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 | ||
|---|---|---|---|---|---|---|
| RiverFront Investment Group | 516k | $7.4M | -8% | Dec 2022 | ||
| Morgan Stanley | 441k | $69M | -4% | Dec 2022 | ||
| Goldman Sachs Group | 435k | $69M | -6% | Dec 2022 | ||
| Envestnet Asset Management | 322k | $51M | -4% | Dec 2022 | ||
| Bank of America Corporation | 315k | $50M | -4% | Dec 2022 | ||
| Raymond James & Associates | 243k | $38M | -3% | Dec 2022 | ||
| Royal Bank of Canada | 173k | $27M | -1% | Dec 2022 | ||
| Wells Fargo & Company | 133k | $21M | -2% | Dec 2022 | ||
| Cresset Asset Management | 124k | $20M | 1% | Dec 2022 | ||
| Janney Montgomery Scott | 114k | $18M | -5% | Dec 2022 | ||
| UBS Group | 110k | $17M | -3% | Dec 2022 | ||
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| LPL Financial | 104k | $16M | -3% | Dec 2022 | ||
| Kozak & Associates | 91k | $14M | 1% | Dec 2022 | ||
| Commonwealth Equity Services | 63k | $9.9M | -14% | Dec 2022 | ||
| Ferguson Wellman Capital Management | 62k | $9.7M | 33% | Dec 2022 | ||
| Bank Of Montreal | 61k | $9.7M | -8% | Dec 2022 | ||
| Branch Banking & Trust Company | 61k | $9.5M | -9% | Dec 2022 | ||
| Baltimore-Washington Financial Advisors | 60k | $9.5M | 17% | Dec 2022 | ||
| Quantitative Advantage | 59k | $9.3M | -2% | Dec 2022 | ||
| Private Advisor | 49k | $4.4M | 3% | Dec 2022 | ||
| Advisor Group Holdings | 46k | $7.2M | -3% | Dec 2022 | ||
| Hrt Financial | 45k | $7.1M | 299% | Dec 2022 | ||
| Arkansas Financial | 45k | $7.0M | -4% | Dec 2022 | ||
| Valley Financial Management | 43k | $6.8M | 0% | Dec 2022 | ||
| Northwestern Mutual Wealth Management Company | 42k | $6.6M | -23% | Dec 2022 | ||
| SAM Advisors | 41k | $6.5M | 3% | Dec 2022 | ||
| Jpmorgan Chase & Co | 41k | $6.5M | 15% | Dec 2022 | ||
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 40k | $6.3M | 0% | Dec 2022 | ||
| First Republic Investment Management | 37k | $5.8M | 57% | Dec 2022 | ||
| Howard Capital Management Group | 36k | $5.7M | -2% | Dec 2022 | ||
| Snider Financial Group | 31k | $4.8M | -2% | Dec 2022 | ||
| SFI Advisors | 30k | $4.8M | 0% | Dec 2022 | ||
| Scotia Capital | 30k | $4.7M | -1% | Dec 2022 | ||
| Beacon Pointe Advisors | 28k | $4.3M | 15% | Dec 2022 | ||
| Citadel Advisors | 27k | $4.3M | -17% | Dec 2022 | ||
| Lee Financial Group Hawaii | 26k | $4.2M | -1% | Dec 2022 | ||
| Ameriprise Financial | 25k | $3.9M | -1% | Dec 2022 | ||
| Stifel Financial | 24k | $3.8M | -11% | Dec 2022 | ||
| Bank of Nova Scotia | 24k | $3.8M | 0% | Dec 2022 | ||
| Susquehanna International | 23k | $3.7M | 877% | Dec 2022 | ||
| Wealthgate Family Office | 22k | $3.5M | 0% | Dec 2022 | ||
| J.w. Cole Advisors | 22k | $3.4M | -3% | Dec 2022 | ||
| Fifth Third Securities | 21k | $3.3M | 6% | Dec 2022 | ||
| IFP Advisors | 20k | $2.7M | -21% | Dec 2022 | ||
| Quattro Financial Advisors | 20k | $3.1M | -7% | Dec 2022 | ||
| Raymond James Financial Services Advisors | 20k | $3.1M | 4% | Dec 2022 | ||
| United Capital Financial Advisers | 18k | $2.8M | -3% | Dec 2022 | ||
| Source Financial Advisors | 18k | $2.8M | 0% | Dec 2022 | ||
| Marshall Wace | 17k | $2.7M | 58% | Dec 2022 | ||
| Diversified | 16k | $2.5M | -11% | Dec 2022 | ||
| Cambridge Investment Research Advisors | 14k | $2.1M | -7% | Dec 2022 | ||
| Family Firm | 13k | $2.1M | -1% | Dec 2022 | ||
| HighTower Advisors | 12k | $1.9M | 194% | Dec 2022 | ||
| GeoWealth Management | 12k | $1.9M | -33% | Dec 2022 | ||
| Mariner Wealth Advisors | 12k | $1.8M | -6% | Dec 2022 | ||
| Financial Freedom | 11k | $1.7M | 100% | Dec 2022 | ||
| Financial Network Investment Corporation | 11k | $1.7M | 0% | Dec 2022 | ||
| Healthcare Of Ontario Pension Plan Trust Fund | 10k | $1.6M | 100% | Dec 2022 | ||
| Southern Capital Advisors | 10k | $1.6M | 100% | Dec 2022 | ||
| Merit Financial Group | 9.2k | $1.5M | -62% | Dec 2022 | ||
| Goss Wealth Management | 8.8k | $1.0M | 274% | Dec 2022 | ||
| Green Harvest Asset Management | 8.7k | $1.4M | 100% | Dec 2022 | ||
| Stephens | 8.6k | $1.3M | -3% | Dec 2022 | ||
| Patten & Patten | 8.5k | $1.3M | -1% | Dec 2022 | ||
| Koshinski Asset Management | 8.2k | $1.3M | -5% | Dec 2022 | ||
| Tower Research Capital | 8.1k | $1.3M | 114% | Dec 2022 | ||
| Creative Planning | 7.7k | $1.2M | 110% | Dec 2022 | ||
| Spence Asset Management | 7.7k | $1.2M | -3% | Dec 2022 | ||
| Advisory Services Network | 7.3k | $1.2M | -14% | Dec 2022 | ||
| IHT Wealth Management | 7.1k | $1.1M | -12% | Dec 2022 | ||
| Cottonwood Capital Advisors | 6.7k | $1.0M | -1% | Dec 2022 | ||
| Rockefeller Capital Management | 6.2k | $981k | -15% | Dec 2022 | ||
| Cobblestone Capital Advisors | 6.2k | $980k | 0% | Dec 2022 | ||
| Vestmark Advisory Solutions | 5.9k | $935k | 0% | Dec 2022 | ||
| Citigroup | 5.7k | $904k | -12% | Dec 2022 | ||
| Kestra Advisory Services | 5.7k | $893k | 0% | Dec 2022 | ||
| CWM | 5.5k | $873k | -2% | Dec 2022 | ||
| 55i | 5.5k | $779k | -29% | Sep 2022 | ||
| Bank Hapoalim Bm | 5.5k | $866k | -9% | Dec 2022 | ||
| National Bank Of Canada /fi/ | 5.5k | $859k | 2% | Dec 2022 | ||
| Atria Wealth Solutions | 5.1k | $808k | 1% | Dec 2022 | ||
| Capital Wealth Alliance | 5.1k | $796k | 30% | Dec 2022 | ||
| Prudential Financial | 5.0k | $789k | -88% | Dec 2022 | ||
| USAdvisors Wealth Management | 4.9k | $779k | 21% | Dec 2022 | ||
| Litman Gregory Asset Management | 4.8k | $755k | 0% | Dec 2022 | ||
| Garrison Point Advisors | 4.8k | $748k | -1% | Dec 2022 | ||
| Apeiron RIA | 4.5k | $711k | 0% | Dec 2022 | ||
| Summit Financial | 4.4k | $700k | 0% | Dec 2022 | ||
| Quadrant Private Wealth Management | 4.4k | $687k | -4% | Dec 2022 | ||
| Aurum Wealth Management Group | 4.3k | $676k | -2% | Dec 2022 | ||
| FMR | 4.3k | $676k | -5% | Dec 2022 | ||
| Sunbelt Securities | 4.3k | $673k | 1% | Dec 2022 | ||
| Mine & Arao Wealth Creation & Management | 4.3k | $670k | 1% | Dec 2022 | ||
| Mercer Global Advisors | 4.2k | $665k | 2% | Dec 2022 | ||
| National Asset Management | 4.2k | $663k | -12% | Dec 2022 | ||
| Nikulski Financial | 4.1k | $652k | 5% | Dec 2022 | ||
| Mml Investors Services | 4.1k | $639k | -13% | Dec 2022 | ||
| Thrivent Financial for Lutherans | 3.9k | $610k | 100% | Dec 2022 | ||
| Renaissance Technologies | 3.8k | $599k | 65% | Dec 2022 | ||
| Castle Rock Wealth Management | 3.6k | $613k | 0% | Dec 2022 | ||
| Kesler, Norman & Wride | 3.6k | $564k | -85% | Dec 2022 | ||
| Jaffetilchin Investment Partners | 3.4k | $543k | 100% | Dec 2022 | ||
| Amg National Trust Bank | 3.2k | $498k | 0% | Dec 2022 | ||
| Commonwealth Retirement Investments | 3.1k | $492k | 100% | Dec 2022 | ||
| Wedbush Morgan Securities | 3.1k | $485k | 10% | Dec 2022 | ||
| Financial Partners Group | 2.8k | $493k | 1% | Dec 2022 | ||
| Jane Street | 2.8k | $442k | -52% | Dec 2022 | ||
| Steward Partners Investment Advisory | 2.8k | $438k | 13% | Dec 2022 | ||
| Apexium Financial | 2.8k | $437k | 0% | Dec 2022 | ||
| Baird Financial | 2.8k | $434k | 3% | Dec 2022 | ||
| Lido Advisors | 2.7k | $425k | 0% | Dec 2022 | ||
| Vahanian & Associates Financial Planning | 2.7k | $424k | 100% | Dec 2022 | ||
| HBK Sorce Advisory | 2.7k | $424k | 100% | Dec 2022 | ||
| D.A. Davidson & Co. | 2.7k | $421k | 100% | Dec 2022 | ||
| California Capital Advisors | 2.6k | $409k | -2% | Dec 2022 | ||
| Us Bancorp | 2.6k | $406k | 9% | Dec 2022 | ||
| Pennsylvania Capital Management | 2.5k | $416k | 0% | Dec 2022 | ||
| Geneos Wealth Management | 2.5k | $391k | -1% | Dec 2022 | ||
| H D Vest Advisory Services | 2.3k | $361k | -3% | Dec 2022 | ||
| Interchange Capital Partners | 2.3k | $360k | 59% | Dec 2022 | ||
| FDx Advisors | 2.2k | $353k | 44% | Dec 2022 | ||
| BKD Wealth Advisors | 2.2k | $347k | -23% | Dec 2022 | ||
| Objective Capital Management | 2.2k | $342k | 0% | Dec 2022 | ||
| Stratos Wealth Advisors | 2.1k | $334k | -20% | Dec 2022 | ||
| Coastal Investment Advisors | 2.1k | $334k | 0% | Dec 2022 | ||
| ICA Group Wealth Management | 2.1k | $332k | -19% | Dec 2022 | ||
| Colony Group | 2.1k | $327k | 100% | Dec 2022 | ||
| F3Logic | 2.0k | $320k | -11% | Dec 2022 | ||
| Gallagher Benefit Services | 2.0k | $320k | 100% | Dec 2022 | ||
| Charter Oak Capital Management | 2.0k | $319k | 0% | Dec 2022 | ||
| Investmark Advisory Group | 2.0k | $312k | 1% | Dec 2022 | ||
| TRUE Private Wealth Advisors | 1.9k | $305k | 4% | Dec 2022 | ||
| Bank of New York Mellon | 1.9k | $305k | 10% | Dec 2022 | ||
| Private Trust Co Na | 1.8k | $282k | 841% | Dec 2022 | ||
| SPC Financial | 1.7k | $275k | 0% | Dec 2022 | ||
| Pointe Capital Management | 1.7k | $274k | 0% | Dec 2022 | ||
| WNY Asset Management | 1.7k | $267k | -3% | Dec 2022 | ||
| Miracle Mile Advisors | 1.6k | $258k | 100% | Dec 2022 | ||
| Sigma Planning | 1.6k | $255k | 0% | Dec 2022 | ||
| Captrust Financial Advisors | 1.6k | $251k | 5% | Dec 2022 | ||
| AdvisorNet Financial | 1.6k | $250k | -41% | Dec 2022 | ||
| Pnc Financial Services | 1.6k | $250k | -27% | Dec 2022 | ||
| Dfpg Investments | 1.5k | $258k | 6% | Dec 2022 | ||
| Townsquare Capital | 1.5k | $243k | 100% | Dec 2022 | ||
| Resources Investment Advisors | 1.5k | $241k | 0% | Dec 2022 | ||
| Private Portfolio Partners | 1.5k | $239k | -2% | Dec 2022 | ||
| Financial Architects | 1.5k | $236k | 0% | Dec 2022 | ||
| Pinnacle Financial Group, LLC / IL | 1.5k | $236k | 0% | Dec 2022 | ||
| Cetera Investment Advisers | 1.5k | $236k | -16% | Dec 2022 | ||
| Horizon Family Wealth | 1.5k | $229k | 100% | Dec 2022 | ||
| Raymond James Trust | 1.3k | $211k | -35% | Dec 2022 | ||
| Comerica Securities | 1.1k | $168k | -39% | Dec 2022 | ||
| Centaurus Financial | 878.00 | $138k | -51% | Dec 2022 | ||
Who sold out of iShares Dow Jones US Financial Svc.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Millennium Management | Jun 2022 | 61k | $9.1M |
| Altshuler Shaham | Sep 2022 | 11k | $1.6M |
| Retirement Planning Group | Sep 2022 | 5.1k | $714k |
| Cordatus Wealth Management | Sep 2022 | 2.8k | $389k |
| Simplex Trading | Sep 2022 | 1.9k | $262k |
| GSA Capital Partners | Sep 2022 | 1.8k | $250k |
| Dynamic Technology Lab Private | Sep 2022 | 1.7k | $237k |