Who owns iShares Dow Jones US Financial?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 $131M 8% Jun 2023
 View chart
Bank of America Corporation 1.7M $130M -9% Jun 2023
 View chart
Morgan Stanley 1.2M $90M -7% Jun 2023
 View chart
Goldman Sachs Group 674k $50M -5% Jun 2023
 View chart
Wells Fargo & Company 447k $33M 1% Jun 2023
 View chart
LPL Financial 363k $27M -4% Jun 2023
 View chart
FMR 363k $27M -12% Jun 2023
 View chart
UBS Group 344k $26M -1% Jun 2023
 View chart
Royal Bank of Canada 305k $22M -23% Jun 2023
 View chart
Washington Trust Company 275k $21M 342% Jun 2023
 View chart
Ameriprise Financial 250k $19M -22% Jun 2023
 View chart
Magnus Financial Group 172k $13M 1% Jun 2023
 View chart
Green Harvest Asset Management 169k $13M -17% Jun 2023
 View chart
Commonwealth Equity Services 148k $11M -16% Jun 2023
 View chart
Scotia Capital 146k $11M -1% Jun 2023
 View chart
GDS Wealth Management 144k $11M 6% Jun 2023
 View chart
Patten & Patten 129k $9.6M -3% Jun 2023
 View chart
Raymond James Financial Services Advisors 124k $9.3M -10% Jun 2023
 View chart
Raymond James & Associates 117k $8.7M -11% Jun 2023
 View chart
United Capital Financial Advisers 115k $8.6M -1% Jun 2023
 View chart
Resources Investment Advisors 111k $8.3M 1% Jun 2023
 View chart
Financial Network Investment Corporation 110k $8.2M -3% Jun 2023
 View chart
XML Financial 100k $7.5M 2% Jun 2023
 View chart
Advisor Group Holdings 90k $6.7M 4% Jun 2023
 View chart
Citadel Advisors 89k $6.6M -20% Jun 2023
 View chart
Etfidea 84k $6.3M 2% Jun 2023
 View chart
Prostatis Group 82k $82k 100% Jun 2023
 View chart
Stifel Financial 81k $6.0M -1% Jun 2023
 View chart
First Citizens Financial Corp 75k $5.6M 20% Jun 2023
 View chart
Meitav Dash Investments 74k $5.5M 0% Jun 2023
 View chart
CX Institutional 70k $5.2M 35% Jun 2023
 View chart
Envestnet Asset Management 67k $5.0M -17% Jun 2023
 View chart
Cambridge Investment Research Advisors 65k $4.9M -13% Jun 2023
 View chart
Stillwater Capital Advisors 62k $4.6M -70% Jun 2023
 View chart
HC Advisors 61k $4.6M -4% Jun 2023
 View chart
Ironwood Wealth Management 56k $4.2M 1% Jun 2023
 View chart
Thrivent Financial for Lutherans 56k $4.1M -15% Jun 2023
 View chart
Northwestern Mutual Wealth Management Company 51k $3.8M 14% Jun 2023
 View chart
Kestra Advisory Services 49k $3.7M 249% Jun 2023
 View chart
Bank Of Montreal 49k $3.7M 1% Jun 2023
 View chart
Susquehanna International 46k $3.4M 1% Jun 2023
 View chart
Advisory Services Network 42k $3.1M 7% Jun 2023
 View chart
Pettyjohn 40k $3.0M -3% Jun 2023
 View chart
Synovus Financial Corp. 37k $2.8M 3% Jun 2023
 View chart
HighTower Advisors 35k $2.6M 1% Jun 2023
 View chart
Janney Montgomery Scott 35k $2.6M -22% Jun 2023
 View chart
BEAM Asset Management 32k $2.4M -9% Jun 2023
 View chart
Somerset 32k $2.4M -2% Jun 2023
 View chart
Rockefeller Capital Management 32k $2.3M 113% Jun 2023
 View chart
Private Advisor 32k $2.4M 41% Jun 2023
 View chart
Pnc Financial Services 30k $2.3M -4% Jun 2023
 View chart
Flow Traders US 28k $2.1M -27% Jun 2023
 View chart
Kovack Advisors 27k $2.0M -1% Jun 2023
 View chart
Essex 26k $1.9M -5% Jun 2023
 View chart
Gerber Kawasaki Wealth & Investment Management 25k $1.9M -9% Jun 2023
 View chart
Geneos Wealth Management 25k $1.9M 0% Jun 2023
 View chart
Mml Investors Services 25k $1.9M -6% Jun 2023
 View chart
Davenport & Co 25k $1.8M 1% Jun 2023
 View chart
Jpmorgan Chase & Co 23k $1.7M -11% Jun 2023
 View chart
First Heartland Consultants 22k $1.7M 39% Jun 2023
 View chart
Virtue Capital Management 22k $1.6M 100% Jun 2023
 View chart
AE Wealth Management 20k $1.5M -73% Jun 2023
 View chart
Aft, Forsyth and Company 19k $1.4M -1% Jun 2023
 View chart
Peapack Gladstone Financial Corp 19k $1.4M -10% Jun 2023
 View chart
Huntington National Bank 19k $1.4M -32% Jun 2023
 View chart
Founders Financial Securities 18k $1.4M 7% Jun 2023
 View chart
Pinkerton Retirement Specialists 18k $1.4M 100% Jun 2023
 View chart
Mmbg Investment Advisors 18k $1.3M 0% Jun 2023
 View chart
Glenview Trust 17k $1.3M 7% Jun 2023
 View chart
Ameritas Advisory Services 17k $1.2M -1% Jun 2023
 View chart
Callan Capital 16k $1.2M 0% Jun 2023
 View chart
Snowden Capital Advisors 16k $1.2M -15% Jun 2023
 View chart
Creative Planning 15k $1.2M 1% Jun 2023
 View chart
Qube Research & Technologies 15k $1.0M 419% Jun 2023
 View chart
Vontobel Holding 15k $1.1M 0% Jun 2023
 View chart
Mercer Global Advisors 14k $1.1M -37% Jun 2023
 View chart
Cresset Asset Management 14k $1.0M 229% Jun 2023
 View chart
Mariner Wealth Advisors 14k $1.0M 18% Jun 2023
 View chart
First Republic Investment Management 14k $1.0M -65% Jun 2023
 View chart
Citigroup 13k $938k -5% Mar 2023
 View chart
CI Private Wealth 13k $979k -11% Jun 2023
 View chart
Asset Management Corp 13k $892k -5% Mar 2023
 View chart
Sigma Planning 12k $925k -6% Jun 2023
 View chart
KCM Investment Advisors 12k $895k 0% Jun 2023
 View chart
Millennium Management 12k $884k -35% Jun 2023
 View chart
Chesapeake Wealth Management 12k $881k 0% Jun 2023
 View chart
Navis Wealth Advisors 11k $821k 0% Jun 2023
 View chart
Nikulski Financial 11k $810k 100% Jun 2023
 View chart
Stonebridge Financial Planning Group 11k $806k -18% Jun 2023
 View chart
Commerce Bank N A 11k $785k -10% Jun 2023
 View chart
Captrust Financial Advisors 10k $758k 6% Jun 2023
 View chart
Matthew Goff Investment Advisor 9.9k $735k 0% Jun 2023
 View chart
Silvercrest Asset Management Group 9.6k $719k 100% Jun 2023
 View chart
Cetera Investment Advisers 9.0k $673k -27% Jun 2023
 View chart
Joel Isaacson & Co 8.9k $664k 0% Jun 2023
 View chart
Magnolia Capital Management 8.8k $660k 0% Jun 2023
 View chart
Mutual Advisors 8.7k $652k -12% Jun 2023
 View chart
Zimmermann Investment Management & Planning 8.6k $642k -21% Jun 2023
 View chart
Laidlaw Wealth Management 8.5k $631k -2% Jun 2023
 View chart
HFG Advisors 8.3k $617k -7% Jun 2023
 View chart
Charter Oak Capital Management 8.0k $597k 1% Jun 2023
 View chart
National Asset Management 7.8k $582k -5% Jun 2023
 View chart
Haverford Trust Company 7.8k $579k 0% Jun 2023
 View chart
National Bank Of Canada /fi/ 7.7k $576k -36% Jun 2023
 View chart
Balboa Wealth Partners 7.6k $564k 100% Jun 2023
 View chart
Ancora Advisors 7.5k $559k -5% Jun 2023
 View chart
Bigelow Investment Advisors 7.5k $557k 0% Jun 2023
 View chart
Kestra Private Wealth Services 7.4k $555k 1% Jun 2023
 View chart
Keeley-Teton Advisors 7.3k $545k 0% Jun 2023
 View chart
Stephens 7.3k $545k -7% Jun 2023
 View chart
Visionary Wealth Advisors 7.3k $545k -36% Jun 2023
 View chart
Wealth Management Partners 7.3k $542k -4% Jun 2023
 View chart
Goss Wealth Management 7.3k $541k -5% Jun 2023
 View chart
William Blair $ Company 7.2k $535k 39% Jun 2023
 View chart
Glenmede Trust Company 7.2k $510k 0% Jun 2023
 View chart
Dynamic Advisors Solutions 7.1k $529k 63% Jun 2023
 View chart
Garrison Point Advisors 7.0k $526k -3% Jun 2023
 View chart
Multi-Financial Securities 6.8k $506k -9% Jun 2023
 View chart
Chicago Partners Investment 6.7k $530k 0% Jun 2023
 View chart
Clear Creek Financial Management 6.7k $499k 100% Jun 2023
 View chart
Beacon Pointe Advisors 6.5k $487k -17% Jun 2023
 View chart
Stratos Wealth Partners 6.1k $459k -20% Jun 2023
 View chart
Branch Banking & Trust Company 6.0k $447k -25% Jun 2023
 View chart
Rollins Financial 6.0k $446k -53% Jun 2023
 View chart
Vahanian & Associates Financial Planning 5.8k $431k 3% Jun 2023
 View chart
Frank. Day 5.7k $409k -1% Mar 2023
 View chart
Prime Capital Investment Advisors 5.7k $428k 32% Jun 2023
 View chart
Acropolis Investment Management 5.7k $428k 0% Jun 2023
 View chart
Adell, Harriman, & Carpenter 5.6k $424k 0% Jun 2023
 View chart
Eudaimonia Advisors 5.6k $419k 0% Jun 2023
 View chart
Gill Capital Partners 5.6k $416k 0% Jun 2023
 View chart
C2C Wealth Management 5.5k $423k -8% Jun 2023
 View chart
Lincoln National 5.5k $407k -8% Jun 2023
 View chart
Modera Wealth Management 5.4k $404k 100% Jun 2023
 View chart
Simmons Bank 5.4k $403k -1% Jun 2023
 View chart
Apollon Wealth Management 5.3k $392k 100% Jun 2023
 View chart
Savant Capital Management 5.2k $391k -1% Jun 2023
 View chart
Pacific Sun Financial Corp 5.2k $370k 0% Jun 2023
 View chart
Steward Partners Investment Advisory 5.2k $388k -86% Jun 2023
 View chart
Second Half Financial Partners 5.2k $385k 100% Jun 2023
 View chart
Sargent Investment Group 5.1k $383k 0% Jun 2023
 View chart
Dagco 5.1k $377k -20% Jun 2023
 View chart
Parsec Financial Management 5.1k $359k 0% Mar 2023
 View chart
Natixis 5.0k $373k 0% Jun 2023
 View chart
Equitable Holdings 4.8k $360k 12% Jun 2023
 View chart
Financial Freedom 4.8k $359k 0% Jun 2023
 View chart
Walleye Trading 4.7k $354k -40% Jun 2023
 View chart
Gryphon Financial Partners 4.5k $339k -12% Jun 2023
 View chart
HF Advisory Group 4.5k $336k 5% Jun 2023
 View chart
WealthCare Investment Partners 4.4k $330k -60% Jun 2023
 View chart
CIBC World Markets 4.2k $315k -9% Jun 2023
 View chart
Seaward Management Limited Partnership 4.2k $314k -12% Jun 2023
 View chart
LPWM 4.0k $304k -33% Jun 2023
 View chart
Raymond James Trust 4.0k $302k -18% Jun 2023
 View chart
Koshinski Asset Management 4.0k $297k -33% Jun 2023
 View chart
Lido Advisors 3.5k $258k -36% Jun 2023
 View chart
Tower Research Capital 1.6k $122k -89% Jun 2023
 View chart
New Millennium Group 273.00 $12k -99% Jun 2023
 View chart
Financial Management Professionals 144.00 $11k -99% Jun 2023
 View chart

Who sold out of iShares Dow Jones US Financial?

Fund or Company Name Date Sold Shares Held Valued At
Colony Group Mar 2023 91k $6.5M
Money Concepts Capital Corp Mar 2023 35k $415k
Texas Permanent School Fund Mar 2023 13k $918k
Jane Street Mar 2023 12k $879k
HAP Trading Mar 2023 10k $712k
Atlas Private Wealth Advisors Mar 2023 6.3k $448k
First Commonwealth Financial Corporation Mar 2023 5.4k $381k