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 |
|---|---|---|---|---|---|
| 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 |