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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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 | 257k | $25M | 1% | Mar 2024 |
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Royal Bank of Canada | 205k | $18M | -6% | Dec 2023 |
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GDS Wealth Management | 148k | $14M | -2% | Mar 2024 |
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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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Cambridge Investment Research Advisors | 98k | $9.3M | 9% | Mar 2024 |
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Raymond James & Associates | 93k | $8.9M | 17% | Mar 2024 |
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Etfidea | 90k | $7.7M | 6% | Dec 2023 |
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United Capital Financial Advisers | 89k | $7.6M | -23% | Dec 2023 |
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Raymond James Financial Services Advisors | 87k | $8.3M | -13% | Mar 2024 |
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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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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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WESPAC Advisors | 9.5k | $913k | 90% | Mar 2024 |
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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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HF Advisory Group | 5.1k | $485k | 3% | Mar 2024 |
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Stonebridge Financial Planning Group | 4.9k | $414k | -35% | Dec 2023 |
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Financial Freedom | 4.8k | $458k | 0% | Mar 2024 |
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Charter Oak Capital Management | 4.8k | $457k | 0% | Mar 2024 |
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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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Eagle Strategies | 3.8k | $367k | 100% | Mar 2024 |
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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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Zimmermann Investment Management & Planning | 3.4k | $328k | -30% | 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 |