Who owns iShares Dow Jones US Financial Svc.?
- Ticker: IYG
- CUSIP Number: 464287770
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Analyze quarterly positions in iShares Dow Jones US Financial Svc. with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Dow Jones US Financial Svc. stock
Who bought or sold iShares Dow Jones US Financial Svc. this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| RiverFront Investment Group | 1.5M | $107M | 4% | Sep 2024 |
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| Envestnet Asset Management | 1.5M | $104M | -3% | Sep 2024 |
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| Goldman Sachs Group | 1.1M | $73M | -5% | Jun 2024 |
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| Morgan Stanley | 953k | $62M | -1% | Jun 2024 |
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| Raymond James & Associates | 562k | $40M | -1% | Sep 2024 |
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| Royal Bank of Canada | 471k | $34M | -3% | Sep 2024 |
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| Bank of America Corporation | 427k | $30M | -29% | Sep 2024 |
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| LPL Financial | 416k | $30M | 9% | Sep 2024 |
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| Wells Fargo & Company | 392k | $28M | 8% | Sep 2024 |
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| Baltimore-Washington Financial Advisors | 382k | $27M | 2% | Sep 2024 |
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| Circle Wealth Management | 295k | $21M | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 262k | $19M | 2% | Sep 2024 |
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| International Assets Investment Management | 261k | $3.7M | 7787% | Sep 2024 |
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| Kozak & Associates | 251k | $19M | -2% | Sep 2024 |
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| Janney Montgomery Scott | 243k | $17M | -2% | Sep 2024 |
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| Captrust Financial Advisors | 185k | $13M | 16% | Sep 2024 |
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| Ferguson Wellman Capital Management | 159k | $11M | 0% | Sep 2024 |
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| Arkansas Financial | 139k | $9.9M | -1% | Sep 2024 |
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| SAM Advisors | 120k | $8.5M | -2% | Sep 2024 |
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| Green Harvest Asset Management | 117k | $7.7M | 11% | Jun 2024 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 117k | $8.3M | 0% | Sep 2024 |
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| Howard Capital Management Group | 115k | $8.1M | 2% | Sep 2024 |
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| Private Advisor | 108k | $7.6M | -3% | Sep 2024 |
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| Stifel Financial | 89k | $5.8M | 1% | Jun 2024 |
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| Branch Banking & Trust Company | 82k | $5.4M | 3% | Jun 2024 |
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| BlackRock | 76k | $5.4M | 100% | Sep 2024 |
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| HighTower Advisors | 74k | $4.8M | 49% | Jun 2024 |
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| Bank of Nova Scotia | 73k | $5.2M | 0% | Sep 2024 |
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| Beacon Pointe Advisors | 70k | $5.0M | 1% | Sep 2024 |
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| Scotia Capital | 68k | $4.9M | -13% | Sep 2024 |
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| J.w. Cole Advisors | 61k | $4.3M | -1% | Sep 2024 |
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| Federation des caisses Desjardins du Quebec | 56k | $4.0M | 7% | Sep 2024 |
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| Wealthgate Family Office | 52k | $3.7M | -6% | Sep 2024 |
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| Southern Capital Advisors | 51k | $3.6M | 8% | Sep 2024 |
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| Pinnacle Family Advisors | 47k | $3.0M | 100% | Jun 2024 |
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| Mariner Wealth Advisors | 39k | $2.8M | -2% | Sep 2024 |
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| Commonwealth Equity Services | 38k | $2.7M | -2% | Sep 2024 |
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| Advisor Group Holdings | 36k | $2.6M | 1% | Sep 2024 |
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| Jane Street | 35k | $2.5M | 100% | Sep 2024 |
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| BlackRock | 35k | $2.3M | 211% | Jun 2024 |
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| Family Firm | 35k | $2.5M | -4% | Sep 2024 |
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| Diversified | 34k | $2.2M | 0% | Jun 2024 |
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| Cetera Investment Advisers | 33k | $2.1M | 2% | Jun 2024 |
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| Citadel Advisors | 32k | $2.3M | -5% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 31k | $2.2M | 3% | Sep 2024 |
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| Merit Financial Group | 28k | $2.0M | 0% | Sep 2024 |
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| Raymond James Financial Services Advisors | 26k | $1.9M | -4% | Sep 2024 |
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| Equitable Holdings | 26k | $1.7M | -53% | Jun 2024 |
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| GeoWealth Management | 26k | $1.8M | -2% | Sep 2024 |
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| National Bank Of Canada /fi/ | 23k | $1.6M | 15% | Sep 2024 |
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| Patten & Patten | 23k | $1.6M | 0% | Sep 2024 |
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| Brian McDonald | 22k | $1.6M | 7% | Sep 2024 |
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| Fifth Third Securities | 22k | $1.5M | -7% | Sep 2024 |
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| Creative Planning | 21k | $1.5M | 0% | Sep 2024 |
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| Geneos Wealth Management | 21k | $1.4M | 0% | Jun 2024 |
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| Koshinski Asset Management | 21k | $1.5M | -4% | Sep 2024 |
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| Stephens | 19k | $1.4M | -7% | Sep 2024 |
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| Advisory Services Network | 19k | $1.2M | 0% | Sep 2024 |
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| Susquehanna International | 19k | $1.3M | -10% | Sep 2024 |
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| Focus Financial Network | 18k | $1.3M | 1% | Sep 2024 |
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| Cobblestone Capital Advisors | 18k | $1.3M | 0% | Sep 2024 |
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| Mml Investors Services | 16k | $1.1M | 21% | Sep 2024 |
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| Cambridge Investment Research Advisors | 15k | $1.1M | -10% | Sep 2024 |
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| CWM | 15k | $1.0M | -9% | Sep 2024 |
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| Rockefeller Capital Management | 15k | $946k | -87% | Jun 2024 |
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| Litman Gregory Asset Management | 14k | $1.0M | 0% | Sep 2024 |
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| Source Financial Advisors | 14k | $1.0M | -4% | Sep 2024 |
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| Garrison Point Advisors | 14k | $903k | 0% | Jun 2024 |
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| Advisors Capital Management | 14k | $974k | 1% | Sep 2024 |
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| Cottonwood Capital Advisors | 13k | $925k | -11% | Sep 2024 |
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| Mine & Arao Wealth Creation & Management | 12k | $856k | -1% | Sep 2024 |
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| Burke & Herbert Bank & Trust | 12k | $847k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 12k | $833k | 129% | Sep 2024 |
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| Wedbush Morgan Securities | 11k | $785k | 3% | Sep 2024 |
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| Us Bancorp | 11k | $778k | -1% | Sep 2024 |
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| OMNI 360 Wealth | 10k | $712k | 12% | Sep 2024 |
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| Castle Rock Wealth Management | 10k | $712k | -5% | Sep 2024 |
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| Sunbelt Securities | 9.5k | $677k | 0% | Sep 2024 |
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| Goss Wealth Management | 9.2k | $601k | -11% | Jun 2024 |
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| Amg National Trust Bank | 9.2k | $650k | -1% | Sep 2024 |
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| Bank Hapoalim Bm | 9.0k | $637k | -4% | Sep 2024 |
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| Steward Partners Investment Advisory | 8.7k | $566k | -4% | Jun 2024 |
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| Quadrant Private Wealth Management | 8.6k | $610k | 0% | Sep 2024 |
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| Prospera Financial Services | 8.5k | $601k | 0% | Sep 2024 |
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| Cordatus Wealth Management | 8.3k | $586k | 0% | Sep 2024 |
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| Kestra Advisory Services | 8.2k | $583k | -8% | Sep 2024 |
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| Apexium Financial | 8.0k | $567k | 0% | Sep 2024 |
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| Financial Partners Group | 7.7k | $544k | -6% | Sep 2024 |
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| Mercer Global Advisors | 7.6k | $493k | -11% | Jun 2024 |
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| HPM Partners | 7.5k | $531k | 114% | Sep 2024 |
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| H D Vest Advisory Services | 7.4k | $480k | -4% | Jun 2024 |
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| National Asset Management | 6.9k | $486k | -18% | Sep 2024 |
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| Aurum Wealth Management Group | 6.4k | $453k | -1% | Sep 2024 |
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| New Insight Wealth Advisors | 6.3k | $449k | -9% | Sep 2024 |
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| Sanctuary Advisors | 6.3k | $513k | -57% | Sep 2024 |
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| TRUE Private Wealth Advisors | 6.2k | $441k | 0% | Sep 2024 |
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| BKD Wealth Advisors | 6.2k | $401k | 0% | Jun 2024 |
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| Investmark Advisory Group | 6.1k | $397k | 0% | Jun 2024 |
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| Principal Securities | 6.1k | $432k | 0% | Sep 2024 |
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| California Capital Advisors | 6.0k | $427k | -14% | Sep 2024 |
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| Objective Capital Management | 5.9k | $416k | -7% | Sep 2024 |
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| Tritonpoint Wealth | 5.7k | $400k | 10% | Sep 2024 |
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| Kesler, Norman & Wride | 5.4k | $385k | 100% | Sep 2024 |
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| Oppenheimer & Co | 5.3k | $376k | 100% | Sep 2024 |
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| Northern Trust | 5.3k | $373k | 100% | Sep 2024 |
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| Carnegie Capital Asset Management | 5.2k | $368k | 5% | Sep 2024 |
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| CIBC World Markets | 5.1k | $365k | 0% | Sep 2024 |
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| Stratos Wealth Partners | 5.1k | $361k | 100% | Sep 2024 |
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| Streettalk Advisors | 4.7k | $330k | 0% | Sep 2024 |
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| Swisher Financial Concepts | 4.5k | $313k | 0% | Sep 2024 |
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| Register Financial Advisors | 4.5k | $317k | 0% | Sep 2024 |
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| Wolverine Trading | 4.4k | $310k | 100% | Sep 2024 |
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| Private Portfolio Partners | 4.3k | $304k | 100% | Sep 2024 |
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| Centaurus Financial | 4.3k | $303k | -2% | Sep 2024 |
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| Wetzel Investment Advisors | 4.2k | $295k | 5% | Sep 2024 |
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| Interchange Capital Partners | 4.1k | $294k | -3% | Sep 2024 |
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| D.A. Davidson & Co. | 4.1k | $269k | -22% | Jun 2024 |
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| Commerce Bank N A | 4.0k | $281k | 5% | Sep 2024 |
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| HBK Sorce Advisory | 3.9k | $280k | 0% | Sep 2024 |
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| GSA Capital Partners | 3.9k | $276k | 23% | Sep 2024 |
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| Krasney Financial | 3.8k | $273k | -2% | Sep 2024 |
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| Colony | 3.8k | $271k | 100% | Sep 2024 |
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| CI Private Wealth | 3.7k | $263k | 19% | Sep 2024 |
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| Buckingham Asset Management | 3.7k | $239k | 0% | Jun 2024 |
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| Fisher Investments | 3.5k | $249k | 1% | Sep 2024 |
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| Mutual Advisors | 3.5k | $260k | 0% | Sep 2024 |
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| Lion Street Advisors | 3.5k | $245k | 0% | Sep 2024 |
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| Athena Investment Management | 3.3k | $238k | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 3.3k | $215k | 100% | Jun 2024 |
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| Chicago Partners Investment | 3.3k | $243k | 0% | Sep 2024 |
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| Asset Dedication | 3.2k | $228k | 0% | Sep 2024 |
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| Sensible Money | 3.2k | $228k | 0% | Sep 2024 |
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| Wealthcare Advisory Partners | 3.2k | $228k | 0% | Sep 2024 |
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| Prime Capital Investment Advisors | 3.2k | $227k | 0% | Sep 2024 |
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| Capital Wealth Alliance | 3.2k | $225k | -27% | Sep 2024 |
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| Wealth Forward | 3.2k | $225k | 0% | Sep 2024 |
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| Raymond James Trust | 3.1k | $218k | -28% | Sep 2024 |
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| Davenport & Co | 3.0k | $215k | -4% | Sep 2024 |
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| Verum Partners | 3.0k | $213k | 100% | Sep 2024 |
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| Black Diamond Financial | 2.9k | $208k | 100% | Sep 2024 |
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| Sigma Planning | 2.9k | $207k | 100% | Sep 2024 |
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| Resources Investment Advisors | 2.9k | $205k | 100% | Sep 2024 |
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| Atria Wealth Solutions | 2.8k | $202k | 100% | Sep 2024 |
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| Capital Investment Advisors | 2.8k | $201k | 100% | Sep 2024 |
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| Yarger Wealth Strategies | 2.8k | $201k | 100% | Sep 2024 |
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| Financial Freedom | 2.8k | $196k | -6% | Sep 2024 |
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| AdvisorNet Financial | 2.6k | $187k | 0% | Sep 2024 |
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| Pnc Financial Services | 2.5k | $178k | -12% | Sep 2024 |
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| AllSquare Wealth Management | 2.4k | $157k | 0% | Jun 2024 |
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| Tower Research Capital | 891.00 | $58k | -92% | Jun 2024 |
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Who sold out of iShares Dow Jones US Financial Svc.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Millennium Management | Jun 2024 | 38k | $2.5M |
| KKM Financial | Mar 2024 | 9.6k | $637k |
| Charter Oak Capital Management | Jun 2024 | 6.0k | $388k |
| Eagle Strategies | Mar 2024 | 5.4k | $359k |
| Coastal Investment Advisors | Jun 2024 | 5.0k | $324k |
| D. E. Shaw & Co | Jun 2024 | 4.6k | $301k |
| Atria Investments | Jun 2024 | 4.5k | $293k |
| Gallagher Fiduciary Advisors | Jun 2024 | 4.4k | $287k |
| Flow Traders US | Jun 2024 | 4.1k | $265k |
| Advisors Preferred | Jun 2024 | 3.8k | $246k |
| Abbrea Capital | Mar 2024 | 3.5k | $233k |
| SPC Financial | Jun 2024 | 3.5k | $225k |
| CX Institutional | Jun 2024 | 3.4k | $223k |
| Moors & Cabot | Jun 2024 | 3.1k | $205k |
| First Long Island Investors | Mar 2024 | 3.1k | $207k |