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 Actions
Fisher Investments 1.9M $211M -4% Dec 2024
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Bank of America Corporation 1.7M $188M 2% Dec 2024
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Fil 1.5M $173M 100% Mar 2025
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Manufacturers Life Insurance Company 1.5M $169M 1367% Mar 2025
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Morgan Stanley 1.4M $150M 100% Dec 2024
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Phoenix Holdings 1.2M $132M 0% Dec 2024
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Goldman Sachs Group 930k $105M 13% Mar 2025
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LPL Financial 743k $84M 9% Mar 2025
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Hsbc Holdings 661k $75M -35% Mar 2025
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Bank Of Montreal 653k $72M 51% Dec 2024
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Northwestern Mutual Wealth Management Company 644k $71M 1% Dec 2024
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Wells Fargo & Company 517k $58M 4% Mar 2025
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Green Harvest Asset Management 511k $57M 6% Dec 2024
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UBS Group 410k $46M 2% Mar 2025
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FMR 301k $34M -3% Mar 2025
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Royal Bank of Canada 300k $34M 37% Mar 2025
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Commonwealth Equity Services 242k $27M 96% Dec 2024
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Magnus Financial Group 196k $22M 1% Mar 2025
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Raymond James Financial 188k $21M 7% Mar 2025
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MinichMacGregor Wealth Management 187k $21M 3% Mar 2025
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Advisor Group Holdings 184k $21M 11% Mar 2025
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Ameriprise Financial 171k $19M 9% Mar 2025
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Cetera Investment Advisers 168k $19M 28% Dec 2024
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Scotia Capital 163k $18M 1% Mar 2025
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Kestra Advisory Services 158k $18M 44% Dec 2024
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Patten & Patten 118k $13M -1% Mar 2025
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Cambridge Investment Research Advisors 117k $13M 4% Mar 2025
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Envestnet Asset Management 112k $13M 22% Mar 2025
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XML Financial 112k $13M -1% Mar 2025
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Thrivent Financial for Lutherans 110k $12M 0% Mar 2025
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Stifel Financial 97k $11M 4% Dec 2024
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Jpmorgan Chase & Co 89k $10M -3% Mar 2025
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Resources Investment Advisors 87k $9.8M -5% Mar 2025
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United Capital Financial Advisers 83k $9.4M 0% Mar 2025
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Washington Trust Company 81k $9.1M -66% Mar 2025
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Finley Financial 74k $8.2M 0% Mar 2025
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AE Wealth Management 69k $7.6M -2% Dec 2024
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 67k $7.5M 3522% Dec 2024
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First Citizens Financial Corp 64k $7.2M 0% Mar 2025
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Stillwater Capital Advisors 61k $6.8M 11% Mar 2025
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Schroder Investment Management Group 56k $6.3M -95% Mar 2025
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Jones Financial Companies, L.L 56k $6.3M 56% Mar 2025
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Sanctuary Advisors 55k $6.5M 7% Dec 2024
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Janney Montgomery Scott 55k $6.2M 3% Mar 2025
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Summit Financial Consulting 53k $6.0M 100% Mar 2025
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Citadel Advisors 50k $5.7M 64% Mar 2025
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CX Institutional 47k $5.3M 103% Mar 2025
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Mariner Wealth Advisors 44k $5.0M 8% Mar 2025
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Private Advisor 42k $4.7M 45% Mar 2025
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Gimbal Financial 40k $4.6M 100% Mar 2025
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Goss Wealth Management 39k $4.3M 42% Dec 2024
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HC Advisors 39k $4.3M -5% Dec 2024
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Ethos Financial Group 38k $4.3M 100% Mar 2025
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Synovus Financial Corp. 36k $4.1M 0% Mar 2025
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Pettyjohn 35k $3.9M -4% Mar 2025
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KKM Financial 34k $3.9M -3% Mar 2025
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Walleye Trading 34k $3.8M 20% Mar 2025
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First Heartland Consultants 31k $3.5M -1% Mar 2025
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Susquehanna International 30k $3.4M 45% Dec 2024
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Branch Banking & Trust Company 29k $3.3M -11% Mar 2025
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Gerber Kawasaki Wealth & Investment Management 29k $3.2M 2% Dec 2024
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Prostatis Group 28k $3.2M -60% Mar 2025
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Financial Management Professionals 27k $3.1M -21% Mar 2025
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EWG Elevate 27k $3.1M 0% Mar 2025
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Rockefeller Capital Management 27k $2.9M -2% Dec 2024
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Carnick & Kubik 27k $3.0M 100% Mar 2025
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Syon Capital 26k $3.0M 16% Mar 2025
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Pnc Financial Services 26k $2.8M 0% Dec 2024
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Colony Family Offices 26k $2.9M -7% Mar 2025
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Eagle Strategies 24k $2.7M 2% Mar 2025
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Geneos Wealth Management 24k $2.6M -4% Mar 2025
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Somerset 23k $2.5M -1% Dec 2024
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HighTower Advisors 21k $2.3M -4% Dec 2024
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Mutual Advisors 20k $2.2M -6% Mar 2025
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Wealthstar Advisors 20k $2.3M 3% Mar 2025
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WealthCare Investment Partners 20k $2.1M 100% Mar 2025
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Kovack Advisors 20k $2.2M 5% Dec 2024
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Equitable Holdings 19k $2.1M 7% Dec 2024
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Mml Investors Services 18k $2.0M 15% Dec 2024
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Advisory Services Network 18k $2.0M -4% Dec 2024
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Founders Financial Securities 18k $2.0M 2% Mar 2025
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Davenport & Co 17k $2.0M 4% Mar 2025
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Koshinski Asset Management 17k $1.9M -1% Mar 2025
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Spire Wealth Management 17k $1.9M 10% Mar 2025
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Aft, Forsyth and Company 17k $1.9M 0% Mar 2025
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Apeiron RIA 16k $1.8M 19% Mar 2025
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Nelson, Van Denburg & Campbell Wealth Management 16k $1.8M 18% Mar 2025
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HPM Partners 16k $771k 100% Mar 2025
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Wealth Enhancement Advisory Services 16k $1.8M -15% Mar 2025
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Mmbg Investment Advisors 16k $1.8M 0% Mar 2025
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Callan Capital 16k $1.8M -1% Mar 2025
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Creative Planning 15k $1.7M 0% Mar 2025
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Nikulski Financial 15k $1.7M -2% Mar 2025
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Huntington National Bank 15k $1.6M 3% Mar 2025
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RMB Capital Management 13k $1.5M 100% Mar 2025
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Peapack Gladstone Financial Corp 13k $1.5M -7% Mar 2025
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Harmony Asset Management 13k $1.5M -8% Mar 2025
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MAI Wealth Advisors 13k $1.4M -1% Mar 2025
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WESPAC Advisors 13k $1.4M 18% Mar 2025
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KCM Investment Advisors 12k $1.4M 5% Mar 2025
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Bank of New York Mellon 12k $1.4M -3% Mar 2025
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Quantinno Capital Management 12k $1.4M 51% Mar 2025
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Ameritas Advisory Services 12k $1.3M 0% Mar 2025
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Federation des caisses Desjardins du Quebec 12k $1.3M -3% Mar 2025
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Tudor Investment Corporation 12k $1.3M 100% Mar 2025
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Prospera Financial Services 11k $1.3M 399% Dec 2024
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William Blair $ Company 11k $1.3M 7% Mar 2025
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Navis Wealth Advisors 11k $1.3M 0% Mar 2025
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Smartleaf Asset Management 11k $1.2M 6923% Mar 2025
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Essex 11k $1.2M -8% Mar 2025
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Kesler, Norman & Wride 11k $1.2M 5% Mar 2025
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Commerce Bank N A 11k $1.2M 0% Mar 2025
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Gladstone Institutional Advisory 11k $1.2M 92% Dec 2024
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Kestra Private Wealth Services 10k $1.2M -2% Mar 2025
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Sigma Planning 10k $1.2M 19% Mar 2025
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Atria Investments 9.8k $1.1M 35% Dec 2024
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Captrust Financial Advisors 9.7k $1.1M 1% Mar 2025
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Matthew Goff Investment Advisor 9.7k $1.1M 0% Mar 2025
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One Charles Private Wealth Services 9.6k $1.1M -2% Mar 2025
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Steward Partners Investment Advisory 9.5k $1.1M 129% Dec 2024
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Chesapeake Wealth Management 9.5k $1.1M -12% Mar 2025
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Mercer Global Advisors 9.2k $1.0M -18% Mar 2025
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The Allstate Corporation 9.2k $1.0M 100% Mar 2025
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Stephens 9.2k $1.0M 0% Mar 2025
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Brian McDonald 9.1k $1.0M -7% Mar 2025
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Wealth Management Partners 9.1k $1.0M 3% Mar 2025
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CWM 8.9k $1.0M 24% Mar 2025
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Magnolia Capital Management 8.8k $998k 0% Mar 2025
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Baird Financial 8.6k $948k 0% Dec 2024
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IHT Wealth Management 8.5k $945k -1% Dec 2024
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One Capital Management 8.5k $940k 0% Dec 2024
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CI Private Wealth 8.4k $952k -53% Mar 2025
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U.S. Capital Wealth Advisors 8.2k $926k 8% Mar 2025
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Merit Financial Group 8.2k $923k 73% Mar 2025
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Gwn Securities 8.2k $948k 100% Mar 2025
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Prime Capital Investment Advisors 8.0k $884k 0% Dec 2024
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Arkadios Wealth Advisors 7.7k $868k 24% Mar 2025
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Joel Isaacson & Co 7.7k $865k 3% Mar 2025
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HFG Advisors 7.6k $861k 0% Mar 2025
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Ancora Advisors 7.5k $834k 0% Dec 2024
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National Bank Of Canada /fi/ 7.5k $841k 1% Mar 2025
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Garrison Point Advisors 7.2k $800k -2% Dec 2024
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Nova Wealth Management 7.1k $806k 52% Mar 2025
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Haverford Trust Company 7.0k $795k 0% Mar 2025
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Chicago Partners Investment 6.9k $771k 0% Mar 2025
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ValMark Advisers 6.9k $773k 65% Mar 2025
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Northern Trust 6.8k $770k 0% Mar 2025
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Robertson Stephens Wealth Management 6.8k $763k -12% Mar 2025
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Wealth Management Associates 6.8k $762k 7% Mar 2025
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Brookstone Capital Management 5.8k $653k -89% Mar 2025
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Glenview Trust 5.5k $618k -31% Mar 2025
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J.w. Cole Advisors 5.4k $606k -56% Mar 2025
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GDS Wealth Management 4.6k $525k -97% Mar 2025
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Moloney Securities Asset Management 4.6k $514k -95% Mar 2025
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Two Sigma Securities 2.9k $324k -62% Dec 2024
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CoreCap Advisors 2.6k $297k -93% Mar 2025
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Tower Research Capital 465.00 $51k -97% Dec 2024
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Who sold out of iShares Dow Jones US Financial?

Fund or Company Name Date Sold Shares Held Valued At
Apollon Wealth Management Dec 2024 122k $14M
Pinkerton Retirement Specialists Dec 2024 105k $12M
Townsquare Capital Dec 2024 85k $9.4M
Norden Group Dec 2024 84k $9.3M
Second Half Financial Partners Dec 2024 68k $7.5M
Three Seasons Wealth Sep 2024 58k $6.1M
Sharp Financial Services Dec 2024 50k $5.5M
BCJ Capital Management Dec 2024 47k $5.2M
Concurrent Investment Advisors Dec 2024 47k $5.2M
World Equity Group Dec 2024 36k $4.0M
Kingsview Wealth Management Dec 2024 35k $3.8M
Rps Advisory Solutions Dec 2024 34k $3.8M
D. E. Shaw & Co Dec 2024 30k $3.3M
bLong Financial Dec 2024 23k $2.6M
Balboa Wealth Partners Dec 2024 23k $2.5M
Millennium Management Dec 2024 17k $1.8M
Clear Creek Financial Management Dec 2024 16k $1.8M
Renaissance Technologies Dec 2024 14k $1.6M
Level Four Advisory Services Sep 2024 13k $1.4M
Integrated Advisors Network Dec 2024 12k $1.4M
Aveo Capital Partners Dec 2024 12k $1.3M
Fulcrum Equity Management Dec 2024 11k $1.3M
Virtue Capital Management Sep 2024 9.7k $1.0M
Yeomans Consulting Group Dec 2024 7.5k $835k