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 |
|---|---|---|---|---|---|
| Dynasty Wealth Management | 2.2M | $181M | 310% | Mar 2026 |
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| RiverFront Investment Group | 1.5M | $122M | 2% | Mar 2026 |
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| Envestnet Asset Management | 1.2M | $103M | -6% | Mar 2026 |
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| Morgan Stanley | 1.0M | $86M | -4% | Mar 2026 |
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| Goldman Sachs Group | 1.0M | $86M | 1% | Mar 2026 |
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| Sagespring Wealth Partners | 896k | $74M | 55% | Mar 2026 |
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| OpenArc Corporate Advisory | 765k | $63M | 100% | Mar 2026 |
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| Bank of America Corporation | 470k | $39M | 100% | Mar 2026 |
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| LPL Financial | 468k | $39M | -3% | Mar 2026 |
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| Raymond James Financial | 451k | $37M | 0% | Mar 2026 |
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| Baltimore-Washington Financial Advisors | 429k | $36M | 3% | Mar 2026 |
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| Royal Bank of Canada | 420k | $35M | 100% | Mar 2026 |
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| Green Harvest Asset Management | 365k | $30M | 23% | Mar 2026 |
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| Wells Fargo & Company | 355k | $29M | 0% | Mar 2026 |
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| Kozak & Associates | 305k | $28M | -29% | Jun 2026 |
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| Circle Wealth Management | 295k | $24M | 0% | Mar 2026 |
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| Mml Investors Services | 225k | $19M | -11% | Mar 2026 |
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| Private Advisor | 209k | $17M | 17% | Mar 2026 |
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| Ameriprise Financial | 199k | $17M | -12% | Mar 2026 |
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| Janney Montgomery Scott | 198k | $16M | -3% | Mar 2026 |
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| Bank Of Montreal | 188k | $16M | 100% | Mar 2026 |
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| Two Sigma Investments | 187k | $16M | 100% | Mar 2026 |
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| Ferguson Wellman Capital Management | 149k | $13M | 0% | Jun 2026 |
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| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 148k | $12M | 0% | Mar 2026 |
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| Arkansas Financial | 128k | $11M | 4% | Mar 2026 |
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| SAM Advisors | 116k | $9.6M | 2% | Mar 2026 |
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| UBS Group | 111k | $9.2M | -1% | Mar 2026 |
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| Beacon Pointe Advisors | 101k | $8.4M | 26% | Mar 2026 |
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| Stifel Financial | 97k | $8.1M | -5% | Mar 2026 |
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| Howard Capital Management Group | 93k | $8.4M | -1% | Jun 2026 |
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| Unique Wealth | 78k | $6.4M | 30% | Mar 2026 |
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| Advisor Group Holdings | 77k | $6.4M | 20% | Mar 2026 |
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| Bank of Nova Scotia | 73k | $6.0M | 0% | Mar 2026 |
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| Scotia Capital | 73k | $6.0M | 1% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 67k | $5.6M | 2% | Mar 2026 |
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| Branch Banking & Trust Company | 57k | $5.2M | -4% | Jun 2026 |
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| Independent Advisor Alliance | 57k | $4.7M | 100% | Mar 2026 |
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| Concurrent Investment Advisors | 55k | $4.5M | 12% | Mar 2026 |
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| Cetera Investment Advisers | 51k | $4.2M | 4% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 50k | $4.1M | 100% | Mar 2026 |
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| Prostatis Group | 48k | $4.0M | 100% | Mar 2026 |
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| Bernard Wealth Management Corp. | 46k | $3.8M | 0% | Mar 2026 |
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| Centerline Wealth Advisors | 46k | $4.2M | -30% | Jun 2026 |
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| Jones Financial Companies, L.L | 46k | $3.7M | 12% | Mar 2026 |
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| Merit Financial Group | 44k | $4.0M | -3% | Jun 2026 |
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| IHT Wealth Management | 42k | $3.5M | -10% | Mar 2026 |
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| Wallace Hart | 39k | $3.2M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 38k | $3.2M | -2% | Mar 2026 |
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| HighTower Advisors | 37k | $3.1M | -24% | Mar 2026 |
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| Mariner Wealth Advisors | 37k | $3.0M | 43% | Mar 2026 |
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| Diversified Enterprises | 31k | $2.6M | -1% | Mar 2026 |
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| Storen Legacy Partners | 31k | $2.8M | -26% | Jun 2026 |
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| Advisory Services Network | 30k | $2.5M | 5% | Mar 2026 |
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| Gts Securities | 30k | $2.4M | 170% | Mar 2026 |
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| Forte Asset Management | 29k | $2.4M | 100% | Mar 2026 |
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| RMB Capital Management | 27k | $2.2M | 1052% | Mar 2026 |
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| Susquehanna International | 27k | $2.2M | -17% | Mar 2026 |
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| Fifth Third Securities | 25k | $2.1M | 0% | Mar 2026 |
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| National Bank Of Canada /fi/ | 24k | $2.0M | 2% | Mar 2026 |
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| Steward Partners Investment Advisory | 24k | $1.9M | 473% | Mar 2026 |
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| Captrust Financial Advisors | 23k | $1.9M | -86% | Mar 2026 |
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| Focus Financial Network | 23k | $2.1M | 5% | Jun 2026 |
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| Creative Planning | 23k | $1.9M | 1% | Mar 2026 |
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| Patten & Patten | 21k | $1.8M | 0% | Mar 2026 |
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| Koshinski Asset Management | 21k | $1.7M | 2% | Mar 2026 |
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| Fifth Third Bancorp | 20k | $1.7M | 100% | Mar 2026 |
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| Geneos Wealth Management | 20k | $1.6M | 0% | Mar 2026 |
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| Stephens | 18k | $1.5M | 0% | Mar 2026 |
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| Amg National Trust Bank | 18k | $1.5M | 95% | Mar 2026 |
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| Tower Research Capital | 18k | $1.5M | 1087% | Mar 2026 |
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| FMR | 17k | $1.4M | 3% | Mar 2026 |
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| Kestra Advisory Services | 16k | $1.5M | -16% | Jun 2026 |
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| Caliber Wealth Management, Llc / Ks | 16k | $1.3M | 0% | Mar 2026 |
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| Equitable Holdings | 16k | $1.5M | 2% | Mar 2026 |
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| Cyndeo Wealth Partners | 16k | $1.3M | 26% | Mar 2026 |
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| Buckingham Strategic Partners | 16k | $1.3M | -1% | Mar 2026 |
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| Flow Traders US | 15k | $1.2M | 100% | Mar 2026 |
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| OMNI 360 Wealth | 15k | $1.2M | -2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 14k | $1.2M | -14% | Mar 2026 |
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| CWM | 14k | $1.2M | 0% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 14k | $1.2M | 3% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 13k | $1.1M | 0% | Mar 2026 |
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| Cottonwood Capital Advisors | 13k | $1.1M | 0% | Mar 2026 |
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| Garrison Point Advisors | 13k | $1.1M | 0% | Mar 2026 |
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| Mine & Arao Wealth Creation & Management | 12k | $1.1M | 0% | Jun 2026 |
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| Sequent Planning | 11k | $918k | 13% | Mar 2026 |
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| United Capital Financial Advisers | 11k | $913k | 0% | Mar 2026 |
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| Goss Wealth Management | 11k | $894k | -77% | Mar 2026 |
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| Oppenheimer & Co | 11k | $888k | 14% | Mar 2026 |
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| Savant Capital Management | 11k | $886k | 6% | Mar 2026 |
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| Sanctuary Advisors | 11k | $875k | 27% | Mar 2026 |
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| Baird Financial | 11k | $870k | 10% | Mar 2026 |
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| Prospera Financial Services | 10k | $864k | -1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 9.8k | $811k | -69% | Mar 2026 |
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| Sequoia Financial Advisors | 9.3k | $837k | -12% | Jun 2026 |
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| Cresset Asset Management | 9.1k | $757k | 0% | Mar 2026 |
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| Wagner Bowman Management | 9.1k | $751k | 0% | Mar 2026 |
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| Quotient Wealth Partners | 8.3k | $691k | 235% | Mar 2026 |
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| Mercer Global Advisors | 8.3k | $685k | 0% | Mar 2026 |
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| Cordatus Wealth Management | 8.3k | $684k | 0% | Mar 2026 |
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| Quadrant Private Wealth Management | 7.5k | $618k | 1% | Mar 2026 |
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| Colony | 7.4k | $612k | 16% | Mar 2026 |
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| Quantinno Capital Management | 7.2k | $593k | 15% | Mar 2026 |
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| Harbor Asset Planning | 7.1k | $584k | 0% | Mar 2026 |
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| HPM Partners | 7.0k | $574k | 0% | Mar 2026 |
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| Financial Partners Group | 6.9k | $626k | 1% | Jun 2026 |
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| Lakeshore Capital Group | 6.9k | $476k | -1% | Mar 2026 |
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| Bank Hapoalim Bm | 6.4k | $528k | -8% | Mar 2026 |
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| Castle Rock Wealth Management | 6.3k | $584k | -4% | Jun 2026 |
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| Burke & Herbert Bank & Trust | 6.2k | $516k | 0% | Mar 2026 |
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| Investmark Advisory Group | 6.2k | $515k | 0% | Mar 2026 |
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| TRUE Private Wealth Advisors | 6.2k | $562k | 0% | Jun 2026 |
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| Intl Fcstone | 6.1k | $508k | -9% | Mar 2026 |
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| Objective Capital Management | 5.9k | $486k | 0% | Mar 2026 |
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| Citadel Advisors | 5.4k | $447k | 0% | Mar 2026 |
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| New Insight Wealth Advisors | 5.4k | $488k | -8% | Jun 2026 |
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| Rockefeller Capital Management | 5.4k | $443k | -37% | Mar 2026 |
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| Northern Trust | 5.3k | $441k | 4% | Mar 2026 |
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| Foundations Investment Advisors | 5.1k | $424k | -11% | Mar 2026 |
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| BKD Wealth Advisors | 4.9k | $410k | -8% | Mar 2026 |
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| Warren Averett Asset Management | 4.9k | $406k | 0% | Mar 2026 |
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| Tritonpoint Wealth | 4.9k | $404k | -1% | Mar 2026 |
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| Horizon Family Wealth | 4.9k | $403k | 3% | Mar 2026 |
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| Capital Performance Advisors | 4.8k | $399k | 100% | Mar 2026 |
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| Register Financial Advisors | 4.6k | $380k | 0% | Mar 2026 |
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| Point72 Asset Management | 4.6k | $379k | 100% | Mar 2026 |
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| PUREfi Wealth | 4.5k | $403k | -7% | Jun 2026 |
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| D.A. Davidson & Co. | 4.4k | $396k | -9% | Jun 2026 |
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| Harbour Investments | 4.3k | $358k | 174% | Mar 2026 |
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| Summit Financial | 4.2k | $352k | 100% | Mar 2026 |
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| Accredited Investors | 4.2k | $346k | 100% | Mar 2026 |
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| KKM Financial | 4.2k | $383k | 0% | Mar 2026 |
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| Benchmark Financial Wealth Advisors | 3.8k | $345k | 100% | Jun 2026 |
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| HBK Sorce Advisory | 3.8k | $329k | 0% | Mar 2026 |
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| Chicago Partners Investment | 3.8k | $333k | 7% | Mar 2026 |
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| Traveka Wealth | 3.7k | $308k | 100% | Mar 2026 |
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| AdvisorNet Financial | 3.7k | $336k | -16% | Jun 2026 |
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| Streettalk Advisors | 3.7k | $331k | -21% | Jun 2026 |
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| Park Avenue Securities | 3.6k | $300k | -6% | Mar 2026 |
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| Commerce Bank N A | 3.6k | $297k | 0% | Mar 2026 |
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| Wedbush Morgan Securities | 3.5k | $321k | -3% | Jun 2026 |
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| Fairvoy Private Wealth | 3.5k | $319k | -17% | Jun 2026 |
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| ValMark Advisers | 3.5k | $290k | -1% | Mar 2026 |
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| Interchange Capital Partners | 3.4k | $269k | 15% | Mar 2026 |
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| TritonPoint Partners | 3.4k | $280k | 100% | Mar 2026 |
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| Centaurus Financial | 3.4k | $278k | -15% | Mar 2026 |
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| Athena Investment Management | 3.3k | $277k | 0% | Mar 2026 |
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| Wetzel Investment Advisors | 3.3k | $301k | -10% | Jun 2026 |
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| Argos Wealth Advisors | 3.2k | $269k | 0% | Mar 2026 |
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| Lido Advisors | 3.2k | $267k | -4% | Mar 2026 |
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| California Capital Advisors | 2.9k | $244k | -53% | Mar 2026 |
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| Charter Oak Capital Management | 2.5k | $209k | -36% | Mar 2026 |
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| Prime Capital Investment Advisors | 2.4k | $200k | -31% | Mar 2026 |
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| Mosley Wealth Management | 1.4k | $126k | -84% | Jun 2026 |
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Who sold out of iShares Dow Jones US Financial Svc.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Southern Capital Advisors | Dec 2025 | 65k | $6.0M |
| J.w. Cole Advisors | Dec 2025 | 62k | $5.7M |
| Wealth Enhancement Advisory Services | Dec 2025 | 11k | $1.1M |
| Brendel Financial Advisors | Dec 2025 | 10k | $950k |
| Integrity Alliance | Dec 2025 | 3.4k | $311k |