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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Dynasty Wealth Management | 1.5M | $140M | -29% | Jun 2026 |
|
| RiverFront Investment Group | 1.5M | $138M | 3% | Jun 2026 |
|
| Goldman Sachs Group | 1.4M | $126M | 34% | Jun 2026 |
|
| Jpmorgan Chase & Co | 1.2M | $111M | 100% | Jun 2026 |
|
| Envestnet Asset Management | 1.2M | $111M | -2% | Jun 2026 |
|
| Morgan Stanley | 1.0M | $86M | -4% | Mar 2026 |
|
| Sagespring Wealth Partners | 740k | $67M | -17% | Jun 2026 |
|
| OpenArc Corporate Advisory | 488k | $44M | -36% | Jun 2026 |
|
| Bank of America Corporation | 480k | $43M | 2% | Jun 2026 |
|
| Raymond James Financial | 461k | $42M | 2% | Jun 2026 |
|
| LPL Financial | 449k | $41M | -4% | Jun 2026 |
|
| Royal Bank of Canada | 436k | $39M | 4% | Jun 2026 |
|
| Green Harvest Asset Management | 362k | $33M | -1% | Jun 2026 |
|
| Wells Fargo & Company | 345k | $31M | -3% | Jun 2026 |
|
| Kozak & Associates | 305k | $28M | -29% | Jun 2026 |
|
| Circle Wealth Management | 295k | $27M | 0% | Jun 2026 |
|
| Janney Montgomery Scott | 197k | $18M | -1% | Jun 2026 |
|
| Bank Of Montreal | 188k | $16M | 100% | Mar 2026 |
|
| Two Sigma Investments | 155k | $14M | -17% | Jun 2026 |
|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 153k | $14M | 4% | Jun 2026 |
|
| Ferguson Wellman Capital Management | 149k | $13M | 0% | Jun 2026 |
|
| Ameriprise Financial | 146k | $13M | -27% | Jun 2026 |
|
| Private Advisor | 133k | $12M | -36% | Jun 2026 |
|
| Arkansas Financial | 130k | $12M | 2% | Jun 2026 |
|
| SAM Advisors | 119k | $11M | 3% | Jun 2026 |
|
| Baltimore-Washington Financial Advisors | 116k | $11M | -73% | Jun 2026 |
|
| UBS Group | 112k | $10M | 1% | Jun 2026 |
|
| Beacon Pointe Advisors | 98k | $8.8M | -4% | Jun 2026 |
|
| Stifel Financial | 97k | $8.8M | 0% | Jun 2026 |
|
| Howard Capital Management Group | 93k | $8.4M | -1% | Jun 2026 |
|
| Advisor Group Holdings | 84k | $7.6M | 9% | Jun 2026 |
|
| Bank of Nova Scotia | 73k | $6.6M | 0% | Jun 2026 |
|
| Federation des caisses Desjardins du Quebec | 71k | $6.4M | 6% | Jun 2026 |
|
| Scotia Capital | 69k | $6.3M | -4% | Jun 2026 |
|
| Unique Wealth | 67k | $6.1M | -14% | Jun 2026 |
|
| J.w. Cole Advisors | 66k | $6.0M | 100% | Jun 2026 |
|
| Branch Banking & Trust Company | 57k | $5.2M | -4% | Jun 2026 |
|
| Concurrent Investment Advisors | 54k | $4.9M | -1% | Jun 2026 |
|
| Jones Financial Companies, L.L | 50k | $4.5M | 9% | Jun 2026 |
|
| Cetera Investment Advisers | 48k | $4.3M | -6% | Jun 2026 |
|
| Centerline Wealth Advisors | 46k | $4.2M | -30% | Jun 2026 |
|
| Forte Asset Management | 46k | $4.2M | 60% | Jun 2026 |
|
| Bernard Wealth Management Corp. | 44k | $4.0M | -5% | Jun 2026 |
|
| Merit Financial Group | 44k | $4.0M | -3% | Jun 2026 |
|
| Commonwealth Equity Services | 39k | $3.5M | 1% | Jun 2026 |
|
| HighTower Advisors | 37k | $3.3M | -2% | Jun 2026 |
|
| Mariner Wealth Advisors | 35k | $3.2M | -4% | Jun 2026 |
|
| IHT Wealth Management | 34k | $3.0M | -21% | Jun 2026 |
|
| Advisory Services Network | 31k | $2.8M | 4% | Jun 2026 |
|
| Storen Legacy Partners | 31k | $2.8M | -26% | Jun 2026 |
|
| Diversified Enterprises | 31k | $2.8M | -1% | Jun 2026 |
|
| Susquehanna International | 27k | $2.5M | 3% | Jun 2026 |
|
| Mml Investors Services | 27k | $2.4M | -88% | Jun 2026 |
|
| Fifth Third Securities | 26k | $2.3M | 3% | Jun 2026 |
|
| National Bank Of Canada /fi/ | 25k | $2.2M | 1% | Jun 2026 |
|
| Captrust Financial Advisors | 23k | $2.1M | 0% | Jun 2026 |
|
| Focus Financial Network | 23k | $2.1M | 5% | Jun 2026 |
|
| Steward Partners Investment Advisory | 23k | $2.1M | -3% | Jun 2026 |
|
| Creative Planning | 22k | $2.0M | -6% | Jun 2026 |
|
| Patten & Patten | 21k | $1.9M | 0% | Jun 2026 |
|
| Koshinski Asset Management | 21k | $1.7M | 2% | Mar 2026 |
|
| Fifth Third Bancorp | 20k | $1.8M | 2% | Jun 2026 |
|
| Geneos Wealth Management | 20k | $1.8M | 0% | Jun 2026 |
|
| Amg National Trust Bank | 19k | $1.7M | 6% | Jun 2026 |
|
| William Blair $ Company | 19k | $1.7M | 731% | Jun 2026 |
|
| Stephens | 18k | $1.7M | 0% | Jun 2026 |
|
| Buckingham Strategic Partners | 18k | $1.6M | 13% | Jun 2026 |
|
| OMNI 360 Wealth | 17k | $1.5M | 13% | Jun 2026 |
|
| FMR | 17k | $1.5M | 0% | Jun 2026 |
|
| Kestra Advisory Services | 16k | $1.5M | -16% | Jun 2026 |
|
| Caliber Wealth Management, Llc / Ks | 16k | $1.5M | 0% | Jun 2026 |
|
| Equitable Holdings | 15k | $1.4M | -7% | Jun 2026 |
|
| CWM | 14k | $1.2M | 0% | Mar 2026 |
|
| Brown Advisory Holdings Incorporated | 13k | $1.2M | 0% | Jun 2026 |
|
| Cottonwood Capital Advisors | 13k | $1.2M | 0% | Jun 2026 |
|
| Garrison Point Advisors | 13k | $1.1M | -1% | Jun 2026 |
|
| Sequent Planning | 12k | $1.1M | 11% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 12k | $1.1M | -14% | Jun 2026 |
|
| Mine & Arao Wealth Creation & Management | 12k | $1.1M | 0% | Jun 2026 |
|
| Goss Wealth Management | 12k | $1.1M | 12% | Jun 2026 |
|
| Oppenheimer & Co | 12k | $1.1M | 10% | Jun 2026 |
|
| Qube Research & Technologies | 12k | $1.0M | 100% | Jun 2026 |
|
| United Capital Financial Advisers | 11k | $997k | 0% | Jun 2026 |
|
| Wiley Bros.-aintree Capital | 11k | $985k | -22% | Jun 2026 |
|
| Us Bancorp | 11k | $978k | -2% | Jun 2026 |
|
| Savant Capital Management | 11k | $967k | 0% | Jun 2026 |
|
| Cyndeo Wealth Partners | 11k | $950k | -35% | Jun 2026 |
|
| Prospera Financial Services | 10k | $944k | 0% | Jun 2026 |
|
| Baird Financial | 10k | $937k | -1% | Jun 2026 |
|
| Mercer Global Advisors | 10k | $923k | 23% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 9.8k | $890k | 1% | Jun 2026 |
|
| Sanctuary Advisors | 9.3k | $838k | -12% | Jun 2026 |
|
| Sequoia Financial Advisors | 9.3k | $837k | -12% | Jun 2026 |
|
| Wagner Bowman Management | 8.9k | $806k | -2% | Jun 2026 |
|
| Quotient Wealth Partners | 8.5k | $765k | 1% | Jun 2026 |
|
| HPM Partners | 8.3k | $747k | 19% | Jun 2026 |
|
| Cordatus Wealth Management | 8.3k | $747k | 0% | Jun 2026 |
|
| Colony | 8.0k | $723k | 8% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 7.2k | $678k | 100% | Jun 2026 |
|
| Financial Partners Group | 6.9k | $626k | 1% | Jun 2026 |
|
| Lakeshore Capital Group | 6.9k | $623k | 0% | Jun 2026 |
|
| Harbor Asset Planning | 6.7k | $608k | -5% | Jun 2026 |
|
| Cresset Asset Management | 6.4k | $583k | -29% | Jun 2026 |
|
| Quantinno Capital Management | 6.4k | $578k | -11% | Jun 2026 |
|
| Castle Rock Wealth Management | 6.3k | $584k | -4% | Jun 2026 |
|
| Investmark Advisory Group | 6.2k | $564k | 0% | Jun 2026 |
|
| Burke & Herbert Bank & Trust | 6.2k | $564k | 0% | Jun 2026 |
|
| XTX Topco | 6.2k | $562k | 104% | Jun 2026 |
|
| TRUE Private Wealth Advisors | 6.2k | $562k | 0% | Jun 2026 |
|
| Point72 Asset Management | 6.0k | $544k | 31% | Jun 2026 |
|
| Rockefeller Capital Management | 5.9k | $536k | 11% | Jun 2026 |
|
| Objective Capital Management | 5.9k | $531k | 0% | Jun 2026 |
|
| Horizon Family Wealth | 5.8k | $521k | 18% | Jun 2026 |
|
| TritonPoint Partners | 5.5k | $495k | 62% | Jun 2026 |
|
| New Insight Wealth Advisors | 5.4k | $488k | -8% | Jun 2026 |
|
| Bank Hapoalim Bm | 5.3k | $482k | -16% | Jun 2026 |
|
| Intl Fcstone | 5.3k | $475k | -14% | Jun 2026 |
|
| Northern Trust | 5.1k | $463k | -4% | Jun 2026 |
|
| Capital Performance Advisors | 5.0k | $454k | 4% | Jun 2026 |
|
| BKD Wealth Advisors | 4.9k | $447k | 0% | Jun 2026 |
|
| SRS Capital Advisors | 4.9k | $443k | 168% | Jun 2026 |
|
| Warren Averett Asset Management | 4.7k | $424k | -4% | Jun 2026 |
|
| Register Financial Advisors | 4.6k | $415k | 0% | Jun 2026 |
|
| PUREfi Wealth | 4.5k | $403k | -7% | Jun 2026 |
|
| XP Advisory US | 4.4k | $402k | 100% | Jun 2026 |
|
| D.A. Davidson & Co. | 4.4k | $396k | -9% | Jun 2026 |
|
| Harbour Investments | 4.3k | $386k | -1% | Jun 2026 |
|
| Tritonpoint Wealth | 4.1k | $373k | -15% | Jun 2026 |
|
| Traveka Wealth | 4.0k | $361k | 7% | Jun 2026 |
|
| Chicago Partners Investment | 3.9k | $364k | 2% | Jun 2026 |
|
| Vise Technologies | 3.8k | $348k | 100% | Jun 2026 |
|
| Summit Financial | 3.8k | $348k | -10% | Jun 2026 |
|
| Benchmark Financial Wealth Advisors | 3.8k | $345k | 100% | Jun 2026 |
|
| HBK Sorce Advisory | 3.8k | $370k | 0% | Jun 2026 |
|
| AdvisorNet Financial | 3.7k | $336k | -16% | Jun 2026 |
|
| Streettalk Advisors | 3.7k | $331k | -21% | Jun 2026 |
|
| Commerce Bank N A | 3.6k | $324k | 0% | Jun 2026 |
|
| Wedbush Morgan Securities | 3.5k | $321k | -3% | Jun 2026 |
|
| Fairvoy Private Wealth | 3.5k | $319k | -17% | Jun 2026 |
|
| Foundations Investment Advisors | 3.5k | $317k | -32% | Jun 2026 |
|
| ValMark Advisers | 3.5k | $316k | 0% | Jun 2026 |
|
| Athena Investment Management | 3.3k | $303k | 0% | Jun 2026 |
|
| Lido Advisors | 3.3k | $302k | 4% | Jun 2026 |
|
| Wetzel Investment Advisors | 3.3k | $301k | -10% | Jun 2026 |
|
| Centaurus Financial | 3.3k | $299k | -2% | Jun 2026 |
|
| Park Avenue Securities | 3.3k | $295k | -10% | Jun 2026 |
|
| Argos Wealth Advisors | 3.2k | $294k | 0% | Jun 2026 |
|
| Excelsior Advisor Network | 3.2k | $292k | 100% | Jun 2026 |
|
| Asset Dedication | 3.2k | $291k | 0% | Jun 2026 |
|
| Sensible Money | 3.2k | $291k | 0% | Jun 2026 |
|
| Flow Traders US | 3.0k | $269k | -80% | Jun 2026 |
|
| Charter Oak Capital Management | 2.5k | $209k | -36% | Mar 2026 |
|
| Interchange Capital Partners | 2.2k | $201k | -35% | Jun 2026 |
|
| Tower Research Capital | 1.9k | $169k | -89% | Jun 2026 |
|
| Mosley Wealth Management | 1.4k | $126k | -84% | Jun 2026 |
|
Who sold out of iShares Dow Jones US Financial Svc.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Independent Advisor Alliance | Mar 2026 | 57k | $4.7M |
| Bnp Paribas Arbitrage, Snc | Mar 2026 | 50k | $4.1M |
| Prostatis Group | Mar 2026 | 48k | $4.0M |
| Wallace Hart | Mar 2026 | 39k | $3.2M |
| Gts Securities | Mar 2026 | 30k | $2.4M |
| RMB Capital Management | Mar 2026 | 27k | $2.2M |
| Quadrant Private Wealth Management | Mar 2026 | 7.5k | $618k |
| Citadel Advisors | Mar 2026 | 5.4k | $447k |
| Accredited Investors | Mar 2026 | 4.2k | $346k |
| KKM Financial | Mar 2026 | 4.2k | $383k |