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