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 Actions
Fisher Investments 2.1M $205M -3% Mar 2024
 View chart
Bank of America Corporation 1.7M $160M 5% Mar 2024
 View chart
Phoenix Holdings 1.3M $120M 100% Mar 2024
 View chart
Morgan Stanley 1.2M $114M 100% Mar 2024
 View chart
Hsbc Holdings 859k $82M 5724% Mar 2024
 View chart
Goldman Sachs Group 685k $66M 1% Mar 2024
 View chart
Northwestern Mutual Wealth Management Company 671k $64M 100% Mar 2024
 View chart
Fil 407k $39M 100% Mar 2024
 View chart
LPL Financial 393k $38M 100% Mar 2024
 View chart
UBS Group 368k $35M -1% Mar 2024
 View chart
FMR 327k $31M 100% Mar 2024
 View chart
Green Harvest Asset Management 324k $31M 100% Mar 2024
 View chart
Wells Fargo & Company 297k $28M -8% Mar 2024
 View chart
Washington Trust Company 248k $24M -3% Jun 2024
 View chart
Royal Bank of Canada 201k $19M -2% Mar 2024
 View chart
Advisor Group Holdings 187k $18M 133% Mar 2024
 View chart
Magnus Financial Group 182k $17M 100% Mar 2024
 View chart
GDS Wealth Management 148k $14M -2% Mar 2024
 View chart
Scotia Capital 137k $13M -2% Mar 2024
 View chart
Patten & Patten 128k $12M 3% Mar 2024
 View chart
Commonwealth Equity Services 127k $12M 0% Mar 2024
 View chart
Cetera Investment Advisers 124k $12M 100% Mar 2024
 View chart
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 118k $11M 100% Mar 2024
 View chart
Kestra Advisory Services 115k $11M -3% Mar 2024
 View chart
XML Financial 107k $10M 3% Jun 2024
 View chart
Thrivent Financial for Lutherans 106k $10M 100% Mar 2024
 View chart
Cambridge Investment Research Advisors 98k $9.3M 9% Mar 2024
 View chart
Raymond James & Associates 97k $9.2M 5% Jun 2024
 View chart
Bank Of Montreal 96k $9.2M 101% Mar 2024
 View chart
Stifel Financial 90k $8.6M 13% Mar 2024
 View chart
Etfidea 90k $8.6M 0% Mar 2024
 View chart
United Capital Financial Advisers 86k $8.2M -3% Mar 2024
 View chart
Resources Investment Advisors 84k $8.0M 100% Mar 2024
 View chart
Ameriprise Financial 82k $7.9M 100% Mar 2024
 View chart
Envestnet Asset Management 77k $7.4M 100% Mar 2024
 View chart
Raymond James Financial Services Advisors 75k $7.1M -14% Jun 2024
 View chart
Pinkerton Retirement Specialists 73k $7.0M 27% Mar 2024
 View chart
AE Wealth Management 71k $6.8M -10% Mar 2024
 View chart
Townsquare Capital 71k $6.8M 56% Mar 2024
 View chart
Norden Group 70k $6.7M 100% Mar 2024
 View chart
First Citizens Financial Corp 66k $6.2M -2% Jun 2024
 View chart
Brookstone Capital Management 56k $5.7M -5% Jun 2024
 View chart
Stillwater Capital Advisors 56k $5.3M 0% Jun 2024
 View chart
Concurrent Investment Advisors 55k $5.2M 1% Mar 2024
 View chart
Susquehanna International 49k $4.6M 100% Mar 2024
 View chart
Sharp Financial Services 46k $4.4M 100% Jun 2024
 View chart
Janney Montgomery Scott 44k $4.1M 23% Jun 2024
 View chart
Moloney Securities Asset Management 43k $4.1M 100% Mar 2024
 View chart
KKM Financial 40k $3.8M 102% Mar 2024
 View chart
Jpmorgan Chase & Co 39k $3.7M 3% Mar 2024
 View chart
Pettyjohn 37k $3.6M 100% Mar 2024
 View chart
HC Advisors 37k $3.6M 3% Mar 2024
 View chart
Rps Advisory Solutions 37k $3.5M 100% Jun 2024
 View chart
Synovus Financial Corp. 37k $3.5M -1% Mar 2024
 View chart
Private Advisor 37k $3.5M -6% Mar 2024
 View chart
Transcendent Capital Group 35k $3.3M 100% Jun 2024
 View chart
Colony Family Offices 33k $3.1M 0% Mar 2024
 View chart
Rockefeller Capital Management 30k $2.9M -47% Mar 2024
 View chart
First Heartland Consultants 29k $2.8M -1% Jun 2024
 View chart
Balboa Wealth Partners 27k $2.6M 75% Mar 2024
 View chart
Pnc Financial Services 26k $2.5M -3% Mar 2024
 View chart
Branch Banking & Trust Company 26k $2.4M 359% Mar 2024
 View chart
Goss Wealth Management 26k $2.4M 100% Mar 2024
 View chart
Gerber Kawasaki Wealth & Investment Management 25k $2.4M 100% Mar 2024
 View chart
Geneos Wealth Management 24k $2.3M 0% Jun 2024
 View chart
CX Institutional 24k $2.3M -3% Jun 2024
 View chart
Somerset 23k $2.2M -20% Mar 2024
 View chart
HighTower Advisors 22k $2.1M -34% Mar 2024
 View chart
Kovack Advisors 21k $2.0M 0% Mar 2024
 View chart
EWG Elevate 20k $1.9M -50% Jun 2024
 View chart
Snowden Capital Advisors 20k $1.9M -15% Mar 2024
 View chart
CI Private Wealth 20k $1.9M 8% Mar 2024
 View chart
Peapack Gladstone Financial Corp 19k $1.9M 100% Mar 2024
 View chart
Davenport & Co 19k $1.8M -12% Mar 2024
 View chart
Equitable Holdings 19k $1.8M 1% Mar 2024
 View chart
Founders Financial Securities 18k $1.8M 0% Mar 2024
 View chart
Mariner Wealth Advisors 18k $1.7M -3% Mar 2024
 View chart
Mmbg Investment Advisors 18k $1.7M 0% Mar 2024
 View chart
Mercer Global Advisors 17k $1.6M 8% Mar 2024
 View chart
Harmony Asset Management 17k $1.6M 42% Mar 2024
 View chart
Aft, Forsyth and Company 17k $1.6M 0% Mar 2024
 View chart
Nikulski Financial 16k $1.5M 29% Mar 2024
 View chart
Callan Capital 16k $1.5M 0% Mar 2024
 View chart
Koshinski Asset Management 16k $1.5M 7% Jun 2024
 View chart
Citadel Advisors 16k $1.5M -67% Mar 2024
 View chart
Mml Investors Services 16k $1.5M 7% Mar 2024
 View chart
Robertson Stephens Wealth Management 15k $1.4M 100% Mar 2024
 View chart
Creative Planning 15k $1.4M -5% Mar 2024
 View chart
Huntington National Bank 15k $1.4M 7% Mar 2024
 View chart
Sigma Planning 15k $1.4M 50% Mar 2024
 View chart
Millennium Management 15k $1.4M -8% Mar 2024
 View chart
Flow Traders US 14k $1.3M 100% Mar 2024
 View chart
J.w. Cole Advisors 14k $1.3M 8% Mar 2024
 View chart
Clear Creek Financial Management 13k $1.3M 11% Jun 2024
 View chart
Nelson, Van Denburg & Campbell Wealth Management 13k $1.2M 100% Mar 2024
 View chart
MAI Wealth Advisors 13k $1.2M -6% Mar 2024
 View chart
Smartleaf Asset Management 12k $1.1M -26% Mar 2024
 View chart
Essex 12k $1.1M -4% Jun 2024
 View chart
Ameritas Advisory Services 12k $1.1M -4% Mar 2024
 View chart
KCM Investment Advisors 12k $1.2M 100% Mar 2024
 View chart
Chesapeake Wealth Management 12k $1.1M -1% Mar 2024
 View chart
Advisory Services Network 12k $1.1M -75% Mar 2024
 View chart
Navis Wealth Advisors 11k $1.1M 0% Mar 2024
 View chart
Federation des caisses Desjardins du Quebec 11k $1.0M 100% Mar 2024
 View chart
Gladstone Institutional Advisory 11k $1.0M 298% Mar 2024
 View chart
Commerce Bank N A 11k $1.0M 0% Mar 2024
 View chart
One Charles Private Wealth Services 10k $991k -2% Mar 2024
 View chart
Wealth Enhancement Advisory Services 9.9k $933k 5% Jun 2024
 View chart
Apollon Wealth Management 9.9k $932k 137% Jun 2024
 View chart
Matthew Goff Investment Advisor 9.8k $931k 0% Jun 2024
 View chart
Apeiron RIA 9.6k $909k 13% Jun 2024
 View chart
WESPAC Advisors 9.5k $913k 90% Mar 2024
 View chart
Brian McDonald 9.5k $907k 100% Mar 2024
 View chart
Captrust Financial Advisors 9.5k $904k -5% Mar 2024
 View chart
Kestra Private Wealth Services 9.3k $892k 13% Mar 2024
 View chart
Magnolia Capital Management 8.8k $836k 0% Jun 2024
 View chart
Mutual Advisors 8.8k $841k -1% Mar 2024
 View chart
Kellett Schaffner Wealth Advisors 8.4k $802k 6% Mar 2024
 View chart
Cascade Wealth Advisors 8.3k $750k 100% Mar 2024
 View chart
Prime Capital Investment Advisors 7.8k $749k -15% Mar 2024
 View chart
National Asset Management 7.8k $586k 5% Mar 2024
 View chart
HFG Advisors 7.6k $722k 0% Jun 2024
 View chart
Wealth Management Partners 7.5k $713k 1% Jun 2024
 View chart
Ancora Advisors 7.5k $719k 0% Mar 2024
 View chart
Bank of New York Mellon 7.5k $709k 193% Jun 2024
 View chart
National Bank Of Canada /fi/ 7.5k $709k -1% Mar 2024
 View chart
Watts Gwilliam & Co 7.4k $710k 100% Mar 2024
 View chart
Joel Isaacson & Co 7.4k $704k 0% Jun 2024
 View chart
Glenmede Trust Company 7.2k $685k 100% Mar 2024
 View chart
Beacon Pointe Advisors 7.1k $683k 0% Mar 2024
 View chart
William Blair $ Company 7.1k $676k 0% Mar 2024
 View chart
Haverford Trust Company 7.0k $674k 0% Mar 2024
 View chart
Garrison Point Advisors 6.9k $661k 1% Mar 2024
 View chart
Visionary Wealth Advisors 6.8k $652k 1% Mar 2024
 View chart
Northern Trust 6.8k $651k 100% Mar 2024
 View chart
Bigelow Investment Advisors 6.8k $650k -8% Mar 2024
 View chart
Chicago Partners Investment 6.8k $631k -1% Mar 2024
 View chart
Citigroup 6.8k $646k -22% Mar 2024
 View chart
BEAM Asset Management 6.7k $638k -5% Mar 2024
 View chart
Glenview Trust 6.6k $635k -10% Mar 2024
 View chart
Keeley-Teton Advisors 6.6k $632k -4% Mar 2024
 View chart
Central Valley Advisors 6.4k $265k -8% Jun 2024
 View chart
IHT Wealth Management 6.4k $610k 64% Mar 2024
 View chart
Laidlaw Wealth Management 6.1k $587k 45% Mar 2024
 View chart
Stephens 6.0k $575k 100% Mar 2024
 View chart
Ironwood Wealth Management 5.9k $561k 5% Jun 2024
 View chart
Wealthcare Advisory Partners 5.9k $560k 31% Mar 2024
 View chart
Navellier & Associates 5.8k $554k 0% Mar 2024
 View chart
Acropolis Investment Management 5.7k $543k 0% Jun 2024
 View chart
HF Advisory Group 5.5k $523k 9% Jun 2024
 View chart
Adell, Harriman, & Carpenter 5.5k $522k -2% Mar 2024
 View chart
One Capital Management 5.2k $499k -59% Mar 2024
 View chart
Capital Wealth Alliance 5.0k $471k -42% Jun 2024
 View chart

Who sold out of iShares Dow Jones US Financial?

Fund or Company Name Date Sold Shares Held Valued At
Connectus Wealth Dec 2023 82k $7.0M
Meitav Dash Investments Dec 2023 74k $6.3M
Wealthstar Advisors Mar 2024 21k $2.0M
Virtue Capital Management Dec 2023 17k $1.5M
Vontobel Holding Dec 2023 15k $1.3M
Apexium Financial Dec 2023 9.0k $771k
Jane Street Dec 2023 8.9k $758k
Lincoln National Mar 2024 6.7k $637k