Who owns iShares Dow Jones US Financial?
- Ticker: IYF
- CUSIP Number: 464287788
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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 | ||
|---|---|---|---|---|---|---|
| Morgan Stanley | 1.4M | $123M | 100% | Mar 2022 | ||
| Fisher Investments | 747k | $63M | 9% | Mar 2022 | ||
| Goldman Sachs Group | 572k | $48M | -3% | Mar 2022 | ||
| Wells Fargo & Company | 534k | $46M | -8% | Dec 2021 | ||
| FMR | 506k | $43M | -2% | Mar 2022 | ||
| Envestnet Asset Management | 244k | $21M | 14% | Mar 2022 | ||
| Commonwealth Equity Services | 213k | $18M | 4% | Mar 2022 | ||
| Stillwater Capital Advisors | 210k | $18M | 21% | Mar 2022 | ||
| Raymond James Financial Services Advisors | 206k | $17M | 17% | Mar 2022 | ||
| Magnus Financial Group | 171k | $15M | 9% | Dec 2021 | ||
| Scotia Capital | 154k | $13M | -6% | Mar 2022 | ||
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| Northwestern Mutual Wealth Management Company | 148k | $13M | 239% | Mar 2022 | ||
| Raymond James & Associates | 143k | $12M | -9% | Mar 2022 | ||
| Patten & Patten | 140k | $12M | 0% | Mar 2022 | ||
| Kellett Schaffner Wealth Advisors | 135k | $11M | 10% | Mar 2022 | ||
| Stifel Financial | 126k | $11M | 8% | Mar 2022 | ||
| Advisor Group Holdings | 109k | $9.2M | -13% | Mar 2022 | ||
| Branch Banking & Trust Company | 107k | $9.0M | 91% | Mar 2022 | ||
| Cim | 93k | $7.7M | -2% | Mar 2022 | ||
| XML Financial | 84k | $7.1M | 45% | Mar 2022 | ||
| Resources Investment Advisors | 81k | $6.9M | 4% | Mar 2022 | ||
| Prudential Financial | 80k | $6.8M | 1003% | Mar 2022 | ||
| Cambridge Investment Research Advisors | 67k | $5.8M | 4% | Dec 2021 | ||
| Karp Capital Management | 60k | $5.1M | -7% | Mar 2022 | ||
| First Citizens Financial Corp | 59k | $5.1M | -2% | Dec 2021 | ||
| HC Advisors | 55k | $4.6M | -4% | Mar 2022 | ||
| Ironwood Wealth Management | 55k | $4.6M | 55% | Mar 2022 | ||
| Steward Partners Investment Advisory | 54k | $4.6M | -5% | Mar 2022 | ||
| Wealthstar Advisors | 54k | $4.5M | 100% | Mar 2022 | ||
| Janney Montgomery Scott | 53k | $4.4M | -16% | Mar 2022 | ||
| Mml Investors Services | 47k | $4.0M | 72% | Mar 2022 | ||
| Thrivent Financial for Lutherans | 46k | $3.9M | 44% | Mar 2022 | ||
| First Republic Investment Management | 46k | $4.0M | 218% | Dec 2021 | ||
| Sowa Financial Group | 44k | $3.7M | 19% | Mar 2022 | ||
| Pettyjohn | 44k | $3.7M | -1% | Mar 2022 | ||
| Private Advisor | 42k | $3.7M | 0% | Mar 2022 | ||
| AE Wealth Management | 41k | $3.6M | 231% | Dec 2021 | ||
| Zimmermann Investment Management & Planning | 39k | $3.4M | 100% | Dec 2021 | ||
| Gerber Kawasaki Wealth & Investment Management | 37k | $3.2M | 36589% | Dec 2021 | ||
| HighTower Advisors | 35k | $3.1M | -2% | Dec 2021 | ||
| Geneos Wealth Management | 33k | $2.8M | 1% | Mar 2022 | ||
| Somerset | 33k | $2.8M | -4% | Mar 2022 | ||
| Huntington National Bank | 32k | $2.7M | -10% | Mar 2022 | ||
| Kovack Advisors | 32k | $2.7M | 8% | Mar 2022 | ||
| Bank Of Montreal | 31k | $2.7M | -73% | Dec 2021 | ||
| Pnc Financial Services | 30k | $2.6M | 4% | Dec 2021 | ||
| Baird Financial | 29k | $2.5M | 3% | Mar 2022 | ||
| BEAM Asset Management | 28k | $2.3M | 6% | Mar 2022 | ||
| Essex | 28k | $2.3M | -3% | Mar 2022 | ||
| Jpmorgan Chase & Co | 25k | $2.1M | -39% | Mar 2022 | ||
| Jane Street | 24k | $2.0M | 100% | Mar 2022 | ||
| Davenport & Co | 22k | $1.9M | 3% | Mar 2022 | ||
| Hsbc Holdings | 22k | $1.9M | 95% | Dec 2021 | ||
| Murphy Capital Management | 21k | $1.8M | -7% | Mar 2022 | ||
| Prospera Financial Services | 21k | $1.8M | -58% | Mar 2022 | ||
| Ameritas Advisory Services | 20k | $1.7M | 0% | Mar 2022 | ||
| WealthCare Investment Partners | 20k | $1.6M | 121% | Mar 2022 | ||
| Aft, Forsyth and Company | 19k | $1.6M | 5% | Mar 2022 | ||
| Sigma Planning | 18k | $1.6M | 4% | Mar 2022 | ||
| Cetera Investment Advisers | 18k | $1.5M | -10% | Mar 2022 | ||
| Rollins Financial | 18k | $1.5M | 83% | Mar 2022 | ||
| Virtue Capital Management | 17k | $1.5M | 32% | Dec 2021 | ||
| Callan Capital | 17k | $1.4M | -1% | Mar 2022 | ||
| KCM Investment Advisors | 16k | $1.4M | -1% | Mar 2022 | ||
| Goss Wealth Management | 16k | $1.3M | -62% | Mar 2022 | ||
| National Asset Management | 16k | $1.3M | 0% | Mar 2022 | ||
| Asset Management Corp | 16k | $1.3M | 0% | Mar 2022 | ||
| Citadel Advisors | 16k | $1.3M | -72% | Mar 2022 | ||
| CFS Investment Advisory Services | 15k | $0 | 100% | Mar 2022 | ||
| Vontobel Holding | 15k | $1.3M | 100% | Mar 2022 | ||
| Atlanta Capital | 15k | $1.3M | 0% | Mar 2022 | ||
| Csenge Advisory Group | 15k | $1.2M | -36% | Mar 2022 | ||
| Spire Wealth Management | 15k | $1.3M | 690% | Dec 2021 | ||
| Barclays | 14k | $1.2M | -82% | Dec 2021 | ||
| Creative Planning | 14k | $1.2M | 7% | Dec 2021 | ||
| Kestra Advisory Services | 14k | $1.2M | 2% | Mar 2022 | ||
| Integrated Wealth Concepts | 14k | $1.2M | 67% | Mar 2022 | ||
| Strategic Wealth Advisors | 14k | $1.1M | 6% | Mar 2022 | ||
| National Bank Of Canada /fi/ | 13k | $1.1M | -2% | Mar 2022 | ||
| Old Mission Capital | 13k | $1.1M | 100% | Mar 2022 | ||
| Chesapeake Wealth Management | 12k | $1.0M | 0% | Mar 2022 | ||
| Mutual Advisors | 12k | $1.0M | 6% | Mar 2022 | ||
| Millennium Management | 12k | $1.0M | -60% | Mar 2022 | ||
| Commerce Bank N A | 12k | $1.0M | 0% | Mar 2022 | ||
| Stephens | 12k | $1.0M | 19% | Mar 2022 | ||
| Citigroup | 12k | $1.0M | 100% | Dec 2021 | ||
| Visionary Wealth Advisors | 12k | $979k | 100% | Mar 2022 | ||
| Comerica Securities | 11k | $962k | -2% | Mar 2022 | ||
| Eagle Capital Management | 11k | $945k | -3% | Dec 2021 | ||
| Navis Wealth Advisors | 11k | $908k | 0% | Mar 2022 | ||
| Matthew Goff Investment Advisor | 11k | $892k | 0% | Mar 2022 | ||
| Stonebridge Financial Planning Group | 10k | $851k | 3% | Mar 2022 | ||
| Glenview Trust | 9.9k | $836k | -8% | Mar 2022 | ||
| Edmond De Rothschild Holding | 9.7k | $822k | -25% | Mar 2022 | ||
| Bigelow Investment Advisors | 9.6k | $814k | 0% | Mar 2022 | ||
| Captrust Financial Advisors | 9.2k | $779k | 117% | Mar 2022 | ||
| Dagco | 9.0k | $744k | 0% | Mar 2022 | ||
| TrueWealth Advisors | 9.0k | $779k | 0% | Mar 2022 | ||
| Magnolia Capital Management | 8.8k | $748k | 0% | Mar 2022 | ||
| Grimes & Company | 8.8k | $743k | -1% | Mar 2022 | ||
| Castleview Partners | 8.7k | $100k | 100% | Dec 2021 | ||
| RPg Family Wealth Advisory | 8.6k | $727k | 10% | Mar 2022 | ||
| Wealthsource Partners | 8.6k | $726k | 4% | Mar 2022 | ||
| Financial Partners Group | 8.4k | $713k | 18% | Mar 2022 | ||
| Ausdal Financial Partners | 8.4k | $710k | 0% | Mar 2022 | ||
| Charter Oak Capital Management | 8.1k | $703k | -1% | Dec 2021 | ||
| Concentrum Wealth Management | 8.1k | $683k | 1% | Mar 2022 | ||
| Beacon Pointe Advisors | 8.0k | $678k | 61% | Mar 2022 | ||
| Wealth Management Partners | 8.0k | $658k | 33% | Mar 2022 | ||
| Cadent Capital Advisors | 7.8k | $659k | 2% | Mar 2022 | ||
| Game Plan Financial Advisors | 7.7k | $655k | 5% | Mar 2022 | ||
| Simmons Bank | 7.7k | $654k | -6% | Mar 2022 | ||
| Mercer Global Advisors | 7.7k | $652k | 38% | Mar 2022 | ||
| Ancora Advisors | 7.7k | $576k | -2% | Mar 2022 | ||
| Lincoln National | 7.4k | $624k | 21% | Mar 2022 | ||
| Keeley-Teton Advisors | 7.3k | $614k | 0% | Mar 2022 | ||
| Bessemer | 7.1k | $618k | -13% | Dec 2021 | ||
| Acropolis Investment Management | 7.1k | $600k | 0% | Mar 2022 | ||
| Garrison Point Advisors | 7.0k | $594k | 13% | Mar 2022 | ||
| WJ Wealth Management | 6.8k | $570k | 38% | Mar 2022 | ||
| Koshinski Asset Management | 6.6k | $561k | 0% | Mar 2022 | ||
| Gables Capital Management | 6.6k | $560k | 0% | Mar 2022 | ||
| Eudaimonia Advisors | 6.6k | $559k | 6% | Mar 2022 | ||
| Chicago Partners Investment | 6.6k | $483k | 23% | Mar 2022 | ||
| William Blair $ Company | 6.4k | $544k | -4% | Mar 2022 | ||
| Atlas Private Wealth Advisors | 6.4k | $541k | 0% | Mar 2022 | ||
| Raymond James Trust | 6.4k | $538k | 16% | Mar 2022 | ||
| H D Vest Advisory Services | 6.3k | $534k | 5% | Mar 2022 | ||
| Lido Advisors | 6.2k | $525k | 10% | Mar 2022 | ||
| Seaward Management Limited Partnership | 6.2k | $538k | 29% | Dec 2021 | ||
| Adell, Harriman, & Carpenter | 6.1k | $520k | -4% | Mar 2022 | ||
| HFG Advisors | 6.1k | $518k | 100% | Mar 2022 | ||
| Pinnacle Private Wealth | 6.0k | $507k | 22% | Mar 2022 | ||
| C2C Wealth Management | 6.0k | $500k | -3% | Mar 2022 | ||
| Glenmede Trust Company | 5.9k | $514k | 0% | Dec 2021 | ||
| Deutsche Bank Aktiengesellschaft | 5.9k | $500k | 0% | Mar 2022 | ||
| Gryphon Financial Partners | 5.9k | $499k | 0% | Mar 2022 | ||
| Gill Capital Partners | 5.8k | $490k | 0% | Mar 2022 | ||
| Nomura Asset Management | 5.7k | $482k | 65% | Mar 2022 | ||
| First Commonwealth Financial Corporation | 5.6k | $473k | 0% | Mar 2022 | ||
| Mmbg Investment Advisors | 5.5k | $1.6M | 100% | Mar 2022 | ||
| Laidlaw Wealth Management | 5.5k | $463k | 100% | Mar 2022 | ||
| Coastal Investment Advisors | 5.5k | $462k | 9% | Mar 2022 | ||
| Kalos Management | 5.5k | $456k | -4% | Mar 2022 | ||
| Occidental Asset Management | 5.4k | $458k | 0% | Mar 2022 | ||
| Frank. Day | 5.3k | $451k | 100% | Mar 2022 | ||
| Evanson Asset Management | 5.2k | $440k | 0% | Mar 2022 | ||
| Mandatum Life Insurance | 5.2k | $438k | 0% | Mar 2022 | ||
| Sargent Investment Group | 5.1k | $434k | 0% | Mar 2022 | ||
| Parsec Financial Management | 5.1k | $427k | -3% | Mar 2022 | ||
| HCR Wealth Advisors | 4.4k | $370k | -94% | Mar 2022 | ||
| Wealth Management Solutions | 3.5k | $294k | -39% | Mar 2022 | ||
| True Link Financial Advisors | 3.2k | $274k | -50% | Mar 2022 | ||
| AlphaStar Capital Management | 3.0k | $257k | -77% | Mar 2022 | ||
| Qube Research & Technologies | 2.7k | $227k | -98% | Mar 2022 | ||
| Vahanian & Associates Financial Planning | 2.6k | $221k | -72% | Mar 2022 | ||
| Goodwin Investment Advisory | 1.2k | $101k | -85% | Dec 2021 | ||
Who sold out of iShares Dow Jones US Financial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank of America Corporation | Dec 2021 | 2.0M | $169M |
| Paragon Wealth Strategies | Dec 2021 | 135k | $12M |
| Renaissance Technologies | Dec 2021 | 23k | $2.0M |
| Fifth Third Securities | Dec 2021 | 14k | $1.2M |
| Brookstone Capital Management | Dec 2021 | 14k | $1.2M |
| Stratos Wealth Partners | Dec 2021 | 10k | $876k |
| Northern Trust | Dec 2021 | 9.8k | $849k |
| Signature Estate and Investment Advisors | Dec 2021 | 9.0k | $752k |
| Advisory Alpha | Dec 2021 | 9.0k | $776k |
| J.w. Cole Advisors | Dec 2021 | 6.7k | $585k |
| Oxinas Partners Wealth Management | Dec 2021 | 6.6k | $574k |
| Park Avenue Securities | Dec 2021 | 6.6k | $573k |
| Fulcrum Equity Management | Dec 2021 | 6.0k | $516k |
| WESPAC Advisors | Dec 2021 | 5.9k | $512k |
| CIBC World Markets | Sep 2021 | 5.6k | $458k |
| Centaurus Financial | Dec 2021 | 5.5k | $481k |