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 | $214M | -2% | Jun 2026 |
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| Morgan Stanley | 1.5M | $181M | -1% | Mar 2026 |
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| Phoenix Holdings | 1.2M | $153M | 0% | Jun 2026 |
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| Bank of America Corporation | 1.2M | $150M | -24% | Jun 2026 |
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| Green Harvest Asset Management | 1.1M | $137M | 0% | Jun 2026 |
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| Manufacturers Life Insurance Company | 1.0M | $130M | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 751k | $96M | 6% | Jun 2026 |
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| Fil | 708k | $90M | 100% | Jun 2026 |
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| Goldman Sachs Group | 640k | $82M | -1% | Jun 2026 |
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| LPL Financial | 507k | $65M | -9% | Jun 2026 |
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| Wells Fargo & Company | 411k | $52M | -3% | Jun 2026 |
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| UBS Group | 383k | $49M | -6% | Jun 2026 |
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| Raymond James Financial | 312k | $40M | -1% | Jun 2026 |
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| Royal Bank of Canada | 278k | $36M | -7% | Jun 2026 |
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| FMR | 276k | $35M | -3% | Jun 2026 |
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| Two Sigma Investments | 224k | $29M | -60% | Jun 2026 |
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| Magnus Financial Group | 212k | $27M | 3% | Jun 2026 |
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| Commonwealth Equity Services | 196k | $25M | -2% | Jun 2026 |
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| Kestra Advisory Services | 184k | $24M | -4% | Jun 2026 |
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| Scotia Capital | 172k | $22M | 2% | Jun 2026 |
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| Thrivent Financial for Lutherans | 156k | $20M | 3% | Jun 2026 |
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| Cetera Investment Advisers | 144k | $18M | -1% | Jun 2026 |
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| Steward Partners Investment Advisory | 130k | $17M | -60% | Jun 2026 |
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| Jpmorgan Chase & Co | 120k | $15M | 100% | Jun 2026 |
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| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 120k | $15M | 100% | Jun 2026 |
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| Jones Financial Companies, L.L | 116k | $15M | 12% | Jun 2026 |
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| Sanctuary Advisors | 115k | $15M | 5% | Jun 2026 |
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| Patten & Patten | 115k | $15M | -2% | Jun 2026 |
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| XML Financial | 114k | $15M | 0% | Jun 2026 |
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| Advisor Group Holdings | 111k | $14M | 7% | Jun 2026 |
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| Envestnet Asset Management | 109k | $14M | -4% | Jun 2026 |
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| Zurich Insurance Group Ltd/FI | 85k | $11M | 69% | Jun 2026 |
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| Prasad Wealth Partners | 81k | $10M | 18% | Jun 2026 |
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| Ameriprise Financial | 75k | $9.6M | -45% | Jun 2026 |
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| United Capital Financial Advisers | 73k | $9.3M | -2% | Jun 2026 |
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| Cambridge Investment Research Advisors | 70k | $8.9M | -25% | Jun 2026 |
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| Captrust Financial Advisors | 63k | $8.0M | 361% | Jun 2026 |
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| Stifel Financial | 56k | $7.1M | -33% | Jun 2026 |
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| Bank Of Montreal | 54k | $6.4M | 100% | Mar 2026 |
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| First Citizens Financial Corp | 54k | $6.9M | 0% | Jun 2026 |
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| Washington Trust Company | 53k | $6.7M | -4% | Jun 2026 |
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| Stillwater Capital Advisors | 50k | $6.3M | -1% | Jun 2026 |
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| Janney Montgomery Scott | 47k | $6.0M | -1% | Jun 2026 |
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| Valor Advisors | 42k | $5.4M | 0% | Jun 2026 |
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| Advisortrust Partners | 39k | $4.9M | 12538% | Jun 2026 |
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| Citigroup | 38k | $4.5M | 100% | Mar 2026 |
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| Finley Financial | 38k | $4.9M | -5% | Jun 2026 |
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| Gerber Kawasaki Wealth & Investment Management | 38k | $4.5M | 4% | Mar 2026 |
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| Eagle Strategies | 37k | $4.8M | 3% | Jun 2026 |
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| HC Advisors | 37k | $4.7M | 2% | Jun 2026 |
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| Pinnacle Financial Partners | 36k | $4.5M | 0% | Jun 2026 |
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| Ethos Financial Group | 34k | $4.4M | -3% | Jun 2026 |
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| HighTower Advisors | 33k | $4.2M | 4% | Jun 2026 |
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| Pettyjohn | 33k | $4.2M | 0% | Jun 2026 |
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| Rockefeller Capital Management | 32k | $4.0M | 2% | Jun 2026 |
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| Safe Harbor Fiduciary | 29k | $3.6M | 3% | Jun 2026 |
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| Equitable Holdings | 27k | $3.4M | -24% | Jun 2026 |
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| Private Advisor | 25k | $3.2M | -55% | Jun 2026 |
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| Somerset | 25k | $3.4M | 0% | Jun 2026 |
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| KKM Financial | 25k | $3.2M | -21% | Jun 2026 |
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| Colony Family Offices | 25k | $3.2M | 0% | Jun 2026 |
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| Nvest Financial | 25k | $3.2M | 8% | Jun 2026 |
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| Smartleaf Asset Management | 24k | $3.1M | 0% | Jun 2026 |
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| Geneos Wealth Management | 24k | $3.1M | 0% | Jun 2026 |
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| Pnc Financial Services | 24k | $3.0M | 0% | Jun 2026 |
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| Mutual Advisors | 24k | $3.0M | 45% | Jun 2026 |
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| Syon Capital | 23k | $3.0M | -29% | Jun 2026 |
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| WealthCare Investment Partners | 22k | $2.7M | -3% | Jun 2026 |
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| AlphaCore Capital | 21k | $2.7M | -19% | Jun 2026 |
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| Atria Investments | 21k | $2.6M | -4% | Jun 2026 |
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| Kovack Advisors | 20k | $2.6M | -4% | Jun 2026 |
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| CX Institutional | 20k | $2.6M | 0% | Jun 2026 |
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| Financial Freedom | 20k | $2.6M | 21% | Jun 2026 |
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| Mml Investors Services | 19k | $2.5M | 28% | Jun 2026 |
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| Merit Financial Group | 18k | $2.3M | -3% | Jun 2026 |
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| Creative Planning | 18k | $2.3M | -13% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 18k | $2.3M | -2% | Jun 2026 |
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| Susquehanna International | 18k | $2.3M | -65% | Jun 2026 |
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| Kennicott Capital Management | 18k | $2.3M | 9% | Jun 2026 |
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| Bank of New York Mellon | 18k | $2.3M | -9% | Jun 2026 |
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| J.w. Cole Advisors | 18k | $2.2M | 100% | Jun 2026 |
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| Huntington National Bank | 18k | $2.2M | -3% | Jun 2026 |
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| Founders Financial Securities | 17k | $2.1M | 0% | Jun 2026 |
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| Resources Investment Advisors | 17k | $2.1M | -11% | Jun 2026 |
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| Davenport & Co | 16k | $2.1M | 0% | Jun 2026 |
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| Castle Rock Wealth Management | 16k | $2.1M | 21% | Jun 2026 |
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| OpenArc Corporate Advisory | 16k | $2.1M | -79% | Jun 2026 |
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| Allen Investment Management | 16k | $2.0M | 0% | Jun 2026 |
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| Koshinski Asset Management | 16k | $1.8M | -1% | Mar 2026 |
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| Aft, Forsyth and Company | 15k | $2.0M | -6% | Jun 2026 |
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| Gotham Asset Management | 15k | $1.9M | 0% | Jun 2026 |
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| Branch Banking & Trust Company | 15k | $1.9M | -21% | Jun 2026 |
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| Mmbg Investment Advisors | 15k | $1.8M | 0% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 14k | $1.9M | 100% | Jun 2026 |
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| Essex | 14k | $1.8M | -2% | Jun 2026 |
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| Commerce Bank N A | 14k | $1.7M | -1% | Jun 2026 |
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| HBW Advisory Services | 14k | $1.7M | 6% | Jun 2026 |
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| Goss Wealth Management | 13k | $1.7M | 10% | Jun 2026 |
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| William Blair $ Company | 13k | $1.7M | 0% | Jun 2026 |
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| Mercer Global Advisors | 13k | $1.6M | 32% | Jun 2026 |
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| Gerald Baker Financial Group | 13k | $1.6M | -3% | Jun 2026 |
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| CI Private Wealth | 13k | $1.6M | -19% | Jun 2026 |
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| MAI Wealth Advisors | 12k | $1.5M | 3% | Jun 2026 |
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| Strategic Investment Solutions | 12k | $1.5M | 137% | Jun 2026 |
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| Navis Wealth Advisors | 12k | $1.5M | 0% | Jun 2026 |
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| KCM Investment Advisors | 11k | $1.4M | -6% | Jun 2026 |
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| SRS Capital Advisors | 11k | $1.4M | 1941% | Jun 2026 |
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| Beacon Pointe Advisors | 11k | $1.4M | -3% | Jun 2026 |
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| Cascade Financial Partners | 11k | $1.4M | 0% | Jun 2026 |
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| Ameritas Advisory Services | 11k | $1.4M | 21% | Jun 2026 |
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| Quantinno Capital Management | 11k | $1.4M | -16% | Jun 2026 |
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| Northern Trust | 11k | $1.3M | -11% | Jun 2026 |
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| Sigma Planning | 11k | $1.3M | -1% | Jun 2026 |
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| U.S. Capital Wealth Advisors | 10k | $1.2M | 75% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 10k | $1.3M | -14% | Jun 2026 |
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| Madison Park Capital Advisors | 10k | $65k | 100% | Jun 2026 |
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| Cottonwood Capital Advisors | 9.9k | $1.3M | 70% | Jun 2026 |
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| One Charles Private Wealth Services | 9.9k | $1.3M | -3% | Jun 2026 |
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| Nova Wealth Management | 9.8k | $1.3M | -13% | Jun 2026 |
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| Federation des caisses Desjardins du Quebec | 9.8k | $1.2M | -1% | Jun 2026 |
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| Baird Financial | 9.7k | $1.2M | 9% | Jun 2026 |
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| Park Avenue Securities | 9.7k | $1.2M | 16% | Jun 2026 |
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| Kestra Private Wealth Services | 9.6k | $1.2M | -5% | Jun 2026 |
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| CIBC World Markets | 9.5k | $1.2M | 19% | Jun 2026 |
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| Citadel Advisors | 9.5k | $1.2M | 66% | Jun 2026 |
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| Stephens | 9.3k | $1.2M | -2% | Jun 2026 |
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| Matthew Goff Investment Advisor | 9.2k | $1.2M | 0% | Jun 2026 |
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| Wealth Management Partners | 9.2k | $1.2M | 0% | Jun 2026 |
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| HPM Partners | 9.0k | $1.1M | 2% | Jun 2026 |
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| Arkadios Wealth Advisors | 8.9k | $1.1M | -6% | Jun 2026 |
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| Magnolia Capital Management | 8.8k | $1.1M | 0% | Jun 2026 |
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| Acropolis Investment Management | 8.8k | $1.1M | 0% | Jun 2026 |
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| Liberty Wealth Management | 8.6k | $1.0M | 0% | Jun 2026 |
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| Tidemark | 8.5k | $1.1M | 4% | Jun 2026 |
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| Prostatis Group | 8.5k | $1.1M | -26% | Jun 2026 |
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| Jane Street | 8.2k | $1.0M | -66% | Jun 2026 |
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| Tepp RIA | 8.1k | $1.0M | -13% | Jun 2026 |
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| Insigneo Advisory Services | 8.1k | $1.0M | 17% | Jun 2026 |
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| Joel Isaacson & Co | 7.9k | $1.0M | -1% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 7.7k | $985k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 7.7k | $984k | -13% | Jun 2026 |
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| HF Advisory Group | 7.7k | $976k | 5% | Jun 2026 |
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| Fundamentun | 7.6k | $970k | 12% | Jun 2026 |
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| Game Plan Financial Advisors | 7.6k | $970k | 1% | Jun 2026 |
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| Wealth Management Associates | 7.5k | $961k | 2% | Jun 2026 |
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| Harbour Investments | 7.5k | $953k | -3% | Jun 2026 |
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| Forte Asset Management | 7.4k | $950k | 44% | Jun 2026 |
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| Ancora Advisors | 7.2k | $918k | 0% | Jun 2026 |
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| Genesee Capital Advisors | 7.2k | $916k | -17% | Jun 2026 |
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| Mariner Wealth Advisors | 7.1k | $910k | -76% | Jun 2026 |
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| National Bank Of Canada /fi/ | 6.2k | $788k | -24% | Jun 2026 |
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| Prime Capital Investment Advisors | 6.0k | $768k | -26% | Jun 2026 |
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| Chesapeake Wealth Management | 5.5k | $702k | -32% | Jun 2026 |
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| Hrt Financial | 4.1k | $525k | -69% | Jun 2026 |
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| Sagespring Wealth Partners | 3.6k | $459k | -67% | Jun 2026 |
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| Harmony Asset Management | 3.2k | $413k | -70% | Jun 2026 |
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| Prospera Financial Services | 2.4k | $306k | -79% | Jun 2026 |
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| Flow Traders US | 1.8k | $235k | -94% | Jun 2026 |
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Who sold out of iShares Dow Jones US Financial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Principal Financial Group | Mar 2026 | 68k | $8.0M |
| Tower Research Capital | Mar 2026 | 57k | $6.7M |
| First Heartland Consultants | Mar 2026 | 31k | $3.7M |
| Virtue Capital Management | Mar 2026 | 15k | $1.7M |
| Wealthstar Advisors | Mar 2026 | 15k | $1.8M |
| Hsbc Holdings | Mar 2026 | 13k | $1.6M |
| Nikulski Financial | Mar 2026 | 11k | $1.3M |
| Quadrant Private Wealth Management | Mar 2026 | 11k | $1.3M |
| Outlook Wealth Advisors | Mar 2026 | 11k | $1.3M |
| Gts Securities | Mar 2026 | 11k | $1.2M |
| Phillip James Consulting | Mar 2026 | 7.7k | $954k |