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 | ||
|---|---|---|---|---|---|---|
| Bank of America Corporation | 2.6M | $172M | 100% | Dec 2020 | ||
| Manufacturers Life Insurance Company | 1.5M | $114M | 100% | Mar 2021 | ||
| Morgan Stanley | 1.2M | $78M | 132% | Dec 2020 | ||
| Goldman Sachs Group | 767k | $51M | 131% | Dec 2020 | ||
| FMR | 588k | $39M | 87% | Dec 2020 | ||
| Fisher Investments | 545k | $41M | 8% | Mar 2021 | ||
| Wells Fargo & Company | 444k | $30M | 79% | Dec 2020 | ||
| Citadel Advisors | 358k | $24M | 646% | Dec 2020 | ||
| UBS Group | 281k | $19M | 89% | Dec 2020 | ||
| LPL Financial | 240k | $16M | 97% | Dec 2020 | ||
| Royal Bank of Canada | 219k | $15M | 123% | Dec 2020 | ||
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| Raymond James Financial Services Advisors | 182k | $12M | 25% | Dec 2020 | ||
| 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 | ||
| Magnus Financial Group | 149k | $11M | 5% | Mar 2021 | ||
| Patten & Patten | 140k | $11M | -1% | Mar 2021 | ||
| Ameriprise Financial | 123k | $8.2M | 63% | Dec 2020 | ||
| Qube Research & Technologies | 116k | $7.7M | 28% | Dec 2020 | ||
| Jpmorgan Chase & Co | 105k | $7.0M | 36% | Dec 2020 | ||
| Raymond James & Associates | 103k | $6.9M | 100% | Dec 2020 | ||
| Cim | 102k | $7.0M | 126% | Dec 2020 | ||
| Stifel Financial | 97k | $6.5M | 103% | Dec 2020 | ||
| Advisor Group Holdings | 81k | $5.4M | 100% | Dec 2020 | ||
| HC Advisors | 77k | $5.1M | 104% | Dec 2020 | ||
| United Capital Financial Advisers | 76k | $5.1M | 110% | Dec 2020 | ||
| Resources Investment Advisors | 74k | $4.9M | 104% | Dec 2020 | ||
| First Citizens Financial Corp | 59k | $4.4M | -4% | Mar 2021 | ||
| AE Wealth Management | 58k | $4.3M | 684% | Mar 2021 | ||
| Janney Montgomery Scott | 52k | $3.9M | -5% | Mar 2021 | ||
| Pettyjohn | 50k | $3.3M | 94% | Dec 2020 | ||
| Hrt Financial | 41k | $2.7M | -9% | Dec 2020 | ||
| Cambridge Investment Research Advisors | 40k | $2.7M | 189% | Dec 2020 | ||
| Kovack Advisors | 39k | $3.0M | 62% | Mar 2021 | ||
| Bank of Nova Scotia | 39k | $2.9M | 34% | Mar 2021 | ||
| XML Financial | 39k | $2.6M | 123% | Dec 2020 | ||
| TrueWealth Advisors | 39k | $3.0M | 25% | Mar 2021 | ||
| Pnc Financial Services | 39k | $2.6M | 101% | Dec 2020 | ||
| Huntington National Bank | 38k | $2.8M | -6% | Mar 2021 | ||
| Northwestern Mutual Wealth Management Company | 37k | $2.5M | 97% | Dec 2020 | ||
| Cetera Investment Advisers | 36k | $2.4M | 193% | Dec 2020 | ||
| Ironwood Wealth Management | 36k | $2.7M | 53% | Mar 2021 | ||
| Susquehanna International | 36k | $2.4M | 164% | Dec 2020 | ||
| Bank Of Montreal | 35k | $2.4M | 72% | Dec 2020 | ||
| Somerset | 35k | $2.3M | 96% | Dec 2020 | ||
| Flow Traders US | 34k | $2.3M | 306% | Dec 2020 | ||
| Millennium Management | 33k | $2.2M | 100% | Dec 2020 | ||
| Thrivent Financial for Lutherans | 32k | $2.1M | 139% | Dec 2020 | ||
| Private Advisor | 32k | $2.4M | 22% | Mar 2021 | ||
| Kestra Advisory Services | 31k | $2.1M | 36467% | Dec 2020 | ||
| HighTower Advisors | 31k | $2.1M | 127% | Dec 2020 | ||
| Synovus Financial Corp. | 30k | $2.0M | 110% | Dec 2020 | ||
| Sowa Financial Group | 27k | $2.0M | 41% | Mar 2021 | ||
| Murphy Capital Management | 25k | $1.8M | 0% | Mar 2021 | ||
| Davenport & Co | 23k | $1.7M | 39% | Mar 2021 | ||
| Glenview Trust | 21k | $1.4M | 116% | Dec 2020 | ||
| BEAM Asset Management | 21k | $1.4M | 66% | Dec 2020 | ||
| Gerber Kawasaki Wealth & Investment Management | 20k | $1.3M | 100% | Dec 2020 | ||
| Callan Capital | 19k | $1.2M | 89% | Dec 2020 | ||
| Mml Investors Services | 18k | $1.2M | 111% | Dec 2020 | ||
| Chesapeake Wealth Management | 17k | $1.3M | -4% | Mar 2021 | ||
| Sigma Planning | 17k | $1.3M | 2% | Mar 2021 | ||
| Tower Research Capital | 17k | $1.1M | -28% | Dec 2020 | ||
| Creative Planning | 16k | $1.2M | 56% | Mar 2021 | ||
| KCM Investment Advisors | 16k | $1.1M | 100% | Dec 2020 | ||
| Aft, Forsyth and Company | 16k | $1.2M | 4% | Mar 2021 | ||
| Atlanta Capital | 16k | $1.2M | 0% | Mar 2021 | ||
| Citigroup | 16k | $1.1M | 114% | Dec 2020 | ||
| True Link Financial Advisors | 15k | $994k | 100% | Dec 2020 | ||
| Branch Banking & Trust Company | 14k | $932k | 122% | Dec 2020 | ||
| First Republic Investment Management | 13k | $871k | 112% | Dec 2020 | ||
| Fulcrum Equity Management | 13k | $971k | -22% | Mar 2021 | ||
| Prospera Financial Services | 13k | $968k | 35% | Mar 2021 | ||
| Green Harvest Asset Management | 13k | $833k | 100% | Dec 2020 | ||
| AlphaStar Capital Management | 12k | $904k | -1% | Mar 2021 | ||
| Commerce Bank N A | 12k | $902k | 3% | Mar 2021 | ||
| Deutsche Bank Aktiengesellschaft | 11k | $759k | 94% | Dec 2020 | ||
| Eagle Capital Management | 11k | $822k | 7% | Mar 2021 | ||
| Krilogy Financial | 11k | $812k | 0% | Mar 2021 | ||
| Bellevue Asset Management | 11k | $727k | 62% | Dec 2020 | ||
| Matthew Goff Investment Advisor | 11k | $790k | 0% | Mar 2021 | ||
| Atlas Private Wealth Advisors | 10k | $760k | 14% | Mar 2021 | ||
| Credit Suisse | 10k | $675k | 16% | Dec 2020 | ||
| Sugarloaf Wealth Management | 9.7k | $31k | 2213% | Mar 2021 | ||
| Bigelow Investment Advisors | 9.6k | $721k | 0% | Mar 2021 | ||
| Cadent Capital Advisors | 9.3k | $623k | 100% | Dec 2020 | ||
| Dagco | 9.3k | $698k | -2% | Mar 2021 | ||
| Wealthsource Partners | 9.2k | $615k | -40% | Dec 2020 | ||
| Grimes & Company | 8.9k | $594k | 100% | Dec 2020 | ||
| Navellier & Associates | 8.5k | $568k | 100% | Dec 2020 | ||
| Navis Wealth Advisors | 8.3k | $556k | 100% | Dec 2020 | ||
| Simmons Bank | 8.3k | $618k | -1% | Mar 2021 | ||
| Stonebridge Financial Planning Group | 8.2k | $637k | -1% | Mar 2021 | ||
| Charter Oak Capital Management | 8.1k | $544k | 100% | Dec 2020 | ||
| J.w. Cole Advisors | 8.1k | $607k | 100% | Mar 2021 | ||
| Mutual Advisors | 7.9k | $529k | 91% | Dec 2020 | ||
| Stratos Wealth Partners | 7.8k | $585k | -42% | Mar 2021 | ||
| RPg Family Wealth Advisory | 7.8k | $520k | 100% | Dec 2020 | ||
| H D Vest Advisory Services | 7.8k | $520k | -32% | Dec 2020 | ||
| Ancora Advisors | 7.7k | $507k | 100% | Dec 2020 | ||
| Keeley-Teton Advisors | 7.6k | $508k | 89% | Dec 2020 | ||
| Gill Capital Partners | 7.5k | $561k | 0% | Mar 2021 | ||
| William Blair $ Company | 7.3k | $484k | 15% | Dec 2020 | ||
| Acropolis Investment Management | 7.1k | $532k | 0% | Mar 2021 | ||
| First Commonwealth Financial Corporation | 7.0k | $467k | 100% | Dec 2020 | ||
| Gables Capital Management | 6.9k | $458k | 100% | Dec 2020 | ||
| Edmond De Rothschild Holding | 6.8k | $454k | 100% | Dec 2020 | ||
| Adell, Harriman, & Carpenter | 6.7k | $503k | -5% | Mar 2021 | ||
| Lido Advisors | 6.5k | $434k | 86% | Dec 2020 | ||
| Wealth Management Partners | 6.3k | $484k | -25% | Mar 2021 | ||
| Lincoln National | 6.3k | $421k | 97% | Dec 2020 | ||
| IHT Wealth Management | 6.2k | $416k | 84% | Dec 2020 | ||
| Koshinski Asset Management | 6.1k | $457k | 4% | Mar 2021 | ||
| Garrison Point Advisors | 6.1k | $457k | 0% | Mar 2021 | ||
| CIBC World Markets | 6.1k | $407k | 93% | Dec 2020 | ||
| Glenmede Trust Company | 5.9k | $396k | 100% | Dec 2020 | ||
| Parsec Financial Management | 5.7k | $428k | -2% | Mar 2021 | ||
| Rollins Financial | 5.4k | $361k | 100% | Dec 2020 | ||
| Stephens | 5.4k | $360k | 93% | Dec 2020 | ||
| Goss Wealth Management | 5.4k | $401k | -12% | Mar 2021 | ||
| Two Sigma Securities | 5.3k | $351k | -70% | Dec 2020 | ||
| Occidental Asset Management | 5.2k | $393k | 2% | Mar 2021 | ||
| Evanson Asset Management | 5.2k | $389k | 0% | Mar 2021 | ||
| Trustmark National Bank - Trust Department | 5.2k | $345k | 100% | Dec 2020 | ||
| Sargent Investment Group | 5.1k | $384k | 0% | Mar 2021 | ||
| Chicago Partners Investment | 5.1k | $402k | 8% | 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 | $320k | 100% | Dec 2020 | ||
| Voya Financial Advisors | 4.7k | $313k | 90% | Dec 2020 | ||
| Capital Advisory Group Advisory Services | 4.6k | $309k | 100% | Dec 2020 | ||
| 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 | ||
| Beacon Pointe Advisors | 4.4k | $291k | 100% | Dec 2020 | ||
| 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 | ||
| 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 | ||
| SOA Wealth Advisors | 4.0k | $300k | 0% | Mar 2021 | ||
| Twin Focus Capital Partners | 4.0k | $267k | 100% | Dec 2020 | ||
| Ropes Wealth Advisors | 3.9k | $260k | 100% | Dec 2020 | ||
| Rockefeller Capital Management | 3.8k | $254k | 103% | Dec 2020 | ||
| Ameritas Investment Corp | 3.8k | $250k | 34% | Dec 2020 | ||
| Intercontinental Wealth Advisors | 3.7k | $250k | 100% | Dec 2020 | ||
| Bsc Private Wealth Management | 3.7k | $277k | -3% | Mar 2021 | ||
| Ferguson Wellman Capital Management | 3.2k | $239k | -32% | Mar 2021 | ||
| CWM | 3.0k | $228k | -30% | Mar 2021 | ||
| Pinnacle Holdings | 2.5k | $164k | -49% | Dec 2020 | ||
| CX Institutional | 1.2k | $92k | -90% | Mar 2021 | ||
Who sold out of iShares Dow Jones US Financial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Schroder Investment Management Group | Sep 2020 | 156k | $18M |
| Steward Partners Investment Advisory | Sep 2020 | 19k | $2.2M |
| Babson Capital Management | Sep 2020 | 11k | $1.2M |
| BlackRock | Sep 2020 | 6.3k | $717k |