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 2.2M $188M -2% Dec 2023
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Bank of America Corporation 1.6M $136M 6% Dec 2023
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Goldman Sachs Group 676k $58M -6% Dec 2023
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UBS Group 370k $32M 10% Dec 2023
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Wells Fargo & Company 323k $28M -15% Dec 2023
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Washington Trust Company 253k $22M -4% Dec 2023
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Royal Bank of Canada 205k $18M -6% Dec 2023
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GDS Wealth Management 151k $13M -1% Dec 2023
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Scotia Capital 140k $12M -2% Dec 2023
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Commonwealth Equity Services 128k $11M -2% Dec 2023
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Patten & Patten 125k $11M -3% Dec 2023
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Kestra Advisory Services 119k $10M 138% Dec 2023
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Raymond James Financial Services Advisors 99k $8.5M -5% Dec 2023
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Etfidea 90k $7.7M 6% Dec 2023
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Cambridge Investment Research Advisors 90k $7.6M 31% Dec 2023
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United Capital Financial Advisers 89k $7.6M -23% Dec 2023
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Stifel Financial 80k $6.9M -1% Dec 2023
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Advisor Group Holdings 80k $6.8M -6% Dec 2023
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Raymond James & Associates 79k $6.8M -30% Dec 2023
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AE Wealth Management 79k $6.9M 494% Dec 2023
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Meitav Dash Investments 74k $6.3M 0% Dec 2023
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First Citizens Financial Corp 68k $5.8M -5% Dec 2023
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Brookstone Capital Management 59k $5.6M 812% Mar 2024
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Pinkerton Retirement Specialists 58k $4.9M 100% Dec 2023
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Rockefeller Capital Management 56k $4.8M 70% Dec 2023
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Stillwater Capital Advisors 56k $5.4M -11% Mar 2024
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Concurrent Investment Advisors 54k $4.6M 100% Dec 2023
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Bank Of Montreal 48k $4.1M -4% Dec 2023
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Citadel Advisors 47k $4.0M 39% Dec 2023
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Advisory Services Network 47k $4.0M 10% Dec 2023
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Townsquare Capital 45k $3.9M 100% Dec 2023
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EWG Elevate 40k $3.8M 100% Mar 2024
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Private Advisor 39k $3.3M 24% Dec 2023
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Jpmorgan Chase & Co 38k $3.2M 68% Dec 2023
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HC Advisors 36k $3.1M -41% Dec 2023
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Janney Montgomery Scott 34k $2.9M 14% Dec 2023
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HighTower Advisors 33k $2.8M -3% Dec 2023
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Colony Family Offices 33k $2.8M 100% Dec 2023
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Somerset 29k $2.4M 0% Dec 2023
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Pnc Financial Services 27k $2.3M -7% Dec 2023
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CX Institutional 25k $2.4M -48% Mar 2024
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Geneos Wealth Management 25k $2.1M -1% Dec 2023
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Snowden Capital Advisors 24k $2.0M -15% Dec 2023
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Davenport & Co 22k $1.8M -10% Dec 2023
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Kovack Advisors 21k $2.0M 0% Mar 2024
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Wealthstar Advisors 21k $2.0M 22% Mar 2024
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KKM Financial 20k $1.7M 100% Dec 2023
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CI Private Wealth 19k $1.6M 13% Dec 2023
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Mariner Wealth Advisors 19k $1.6M -4% Dec 2023
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Founders Financial Securities 18k $1.8M 0% Mar 2024
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Mmbg Investment Advisors 18k $1.5M 0% Dec 2023
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Virtue Capital Management 17k $1.5M -21% Dec 2023
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Aft, Forsyth and Company 17k $1.5M -9% Dec 2023
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Smartleaf Asset Management 17k $1.4M 100% Dec 2023
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Nikulski Financial 16k $1.5M 29% Mar 2024
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Callan Capital 16k $1.4M 0% Dec 2023
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Mercer Global Advisors 16k $1.4M 11% Dec 2023
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Creative Planning 16k $1.4M -4% Dec 2023
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Millennium Management 16k $1.4M 31% Dec 2023
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Balboa Wealth Partners 16k $1.3M 100% Dec 2023
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Vontobel Holding 15k $1.3M 0% Dec 2023
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Hsbc Holdings 15k $1.3M 100% Dec 2023
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Huntington National Bank 14k $1.2M -16% Dec 2023
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MAI Wealth Advisors 13k $1.1M 9% Dec 2023
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Essex 13k $1.1M -26% Dec 2023
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J.w. Cole Advisors 13k $1.1M 100% Dec 2023
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One Capital Management 13k $1.1M 100% Dec 2023
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Ameritas Advisory Services 13k $1.1M -21% Dec 2023
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Chesapeake Wealth Management 12k $1.0M 0% Dec 2023
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Harmony Asset Management 12k $1.0M 100% Dec 2023
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Navis Wealth Advisors 11k $949k 1% Dec 2023
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One Charles Private Wealth Services 11k $901k 100% Dec 2023
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Clear Creek Financial Management 11k $899k 100% Dec 2023
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Commerce Bank N A 11k $899k 0% Dec 2023
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Captrust Financial Advisors 9.9k $847k -2% Dec 2023
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Matthew Goff Investment Advisor 9.8k $942k 4% Mar 2024
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Sigma Planning 9.7k $832k -18% Dec 2023
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Wealth Enhancement Advisory Services 9.4k $902k -2% Mar 2024
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Prime Capital Investment Advisors 9.3k $791k 30% Dec 2023
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Mutual Advisors 8.9k $759k 7% Dec 2023
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Jane Street 8.9k $758k 100% Dec 2023
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Magnolia Capital Management 8.8k $846k 0% Mar 2024
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Citigroup 8.7k $741k -32% Dec 2023
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Apeiron RIA 8.5k $812k 152% Mar 2024
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Cascade Wealth Advisors 8.3k $750k 100% Mar 2024
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Kestra Private Wealth Services 8.3k $706k 11% Dec 2023
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Kellett Schaffner Wealth Advisors 7.9k $674k 101% Dec 2023
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HFG Advisors 7.6k $730k 0% Mar 2024
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National Bank Of Canada /fi/ 7.5k $646k 0% Dec 2023
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Ancora Advisors 7.5k $641k 0% Dec 2023
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Wealth Management Partners 7.5k $717k -1% Mar 2024
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Joel Isaacson & Co 7.4k $635k -16% Dec 2023
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National Asset Management 7.4k $633k -5% Dec 2023
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Bigelow Investment Advisors 7.4k $629k -1% Dec 2023
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Glenview Trust 7.3k $627k -3% Dec 2023
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Beacon Pointe Advisors 7.1k $610k 0% Dec 2023
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William Blair $ Company 7.1k $604k -1% Dec 2023
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Haverford Trust Company 7.0k $601k 0% Dec 2023
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BEAM Asset Management 7.0k $598k -23% Dec 2023
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Central Valley Advisors 6.9k $663k -39% Mar 2024
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Chicago Partners Investment 6.9k $593k 0% Dec 2023
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Garrison Point Advisors 6.8k $585k 0% Dec 2023
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Visionary Wealth Advisors 6.8k $579k 0% Dec 2023
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Wealthcare Advisory Partners 5.9k $560k 31% Mar 2024
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Navellier & Associates 5.8k $494k 100% Dec 2023
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Acropolis Investment Management 5.7k $549k 0% Mar 2024
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Ironwood Wealth Management 5.7k $541k -2% Mar 2024
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Gill Capital Partners 5.6k $476k 0% Dec 2023
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Branch Banking & Trust Company 5.6k $474k 0% Dec 2023
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Adell, Harriman, & Carpenter 5.6k $474k -2% Dec 2023
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Lincoln National 5.5k $472k 8% Dec 2023
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Modera Wealth Management 5.4k $462k -5% Dec 2023
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Simmons Bank 5.4k $461k 0% Dec 2023
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Lido Advisors 5.4k $461k -1% Dec 2023
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Pacific Sun Financial Corp 5.3k $450k 0% Dec 2023
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Stratos Wealth Partners 5.2k $498k 0% Mar 2024
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Savant Capital Management 5.2k $443k 0% Dec 2023
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Eudaimonia Advisors 5.1k $434k -5% Dec 2023
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WESPAC Advisors 5.0k $429k 100% Dec 2023
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Zimmermann Investment Management & Planning 4.9k $421k -17% Dec 2023
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HF Advisory Group 4.9k $421k 6% Dec 2023
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Stonebridge Financial Planning Group 4.9k $414k -35% Dec 2023
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Charter Oak Capital Management 4.8k $409k -38% Dec 2023
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Financial Freedom 4.8k $408k 1% Dec 2023
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Delta Financial Group 4.7k $405k 4% Dec 2023
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Steward Partners Investment Advisory 4.7k $401k 9% Dec 2023
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Commonwealth Financial Services 4.6k $397k -36% Dec 2023
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Rollins Financial 4.6k $392k -23% Dec 2023
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Gryphon Financial Partners 4.5k $388k 0% Dec 2023
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Koshinski Asset Management 4.5k $383k 24% Dec 2023
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Creekmur Asset Management 4.5k $381k 100% Dec 2023
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Level Four Advisory Services 4.4k $374k 100% Dec 2023
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Kesler, Norman & Wride 4.2k $405k 38% Mar 2024
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Laidlaw Wealth Management 4.2k $361k 2% Dec 2023
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Seaward Management Limited Partnership 4.2k $359k 0% Dec 2023
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Cfm Wealth Partners 4.1k $394k 0% Mar 2024
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SOA Wealth Advisors 4.1k $394k 0% Mar 2024
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CWM 4.0k $385k 5% Mar 2024
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Sunbelt Securities 4.0k $384k -1% Mar 2024
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Twin Focus Capital Partners 4.0k $342k 0% Dec 2023
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LPWM 3.9k $365k 0% Mar 2024
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HCR Wealth Advisors 3.9k $336k 100% Dec 2023
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CoreCap Advisors 3.9k $333k -39% Dec 2023
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Adviser Investments 3.9k $333k 100% Dec 2023
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Arkadios Wealth Advisors 3.8k $324k 0% Dec 2023
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Bond & Devick Financial Network 3.8k $324k 0% Dec 2023
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JT Stratford 3.8k $324k 2% Dec 2023
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Meridian Wealth Management 3.8k $323k -50% Dec 2023
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Whitener Capital Management 3.8k $361k 14% Mar 2024
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H D Vest Advisory Services 3.8k $321k 11% Dec 2023
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Vahanian & Associates Financial Planning 3.6k $306k -37% Dec 2023
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Bellevue Asset Management 3.5k $299k -10% Dec 2023
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Capital Investment Advisors 3.5k $331k -12% Mar 2024
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Capital Advisory Group Advisory Services 3.4k $329k -15% Mar 2024
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Dynamic Advisors Solutions 3.3k $318k -49% Mar 2024
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Mandatum Life Insurance 3.3k $283k -25% Dec 2023
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Who sold out of iShares Dow Jones US Financial?

Fund or Company Name Date Sold Shares Held Valued At
SG Americas Securities Sep 2023 844k $63M
Flow Traders US Sep 2023 26k $1.9M
Apexium Financial Dec 2023 9.0k $771k
Dagco Sep 2023 6.6k $2.6M
Walleye Trading Sep 2023 4.5k $336k