Who owns iShares Dow Jones US Financial Svc.?
- Ticker: IYG
- CUSIP Number: 464287770
Tip: Access positions for across all investors
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 |
---|---|---|---|---|---|
Goldman Sachs Group | 591k | $91M | 52% | Sep 2023 |
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Envestnet Asset Management | 492k | $76M | 94% | Sep 2023 |
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RiverFront Investment Group | 454k | $70M | -2% | Sep 2023 |
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Morgan Stanley | 345k | $53M | -8% | Sep 2023 |
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Bank of America Corporation | 302k | $47M | -33% | Sep 2023 |
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Royal Bank of Canada | 195k | $30M | 9% | Sep 2023 |
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Raymond James & Associates | 195k | $30M | 0% | Sep 2023 |
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Wells Fargo & Company | 125k | $19M | -5% | Sep 2023 |
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Baltimore-Washington Financial Advisors | 110k | $17M | 3% | Sep 2023 |
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LPL Financial | 104k | $16M | -3% | Sep 2023 |
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UBS Group | 101k | $16M | 6% | Sep 2023 |
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Circle Wealth Management | 98k | $15M | 100% | Sep 2023 |
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Janney Montgomery Scott | 93k | $14M | -3% | Sep 2023 |
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Kozak & Associates | 79k | $12M | 19% | Sep 2023 |
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Captrust Financial Advisors | 61k | $9.5M | 3% | Sep 2023 |
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Branch Banking & Trust Company | 60k | $9.3M | 0% | Sep 2023 |
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Ferguson Wellman Capital Management | 59k | $9.1M | -1% | Sep 2023 |
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Jpmorgan Chase & Co | 57k | $8.9M | 12% | Sep 2023 |
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Bank Of Montreal | 55k | $9.0M | -8% | Sep 2023 |
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Arkansas Financial | 48k | $7.4M | -1% | Sep 2023 |
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Private Advisor | 42k | $6.4M | -1% | Sep 2023 |
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SAM Advisors | 41k | $6.3M | -1% | Sep 2023 |
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 40k | $6.1M | -3% | Sep 2023 |
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Northwestern Mutual Wealth Management Company | 40k | $6.1M | 0% | Sep 2023 |
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Howard Capital Management Group | 37k | $5.8M | 1% | Sep 2023 |
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Advisor Group Holdings | 32k | $4.9M | -1% | Sep 2023 |
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Stifel Financial | 31k | $4.7M | -3% | Sep 2023 |
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Beacon Pointe Advisors | 28k | $4.4M | 6% | Sep 2023 |
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J.w. Cole Advisors | 28k | $4.4M | 4% | Sep 2023 |
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Scotia Capital | 27k | $4.1M | -7% | Sep 2023 |
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Bank of Nova Scotia | 24k | $3.7M | 0% | Sep 2023 |
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Susquehanna International | 20k | $3.1M | -51% | Sep 2023 |
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Citadel Advisors | 20k | $3.1M | -60% | Sep 2023 |
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Millennium Management | 19k | $2.9M | 100% | Sep 2023 |
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Wealthgate Family Office | 18k | $2.8M | 0% | Sep 2023 |
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First Republic Investment Management | 18k | $2.7M | -5% | Sep 2023 |
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Green Harvest Asset Management | 17k | $2.6M | 2% | Sep 2023 |
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United Capital Financial Advisers | 16k | $2.5M | -1% | Sep 2023 |
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HighTower Advisors | 16k | $2.5M | 13% | Sep 2023 |
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Commonwealth Equity Services | 15k | $2.3M | -6% | Sep 2023 |
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Mariner Wealth Advisors | 14k | $2.1M | -1% | Sep 2023 |
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Family Firm | 13k | $2.0M | -9% | Sep 2023 |
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Diversified | 12k | $1.9M | -11% | Sep 2023 |
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Financial Freedom | 11k | $1.7M | -9% | Sep 2023 |
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Snider Financial Group | 11k | $1.7M | 0% | Sep 2023 |
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Fifth Third Securities | 11k | $1.7M | -18% | Sep 2023 |
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Ameriprise Financial | 11k | $1.7M | -37% | Sep 2023 |
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Raymond James Financial Services Advisors | 9.5k | $1.5M | -8% | Sep 2023 |
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Merit Financial Group | 9.2k | $1.4M | 0% | Sep 2023 |
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GeoWealth Management | 8.8k | $1.4M | -2% | Sep 2023 |
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Patten & Patten | 8.5k | $1.3M | 0% | Sep 2023 |
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Source Financial Advisors | 8.3k | $1.3M | -8% | Sep 2023 |
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Financial Network Investment Corporation | 8.2k | $1.3M | -4% | Sep 2023 |
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Brian McDonald | 8.1k | $1.3M | 100% | Sep 2023 |
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Stephens | 7.7k | $1.2M | 0% | Sep 2023 |
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IHT Wealth Management | 7.7k | $1.2M | -1% | Sep 2023 |
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Creative Planning | 7.6k | $1.2M | -1% | Sep 2023 |
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Koshinski Asset Management | 7.5k | $1.2M | 0% | Sep 2023 |
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Cambridge Investment Research Advisors | 7.4k | $1.1M | -12% | Sep 2023 |
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CIBC World Markets | 6.5k | $1.0M | -32% | Sep 2023 |
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Advisory Services Network | 6.3k | $969k | -1% | Sep 2023 |
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Cottonwood Capital Advisors | 6.0k | $928k | -5% | Sep 2023 |
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Cobblestone Capital Advisors | 6.0k | $923k | -4% | Sep 2023 |
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FMR | 5.1k | $793k | 25% | Sep 2023 |
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Prudential Financial | 4.9k | $753k | 17% | Sep 2023 |
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Thrivent Financial for Lutherans | 4.8k | $752k | -3% | Sep 2023 |
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Litman Gregory Asset Management | 4.8k | $742k | 0% | Sep 2023 |
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CWM | 4.8k | $736k | -5% | Sep 2023 |
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Garrison Point Advisors | 4.7k | $729k | -1% | Sep 2023 |
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National Bank Of Canada /fi/ | 4.7k | $713k | -9% | Sep 2023 |
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Summit Financial | 4.4k | $687k | 0% | Sep 2023 |
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Mml Investors Services | 4.3k | $670k | 0% | Sep 2023 |
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Bank Hapoalim Bm | 4.3k | $667k | -6% | Sep 2023 |
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Mine & Arao Wealth Creation & Management | 4.2k | $657k | -1% | Sep 2023 |
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Equitable Holdings | 4.0k | $623k | 175% | Sep 2023 |
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Sunbelt Securities | 3.9k | $608k | -9% | Jun 2023 |
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Citigroup | 3.8k | $591k | -30% | Sep 2023 |
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Castle Rock Wealth Management | 3.6k | $552k | 0% | Sep 2023 |
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National Asset Management | 3.5k | $547k | -18% | Sep 2023 |
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Goss Wealth Management | 3.4k | $527k | -17% | Sep 2023 |
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Quadrant Private Wealth Management | 3.4k | $527k | 0% | Sep 2023 |
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Wedbush Morgan Securities | 3.2k | $492k | 8% | Sep 2023 |
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Quattro Financial Advisors | 3.1k | $482k | 0% | Sep 2023 |
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Amg National Trust Bank | 3.1k | $482k | -1% | Sep 2023 |
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Lido Advisors | 3.1k | $477k | 0% | Sep 2023 |
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Financial Partners Group | 3.1k | $473k | 8% | Sep 2023 |
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Kestra Advisory Services | 3.0k | $466k | 6% | Sep 2023 |
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Steward Partners Investment Advisory | 3.0k | $458k | 1% | Sep 2023 |
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Flow Traders US | 2.9k | $449k | 100% | Sep 2023 |
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California Capital Advisors | 2.9k | $446k | -7% | Sep 2023 |
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Us Bancorp | 2.8k | $440k | 1% | Sep 2023 |
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Prospera Financial Services | 2.8k | $436k | 0% | Sep 2023 |
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Cresset Asset Management | 2.8k | $433k | 0% | Sep 2023 |
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Apexium Financial | 2.7k | $414k | -4% | Sep 2023 |
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Aurum Wealth Management Group | 2.5k | $390k | -4% | Sep 2023 |
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Geneos Wealth Management | 2.5k | $384k | 0% | Sep 2023 |
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H D Vest Advisory Services | 2.4k | $375k | 0% | Sep 2023 |
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Mercer Global Advisors | 2.4k | $374k | -39% | Sep 2023 |
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TRUE Private Wealth Advisors | 2.4k | $371k | 3% | Sep 2023 |
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Baird Financial | 2.3k | $362k | 0% | Sep 2023 |
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D.A. Davidson & Co. | 2.3k | $351k | -15% | Sep 2023 |
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Atria Wealth Solutions | 2.3k | $349k | -7% | Sep 2023 |
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Interchange Capital Partners | 2.2k | $341k | -7% | Sep 2023 |
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BKD Wealth Advisors | 2.2k | $340k | 0% | Sep 2023 |
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Stratos Wealth Advisors | 2.2k | $336k | 2% | Sep 2023 |
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Comerica Securities | 2.2k | $338k | 0% | Sep 2023 |
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Objective Capital Management | 2.1k | $325k | 0% | Sep 2023 |
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Charter Oak Capital Management | 2.0k | $314k | 0% | Sep 2023 |
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Coastal Investment Advisors | 2.0k | $320k | 0% | Sep 2023 |
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Investmark Advisory Group | 2.0k | $309k | 0% | Sep 2023 |
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FDx Advisors | 2.0k | $306k | -10% | Sep 2023 |
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Centaurus Financial | 2.0k | $305k | 3% | Sep 2023 |
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Qube Research & Technologies | 1.9k | $288k | 100% | Sep 2023 |
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SFI Advisors | 1.7k | $266k | -24% | Sep 2023 |
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Bank of New York Mellon | 1.7k | $256k | -27% | Sep 2023 |
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Carnegie Capital Asset Management | 1.6k | $243k | 100% | Sep 2023 |
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SPC Financial | 1.6k | $240k | -11% | Sep 2023 |
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Resources Investment Advisors | 1.5k | $237k | 0% | Sep 2023 |
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Horizon Family Wealth | 1.5k | $237k | -40% | Sep 2023 |
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Capital Wealth Alliance | 1.5k | $236k | -39% | Sep 2023 |
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Pnc Financial Services | 1.5k | $233k | 2% | Sep 2023 |
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Financial Architects | 1.5k | $237k | 0% | Jun 2023 |
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Gallagher Fiduciary Advisors | 1.5k | $226k | 0% | Sep 2023 |
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Private Portfolio Partners | 1.5k | $225k | -1% | Sep 2023 |
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Capital Investment Advisors | 1.4k | $216k | 0% | Sep 2023 |
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Cetera Investment Advisers | 1.4k | $212k | 6% | Sep 2023 |
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HBK Sorce Advisory | 1.3k | $203k | 0% | Sep 2023 |
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Capital Financial Planning | 1.3k | $201k | 0% | Sep 2023 |
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WNY Asset Management | 1.3k | $200k | -25% | Jun 2023 |
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Asset Dedication | 1.1k | $166k | 0% | Sep 2023 |
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Carolinas Wealth Consulting | 1.1k | $158k | 0% | Sep 2023 |
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AdvisorNet Financial | 969.00 | $150k | -16% | Sep 2023 |
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Manchester Capital Management | 890.00 | $138k | 0% | Sep 2023 |
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AllSquare Wealth Management | 802.00 | $124k | 0% | Sep 2023 |
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Founders Financial Alliance | 771.00 | $119k | 0% | Sep 2023 |
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Quadrant Capital | 636.00 | $98k | 0% | Sep 2023 |
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William Blair $ Company | 617.00 | $95k | 0% | Sep 2023 |
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AlphaMark Advisors | 615.00 | $95k | -13% | Sep 2023 |
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Harbour Investments | 577.00 | $89k | -50% | Sep 2023 |
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Fifth Third Bancorp | 446.00 | $69k | 0% | Sep 2023 |
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Signature | 347.00 | $54k | 4% | Sep 2023 |
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Nbc Securities | 320.00 | $49k | 100% | Sep 2023 |
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Rosenberg Matthew Hamilton | 310.00 | $48k | 0% | Sep 2023 |
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Indiana Trust & Investment Management | 270.00 | $42k | 100% | Sep 2023 |
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Benjamin F. Edwards & Company | 264.00 | $41k | 0% | Sep 2023 |
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Spire Wealth Management | 243.00 | $38k | 0% | Sep 2023 |
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Central Trust & Investment | 231.00 | $36k | 0% | Sep 2023 |
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GPS Wealth Strategies Group | 226.00 | $35k | 0% | Sep 2023 |
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Y.D. More Investments | 200.00 | $31k | 0% | Sep 2023 |
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Cassady Schiller Wealth Management | 200.00 | $31k | 0% | Sep 2023 |
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Who sold out of iShares Dow Jones US Financial Svc.?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Bnp Paribas Arbitrage, Snc | Jun 2023 | 50k | $7.9M |
Valley Financial Management | Mar 2023 | 37k | $5.6M |
Kingswood Wealth Advisors | Jun 2023 | 25k | $1.1M |
Jane Street | Jun 2023 | 12k | $1.9M |
Vestmark Advisory Solutions | Jun 2023 | 4.9k | $769k |
Tower Research Capital | Jun 2023 | 3.8k | $604k |
Cordatus Wealth Management | Jun 2023 | 2.8k | $435k |
Kesler, Norman & Wride | Jun 2023 | 1.7k | $276k |
Two Sigma Securities | Jun 2023 | 1.4k | $222k |
CX Institutional | Jun 2023 | 1.3k | $209k |
ICA Group Wealth Management | Jun 2023 | 1.0k | $166k |
ORG Partners | Jun 2023 | 500.00 | $80k |
Centerpoint Advisors | Jun 2023 | 320.00 | $51k |