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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Manufacturers Life Insurance Company | 1.2M | $89M | 100% | Sep 2023 |
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Morgan Stanley | 1.2M | $86M | -4% | Sep 2023 |
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Goldman Sachs Group | 676k | $58M | -6% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 405k | $30M | 698% | Sep 2023 |
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LPL Financial | 381k | $29M | 5% | Sep 2023 |
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UBS Group | 370k | $32M | 10% | Dec 2023 |
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FMR | 335k | $25M | -8% | Sep 2023 |
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Wells Fargo & Company | 323k | $28M | -15% | Dec 2023 |
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Washington Trust Company | 253k | $22M | -4% | Dec 2023 |
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Green Harvest Asset Management | 250k | $19M | 48% | Sep 2023 |
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Ameriprise Financial | 213k | $16M | -15% | Sep 2023 |
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Royal Bank of Canada | 205k | $18M | -6% | Dec 2023 |
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Magnus Financial Group | 173k | $13M | 0% | Sep 2023 |
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GDS Wealth Management | 151k | $13M | -1% | Dec 2023 |
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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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Financial Network Investment Corporation | 111k | $8.3M | 0% | Sep 2023 |
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Resources Investment Advisors | 100k | $7.5M | -10% | Sep 2023 |
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Raymond James Financial Services Advisors | 99k | $8.5M | -5% | Dec 2023 |
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XML Financial | 99k | $7.4M | -1% | Sep 2023 |
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Etfidea | 90k | $7.7M | 6% | Dec 2023 |
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Cambridge Investment Research Advisors | 90k | $7.6M | 31% | Dec 2023 |
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United Capital Financial Advisers | 89k | $7.6M | -23% | Dec 2023 |
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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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Raymond James & Associates | 79k | $6.8M | -30% | 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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Stillwater Capital Advisors | 63k | $5.4M | 1% | Dec 2023 |
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Envestnet Asset Management | 62k | $4.6M | -8% | Sep 2023 |
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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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CX Institutional | 49k | $4.2M | -6% | Dec 2023 |
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Bank Of Montreal | 48k | $4.1M | -4% | Dec 2023 |
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Thrivent Financial for Lutherans | 48k | $3.6M | -14% | Sep 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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Private Advisor | 39k | $3.3M | 24% | Dec 2023 |
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Pettyjohn | 39k | $2.9M | -2% | Sep 2023 |
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Jpmorgan Chase & Co | 38k | $3.2M | 68% | Dec 2023 |
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Synovus Financial Corp. | 37k | $2.8M | 1% | Sep 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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Susquehanna International | 26k | $1.9M | -43% | Sep 2023 |
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Gerber Kawasaki Wealth & Investment Management | 25k | $1.9M | -1% | Sep 2023 |
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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 | $1.8M | 0% | Dec 2023 |
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KKM Financial | 20k | $1.7M | 100% | Dec 2023 |
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Mml Investors Services | 19k | $1.5M | -23% | Sep 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 | $1.6M | 2% | Dec 2023 |
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Peapack Gladstone Financial Corp | 18k | $1.3M | -5% | Sep 2023 |
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Mmbg Investment Advisors | 18k | $1.5M | 0% | Dec 2023 |
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Wealthstar Advisors | 17k | $1.5M | 100% | 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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Brian McDonald | 16k | $1.2M | 100% | Sep 2023 |
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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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Cresset Asset Management | 14k | $1.1M | 0% | Sep 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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Cetera Investment Advisers | 13k | $968k | 44% | Sep 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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Nikulski Financial | 13k | $1.1M | -6% | 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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KCM Investment Advisors | 12k | $896k | 0% | Sep 2023 |
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Central Valley Advisors | 11k | $963k | 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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Sigma Planning | 9.7k | $832k | -18% | Dec 2023 |
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Wealth Enhancement Advisory Services | 9.6k | $823k | -5% | Dec 2023 |
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Matthew Goff Investment Advisor | 9.4k | $807k | -4% | Dec 2023 |
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Prime Capital Investment Advisors | 9.3k | $791k | 30% | Dec 2023 |
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Apexium Financial | 9.0k | $771k | 100% | 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 | $755k | 0% | Dec 2023 |
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Citigroup | 8.7k | $741k | -32% | Dec 2023 |
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Kestra Private Wealth Services | 8.3k | $706k | 11% | Dec 2023 |
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First Republic Investment Management | 8.2k | $613k | -40% | Sep 2023 |
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Kellett Schaffner Wealth Advisors | 7.9k | $674k | 101% | Dec 2023 |
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HFG Advisors | 7.6k | $652k | 0% | Dec 2023 |
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National Bank Of Canada /fi/ | 7.5k | $646k | 0% | Dec 2023 |
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Wealth Management Partners | 7.5k | $643k | 4% | Dec 2023 |
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Ancora Advisors | 7.5k | $641k | 0% | Dec 2023 |
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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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Keeley-Teton Advisors | 7.3k | $546k | 0% | Sep 2023 |
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Stephens | 7.3k | $545k | 0% | Sep 2023 |
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Glenmede Trust Company | 7.2k | $535k | 0% | Sep 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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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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Multi-Financial Securities | 6.7k | $504k | -1% | Sep 2023 |
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Goss Wealth Management | 6.7k | $503k | -7% | Sep 2023 |
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Dynamic Advisors Solutions | 6.5k | $555k | -7% | Dec 2023 |
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Brookstone Capital Management | 6.5k | $552k | 100% | Dec 2023 |
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Equitable Holdings | 6.2k | $463k | 28% | Sep 2023 |
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Navellier & Associates | 5.8k | $494k | 100% | Dec 2023 |
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Ironwood Wealth Management | 5.7k | $491k | -2% | Dec 2023 |
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Acropolis Investment Management | 5.7k | $490k | 0% | Dec 2023 |
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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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C2C Wealth Management | 5.5k | $405k | 0% | Sep 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 | $446k | -10% | Dec 2023 |
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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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WESPAC Advisors | 5.0k | $429k | 100% | Dec 2023 |
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Natixis | 5.0k | $376k | 0% | Sep 2023 |
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Zimmermann Investment Management & Planning | 4.9k | $421k | -17% | Dec 2023 |
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HF Advisory Group | 4.9k | $421k | 6% | Dec 2023 |
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Stonebridge Financial Planning Group | 4.9k | $414k | -35% | Dec 2023 |
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Charter Oak Capital Management | 4.8k | $409k | -38% | 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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CoreCap Advisors | 3.9k | $333k | -39% | Dec 2023 |
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Meridian Wealth Management | 3.8k | $323k | -50% | Dec 2023 |
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Vahanian & Associates Financial Planning | 3.6k | $306k | -37% | Dec 2023 |
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Qube Research & Technologies | 3.5k | $261k | -77% | Sep 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 |
Silvercrest Asset Management Group | Jun 2023 | 9.6k | $719k |
Dagco | Sep 2023 | 6.6k | $2.6M |