k $6.2M 49% Jun 2021
Janney Montgomery Scott 68k $5.6M 17% Sep 2021
Cambridge Investment Research Advisors 65k $5.3M -45% Sep 2021
Karp Capital Management 61k $4.9M 11% Jun 2021
First Citizens Financial Corp 59k $4.8M 1% Jun 2021
HC Advisors 58k $4.8M -16% Sep 2021
Branch Banking & Trust Company 56k $4.6M 23% Sep 2021
XML Financial 50k $4.2M 8% Sep 2021
Millennium Management 49k $4.0M 53% Jun 2021
Pettyjohn 46k $3.8M -2% Sep 2021
Hrt Financial 45k $3.7M 100% Jun 2021
Flagship Private Wealth 45k $45M 8021% Jun 2021
Green Harvest Asset Management 44k $3.6M 18% Sep 2021
Moloney Securities Asset Management 43k $3.5M 100% Jun 2021
Private Advisor 39k $3.1M 23% Jun 2021
Tower Research Capital 38k $3.0M 27959% Jun 2021
AlphaStar Capital Management 37k $3.3M 38% Sep 2021
Northwestern Mutual Wealth Management Company 37k $3.0M -1% Jun 2021
Huntington National Bank 36k $3.0M -13% Sep 2021
HighTower Advisors 36k $3.0M 0% Sep 2021
Ironwood Wealth Management 35k $2.9M -1% Sep 2021
Somerset 35k $2.8M 0% Jun 2021
Sowa Financial Group 33k $2.8M 6% Sep 2021
Synovus Financial Corp. 33k $2.7M 6% Sep 2021
Thrivent Financial for Lutherans 32k $2.6M -1% Jun 2021
Geneos Wealth Management 30k $2.5M 0% Sep 2021
Kovack Advisors 30k $2.5M -28% Sep 2021
Essex 29k $2.4M 100% Sep 2021
Gerber Kawasaki Wealth & Investment Management 29k $2.3M 12% Jun 2021
Pnc Financial Services 29k $2.4M -1% Sep 2021
Baird Financial 28k $2.3M 2% Sep 2021
IHT Wealth Management 28k $2.2M 423% Jun 2021
Mml Investors Services 26k $2.1M 42% Jun 2021
BEAM Asset Management 25k $2.0M 18% Jun 2021
Murphy Capital Management 23k $1.9M -8% Sep 2021
Csenge Advisory Group 23k $1.8M 635% Jun 2021
Davenport & Co 22k $1.8M -2% Jun 2021
Cetera Investment Advisers 20k $1.7M -6% Sep 2021
Sigma Planning 19k $1.5M 12% Sep 2021
Fifth Third Securities 17k $1.4M 100% Sep 2021
Aft, Forsyth and Company 17k $1.4M 3% Sep 2021
Callan Capital 17k $1.4M -8% Jun 2021
KCM Investment Advisors 16k $1.3M 0% Sep 2021
Atlanta Capital 16k $1.3M -4% Sep 2021
National Asset Management 15k $1.2M 11% Sep 2021
Jane Street 15k $1.2M 100% Jun 2021
Chesapeake Wealth Management 15k $1.2M -12% Jun 2021
Ameritas Investment Corp 15k $1.2M 37% Sep 2021
First Republic Investment Management 14k $1.2M 9% Sep 2021
Creative Planning 14k $1.1M -16% Jun 2021
Glenview Trust 14k $1.1M -31% Jun 2021
Kestra Advisory Services 13k $1.1M 1% Jun 2021
Virtue Capital Management 13k $1.1M -33% Sep 2021
Fulcrum Equity Management 13k $1.0M -2% Jun 2021
AE Wealth Management 12k $1.0M -80% Sep 2021
Prospera Financial Services 12k $981k -6% Jun 2021
Commerce Bank N A 12k $994k 0% Sep 2021
Stephens 12k $970k 74% Jun 2021
Financial Network Investment Corporation 12k $984k 48% Sep 2021
Calton & Associates 12k $968k 0% Sep 2021
Mutual Advisors 12k $943k 48% Jun 2021
Strategic Wealth Advisors 11k $922k 2% Sep 2021
Eagle Capital Management 11k $905k 2% Jun 2021
Hsbc Holdings 11k $908k -6% Sep 2021
Krilogy Financial 11k $895k 0% Sep 2021
Renaissance Technologies 11k $892k 50% Sep 2021
Navis Wealth Advisors 11k $877k 0% Sep 2021
Matthew Goff Investment Advisor 11k $856k 0% Jun 2021
Centaurus Financial 11k $870k 1% Sep 2021
Comerica Securities 10k $838k 48% Jun 2021
J.w. Cole Advisors 10k $834k 27% Jun 2021
TrueWealth Advisors 9.8k $809k -9% Sep 2021
Edmond De Rothschild Holding 9.7k $788k 0% Jun 2021
Bigelow Investment Advisors 9.6k $795k 0% Sep 2021
Dagco 9.4k $776k 0% Sep 2021
Grimes & Company 8.9k $735k 0% Sep 2021
Benjamin F. Edwards & Company 8.8k $726k 1366% Sep 2021
Magnolia Capital Management 8.7k $716k -27% Sep 2021
Stonebridge Financial Planning Group 8.5k $766k 1% Sep 2021
Ausdal Financial Partners 8.4k $695k -2% Sep 2021
Lido Advisors 8.2k $510k 33% Sep 2021
Simmons Bank 8.2k $668k 0% Jun 2021
Wealthsource Partners 8.2k $678k -7% Sep 2021
Charter Oak Capital Management 8.2k $678k -2% Sep 2021
Stratos Wealth Partners 8.1k $657k 4% Jun 2021
Rollins Financial 7.7k $627k 43% Jun 2021
Goodwin Investment Advisory 7.7k $552k 2% Sep 2021
Ancora Advisors 7.7k $623k 0% Jun 2021
RPg Family Wealth Advisory 7.7k $620k 100% Jun 2021
Cadent Capital Advisors 7.6k $631k -6% Sep 2021
Gill Capital Partners 7.5k $618k 0% Sep 2021
Oxinas Partners Wealth Management 7.3k $604k 100% Sep 2021
H D Vest Advisory Services 7.1k $577k 12% Jun 2021
Acropolis Investment Management 7.1k $576k 0% Jun 2021
Gables Capital Management 6.9k $556k 0% Jun 2021
WESPAC Advisors 6.8k $554k -71% Jun 2021
William Blair $ Company 6.7k $545k 0% Jun 2021
True Link Financial Advisors 6.6k $541k 0% Sep 2021
Adell, Harriman, & Carpenter 6.4k $531k -1% Sep 2021
Atlas Private Wealth Advisors 6.4k $519k -37% Jun 2021
Wealth Management Partners 6.3k $517k -2% Sep 2021
Garrison Point Advisors 6.2k $513k 2% Sep 2021
Lincoln National 6.1k $503k 4% Sep 2021
Glenmede Trust Company 5.9k $479k 0% Jun 2021
Deutsche Bank Aktiengesellschaft 5.9k $488k -48% Sep 2021
Goss Wealth Management 5.9k $487k 6% Sep 2021
Change Path 5.8k $471k 100% Jun 2021
Multi-Financial Securities 5.8k $481k 46% Sep 2021
Gryphon Financial Partners 5.6k $456k 39% Jun 2021
First Commonwealth Financial Corporation 5.6k $454k -20% Jun 2021
CIBC World Markets 5.6k $458k 0% Sep 2021
Parsec Financial Management 5.5k $448k -3% Jun 2021
WJ Wealth Management 5.4k $437k 100% Jun 2021
Evanson Asset Management 5.2k $421k 0% Jun 2021
Sargent Investment Group 5.1k $416k 0% Jun 2021
Beacon Pointe Advisors 5.1k $415k 100% Jun 2021
Chicago Partners Investment 5.1k $454k 0% Sep 2021
Capital Advisory Group Advisory Services 5.1k $417k 0% Sep 2021
Occidental Asset Management 5.0k $413k -19% Sep 2021
D.A. Davidson & Co. 5.0k $403k -5% Jun 2021
Bellevue Asset Management 4.9k $411k -5% Sep 2021
Navellier & Associates 4.6k $379k -36% Sep 2021
Koshinski Asset Management 4.6k $372k -25% Jun 2021
Jaffetilchin Investment Partners 3.1k $257k -50% Sep 2021
Sugarloaf Wealth Management 420.00 $34k -96% Jun 2021
Flow Traders US 0 $0 -100% Jun 2021

Who sold out of iShares Dow Jones US Financial?

Fund or Company Name Date Sold Shares Held Valued At
Manufacturers Life Insurance Company Jun 2021 521k $42M
Schroder Investment Management Group Jun 2021 265k $22M
Patten & Patten Jun 2021 141k $11M
Steward Partners Investment Advisory Mar 2021 60k $4.5M
Bank of Nova Scotia Mar 2021 39k $2.9M
Keeley-Teton Advisors Mar 2021 7.6k $567k
Frank. Day Mar 2021 5.0k $378k