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 | 2.2M | $181M | 310% | Mar 2026 |
|
| RiverFront Investment Group | 1.5M | $122M | 2% | Mar 2026 |
|
| Envestnet Asset Management | 1.2M | $103M | -6% | Mar 2026 |
|
| Morgan Stanley | 1.0M | $86M | -4% | Mar 2026 |
|
| Goldman Sachs Group | 1.0M | $86M | 1% | Mar 2026 |
|
| Sagespring Wealth Partners | 896k | $74M | 55% | Mar 2026 |
|
| OpenArc Corporate Advisory | 765k | $63M | 100% | Mar 2026 |
|
| Bank of America Corporation | 470k | $39M | 100% | Mar 2026 |
|
| LPL Financial | 468k | $39M | -3% | Mar 2026 |
|
| Raymond James Financial | 450k | $42M | -6% | Dec 2025 |
|
| Kozak & Associates | 430k | $37M | 2% | Mar 2026 |
|
| Royal Bank of Canada | 420k | $35M | -15% | Mar 2026 |
|
| Baltimore-Washington Financial Advisors | 417k | $38M | 3% | Dec 2025 |
|
| Green Harvest Asset Management | 365k | $30M | 23% | Mar 2026 |
|
| Wells Fargo & Company | 355k | $29M | 0% | Mar 2026 |
|
| Circle Wealth Management | 295k | $24M | 0% | Mar 2026 |
|
| Mml Investors Services | 225k | $19M | -11% | Mar 2026 |
|
| Private Advisor | 209k | $17M | 17% | Mar 2026 |
|
| Ameriprise Financial | 199k | $17M | -12% | Mar 2026 |
|
| Janney Montgomery Scott | 198k | $16M | -3% | Mar 2026 |
|
| Bank Of Montreal | 188k | $16M | 100% | Mar 2026 |
|
| Two Sigma Investments | 187k | $16M | 100% | Mar 2026 |
|
| Captrust Financial Advisors | 169k | $16M | 4% | Dec 2025 |
|
| Ferguson Wellman Capital Management | 149k | $12M | -2% | Mar 2026 |
|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners | 148k | $12M | 0% | Mar 2026 |
|
| Arkansas Financial | 128k | $11M | 4% | Mar 2026 |
|
| SAM Advisors | 116k | $9.6M | 2% | Mar 2026 |
|
| UBS Group | 111k | $9.2M | -1% | Mar 2026 |
|
| Stifel Financial | 97k | $8.1M | -5% | Mar 2026 |
|
| Howard Capital Management Group | 94k | $7.8M | 1% | Mar 2026 |
|
| Beacon Pointe Advisors | 81k | $7.4M | 51% | Dec 2025 |
|
| Unique Wealth | 78k | $6.4M | 30% | Mar 2026 |
|
| Bank of Nova Scotia | 73k | $6.0M | 0% | Mar 2026 |
|
| Scotia Capital | 73k | $6.0M | 1% | Mar 2026 |
|
| Federation des caisses Desjardins du Quebec | 67k | $5.6M | 2% | Mar 2026 |
|
| Centerline Wealth Advisors | 66k | $5.5M | 31% | Mar 2026 |
|
| Advisor Group Holdings | 64k | $5.9M | -2% | Dec 2025 |
|
| Branch Banking & Trust Company | 59k | $4.9M | -10% | Mar 2026 |
|
| Independent Advisor Alliance | 57k | $4.7M | 100% | Mar 2026 |
|
| Concurrent Investment Advisors | 55k | $4.5M | 12% | Mar 2026 |
|
| Cetera Investment Advisers | 51k | $4.2M | 4% | Mar 2026 |
|
| Bnp Paribas Arbitrage, Snc | 50k | $4.1M | 100% | Mar 2026 |
|
| Prostatis Group | 48k | $4.0M | 100% | Mar 2026 |
|
| IHT Wealth Management | 47k | $4.4M | 3% | Dec 2025 |
|
| Bernard Wealth Management Corp. | 46k | $4.3M | 2% | Dec 2025 |
|
| Merit Financial Group | 45k | $3.7M | 40% | Mar 2026 |
|
| Storen Legacy Partners | 42k | $3.5M | 100% | Mar 2026 |
|
| Jones Financial Companies, L.L | 41k | $3.8M | 14% | Dec 2025 |
|
| Wallace Hart | 39k | $3.2M | 100% | Mar 2026 |
|
| Commonwealth Equity Services | 38k | $3.2M | -2% | Mar 2026 |
|
| HighTower Advisors | 37k | $3.1M | -24% | Mar 2026 |
|
| Mariner Wealth Advisors | 37k | $3.0M | 43% | Mar 2026 |
|
| Susquehanna International | 32k | $3.0M | 0% | Dec 2025 |
|
| Diversified Enterprises | 31k | $2.9M | 0% | Dec 2025 |
|
| Advisory Services Network | 29k | $2.7M | 3% | Dec 2025 |
|
| Forte Asset Management | 29k | $2.4M | 100% | Mar 2026 |
|
| RMB Capital Management | 27k | $2.2M | 1052% | Mar 2026 |
|
| Fifth Third Securities | 25k | $2.1M | 0% | Mar 2026 |
|
| National Bank Of Canada /fi/ | 24k | $2.2M | 2% | Dec 2025 |
|
| Steward Partners Investment Advisory | 24k | $1.9M | 473% | Mar 2026 |
|
| Creative Planning | 23k | $1.9M | 1% | Mar 2026 |
|
| Brian McDonald | 23k | $2.1M | -16% | Dec 2025 |
|
| Focus Financial Network | 22k | $1.8M | -2% | Mar 2026 |
|
| Patten & Patten | 21k | $1.8M | 0% | Mar 2026 |
|
| Koshinski Asset Management | 21k | $1.7M | 2% | Mar 2026 |
|
| Fifth Third Bancorp | 20k | $1.7M | 100% | Mar 2026 |
|
| Geneos Wealth Management | 20k | $1.6M | 0% | Mar 2026 |
|
| Kestra Advisory Services | 20k | $1.6M | 14% | Mar 2026 |
|
| Stephens | 18k | $1.5M | 0% | Mar 2026 |
|
| Amg National Trust Bank | 18k | $1.5M | 95% | Mar 2026 |
|
| Caliber Wealth Management, Llc / Ks | 16k | $1.3M | 0% | Mar 2026 |
|
| Equitable Holdings | 16k | $1.5M | 2% | Mar 2026 |
|
| Cyndeo Wealth Partners | 16k | $1.3M | 26% | Mar 2026 |
|
| FMR | 16k | $1.5M | 3% | Dec 2025 |
|
| Buckingham Strategic Partners | 16k | $1.3M | -1% | Mar 2026 |
|
| Flow Traders US | 15k | $1.2M | 100% | Mar 2026 |
|
| OMNI 360 Wealth | 15k | $1.2M | -2% | Mar 2026 |
|
| Litman Gregory Asset Management | 14k | $1.3M | 0% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 14k | $1.2M | -14% | Mar 2026 |
|
| CWM | 14k | $1.3M | 0% | Dec 2025 |
|
| Wiley Bros.-aintree Capital | 14k | $1.3M | 173% | Dec 2025 |
|
| Brown Advisory Holdings Incorporated | 13k | $1.1M | 0% | Mar 2026 |
|
| Cottonwood Capital Advisors | 13k | $1.1M | 0% | Mar 2026 |
|
| Garrison Point Advisors | 13k | $1.1M | 0% | Mar 2026 |
|
| Mine & Arao Wealth Creation & Management | 12k | $998k | 0% | Mar 2026 |
|
| Sequent Planning | 11k | $918k | 13% | Mar 2026 |
|
| Us Bancorp | 11k | $1.0M | -2% | Dec 2025 |
|
| United Capital Financial Advisers | 11k | $913k | 0% | Mar 2026 |
|
| Gts Securities | 11k | $1.0M | 100% | Dec 2025 |
|
| Goss Wealth Management | 11k | $894k | -77% | Mar 2026 |
|
| Oppenheimer & Co | 11k | $888k | 14% | Mar 2026 |
|
| Savant Capital Management | 11k | $886k | 6% | Mar 2026 |
|
| Sanctuary Advisors | 11k | $875k | 27% | Mar 2026 |
|
| Sequoia Financial Advisors | 11k | $872k | 18% | Mar 2026 |
|
| Prospera Financial Services | 10k | $864k | -1% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 9.8k | $811k | -69% | Mar 2026 |
|
| Baird Financial | 9.5k | $879k | -5% | Dec 2025 |
|
| Cresset Asset Management | 9.1k | $757k | 0% | Mar 2026 |
|
| Wagner Bowman Management | 9.1k | $751k | 0% | Mar 2026 |
|
| Mosley Wealth Management | 8.6k | $774k | 0% | Mar 2026 |
|
| Quotient Wealth Partners | 8.3k | $691k | 235% | Mar 2026 |
|
| Mercer Global Advisors | 8.3k | $685k | 0% | Mar 2026 |
|
| Cordatus Wealth Management | 8.3k | $684k | 0% | Mar 2026 |
|
| Quadrant Private Wealth Management | 7.5k | $618k | 1% | Mar 2026 |
|
| Quantinno Capital Management | 7.2k | $593k | 15% | Mar 2026 |
|
| Harbor Asset Planning | 7.1k | $584k | 0% | Mar 2026 |
|
| HPM Partners | 7.0k | $574k | 0% | Mar 2026 |
|
| Lakeshore Capital Group | 6.9k | $476k | -1% | Mar 2026 |
|
| Financial Partners Group | 6.9k | $568k | -1% | Mar 2026 |
|
| Castle Rock Wealth Management | 6.6k | $548k | -1% | Mar 2026 |
|
| Bank Hapoalim Bm | 6.4k | $528k | -8% | Mar 2026 |
|
| Colony | 6.3k | $585k | 5% | Dec 2025 |
|
| Burke & Herbert Bank & Trust | 6.2k | $516k | 0% | Mar 2026 |
|
| Investmark Advisory Group | 6.2k | $515k | 0% | Mar 2026 |
|
| TRUE Private Wealth Advisors | 6.2k | $514k | 0% | Mar 2026 |
|
| Intl Fcstone | 6.1k | $508k | -9% | Mar 2026 |
|
| Objective Capital Management | 5.9k | $486k | 0% | Mar 2026 |
|
| New Insight Wealth Advisors | 5.8k | $483k | -1% | Mar 2026 |
|
| Citadel Advisors | 5.4k | $447k | 0% | Mar 2026 |
|
| Rockefeller Capital Management | 5.4k | $443k | -37% | Mar 2026 |
|
| Foundations Investment Advisors | 5.1k | $424k | -11% | Mar 2026 |
|
| Northern Trust | 5.1k | $472k | 0% | Dec 2025 |
|
| BKD Wealth Advisors | 4.9k | $410k | -8% | Mar 2026 |
|
| Warren Averett Asset Management | 4.9k | $454k | 60% | Dec 2025 |
|
| Tritonpoint Wealth | 4.9k | $404k | -1% | Mar 2026 |
|
| Horizon Family Wealth | 4.9k | $403k | 3% | Mar 2026 |
|
| Capital Performance Advisors | 4.8k | $399k | 100% | Mar 2026 |
|
| PUREfi Wealth | 4.8k | $398k | 100% | Mar 2026 |
|
| D.A. Davidson & Co. | 4.8k | $397k | 4% | Mar 2026 |
|
| Streettalk Advisors | 4.7k | $386k | 0% | Mar 2026 |
|
| Register Financial Advisors | 4.6k | $380k | 0% | Mar 2026 |
|
| Point72 Asset Management | 4.6k | $379k | 100% | Mar 2026 |
|
| AdvisorNet Financial | 4.4k | $368k | -1% | Mar 2026 |
|
| Harbour Investments | 4.3k | $358k | 174% | Mar 2026 |
|
| Fairvoy Private Wealth | 4.3k | $354k | 29% | Mar 2026 |
|
| Summit Financial | 4.2k | $352k | 100% | Mar 2026 |
|
| Accredited Investors | 4.2k | $346k | 100% | Mar 2026 |
|
| KKM Financial | 4.2k | $383k | 0% | Mar 2026 |
|
| HBK Sorce Advisory | 3.8k | $329k | 0% | Mar 2026 |
|
| Chicago Partners Investment | 3.8k | $333k | 7% | Mar 2026 |
|
| Traveka Wealth | 3.7k | $308k | 100% | Mar 2026 |
|
| Wetzel Investment Advisors | 3.7k | $305k | 0% | Mar 2026 |
|
| Wedbush Morgan Securities | 3.7k | $303k | -6% | Mar 2026 |
|
| Park Avenue Securities | 3.6k | $300k | -6% | Mar 2026 |
|
| Commerce Bank N A | 3.6k | $297k | 0% | Mar 2026 |
|
| ValMark Advisers | 3.5k | $290k | -1% | Mar 2026 |
|
| Interchange Capital Partners | 3.4k | $269k | 15% | Mar 2026 |
|
| TritonPoint Partners | 3.4k | $280k | 100% | Mar 2026 |
|
| Centaurus Financial | 3.4k | $278k | -15% | Mar 2026 |
|
| Athena Investment Management | 3.3k | $277k | 0% | Mar 2026 |
|
| CX Institutional | 3.2k | $265k | -19% | Mar 2026 |
|
| California Capital Advisors | 2.9k | $244k | -53% | Mar 2026 |
|
| Charter Oak Capital Management | 2.5k | $209k | -36% | Mar 2026 |
|
| Prime Capital Investment Advisors | 2.4k | $200k | -31% | Mar 2026 |
|
Who sold out of iShares Dow Jones US Financial Svc.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 308k | $28M |
| 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 |
| Magnus Financial Group | Dec 2025 | 4.5k | $419k |
| Integrity Alliance | Dec 2025 | 3.4k | $311k |