Who owns iShares Dow Jones US Financial?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 1.6M $121M -37% Mar 2021
Manufacturers Life Insurance Company 1.5M $114M 100% Mar 2021
Goldman Sachs Group 867k $65M 13% Mar 2021
Bank Of Montreal 618k $47M 1646% Mar 2021
Wells Fargo & Company 557k $42M 25% Mar 2021
Fisher Investments 545k $41M 8% Mar 2021
FMR 542k $41M -8% Mar 2021
UBS Group 285k $21M 1% Mar 2021
Royal Bank of Canada 270k $20M 24% Mar 2021
LPL Financial 265k $20M 10% Mar 2021
Raymond James Financial Services Advisors 226k $17M 24% Mar 2021

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of iShares Dow Jones US Financial?

Babson Capital Management 195k $15M 100% Mar 2021
Envestnet Asset Management 165k $12M 10% Mar 2021
Stillwater Capital Advisors 163k $12M -9% Mar 2021
Scotia Capital 158k $12M 12% Mar 2021
Commonwealth Equity Services 150k $11M 90% Mar 2021
Ameriprise Financial 150k $11M 22% Mar 2021
Jpmorgan Chase & Co 149k $11M 41% Mar 2021
Magnus Financial Group 149k $11M 5% Mar 2021
Patten & Patten 140k $11M -1% Mar 2021
Raymond James & Associates 126k $9.4M 22% Mar 2021
Schroder Investment Management Group 116k $8.7M 100% Mar 2021
Stifel Financial 99k $7.4M 2% Mar 2021
Advisor Group Holdings 98k $7.4M 22% Mar 2021
Cim 97k $8.0M -4% Mar 2021
United Capital Financial Advisers 83k $6.2M 9% Mar 2021
Resources Investment Advisors 73k $5.5M 0% Mar 2021
HC Advisors 73k $5.4M -5% Mar 2021
Qube Research & Technologies 65k $4.9M -44% Mar 2021
Steward Partners Investment Advisory 60k $4.5M 100% Mar 2021
First Citizens Financial Corp 59k $4.4M -4% Mar 2021
AE Wealth Management 58k $4.3M 684% Mar 2021
Karp Capital Management 55k $4.1M 100% Mar 2021
Janney Montgomery Scott 52k $3.9M -5% Mar 2021
Citadel Advisors 51k $3.8M -86% Mar 2021
Pettyjohn 49k $3.7M -2% Mar 2021
XML Financial 42k $3.1M 7% Mar 2021
Cambridge Investment Research Advisors 41k $3.1M 3% Mar 2021
Barclays 40k $3.0M 100% Mar 2021
Kovack Advisors 39k $3.0M 62% Mar 2021
Bank of Nova Scotia 39k $2.9M 34% Mar 2021
TrueWealth Advisors 39k $3.0M 25% Mar 2021
Hsbc Holdings 38k $2.8M 100% Mar 2021
Huntington National Bank 38k $2.8M -6% Mar 2021
Northwestern Mutual Wealth Management Company 37k $2.8M -1% Mar 2021
HighTower Advisors 36k $2.7M 17% Mar 2021
Ironwood Wealth Management 36k $2.7M 53% Mar 2021
Somerset 35k $2.6M 0% Mar 2021
Geneos Wealth Management 33k $2.6M -7% Mar 2021
Thrivent Financial for Lutherans 33k $2.4M 3% Mar 2021
Private Advisor 32k $2.4M 22% Mar 2021
Pnc Financial Services 31k $2.3M -20% Mar 2021
Synovus Financial Corp. 31k $2.3M 2% Mar 2021
Susquehanna International 29k $2.1M -21% Mar 2021
Branch Banking & Trust Company 28k $2.1M 103% Mar 2021
Credit Suisse 27k $2.0M 168% Mar 2021
Sowa Financial Group 27k $2.0M 41% Mar 2021
Spire Wealth Management 26k $1.9M 100% Mar 2021
Gerber Kawasaki Wealth & Investment Management 26k $1.9M 27% Mar 2021
Baird Financial 25k $1.9M 100% Mar 2021
Murphy Capital Management 25k $1.8M 0% Mar 2021
WESPAC Advisors 23k $1.7M 100% Mar 2021
Davenport & Co 23k $1.7M 39% Mar 2021
Cetera Investment Advisers 23k $1.7M -38% Mar 2021
BEAM Asset Management 21k $1.6M 3% Mar 2021
Glenview Trust 19k $1.4M -9% Mar 2021
Citigroup 19k $1.4M 18% Mar 2021
Renaissance Technologies 19k $1.4M 100% Mar 2021
Mml Investors Services 19k $1.4M 2% Mar 2021
Callan Capital 19k $1.4M -1% Mar 2021
Chesapeake Wealth Management 17k $1.3M -4% Mar 2021
Sigma Planning 17k $1.3M 2% Mar 2021
Creative Planning 16k $1.2M 56% Mar 2021
Aft, Forsyth and Company 16k $1.2M 4% Mar 2021
Atlanta Capital 16k $1.2M 0% Mar 2021
KCM Investment Advisors 16k $1.2M -1% Mar 2021
True Link Financial Advisors 15k $1.1M 0% Mar 2021
National Asset Management 13k $976k 100% Mar 2021
Fulcrum Equity Management 13k $971k -22% Mar 2021
Kestra Advisory Services 13k $971k -59% Mar 2021
Prospera Financial Services 13k $968k 35% Mar 2021
AlphaStar Capital Management 12k $904k -1% Mar 2021
Commerce Bank N A 12k $902k 3% Mar 2021
Magnolia Capital Management 12k $798k 0% Mar 2021
Virtue Capital Management 12k $866k 100% Mar 2021
First Republic Investment Management 11k $854k -12% Mar 2021
Deutsche Bank Aktiengesellschaft 11k $851k 0% Mar 2021
Eagle Capital Management 11k $822k 7% Mar 2021
Krilogy Financial 11k $812k 0% Mar 2021
Bellevue Asset Management 11k $798k -2% Mar 2021
Matthew Goff Investment Advisor 11k $790k 0% Mar 2021
Navis Wealth Advisors 11k $790k 27% Mar 2021
Atlas Private Wealth Advisors 10k $760k 14% Mar 2021
Edmond De Rothschild Holding 9.7k $728k 43% Mar 2021
Sugarloaf Wealth Management 9.7k $31k 2213% Mar 2021
Bigelow Investment Advisors 9.6k $721k 0% Mar 2021
Dagco 9.3k $698k -2% Mar 2021
Wealthsource Partners 9.0k $672k -3% Mar 2021
Grimes & Company 8.9k $666k 0% Mar 2021
Charter Oak Capital Management 8.7k $653k 7% Mar 2021
Cadent Capital Advisors 8.3k $624k -11% Mar 2021
Simmons Bank 8.3k $618k -1% Mar 2021
Stonebridge Financial Planning Group 8.2k $637k -1% Mar 2021
J.w. Cole Advisors 8.1k $607k 100% Mar 2021
Mutual Advisors 7.9k $588k -1% Mar 2021
Stratos Wealth Partners 7.8k $585k -42% Mar 2021
Ancora Advisors 7.7k $576k 0% Mar 2021
Navellier & Associates 7.7k $574k -10% Mar 2021
Keeley-Teton Advisors 7.6k $567k -1% Mar 2021
Gill Capital Partners 7.5k $561k 0% Mar 2021
Sowell Financial Services 7.4k $604k 152% Mar 2021
Acropolis Investment Management 7.1k $532k 0% Mar 2021
First Commonwealth Financial Corporation 7.0k $524k 0% Mar 2021
Comerica Securities 7.0k $523k 108% Mar 2021
Stephens 6.9k $516k 28% Mar 2021
Gables Capital Management 6.9k $514k 0% Mar 2021
Adell, Harriman, & Carpenter 6.7k $503k -5% Mar 2021
William Blair $ Company 6.7k $503k -7% Mar 2021
Lido Advisors 6.5k $488k 0% Mar 2021
H D Vest Advisory Services 6.4k $476k -18% Mar 2021
Wealth Management Partners 6.3k $484k -25% Mar 2021
Koshinski Asset Management 6.1k $457k 4% Mar 2021
Garrison Point Advisors 6.1k $457k 0% Mar 2021
CIBC World Markets 6.1k $456k 0% Mar 2021
Lincoln National 5.8k $434k -8% Mar 2021
Parsec Financial Management 5.7k $428k -2% Mar 2021
Rollins Financial 5.4k $405k 0% Mar 2021
Goss Wealth Management 5.4k $401k -12% Mar 2021
Occidental Asset Management 5.2k $393k 2% Mar 2021
D.A. Davidson & Co. 5.2k $391k 100% Mar 2021
Evanson Asset Management 5.2k $389k 0% Mar 2021
Sargent Investment Group 5.1k $384k 0% Mar 2021
Chicago Partners Investment 5.1k $402k 8% Mar 2021
Capital Advisory Group Advisory Services 5.1k $381k 10% Mar 2021
Frank. Day 5.0k $378k 100% Mar 2021
Coastal Investment Advisors 4.9k $366k -15% Mar 2021
Seaward Management Limited Partnership 4.8k $359k 0% Mar 2021
Mandatum Life Insurance 4.8k $359k 0% Mar 2021
Voya Financial Advisors 4.7k $352k -2% Mar 2021
PFG Financial Advisors 4.6k $344k -7% Mar 2021
TCF National Bank 4.4k $328k 0% Mar 2021
M^T Bank Corporation 4.4k $327k -50% Mar 2021
Brookstone Capital Management 4.3k $318k 100% Mar 2021
Bond & Devick Financial Network 4.2k $317k 7% Mar 2021
First Merchants Bank, National Association 4.1k $309k 0% Mar 2021
Cfm Wealth Partners 4.1k $309k 100% Mar 2021
Prudent Investors Network 4.1k $308k 9% Mar 2021
Capital Investment Advisors 4.1k $306k 7% Mar 2021
Gryphon Financial Partners 4.0k $303k 8% Mar 2021
Trustmark National Bank - Trust Department 4.0k $298k -23% Mar 2021
Ferguson Wellman Capital Management 3.2k $239k -32% Mar 2021
CWM 3.0k $228k -30% Mar 2021
CX Institutional 1.2k $92k -90% Mar 2021
Tower Research Capital 135.00 $11k -99% Mar 2021

Who sold out of iShares Dow Jones US Financial?

Fund or Company Name Date Sold Shares Held Valued At
Morgan Stanley Dec 2020 1.2M $78M
Hrt Financial Dec 2020 41k $2.7M
Two Sigma Securities Dec 2020 5.3k $351k