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 |
|---|---|---|---|---|---|
| RiverFront Investment Group | 1.4M | $134M | 1% | Dec 2025 |
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| Envestnet Asset Management | 1.3M | $123M | 0% | Dec 2025 |
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| Goldman Sachs Group | 1.0M | $94M | -3% | Dec 2025 |
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| Sagespring Wealth Partners | 576k | $53M | 100% | Dec 2025 |
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| Dynasty Wealth Management | 532k | $49M | 100% | Dec 2025 |
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| LPL Financial | 480k | $44M | 5% | Dec 2025 |
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| Raymond James Financial | 450k | $42M | -6% | Dec 2025 |
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| Kozak & Associates | 430k | $37M | 2% | Mar 2026 |
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| Baltimore-Washington Financial Advisors | 417k | $38M | 3% | Dec 2025 |
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| Wells Fargo & Company | 355k | $33M | -8% | Dec 2025 |
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| Green Harvest Asset Management | 296k | $27M | -2% | Dec 2025 |
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| Circle Wealth Management | 295k | $27M | 0% | Dec 2025 |
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| Mml Investors Services | 254k | $23M | 7% | Dec 2025 |
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| Ameriprise Financial | 228k | $21M | 21% | Dec 2025 |
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| Janney Montgomery Scott | 198k | $16M | -3% | Mar 2026 |
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| Private Advisor | 179k | $17M | 4% | Dec 2025 |
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| Captrust Financial Advisors | 169k | $16M | 4% | Dec 2025 |
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| Ferguson Wellman Capital Management | 151k | $14M | -2% | Dec 2025 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 148k | $14M | 7% | Dec 2025 |
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| Arkansas Financial | 128k | $11M | 4% | Mar 2026 |
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| SAM Advisors | 114k | $11M | -2% | Dec 2025 |
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| UBS Group | 113k | $10M | -3% | Dec 2025 |
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| Stifel Financial | 103k | $9.5M | -2% | Dec 2025 |
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| Howard Capital Management Group | 94k | $7.8M | 1% | Mar 2026 |
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| Beacon Pointe Advisors | 81k | $7.4M | 51% | Dec 2025 |
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| Unique Wealth | 78k | $6.4M | 30% | Mar 2026 |
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| Bank of Nova Scotia | 73k | $6.7M | 0% | Dec 2025 |
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| Scotia Capital | 72k | $6.6M | -1% | Dec 2025 |
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| Centerline Wealth Advisors | 66k | $5.5M | 31% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 66k | $6.1M | 1% | Dec 2025 |
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| Branch Banking & Trust Company | 66k | $6.1M | 0% | Dec 2025 |
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| Advisor Group Holdings | 64k | $5.9M | -2% | Dec 2025 |
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| Concurrent Investment Advisors | 55k | $4.5M | 12% | Mar 2026 |
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| Cetera Investment Advisers | 49k | $4.5M | -1% | Dec 2025 |
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| HighTower Advisors | 49k | $4.5M | -2% | Dec 2025 |
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| Goss Wealth Management | 47k | $4.4M | -5% | Dec 2025 |
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| IHT Wealth Management | 47k | $4.4M | 3% | Dec 2025 |
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| Bernard Wealth Management Corp. | 46k | $4.3M | 2% | Dec 2025 |
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| Merit Financial Group | 45k | $3.7M | 40% | Mar 2026 |
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| Storen Legacy Partners | 42k | $3.5M | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 41k | $3.8M | 14% | Dec 2025 |
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| Commonwealth Equity Services | 39k | $3.6M | 1% | Dec 2025 |
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| Susquehanna International | 32k | $3.0M | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 32k | $2.9M | 9% | Dec 2025 |
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| Diversified Enterprises | 31k | $2.9M | 0% | Dec 2025 |
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| Advisory Services Network | 29k | $2.7M | 3% | Dec 2025 |
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| Mariner Wealth Advisors | 26k | $2.4M | 0% | Dec 2025 |
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| Fifth Third Securities | 25k | $2.1M | 0% | Mar 2026 |
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| National Bank Of Canada /fi/ | 24k | $2.2M | 2% | Dec 2025 |
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| Brian McDonald | 23k | $2.1M | -16% | Dec 2025 |
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| Creative Planning | 23k | $2.1M | 4% | Dec 2025 |
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| Focus Financial Network | 22k | $1.8M | -2% | Mar 2026 |
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| Patten & Patten | 21k | $2.0M | -3% | Dec 2025 |
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| Koshinski Asset Management | 20k | $1.9M | -4% | Dec 2025 |
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| Geneos Wealth Management | 20k | $1.8M | -3% | Dec 2025 |
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| Stephens | 18k | $1.7M | -1% | Dec 2025 |
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| Kestra Advisory Services | 17k | $1.6M | 3% | Dec 2025 |
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| Cambridge Investment Research Advisors | 17k | $1.5M | 6% | Dec 2025 |
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| Caliber Wealth Management, Llc / Ks | 16k | $1.3M | 0% | Mar 2026 |
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| Cyndeo Wealth Partners | 16k | $1.3M | 26% | Mar 2026 |
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| FMR | 16k | $1.5M | 3% | Dec 2025 |
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| Buckingham Strategic Partners | 16k | $1.5M | 100% | Dec 2025 |
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| Equitable Holdings | 16k | $1.5M | -13% | Dec 2025 |
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| OMNI 360 Wealth | 15k | $1.2M | -2% | Mar 2026 |
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| Litman Gregory Asset Management | 14k | $1.3M | 0% | Dec 2025 |
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| CWM | 14k | $1.3M | 0% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 14k | $1.3M | 173% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 13k | $1.2M | -2% | Dec 2025 |
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| Cottonwood Capital Advisors | 13k | $1.1M | 0% | Mar 2026 |
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| Garrison Point Advisors | 13k | $1.2M | 5% | Dec 2025 |
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| Mine & Arao Wealth Creation & Management | 12k | $1.1M | 0% | Dec 2025 |
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| Sequent Planning | 11k | $918k | 13% | Mar 2026 |
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| Us Bancorp | 11k | $1.0M | -2% | Dec 2025 |
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| United Capital Financial Advisers | 11k | $1.0M | 263% | Dec 2025 |
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| Gts Securities | 11k | $1.0M | 100% | Dec 2025 |
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| Oppenheimer & Co | 11k | $888k | 14% | Mar 2026 |
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| Prospera Financial Services | 10k | $864k | -1% | Mar 2026 |
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| Savant Capital Management | 10k | $930k | -11% | Dec 2025 |
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| Baird Financial | 9.5k | $879k | -5% | Dec 2025 |
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| Amg National Trust Bank | 9.2k | $849k | 0% | Dec 2025 |
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| Cresset Asset Management | 9.1k | $844k | 11% | Dec 2025 |
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| Wagner Bowman Management | 9.1k | $837k | 1% | Dec 2025 |
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| Sequoia Financial Advisors | 8.9k | $821k | 0% | Dec 2025 |
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| Mosley Wealth Management | 8.6k | $764k | 100% | Dec 2025 |
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| Rockefeller Capital Management | 8.6k | $790k | 24% | Dec 2025 |
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| Quotient Wealth Partners | 8.3k | $691k | 235% | Mar 2026 |
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| Sanctuary Advisors | 8.3k | $769k | 21% | Dec 2025 |
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| Cordatus Wealth Management | 8.3k | $762k | 0% | Dec 2025 |
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| Mercer Global Advisors | 8.2k | $760k | -2% | Dec 2025 |
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| Quadrant Private Wealth Management | 7.4k | $679k | -1% | Dec 2025 |
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| Harbor Asset Planning | 7.1k | $584k | 0% | Mar 2026 |
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| HPM Partners | 6.9k | $641k | 11% | Dec 2025 |
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| Bank Hapoalim Bm | 6.9k | $639k | -4% | Dec 2025 |
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| Lakeshore Capital Group | 6.9k | $476k | -1% | Mar 2026 |
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| Financial Partners Group | 6.9k | $568k | -1% | Mar 2026 |
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| Intl Fcstone | 6.7k | $622k | 38% | Dec 2025 |
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| Castle Rock Wealth Management | 6.6k | $548k | -1% | Mar 2026 |
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| Colony | 6.3k | $585k | 5% | Dec 2025 |
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| Burke & Herbert Bank & Trust | 6.2k | $575k | -48% | Dec 2025 |
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| TRUE Private Wealth Advisors | 6.2k | $573k | 0% | Dec 2025 |
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| Quantinno Capital Management | 6.2k | $572k | -5% | Dec 2025 |
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| Investmark Advisory Group | 6.2k | $572k | 0% | Dec 2025 |
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| New Insight Wealth Advisors | 5.9k | $542k | -8% | Dec 2025 |
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| Objective Capital Management | 5.9k | $541k | 0% | Dec 2025 |
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| Foundations Investment Advisors | 5.8k | $531k | -99% | Dec 2025 |
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| Citadel Advisors | 5.4k | $498k | -4% | Dec 2025 |
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| BKD Wealth Advisors | 5.4k | $497k | -10% | Dec 2025 |
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| Northern Trust | 5.1k | $472k | 0% | Dec 2025 |
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| Warren Averett Asset Management | 4.9k | $454k | 60% | Dec 2025 |
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| Tritonpoint Wealth | 4.9k | $404k | -1% | Mar 2026 |
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| Horizon Family Wealth | 4.7k | $435k | -9% | Dec 2025 |
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| Streettalk Advisors | 4.7k | $430k | 0% | Dec 2025 |
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| D.A. Davidson & Co. | 4.6k | $424k | 12% | Dec 2025 |
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| Register Financial Advisors | 4.6k | $380k | 0% | Mar 2026 |
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| AdvisorNet Financial | 4.4k | $368k | -1% | Mar 2026 |
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| Fairvoy Private Wealth | 4.3k | $354k | 29% | Mar 2026 |
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| KKM Financial | 4.2k | $383k | 100% | Dec 2025 |
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| Steward Partners Investment Advisory | 4.1k | $378k | 1% | Dec 2025 |
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| Centaurus Financial | 4.0k | $366k | 0% | Dec 2025 |
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| HBK Sorce Advisory | 3.8k | $350k | -1% | Dec 2025 |
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| Traveka Wealth | 3.7k | $308k | 100% | Mar 2026 |
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| Wetzel Investment Advisors | 3.7k | $305k | 0% | Mar 2026 |
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| Wedbush Morgan Securities | 3.7k | $303k | -6% | Mar 2026 |
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| Park Avenue Securities | 3.6k | $300k | -6% | Mar 2026 |
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| Commerce Bank N A | 3.6k | $330k | -5% | Dec 2025 |
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| Chicago Partners Investment | 3.5k | $317k | 0% | Dec 2025 |
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| ValMark Advisers | 3.5k | $325k | 1% | Dec 2025 |
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| Prime Capital Investment Advisors | 3.5k | $324k | 0% | Dec 2025 |
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| Interchange Capital Partners | 3.4k | $269k | 15% | Mar 2026 |
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| Integrity Alliance | 3.4k | $311k | 100% | Dec 2025 |
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| Athena Investment Management | 3.3k | $309k | 0% | Dec 2025 |
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| Lido Advisors | 3.3k | $299k | 0% | Dec 2025 |
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| Argos Wealth Advisors | 3.2k | $299k | 100% | Dec 2025 |
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| Sensible Money | 3.2k | $266k | 0% | Mar 2026 |
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| Asset Dedication | 3.2k | $296k | 0% | Dec 2025 |
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| CX Institutional | 3.2k | $265k | -19% | Mar 2026 |
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| Qube Research & Technologies | 3.2k | $295k | 157% | Dec 2025 |
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| Wealth Forward | 3.2k | $292k | 0% | Dec 2025 |
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| Sigma Planning | 3.1k | $288k | 16% | Dec 2025 |
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| Krasney Financial | 3.0k | $277k | -9% | Dec 2025 |
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| Union Bancaire Privee, UBP SA | 3.0k | $243k | 0% | Mar 2026 |
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| California Capital Advisors | 2.9k | $244k | -53% | Mar 2026 |
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| Black Diamond Financial | 2.9k | $270k | 0% | Dec 2025 |
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| International Assets Investment Management | 2.9k | $270k | 0% | Dec 2025 |
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| Capital Investment Advisors | 2.9k | $239k | 0% | Mar 2026 |
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| Yarger Wealth Strategies | 2.9k | $264k | 0% | Dec 2025 |
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| Hartland & Co | 2.8k | $263k | 0% | Dec 2025 |
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| Mutual Advisors | 2.8k | $258k | 0% | Dec 2025 |
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| Pointe Capital Management | 2.8k | $257k | 8% | Dec 2025 |
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| Fiduciary Alliance | 2.8k | $243k | -4% | Mar 2026 |
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| Sowell Financial Services | 2.7k | $226k | -5% | Mar 2026 |
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| Charter Oak Capital Management | 2.5k | $209k | -36% | Mar 2026 |
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| RMB Capital Management | 2.3k | $213k | -41% | Dec 2025 |
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| BlackRock | 114.00 | $11k | -99% | Dec 2025 |
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Who sold out of iShares Dow Jones US Financial Svc.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Anfield Capital Management | Sep 2025 | 85k | $7.6M |
| Two Sigma Investments | Sep 2025 | 69k | $6.2M |
| Southern Capital Advisors | Dec 2025 | 65k | $6.0M |
| J.w. Cole Advisors | Dec 2025 | 62k | $5.7M |
| VestGen Advisors | Sep 2025 | 26k | $2.4M |
| Groupe la Francaise | Sep 2025 | 15k | $1.1M |
| Wealth Enhancement Advisory Services | Dec 2025 | 11k | $1.1M |
| Brendel Financial Advisors | Dec 2025 | 10k | $950k |
| Kesler, Norman & Wride | Sep 2025 | 5.5k | $427k |
| Magnus Financial Group | Dec 2025 | 4.5k | $419k |
| Allium Financial Advisors | Sep 2025 | 4.4k | $398k |
| Wallace Hart | Sep 2025 | 3.4k | $308k |
| Brandywine Oak Private Wealth | Dec 2025 | 3.2k | $297k |
| Benchmark Financial Wealth Advisors | Sep 2025 | 3.1k | $276k |