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 | 1.7M | $202M | -1% | Mar 2026 |
|
| Bank of America Corporation | 1.5M | $182M | 100% | Mar 2026 |
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| Morgan Stanley | 1.5M | $181M | -1% | Mar 2026 |
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| Phoenix Holdings | 1.2M | $141M | 0% | Mar 2026 |
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| Green Harvest Asset Management | 1.1M | $126M | 81% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 711k | $84M | 8% | Mar 2026 |
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| Goldman Sachs Group | 645k | $76M | 4% | Mar 2026 |
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| LPL Financial | 560k | $66M | -9% | Mar 2026 |
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| Two Sigma Investments | 559k | $66M | 100% | Mar 2026 |
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| Wells Fargo & Company | 426k | $50M | -6% | Mar 2026 |
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| UBS Group | 407k | $48M | -3% | Mar 2026 |
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| Steward Partners Investment Advisory | 324k | $38M | -23% | Mar 2026 |
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| Royal Bank of Canada | 298k | $35M | 2% | Mar 2026 |
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| FMR | 286k | $37M | -1% | Dec 2025 |
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| Raymond James Financial | 247k | $32M | 27% | Dec 2025 |
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| Magnus Financial Group | 207k | $24M | 3% | Mar 2026 |
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| Commonwealth Equity Services | 200k | $24M | -7% | Mar 2026 |
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| Kestra Advisory Services | 192k | $23M | -2% | Mar 2026 |
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| Advisor Group Holdings | 186k | $24M | -6% | Dec 2025 |
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| Scotia Capital | 168k | $20M | 2% | Mar 2026 |
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| Thrivent Financial for Lutherans | 152k | $18M | 7% | Mar 2026 |
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| Cetera Investment Advisers | 145k | $17M | -3% | Mar 2026 |
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| Ameriprise Financial | 138k | $16M | -21% | Mar 2026 |
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| Patten & Patten | 117k | $14M | 0% | Mar 2026 |
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| Envestnet Asset Management | 114k | $14M | 24% | Mar 2026 |
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| XML Financial | 114k | $13M | 1% | Mar 2026 |
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| Sanctuary Advisors | 110k | $13M | 14% | Mar 2026 |
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| Advisory Services Network | 105k | $14M | 11% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 100k | $13M | 1896% | Dec 2025 |
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| Cambridge Investment Research Advisors | 93k | $11M | -9% | Mar 2026 |
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| Jones Financial Companies, L.L | 92k | $12M | 18% | Dec 2025 |
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| Stifel Financial | 83k | $9.8M | -58% | Mar 2026 |
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| OpenArc Corporate Advisory | 78k | $9.2M | 100% | Mar 2026 |
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| United Capital Financial Advisers | 74k | $8.8M | -2% | Mar 2026 |
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| Prasad Wealth Partners | 68k | $8.0M | 4% | Mar 2026 |
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| Principal Financial Group | 68k | $8.0M | -75% | Mar 2026 |
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| Private Advisor | 57k | $6.7M | -6% | Mar 2026 |
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| Washington Trust Company | 55k | $6.4M | -3% | Mar 2026 |
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| First Citizens Financial Corp | 54k | $6.4M | 0% | Mar 2026 |
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| Bank Of Montreal | 54k | $6.4M | 100% | Mar 2026 |
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| Zurich Insurance Group Ltd/FI | 50k | $5.9M | 0% | Mar 2026 |
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| Stillwater Capital Advisors | 50k | $5.9M | -16% | Mar 2026 |
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| Janney Montgomery Scott | 47k | $5.5M | -2% | Mar 2026 |
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| Finley Financial | 40k | $4.8M | -31% | Mar 2026 |
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| Citigroup | 38k | $4.5M | 100% | Mar 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 38k | $4.5M | 4% | Mar 2026 |
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| HC Advisors | 37k | $4.3M | 1% | Mar 2026 |
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| Pinnacle Financial Partners | 36k | $4.6M | 100% | Dec 2025 |
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| Eagle Strategies | 36k | $4.2M | 0% | Mar 2026 |
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| Ethos Financial Group | 35k | $4.6M | 0% | Mar 2026 |
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| Equitable Holdings | 35k | $4.5M | 6% | Mar 2026 |
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| Pettyjohn | 34k | $4.4M | -1% | Dec 2025 |
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| Syon Capital | 33k | $3.8M | 3% | Mar 2026 |
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| KKM Financial | 32k | $4.1M | 0% | Mar 2026 |
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| HighTower Advisors | 32k | $3.7M | 3% | Mar 2026 |
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| First Heartland Consultants | 31k | $3.7M | -2% | Mar 2026 |
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| Rockefeller Capital Management | 31k | $3.7M | 15% | Mar 2026 |
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| Flow Traders US | 31k | $3.6M | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 30k | $3.5M | -27% | Mar 2026 |
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| Colony | 30k | $3.8M | 1018% | Dec 2025 |
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| Safe Harbor Fiduciary | 28k | $3.3M | 84% | Mar 2026 |
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| AlphaCore Capital | 27k | $3.1M | -84% | Mar 2026 |
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| Somerset | 25k | $3.2M | 2% | Mar 2026 |
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| Colony Family Offices | 25k | $2.9M | -3% | Mar 2026 |
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| Smartleaf Asset Management | 24k | $2.8M | -8% | Mar 2026 |
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| Jane Street | 24k | $2.8M | 100% | Mar 2026 |
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| Geneos Wealth Management | 24k | $2.8M | 0% | Mar 2026 |
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| Pnc Financial Services | 24k | $2.8M | -4% | Mar 2026 |
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| Susquehanna International | 23k | $3.0M | -68% | Dec 2025 |
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| Nvest Financial | 23k | $2.7M | 18% | Mar 2026 |
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| WealthCare Investment Partners | 22k | $2.6M | 8% | Mar 2026 |
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| Atria Investments | 22k | $2.5M | 31% | Mar 2026 |
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| Kovack Advisors | 21k | $2.5M | -6% | Mar 2026 |
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| Creative Planning | 21k | $2.4M | 25% | Mar 2026 |
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| CX Institutional | 20k | $2.4M | 1% | Mar 2026 |
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| Bank of New York Mellon | 20k | $2.3M | 49% | Mar 2026 |
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| Branch Banking & Trust Company | 19k | $2.2M | -44% | Mar 2026 |
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| Merit Financial Group | 19k | $2.2M | 60% | Mar 2026 |
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| Resources Investment Advisors | 19k | $2.2M | -64% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 18k | $2.2M | -6% | Mar 2026 |
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| Huntington National Bank | 18k | $2.4M | 0% | Dec 2025 |
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| Financial Freedom | 17k | $2.0M | 90% | Mar 2026 |
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| Founders Financial Securities | 17k | $2.0M | -5% | Mar 2026 |
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| Aft, Forsyth and Company | 17k | $2.1M | 0% | Dec 2025 |
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| Kennicott Capital Management | 16k | $1.9M | -7% | Mar 2026 |
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| Davenport & Co | 16k | $1.9M | -1% | Mar 2026 |
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| Mutual Advisors | 16k | $1.9M | -5% | Mar 2026 |
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| CI Private Wealth | 16k | $1.5M | 0% | Mar 2026 |
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| Allen Investment Management | 16k | $1.9M | 0% | Mar 2026 |
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| Koshinski Asset Management | 16k | $1.8M | -1% | Mar 2026 |
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| Renaissance Technologies | 16k | $2.0M | 15% | Dec 2025 |
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| Mml Investors Services | 15k | $1.8M | -9% | Mar 2026 |
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| Virtue Capital Management | 15k | $1.7M | -3% | Mar 2026 |
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| Gotham Asset Management | 15k | $1.8M | 0% | Mar 2026 |
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| Wealthstar Advisors | 15k | $1.8M | -29% | Mar 2026 |
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| Mmbg Investment Advisors | 15k | $1.7M | 0% | Mar 2026 |
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| Essex | 14k | $1.7M | 9% | Mar 2026 |
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| Commerce Bank N A | 14k | $1.6M | 31% | Mar 2026 |
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| Captrust Financial Advisors | 14k | $1.8M | 1% | Dec 2025 |
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| Castle Rock Wealth Management | 13k | $1.6M | 7% | Mar 2026 |
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| Hrt Financial | 13k | $1.6M | 100% | Mar 2026 |
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| Gerald Baker Financial Group | 13k | $1.6M | 100% | Mar 2026 |
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| Hsbc Holdings | 13k | $1.6M | -98% | Mar 2026 |
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| William Blair $ Company | 13k | $1.5M | 0% | Mar 2026 |
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| HBW Advisory Services | 13k | $1.5M | 24% | Mar 2026 |
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| Quantinno Capital Management | 13k | $1.5M | -2% | Mar 2026 |
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| Northern Trust | 13k | $1.6M | 29% | Dec 2025 |
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| Peapack Gladstone Financial Corp | 12k | $1.4M | -2% | Mar 2026 |
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| KCM Investment Advisors | 12k | $1.4M | -2% | Mar 2026 |
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| Goss Wealth Management | 12k | $1.4M | -73% | Mar 2026 |
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| GAM Holding | 12k | $1.5M | 100% | Dec 2025 |
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| Prostatis Group | 12k | $1.4M | 388% | Mar 2026 |
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| Navis Wealth Advisors | 12k | $1.4M | 0% | Mar 2026 |
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| MAI Wealth Advisors | 11k | $1.3M | 3% | Mar 2026 |
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| Nova Wealth Management | 11k | $1.3M | -5% | Mar 2026 |
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| Prospera Financial Services | 11k | $1.3M | -46% | Mar 2026 |
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| Nikulski Financial | 11k | $1.4M | 4% | Dec 2025 |
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| Cascade Financial Partners | 11k | $1.3M | 120% | Mar 2026 |
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| Quadrant Private Wealth Management | 11k | $1.3M | -1% | Mar 2026 |
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| Sagespring Wealth Partners | 11k | $1.3M | -99% | Mar 2026 |
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| Harmony Asset Management | 11k | $1.3M | 3% | Mar 2026 |
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| Outlook Wealth Advisors | 11k | $1.3M | 1% | Mar 2026 |
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| Sigma Planning | 11k | $1.2M | -1% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 10k | $1.2M | 75% | Mar 2026 |
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| Kestra Private Wealth Services | 10k | $1.2M | -3% | Mar 2026 |
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| One Charles Private Wealth Services | 10k | $1.2M | 11% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 9.9k | $1.2M | 0% | Mar 2026 |
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| Mercer Global Advisors | 9.8k | $1.2M | -21% | Mar 2026 |
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| Arkadios Wealth Advisors | 9.5k | $1.1M | 6% | Mar 2026 |
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| Stephens | 9.5k | $1.1M | 5% | Mar 2026 |
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| Tepp RIA | 9.3k | $1.1M | 24% | Mar 2026 |
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| Matthew Goff Investment Advisor | 9.2k | $1.1M | 100% | Mar 2026 |
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| Wealth Management Partners | 9.2k | $1.1M | 0% | Mar 2026 |
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| Ameritas Advisory Services | 8.9k | $1.1M | 0% | Mar 2026 |
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| Baird Financial | 8.9k | $1.1M | 4% | Dec 2025 |
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| HPM Partners | 8.9k | $1.0M | -17% | Mar 2026 |
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| Fifth Third Bancorp | 8.9k | $1.0M | 1165% | Mar 2026 |
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| Magnolia Capital Management | 8.8k | $1.0M | 0% | Mar 2026 |
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| Acropolis Investment Management | 8.8k | $1.0M | 0% | Mar 2026 |
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| National Bank Of Canada /fi/ | 8.7k | $1.1M | 2% | Dec 2025 |
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| Genesee Capital Advisors | 8.7k | $1.0M | -27% | Mar 2026 |
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| Liberty Wealth Management | 8.6k | $1.0M | 25% | Mar 2026 |
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| Biondo Investment Advisors | 8.4k | $1.1M | 2% | Dec 2025 |
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| Park Avenue Securities | 8.3k | $979k | 100% | Mar 2026 |
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| Tidemark | 8.2k | $965k | -5% | Mar 2026 |
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| Prime Capital Investment Advisors | 8.1k | $957k | -2% | Mar 2026 |
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| Chesapeake Wealth Management | 8.1k | $956k | -8% | Mar 2026 |
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| Joel Isaacson & Co | 8.0k | $938k | 1% | Mar 2026 |
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| CIBC World Markets | 8.0k | $938k | -3% | Mar 2026 |
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| Phillip James Consulting | 7.7k | $954k | 100% | Mar 2026 |
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| Harbour Investments | 7.7k | $903k | -5% | Mar 2026 |
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| Glenview Trust | 7.1k | $835k | -21% | Mar 2026 |
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| Lido Advisors | 6.7k | $786k | -36% | Mar 2026 |
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| The Allstate Corporation | 6.0k | $706k | -31% | Mar 2026 |
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| Independent Financial Group | 5.7k | $671k | -70% | Mar 2026 |
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| Citadel Advisors | 5.7k | $671k | -77% | Mar 2026 |
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| Gladstone Institutional Advisory | 5.7k | $670k | -40% | Mar 2026 |
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| Forte Asset Management | 5.2k | $610k | -82% | Mar 2026 |
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| Stratos Wealth Partners | 4.9k | $576k | -84% | Mar 2026 |
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| Cyndeo Wealth Partners | 4.8k | $559k | -73% | Mar 2026 |
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| BlackRock | 3.2k | $376k | -99% | Mar 2026 |
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| MinichMacGregor Wealth Management | 2.6k | $310k | -98% | Mar 2026 |
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| CoreCap Advisors | 2.2k | $257k | -85% | Mar 2026 |
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| Spire Wealth Management | 2.0k | $239k | -90% | Mar 2026 |
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| Centerline Wealth Advisors | 1.9k | $219k | -96% | Mar 2026 |
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| Advisortrust Partners | 307.00 | $36k | -100% | Mar 2026 |
|
Who sold out of iShares Dow Jones US Financial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dynasty Wealth Management | Dec 2025 | 1.8M | $227M |
| Jpmorgan Chase & Co | Sep 2025 | 371k | $47M |
| Camarda Wealth Advisory | Sep 2025 | 108k | $14M |
| Unique Wealth | Dec 2025 | 50k | $6.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Dec 2025 | 19k | $2.5M |
| Apeiron RIA | Dec 2025 | 17k | $2.2M |
| J.w. Cole Advisors | Dec 2025 | 17k | $788k |
| Trademark Financial Management | Dec 2025 | 16k | $2.1M |
| Lee Johnson Capital Management | Dec 2025 | 14k | $1.8M |
| Y-Intercept | Dec 2025 | 13k | $1.6M |
| Tudor Investment Corporation | Dec 2025 | 12k | $1.6M |
| Wealth Enhancement Advisory Services | Dec 2025 | 11k | $1.5M |
| Yeomans Consulting Group | Sep 2025 | 9.7k | $1.2M |