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 2.2M $151M 100% Jun 2022
Morgan Stanley 1.3M $88M -9% Jun 2022
Fisher Investments 1.3M $89M 59% Sep 2022
Goldman Sachs Group 592k $41M 3% Jun 2022
Wells Fargo & Company 502k $35M -18% Jun 2022
LPL Financial 483k $34M 8% Jun 2022
FMR 478k $32M -3% Sep 2022
UBS Group 423k $28M 37% Sep 2022
Royal Bank of Canada 407k $28M 100% Sep 2022
Stillwater Capital Advisors 202k $14M -6% Sep 2022
Envestnet Asset Management 197k $13M -12% Sep 2022

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Commonwealth Equity Services 196k $14M -8% Jun 2022
Raymond James Financial Services Advisors 184k $12M -4% Sep 2022
Magnus Financial Group 177k $12M 1% Sep 2022
Scotia Capital 152k $10M 0% Sep 2022
Raymond James & Associates 136k $9.2M -1% Sep 2022
Patten & Patten 135k $9.1M -2% Sep 2022
GDS Wealth Management 126k $8.5M 5% Sep 2022
Advisor Group Holdings 118k $8.3M 9% Jun 2022
Financial Network Investment Corporation 116k $8.1M 3% Jun 2022
United Capital Financial Advisers 108k $7.3M 11% Sep 2022
XML Financial 96k $6.5M 5% Sep 2022
HC Advisors 80k $5.4M 34% Sep 2022
Resources Investment Advisors 79k $5.3M -1% Sep 2022
Cambridge Investment Research Advisors 78k $5.3M 19% Sep 2022
CX Institutional 68k $4.6M 583% Sep 2022
Prudential Financial 68k $4.5M -16% Sep 2022
Bank Of Montreal 64k $4.7M 64% Sep 2022
First Citizens Financial Corp 63k $4.2M 0% Sep 2022
Northwestern Mutual Wealth Management Company 58k $4.0M -61% Jun 2022
Thrivent Financial for Lutherans 57k $4.0M 23% Jun 2022
Ironwood Wealth Management 56k $3.8M -1% Sep 2022
Cim 49k $3.7M -47% Sep 2022
Janney Montgomery Scott 44k $3.0M -3% Sep 2022
Steward Partners Investment Advisory 44k $2.9M -18% Sep 2022
Pettyjohn 42k $2.9M -1% Sep 2022
First Republic Investment Management 42k $2.8M 40% Sep 2022
Mml Investors Services 39k $2.7M -17% Jun 2022
Synovus Financial Corp. 37k $2.5M 11% Sep 2022
Sowa Financial Group 36k $2.5M -11% Sep 2022
Gerber Kawasaki Wealth & Investment Management 35k $2.4M -14% Sep 2022
Geneos Wealth Management 34k $2.4M 0% Jun 2022
Pnc Financial Services 33k $2.2M 13% Sep 2022
Somerset 33k $2.2M 0% Sep 2022
HighTower Advisors 33k $2.2M -14% Sep 2022
Kovack Advisors 31k $2.2M -1% Jun 2022
BEAM Asset Management 29k $2.0M 2% Sep 2022
Essex 27k $1.8M -2% Sep 2022
Baird Financial 27k $1.8M -41% Sep 2022
Private Advisor 26k $1.7M 4% Sep 2022
Jpmorgan Chase & Co 25k $1.7M -2% Jun 2022
Tower Research Capital 24k $1.6M 123% Sep 2022
Huntington National Bank 24k $1.6M -5% Sep 2022
Davenport & Co 22k $1.5M -6% Sep 2022
AE Wealth Management 22k $1.5M 0% Sep 2022
WealthCare Investment Partners 21k $1.4M -11% Sep 2022
Murphy Capital Management 21k $1.5M 0% Jun 2022
Flow Traders US 20k $1.4M 100% Jun 2022
Ameritas Advisory Services 19k $1.3M 2% Sep 2022
Aft, Forsyth and Company 19k $1.3M -1% Jun 2022
National Asset Management 19k $1.3M 14% Sep 2022
Mmbg Investment Advisors 18k $1.2M 0% Jun 2022
Founders Financial Securities 17k $1.2M 255% Sep 2022
Rollins Financial 16k $1.1M -8% Sep 2022
Asset Management Corp 16k $1.1M -1% Sep 2022
National Bank Of Canada /fi/ 16k $1.1M 1% Sep 2022
Creative Planning 16k $1.0M 0% Sep 2022
Sigma Planning 15k $1.0M -3% Sep 2022
Zimmermann Investment Management & Planning 15k $1.0M -66% Sep 2022
Vontobel Holding 15k $1.0M 0% Sep 2022
Atlanta Capital 15k $1.0M 0% Sep 2022
Hsbc Holdings 15k $1.0M -17% Jun 2022
Kestra Advisory Services 15k $980k 4% Sep 2022
Charter Oak Capital Management 14k $946k 61% Jun 2022
Branch Banking & Trust Company 13k $877k -76% Sep 2022
Texas Permanent School Fund 13k $871k 0% Sep 2022
KCM Investment Advisors 13k $843k -22% Sep 2022
Strategic Wealth Advisors 12k $815k -6% Sep 2022
Commerce Bank N A 12k $813k 0% Sep 2022
Goss Wealth Management 12k $841k -24% Jun 2022
Chesapeake Wealth Management 12k $810k -2% Sep 2022
Citadel Advisors 12k $829k -24% Jun 2022
Millennium Management 12k $819k -3% Jun 2022
Eagle Capital Management 12k $781k -1% Sep 2022
Cetera Investment Advisers 12k $809k -36% Jun 2022
Visionary Wealth Advisors 11k $768k 0% Sep 2022
Navis Wealth Advisors 11k $729k 0% Sep 2022
Matthew Goff Investment Advisor 11k $713k 0% Sep 2022
Stephens 10k $691k 0% Sep 2022
Hrt Financial 10k $703k -84% Jun 2022
Bigelow Investment Advisors 9.2k $623k -4% Sep 2022
Dagco 8.9k $598k -1% Sep 2022
Magnolia Capital Management 8.8k $597k 0% Sep 2022
Captrust Financial Advisors 8.8k $593k -5% Sep 2022
Multi-Financial Securities 8.7k $609k 60% Jun 2022
Stonebridge Financial Planning Group 8.6k $581k 0% Sep 2022
Integrated Wealth Concepts 8.5k $595k -38% Jun 2022
EP Wealth Advisors 8.5k $592k 404% Jun 2022
Wealth Management Partners 8.0k $537k 0% Sep 2022
Beacon Pointe Advisors 7.9k $537k 0% Sep 2022
Ancora Advisors 7.8k $546k 0% Jun 2022
Lincoln National 7.8k $527k -7% Sep 2022
Mutual Advisors 7.7k $522k 7% Sep 2022
Comerica Securities 7.6k $515k -80% Sep 2022
Glenview Trust 7.5k $506k -2% Sep 2022
Garrison Point Advisors 7.3k $492k 3% Sep 2022
Keeley-Teton Advisors 7.3k $492k 0% Sep 2022
CPCM 7.2k $506k 96% Jun 2022
Financial Partners Group 7.2k $505k -15% Jun 2022
Stratos Wealth Partners 7.1k $479k -28% Sep 2022
Eudaimonia Advisors 6.9k $467k 5% Sep 2022
Koshinski Asset Management 6.6k $445k 0% Sep 2022
Gables Capital Management 6.6k $444k 0% Sep 2022
Edmond De Rothschild Holding 6.5k $438k -33% Sep 2022
Chicago Partners Investment 6.5k $492k 0% Sep 2022
William Blair $ Company 6.5k $436k 0% Sep 2022
Merit Financial Group 6.5k $436k 0% Sep 2022
HFG Advisors 6.4k $431k 4% Sep 2022
Raymond James Trust 6.4k $430k 0% Sep 2022
Mercer Global Advisors 6.3k $429k -26% Sep 2022
Prospera Financial Services 6.3k $427k 278% Sep 2022
Atlas Private Wealth Advisors 6.3k $441k -2% Jun 2022
Simmons Bank 6.3k $422k -15% Sep 2022
Pinnacle Private Wealth 6.0k $423k 1% Jun 2022
Acropolis Investment Management 6.0k $405k -15% Sep 2022
Deutsche Bank Aktiengesellschaft 5.9k $414k 0% Jun 2022
Gryphon Financial Partners 5.9k $413k 0% Jun 2022
C2C Wealth Management 5.8k $418k 0% Sep 2022
Adell, Harriman, & Carpenter 5.7k $388k 0% Sep 2022
Nomura Asset Management 5.7k $385k 0% Sep 2022
Laidlaw Wealth Management 5.7k $396k 3% Jun 2022
Coastal Investment Advisors 5.6k $381k 0% Sep 2022
Gill Capital Partners 5.6k $376k -4% Sep 2022
Rockefeller Capital Management 5.4k $364k 9% Sep 2022
First Commonwealth Financial Corporation 5.4k $361k 0% Sep 2022
Almanack Investment Partners 5.2k $351k 100% Sep 2022
Mandatum Life Insurance 5.2k $350k 0% Sep 2022
Frank. Day 5.1k $347k -5% Sep 2022
Sargent Investment Group 5.1k $362k 0% Sep 2022
Pacific Sun Financial Corp 5.1k $356k 9% Jun 2022
Parsec Financial Management 5.1k $341k 0% Sep 2022
Snowden Capital Advisors 5.0k $340k 1% Sep 2022
H D Vest Advisory Services 4.9k $332k 5% Sep 2022
CIBC World Markets 4.9k $330k -4% Sep 2022
Credit Suisse 4.6k $309k 100% Sep 2022
Capital Advisory Group Advisory Services 4.6k $309k -2% Sep 2022
IHT Wealth Management 4.6k $309k -8% Sep 2022
Spire Wealth Management 4.5k $306k -24% Sep 2022
M^T Bank Corporation 4.5k $303k -2% Sep 2022
Prudent Investors Network 4.3k $289k 0% Sep 2022
TrueWealth Advisors 4.3k $288k -31% Sep 2022
CoreCap Advisors 4.1k $286k -20% Jun 2022
SOA Wealth Advisors 4.0k $269k -10% Sep 2022
Concentrum Wealth Management 3.2k $215k -57% Sep 2022
Glenmede Trust Company 3.1k $207k -48% Sep 2022

Who sold out of iShares Dow Jones US Financial?

Fund or Company Name Date Sold Shares Held Valued At
Colony Group Jun 2022 102k $7.2M
Jane Street Jun 2022 20k $1.4M
Teamwork Financial Advisors Jun 2022 16k $1.1M
Aurora Private Wealth Jun 2022 15k $25k
Old Mission Capital Mar 2022 13k $1.1M
Secure Asset Management Jun 2022 6.7k $468k
Kalos Management Jun 2022 5.5k $389k
One Charles Private Wealth Services Jun 2022 5.3k $366k
Brian McDonald Jun 2022 4.9k $351k
Renaissance Technologies Jun 2022 4.4k $308k