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 | 1.9M | $211M | -4% | Dec 2024 |
|
| 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 |
|
| 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 |
|
| Stephens | 9.2k | $1.0M | 0% | Mar 2025 |
|
| Brian McDonald | 9.1k | $1.0M | -7% | Mar 2025 |
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| Wealth Management Partners | 9.1k | $1.0M | 3% | Mar 2025 |
|
| CWM | 8.9k | $1.0M | 24% | Mar 2025 |
|
| Magnolia Capital Management | 8.8k | $998k | 0% | Mar 2025 |
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| Baird Financial | 8.6k | $948k | 0% | Dec 2024 |
|
| IHT Wealth Management | 8.5k | $945k | -1% | Dec 2024 |
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| One Capital Management | 8.5k | $940k | 0% | Dec 2024 |
|
| CI Private Wealth | 8.4k | $952k | -53% | Mar 2025 |
|
| 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 |
|
| 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 |
|
| 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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