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 | 1.9M | $211M | -4% | Dec 2024 |
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Bank of America Corporation | 1.7M | $188M | 2% | Dec 2024 |
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Fil | 1.5M | $173M | 100% | Mar 2025 |
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Manufacturers Life Insurance Company | 1.5M | $169M | 1367% | Mar 2025 |
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Morgan Stanley | 1.4M | $150M | 100% | Dec 2024 |
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Phoenix Holdings | 1.2M | $132M | 0% | Dec 2024 |
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Goldman Sachs Group | 930k | $105M | 13% | Mar 2025 |
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LPL Financial | 743k | $84M | 9% | Mar 2025 |
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Hsbc Holdings | 661k | $75M | -35% | Mar 2025 |
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Bank Of Montreal | 653k | $72M | 51% | Dec 2024 |
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Northwestern Mutual Wealth Management Company | 644k | $71M | 1% | Dec 2024 |
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Wells Fargo & Company | 517k | $58M | 4% | Mar 2025 |
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Green Harvest Asset Management | 511k | $57M | 6% | Dec 2024 |
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UBS Group | 410k | $46M | 2% | Mar 2025 |
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FMR | 301k | $34M | -3% | Mar 2025 |
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Royal Bank of Canada | 300k | $34M | 37% | Mar 2025 |
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Commonwealth Equity Services | 242k | $27M | 96% | Dec 2024 |
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Magnus Financial Group | 196k | $22M | 1% | Mar 2025 |
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Raymond James Financial | 188k | $21M | 7% | Mar 2025 |
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MinichMacGregor Wealth Management | 187k | $21M | 3% | Mar 2025 |
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Advisor Group Holdings | 184k | $21M | 11% | Mar 2025 |
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Ameriprise Financial | 171k | $19M | 9% | Mar 2025 |
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Cetera Investment Advisers | 168k | $19M | 28% | Dec 2024 |
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Scotia Capital | 163k | $18M | 1% | Mar 2025 |
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Kestra Advisory Services | 158k | $18M | 44% | Dec 2024 |
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Patten & Patten | 118k | $13M | -1% | Mar 2025 |
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Cambridge Investment Research Advisors | 117k | $13M | 4% | Mar 2025 |
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Envestnet Asset Management | 112k | $13M | 22% | Mar 2025 |
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XML Financial | 112k | $13M | -1% | Mar 2025 |
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Thrivent Financial for Lutherans | 110k | $12M | 0% | Mar 2025 |
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Stifel Financial | 97k | $11M | 4% | Dec 2024 |
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Jpmorgan Chase & Co | 89k | $10M | -3% | Mar 2025 |
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Resources Investment Advisors | 87k | $9.8M | -5% | Mar 2025 |
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United Capital Financial Advisers | 83k | $9.4M | 0% | Mar 2025 |
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Washington Trust Company | 81k | $9.1M | -66% | Mar 2025 |
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Finley Financial | 74k | $8.2M | 0% | Mar 2025 |
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AE Wealth Management | 69k | $7.6M | -2% | Dec 2024 |
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 67k | $7.5M | 3522% | Dec 2024 |
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First Citizens Financial Corp | 64k | $7.2M | 0% | Mar 2025 |
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Stillwater Capital Advisors | 61k | $6.8M | 11% | Mar 2025 |
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Schroder Investment Management Group | 56k | $6.3M | -95% | Mar 2025 |
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Jones Financial Companies, L.L | 56k | $6.3M | 56% | Mar 2025 |
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Sanctuary Advisors | 55k | $6.5M | 7% | Dec 2024 |
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Janney Montgomery Scott | 55k | $6.2M | 3% | Mar 2025 |
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Summit Financial Consulting | 53k | $6.0M | 100% | Mar 2025 |
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Citadel Advisors | 50k | $5.7M | 64% | Mar 2025 |
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CX Institutional | 47k | $5.3M | 103% | Mar 2025 |
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Mariner Wealth Advisors | 44k | $5.0M | 8% | Mar 2025 |
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Private Advisor | 42k | $4.7M | 45% | Mar 2025 |
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Gimbal Financial | 40k | $4.6M | 100% | Mar 2025 |
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Goss Wealth Management | 39k | $4.3M | 42% | Dec 2024 |
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HC Advisors | 39k | $4.3M | -5% | Dec 2024 |
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Ethos Financial Group | 38k | $4.3M | 100% | Mar 2025 |
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Synovus Financial Corp. | 36k | $4.1M | 0% | Mar 2025 |
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Pettyjohn | 35k | $3.9M | -4% | Mar 2025 |
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KKM Financial | 34k | $3.9M | -3% | Mar 2025 |
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Walleye Trading | 34k | $3.8M | 20% | Mar 2025 |
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First Heartland Consultants | 31k | $3.5M | -1% | Mar 2025 |
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Susquehanna International | 30k | $3.4M | 45% | Dec 2024 |
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Branch Banking & Trust Company | 29k | $3.3M | -11% | Mar 2025 |
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Gerber Kawasaki Wealth & Investment Management | 29k | $3.2M | 2% | Dec 2024 |
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Prostatis Group | 28k | $3.2M | -60% | Mar 2025 |
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Financial Management Professionals | 27k | $3.1M | -21% | Mar 2025 |
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EWG Elevate | 27k | $3.1M | 0% | Mar 2025 |
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Rockefeller Capital Management | 27k | $2.9M | -2% | Dec 2024 |
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Carnick & Kubik | 27k | $3.0M | 100% | Mar 2025 |
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Syon Capital | 26k | $3.0M | 16% | Mar 2025 |
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Pnc Financial Services | 26k | $2.8M | 0% | Dec 2024 |
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Colony Family Offices | 26k | $2.9M | -7% | Mar 2025 |
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Eagle Strategies | 24k | $2.7M | 2% | Mar 2025 |
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Geneos Wealth Management | 24k | $2.6M | -4% | Mar 2025 |
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Somerset | 23k | $2.5M | -1% | Dec 2024 |
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HighTower Advisors | 21k | $2.3M | -4% | Dec 2024 |
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Mutual Advisors | 20k | $2.2M | -6% | Mar 2025 |
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Wealthstar Advisors | 20k | $2.3M | 3% | Mar 2025 |
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WealthCare Investment Partners | 20k | $2.1M | 100% | Mar 2025 |
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Kovack Advisors | 20k | $2.2M | 5% | Dec 2024 |
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Equitable Holdings | 19k | $2.1M | 7% | Dec 2024 |
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Mml Investors Services | 18k | $2.0M | 15% | Dec 2024 |
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Advisory Services Network | 18k | $2.0M | -4% | Dec 2024 |
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Founders Financial Securities | 18k | $2.0M | 2% | Mar 2025 |
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Davenport & Co | 17k | $2.0M | 4% | Mar 2025 |
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Koshinski Asset Management | 17k | $1.9M | -1% | Mar 2025 |
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Spire Wealth Management | 17k | $1.9M | 10% | Mar 2025 |
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Aft, Forsyth and Company | 17k | $1.9M | 0% | Mar 2025 |
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Apeiron RIA | 16k | $1.8M | 19% | Mar 2025 |
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Nelson, Van Denburg & Campbell Wealth Management | 16k | $1.8M | 18% | Mar 2025 |
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HPM Partners | 16k | $771k | 100% | Mar 2025 |
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Wealth Enhancement Advisory Services | 16k | $1.8M | -15% | Mar 2025 |
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Mmbg Investment Advisors | 16k | $1.8M | 0% | Mar 2025 |
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Callan Capital | 16k | $1.8M | -1% | Mar 2025 |
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Creative Planning | 15k | $1.7M | 0% | Mar 2025 |
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Nikulski Financial | 15k | $1.7M | -2% | Mar 2025 |
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Huntington National Bank | 15k | $1.6M | 3% | Mar 2025 |
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RMB Capital Management | 13k | $1.5M | 100% | Mar 2025 |
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Peapack Gladstone Financial Corp | 13k | $1.5M | -7% | Mar 2025 |
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Harmony Asset Management | 13k | $1.5M | -8% | Mar 2025 |
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MAI Wealth Advisors | 13k | $1.4M | -1% | Mar 2025 |
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WESPAC Advisors | 13k | $1.4M | 18% | Mar 2025 |
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KCM Investment Advisors | 12k | $1.4M | 5% | Mar 2025 |
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Bank of New York Mellon | 12k | $1.4M | -3% | Mar 2025 |
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Quantinno Capital Management | 12k | $1.4M | 51% | Mar 2025 |
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Ameritas Advisory Services | 12k | $1.3M | 0% | Mar 2025 |
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Federation des caisses Desjardins du Quebec | 12k | $1.3M | -3% | Mar 2025 |
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Tudor Investment Corporation | 12k | $1.3M | 100% | Mar 2025 |
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Prospera Financial Services | 11k | $1.3M | 399% | Dec 2024 |
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William Blair $ Company | 11k | $1.3M | 7% | Mar 2025 |
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Navis Wealth Advisors | 11k | $1.3M | 0% | Mar 2025 |
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Smartleaf Asset Management | 11k | $1.2M | 6923% | Mar 2025 |
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Essex | 11k | $1.2M | -8% | Mar 2025 |
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Kesler, Norman & Wride | 11k | $1.2M | 5% | Mar 2025 |
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Commerce Bank N A | 11k | $1.2M | 0% | Mar 2025 |
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Gladstone Institutional Advisory | 11k | $1.2M | 92% | Dec 2024 |
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Kestra Private Wealth Services | 10k | $1.2M | -2% | Mar 2025 |
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Sigma Planning | 10k | $1.2M | 19% | Mar 2025 |
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Atria Investments | 9.8k | $1.1M | 35% | Dec 2024 |
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Captrust Financial Advisors | 9.7k | $1.1M | 1% | Mar 2025 |
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Matthew Goff Investment Advisor | 9.7k | $1.1M | 0% | Mar 2025 |
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One Charles Private Wealth Services | 9.6k | $1.1M | -2% | Mar 2025 |
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Steward Partners Investment Advisory | 9.5k | $1.1M | 129% | Dec 2024 |
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Chesapeake Wealth Management | 9.5k | $1.1M | -12% | Mar 2025 |
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Mercer Global Advisors | 9.2k | $1.0M | -18% | Mar 2025 |
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The Allstate Corporation | 9.2k | $1.0M | 100% | Mar 2025 |
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Stephens | 9.2k | $1.0M | 0% | Mar 2025 |
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Brian McDonald | 9.1k | $1.0M | -7% | Mar 2025 |
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Wealth Management Partners | 9.1k | $1.0M | 3% | Mar 2025 |
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CWM | 8.9k | $1.0M | 24% | Mar 2025 |
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Magnolia Capital Management | 8.8k | $998k | 0% | Mar 2025 |
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Baird Financial | 8.6k | $948k | 0% | Dec 2024 |
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IHT Wealth Management | 8.5k | $945k | -1% | Dec 2024 |
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One Capital Management | 8.5k | $940k | 0% | Dec 2024 |
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CI Private Wealth | 8.4k | $952k | -53% | Mar 2025 |
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U.S. Capital Wealth Advisors | 8.2k | $926k | 8% | Mar 2025 |
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Merit Financial Group | 8.2k | $923k | 73% | Mar 2025 |
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Gwn Securities | 8.2k | $948k | 100% | Mar 2025 |
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Prime Capital Investment Advisors | 8.0k | $884k | 0% | Dec 2024 |
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Arkadios Wealth Advisors | 7.7k | $868k | 24% | Mar 2025 |
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Joel Isaacson & Co | 7.7k | $865k | 3% | Mar 2025 |
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HFG Advisors | 7.6k | $861k | 0% | Mar 2025 |
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Ancora Advisors | 7.5k | $834k | 0% | Dec 2024 |
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National Bank Of Canada /fi/ | 7.5k | $841k | 1% | Mar 2025 |
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Garrison Point Advisors | 7.2k | $800k | -2% | Dec 2024 |
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Nova Wealth Management | 7.1k | $806k | 52% | Mar 2025 |
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Haverford Trust Company | 7.0k | $795k | 0% | Mar 2025 |
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Chicago Partners Investment | 6.9k | $771k | 0% | Mar 2025 |
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ValMark Advisers | 6.9k | $773k | 65% | Mar 2025 |
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Northern Trust | 6.8k | $770k | 0% | Mar 2025 |
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Robertson Stephens Wealth Management | 6.8k | $763k | -12% | Mar 2025 |
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Wealth Management Associates | 6.8k | $762k | 7% | Mar 2025 |
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Brookstone Capital Management | 5.8k | $653k | -89% | Mar 2025 |
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Glenview Trust | 5.5k | $618k | -31% | Mar 2025 |
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J.w. Cole Advisors | 5.4k | $606k | -56% | Mar 2025 |
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GDS Wealth Management | 4.6k | $525k | -97% | Mar 2025 |
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Moloney Securities Asset Management | 4.6k | $514k | -95% | Mar 2025 |
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Two Sigma Securities | 2.9k | $324k | -62% | Dec 2024 |
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CoreCap Advisors | 2.6k | $297k | -93% | Mar 2025 |
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Tower Research Capital | 465.00 | $51k | -97% | Dec 2024 |
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