Who owns iShares Dow Jones US Financial Svc.?

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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
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