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 | 2.2M | $151M | 100% | Jun 2022 | ||
| Morgan Stanley | 1.3M | $88M | -9% | Jun 2022 | ||
| Fisher Investments | 1.3M | $89M | 59% | Sep 2022 | ||
| Goldman Sachs Group | 592k | $41M | 3% | Jun 2022 | ||
| Wells Fargo & Company | 502k | $35M | -18% | Jun 2022 | ||
| LPL Financial | 483k | $34M | 8% | Jun 2022 | ||
| FMR | 478k | $32M | -3% | Sep 2022 | ||
| UBS Group | 423k | $28M | 37% | Sep 2022 | ||
| Royal Bank of Canada | 407k | $28M | 100% | Sep 2022 | ||
| Stillwater Capital Advisors | 202k | $14M | -6% | Sep 2022 | ||
| Envestnet Asset Management | 197k | $13M | -12% | Sep 2022 | ||
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| Commonwealth Equity Services | 196k | $14M | -8% | Jun 2022 | ||
| Raymond James Financial Services Advisors | 184k | $12M | -4% | Sep 2022 | ||
| Magnus Financial Group | 177k | $12M | 1% | Sep 2022 | ||
| Scotia Capital | 152k | $10M | 0% | Sep 2022 | ||
| Raymond James & Associates | 136k | $9.2M | -1% | Sep 2022 | ||
| Patten & Patten | 135k | $9.1M | -2% | Sep 2022 | ||
| GDS Wealth Management | 126k | $8.5M | 5% | Sep 2022 | ||
| Advisor Group Holdings | 118k | $8.3M | 9% | Jun 2022 | ||
| Financial Network Investment Corporation | 116k | $8.1M | 3% | Jun 2022 | ||
| United Capital Financial Advisers | 108k | $7.3M | 11% | Sep 2022 | ||
| XML Financial | 96k | $6.5M | 5% | Sep 2022 | ||
| HC Advisors | 80k | $5.4M | 34% | Sep 2022 | ||
| Resources Investment Advisors | 79k | $5.3M | -1% | Sep 2022 | ||
| Cambridge Investment Research Advisors | 78k | $5.3M | 19% | Sep 2022 | ||
| CX Institutional | 68k | $4.6M | 583% | Sep 2022 | ||
| Prudential Financial | 68k | $4.5M | -16% | Sep 2022 | ||
| Bank Of Montreal | 64k | $4.7M | 64% | Sep 2022 | ||
| First Citizens Financial Corp | 63k | $4.2M | 0% | Sep 2022 | ||
| Northwestern Mutual Wealth Management Company | 58k | $4.0M | -61% | Jun 2022 | ||
| Thrivent Financial for Lutherans | 57k | $4.0M | 23% | Jun 2022 | ||
| Ironwood Wealth Management | 56k | $3.8M | -1% | Sep 2022 | ||
| Cim | 49k | $3.7M | -47% | Sep 2022 | ||
| Janney Montgomery Scott | 44k | $3.0M | -3% | Sep 2022 | ||
| Steward Partners Investment Advisory | 44k | $2.9M | -18% | Sep 2022 | ||
| Pettyjohn | 42k | $2.9M | -1% | Sep 2022 | ||
| First Republic Investment Management | 42k | $2.8M | 40% | Sep 2022 | ||
| Mml Investors Services | 39k | $2.7M | -17% | Jun 2022 | ||
| Synovus Financial Corp. | 37k | $2.5M | 11% | Sep 2022 | ||
| Sowa Financial Group | 36k | $2.5M | -11% | Sep 2022 | ||
| Gerber Kawasaki Wealth & Investment Management | 35k | $2.4M | -14% | Sep 2022 | ||
| Geneos Wealth Management | 34k | $2.4M | 0% | Jun 2022 | ||
| Pnc Financial Services | 33k | $2.2M | 13% | Sep 2022 | ||
| Somerset | 33k | $2.2M | 0% | Sep 2022 | ||
| HighTower Advisors | 33k | $2.2M | -14% | Sep 2022 | ||
| Kovack Advisors | 31k | $2.2M | -1% | Jun 2022 | ||
| BEAM Asset Management | 29k | $2.0M | 2% | Sep 2022 | ||
| Essex | 27k | $1.8M | -2% | Sep 2022 | ||
| Baird Financial | 27k | $1.8M | -41% | Sep 2022 | ||
| Private Advisor | 26k | $1.7M | 4% | Sep 2022 | ||
| Jpmorgan Chase & Co | 25k | $1.7M | -2% | Jun 2022 | ||
| Tower Research Capital | 24k | $1.6M | 123% | Sep 2022 | ||
| Huntington National Bank | 24k | $1.6M | -5% | Sep 2022 | ||
| Davenport & Co | 22k | $1.5M | -6% | Sep 2022 | ||
| AE Wealth Management | 22k | $1.5M | 0% | Sep 2022 | ||
| WealthCare Investment Partners | 21k | $1.4M | -11% | Sep 2022 | ||
| Murphy Capital Management | 21k | $1.5M | 0% | Jun 2022 | ||
| Flow Traders US | 20k | $1.4M | 100% | Jun 2022 | ||
| Ameritas Advisory Services | 19k | $1.3M | 2% | Sep 2022 | ||
| Aft, Forsyth and Company | 19k | $1.3M | -1% | Jun 2022 | ||
| National Asset Management | 19k | $1.3M | 14% | Sep 2022 | ||
| Mmbg Investment Advisors | 18k | $1.2M | 0% | Jun 2022 | ||
| Founders Financial Securities | 17k | $1.2M | 255% | Sep 2022 | ||
| Rollins Financial | 16k | $1.1M | -8% | Sep 2022 | ||
| Asset Management Corp | 16k | $1.1M | -1% | Sep 2022 | ||
| National Bank Of Canada /fi/ | 16k | $1.1M | 1% | Sep 2022 | ||
| Creative Planning | 16k | $1.0M | 0% | Sep 2022 | ||
| Sigma Planning | 15k | $1.0M | -3% | Sep 2022 | ||
| Zimmermann Investment Management & Planning | 15k | $1.0M | -66% | Sep 2022 | ||
| Vontobel Holding | 15k | $1.0M | 0% | Sep 2022 | ||
| Atlanta Capital | 15k | $1.0M | 0% | Sep 2022 | ||
| Hsbc Holdings | 15k | $1.0M | -17% | Jun 2022 | ||
| Kestra Advisory Services | 15k | $980k | 4% | Sep 2022 | ||
| Charter Oak Capital Management | 14k | $946k | 61% | Jun 2022 | ||
| Branch Banking & Trust Company | 13k | $877k | -76% | Sep 2022 | ||
| Texas Permanent School Fund | 13k | $871k | 0% | Sep 2022 | ||
| KCM Investment Advisors | 13k | $843k | -22% | Sep 2022 | ||
| Strategic Wealth Advisors | 12k | $815k | -6% | Sep 2022 | ||
| Commerce Bank N A | 12k | $813k | 0% | Sep 2022 | ||
| Goss Wealth Management | 12k | $841k | -24% | Jun 2022 | ||
| Chesapeake Wealth Management | 12k | $810k | -2% | Sep 2022 | ||
| Citadel Advisors | 12k | $829k | -24% | Jun 2022 | ||
| Millennium Management | 12k | $819k | -3% | Jun 2022 | ||
| Eagle Capital Management | 12k | $781k | -1% | Sep 2022 | ||
| Cetera Investment Advisers | 12k | $809k | -36% | Jun 2022 | ||
| Visionary Wealth Advisors | 11k | $768k | 0% | Sep 2022 | ||
| Navis Wealth Advisors | 11k | $729k | 0% | Sep 2022 | ||
| Matthew Goff Investment Advisor | 11k | $713k | 0% | Sep 2022 | ||
| Stephens | 10k | $691k | 0% | Sep 2022 | ||
| Hrt Financial | 10k | $703k | -84% | Jun 2022 | ||
| Bigelow Investment Advisors | 9.2k | $623k | -4% | Sep 2022 | ||
| Dagco | 8.9k | $598k | -1% | Sep 2022 | ||
| Magnolia Capital Management | 8.8k | $597k | 0% | Sep 2022 | ||
| Captrust Financial Advisors | 8.8k | $593k | -5% | Sep 2022 | ||
| Multi-Financial Securities | 8.7k | $609k | 60% | Jun 2022 | ||
| Stonebridge Financial Planning Group | 8.6k | $581k | 0% | Sep 2022 | ||
| Integrated Wealth Concepts | 8.5k | $595k | -38% | Jun 2022 | ||
| EP Wealth Advisors | 8.5k | $592k | 404% | Jun 2022 | ||
| Wealth Management Partners | 8.0k | $537k | 0% | Sep 2022 | ||
| Beacon Pointe Advisors | 7.9k | $537k | 0% | Sep 2022 | ||
| Ancora Advisors | 7.8k | $546k | 0% | Jun 2022 | ||
| Lincoln National | 7.8k | $527k | -7% | Sep 2022 | ||
| Mutual Advisors | 7.7k | $522k | 7% | Sep 2022 | ||
| Comerica Securities | 7.6k | $515k | -80% | Sep 2022 | ||
| Glenview Trust | 7.5k | $506k | -2% | Sep 2022 | ||
| Garrison Point Advisors | 7.3k | $492k | 3% | Sep 2022 | ||
| Keeley-Teton Advisors | 7.3k | $492k | 0% | Sep 2022 | ||
| CPCM | 7.2k | $506k | 96% | Jun 2022 | ||
| Financial Partners Group | 7.2k | $505k | -15% | Jun 2022 | ||
| Stratos Wealth Partners | 7.1k | $479k | -28% | Sep 2022 | ||
| Eudaimonia Advisors | 6.9k | $467k | 5% | Sep 2022 | ||
| Koshinski Asset Management | 6.6k | $445k | 0% | Sep 2022 | ||
| Gables Capital Management | 6.6k | $444k | 0% | Sep 2022 | ||
| Edmond De Rothschild Holding | 6.5k | $438k | -33% | Sep 2022 | ||
| Chicago Partners Investment | 6.5k | $492k | 0% | Sep 2022 | ||
| William Blair $ Company | 6.5k | $436k | 0% | Sep 2022 | ||
| Merit Financial Group | 6.5k | $436k | 0% | Sep 2022 | ||
| HFG Advisors | 6.4k | $431k | 4% | Sep 2022 | ||
| Raymond James Trust | 6.4k | $430k | 0% | Sep 2022 | ||
| Mercer Global Advisors | 6.3k | $429k | -26% | Sep 2022 | ||
| Prospera Financial Services | 6.3k | $427k | 278% | Sep 2022 | ||
| Atlas Private Wealth Advisors | 6.3k | $441k | -2% | Jun 2022 | ||
| Simmons Bank | 6.3k | $422k | -15% | Sep 2022 | ||
| Pinnacle Private Wealth | 6.0k | $423k | 1% | Jun 2022 | ||
| Acropolis Investment Management | 6.0k | $405k | -15% | Sep 2022 | ||
| Deutsche Bank Aktiengesellschaft | 5.9k | $414k | 0% | Jun 2022 | ||
| Gryphon Financial Partners | 5.9k | $413k | 0% | Jun 2022 | ||
| C2C Wealth Management | 5.8k | $418k | 0% | Sep 2022 | ||
| Adell, Harriman, & Carpenter | 5.7k | $388k | 0% | Sep 2022 | ||
| Nomura Asset Management | 5.7k | $385k | 0% | Sep 2022 | ||
| Laidlaw Wealth Management | 5.7k | $396k | 3% | Jun 2022 | ||
| Coastal Investment Advisors | 5.6k | $381k | 0% | Sep 2022 | ||
| Gill Capital Partners | 5.6k | $376k | -4% | Sep 2022 | ||
| Rockefeller Capital Management | 5.4k | $364k | 9% | Sep 2022 | ||
| First Commonwealth Financial Corporation | 5.4k | $361k | 0% | Sep 2022 | ||
| Almanack Investment Partners | 5.2k | $351k | 100% | Sep 2022 | ||
| Mandatum Life Insurance | 5.2k | $350k | 0% | Sep 2022 | ||
| Frank. Day | 5.1k | $347k | -5% | Sep 2022 | ||
| Sargent Investment Group | 5.1k | $362k | 0% | Sep 2022 | ||
| Pacific Sun Financial Corp | 5.1k | $356k | 9% | Jun 2022 | ||
| Parsec Financial Management | 5.1k | $341k | 0% | Sep 2022 | ||
| Snowden Capital Advisors | 5.0k | $340k | 1% | Sep 2022 | ||
| H D Vest Advisory Services | 4.9k | $332k | 5% | Sep 2022 | ||
| CIBC World Markets | 4.9k | $330k | -4% | Sep 2022 | ||
| Credit Suisse | 4.6k | $309k | 100% | Sep 2022 | ||
| Capital Advisory Group Advisory Services | 4.6k | $309k | -2% | Sep 2022 | ||
| IHT Wealth Management | 4.6k | $309k | -8% | Sep 2022 | ||
| Spire Wealth Management | 4.5k | $306k | -24% | Sep 2022 | ||
| M^T Bank Corporation | 4.5k | $303k | -2% | Sep 2022 | ||
| Prudent Investors Network | 4.3k | $289k | 0% | Sep 2022 | ||
| TrueWealth Advisors | 4.3k | $288k | -31% | Sep 2022 | ||
| CoreCap Advisors | 4.1k | $286k | -20% | Jun 2022 | ||
| SOA Wealth Advisors | 4.0k | $269k | -10% | Sep 2022 | ||
| Concentrum Wealth Management | 3.2k | $215k | -57% | Sep 2022 | ||
| Glenmede Trust Company | 3.1k | $207k | -48% | Sep 2022 | ||
Who sold out of iShares Dow Jones US Financial?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Colony Group | Jun 2022 | 102k | $7.2M |
| Jane Street | Jun 2022 | 20k | $1.4M |
| Teamwork Financial Advisors | Jun 2022 | 16k | $1.1M |
| Aurora Private Wealth | Jun 2022 | 15k | $25k |
| Old Mission Capital | Mar 2022 | 13k | $1.1M |
| Secure Asset Management | Jun 2022 | 6.7k | $468k |
| Kalos Management | Jun 2022 | 5.5k | $389k |
| One Charles Private Wealth Services | Jun 2022 | 5.3k | $366k |
| Brian McDonald | Jun 2022 | 4.9k | $351k |
| Renaissance Technologies | Jun 2022 | 4.4k | $308k |