Who owns iShares Dow Jones US Healthcare?
- Ticker: IYH
- CUSIP Number: 464287762
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Analyze quarterly positions in iShares Dow Jones US Healthcare with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold iShares Dow Jones US Healthcare this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Morgan Stanley | 2.1M | $132M | -35% | Jun 2024 |
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Bank of America Corporation | 1.8M | $114M | -6% | Sep 2024 |
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LPL Financial | 1.6M | $104M | 4% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 1.2M | $77M | -1% | Sep 2024 |
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Royal Bank of Canada | 1.1M | $69M | -17% | Sep 2024 |
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Wells Fargo & Company | 999k | $65M | -1% | Sep 2024 |
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Green Harvest Asset Management | 908k | $56M | 79% | Jun 2024 |
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Goldman Sachs Group | 498k | $31M | -2% | Jun 2024 |
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Raymond James & Associates | 413k | $27M | -3% | Sep 2024 |
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Commonwealth Equity Services | 389k | $25M | -5% | Sep 2024 |
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Oakworth Capital | 377k | $25M | -4% | Sep 2024 |
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Advisor Group Holdings | 348k | $23M | -30% | Sep 2024 |
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Kestra Advisory Services | 336k | $22M | -1% | Sep 2024 |
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Raymond James Financial Services Advisors | 327k | $21M | 0% | Sep 2024 |
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HighTower Advisors | 303k | $19M | -2% | Jun 2024 |
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California Capital Advisors | 302k | $20M | 10% | Sep 2024 |
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Bellwether Advisors | 275k | $18M | -27% | Sep 2024 |
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International Assets Investment Management | 223k | $3.4M | 6272% | Sep 2024 |
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Jpmorgan Chase & Co | 204k | $13M | 1% | Sep 2024 |
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Resources Investment Advisors | 196k | $13M | 14% | Sep 2024 |
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Perbak Capital Partners | 153k | $9.9M | -64% | Sep 2024 |
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Cetera Investment Advisers | 151k | $9.3M | -19% | Jun 2024 |
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Cambridge Investment Research Advisors | 147k | $9.6M | -3% | Sep 2024 |
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Thrivent Financial for Lutherans | 138k | $9.0M | 1% | Sep 2024 |
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Peapack Gladstone Financial Corp | 136k | $8.8M | -1% | Sep 2024 |
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Wealth Enhancement Advisory Services | 129k | $7.9M | 9% | Jun 2024 |
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Wintrust Financial Corporation | 125k | $8.2M | -2% | Sep 2024 |
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Envestnet Asset Management | 122k | $7.9M | 4% | Sep 2024 |
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United Capital Financial Advisers | 114k | $7.4M | -2% | Sep 2024 |
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First Citizens Financial Corp | 111k | $7.2M | 0% | Sep 2024 |
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SP Asset Management | 103k | $6.7M | 0% | Sep 2024 |
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Etfidea | 99k | $6.4M | 2% | Sep 2024 |
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Sowa Financial Group | 98k | $6.4M | -10% | Sep 2024 |
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Private Advisor | 95k | $6.2M | -14% | Sep 2024 |
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Stillwater Capital Advisors | 95k | $6.2M | -5% | Sep 2024 |
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Sanctuary Advisors | 92k | $5.6M | -6% | Sep 2024 |
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Arkansas Financial | 87k | $5.7M | 19% | Sep 2024 |
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Mml Investors Services | 85k | $5.5M | 20% | Sep 2024 |
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Steward Partners Investment Advisory | 82k | $5.0M | 0% | Jun 2024 |
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Royal Fund Management | 80k | $5.2M | -53% | Sep 2024 |
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Pettyjohn | 79k | $5.1M | -1% | Sep 2024 |
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Capital Investment Advisors | 76k | $4.9M | -4% | Sep 2024 |
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Rockefeller Capital Management | 66k | $4.0M | 4% | Jun 2024 |
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HC Advisors | 65k | $4.2M | 5% | Sep 2024 |
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Stifel Financial | 64k | $3.9M | -2% | Jun 2024 |
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Mariner Wealth Advisors | 62k | $4.0M | 3% | Sep 2024 |
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Citigroup | 61k | $4.0M | 0% | Sep 2024 |
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Pnc Financial Services | 60k | $3.9M | -5% | Sep 2024 |
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Perigon Wealth Management | 58k | $3.8M | 1% | Sep 2024 |
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National Bank Of Canada /fi/ | 58k | $3.7M | -1% | Sep 2024 |
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Advisory Services Network | 55k | $3.4M | 0% | Sep 2024 |
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Sheridan Capital Management | 54k | $3.5M | -5% | Sep 2024 |
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Branch Banking & Trust Company | 53k | $3.2M | -13% | Jun 2024 |
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Rainey & Randall Investment Management | 52k | $3.4M | 2% | Sep 2024 |
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Two Sigma Investments | 52k | $3.2M | 100% | Jun 2024 |
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Equitable Holdings | 50k | $3.0M | -1% | Jun 2024 |
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Park Avenue Securities | 49k | $3.2M | 8% | Sep 2024 |
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Jones Financial Companies, L.L | 47k | $3.0M | 743% | Sep 2024 |
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Deutsche Bank Aktiengesellschaft | 46k | $3.0M | -11% | Sep 2024 |
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Congress Wealth Management LLC / DE / | 46k | $3.0M | -25% | Sep 2024 |
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Creative Planning | 46k | $3.0M | 3% | Sep 2024 |
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Mine & Arao Wealth Creation & Management | 45k | $2.9M | -2% | Sep 2024 |
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Integrated Wealth Concepts | 44k | $2.8M | -2% | Sep 2024 |
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CIBC World Markets | 43k | $2.8M | -3% | Sep 2024 |
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Conservest Capital Advisors | 42k | $2.6M | 0% | Sep 2024 |
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Vishria Bird Financial Group | 40k | $2.6M | 0% | Sep 2024 |
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Empirical Asset Management | 40k | $2.6M | -3% | Sep 2024 |
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Lido Advisors | 36k | $2.2M | -6% | Jun 2024 |
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Johnson Investment Counsel | 35k | $2.3M | 0% | Sep 2024 |
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Sigma Planning | 34k | $2.2M | -2% | Sep 2024 |
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Berson & Corrado Investment Advisors | 34k | $2.2M | 1% | Sep 2024 |
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IFG Advisory | 32k | $2.1M | -6% | Sep 2024 |
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Essex | 32k | $2.0M | 0% | Sep 2024 |
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Janney Montgomery Scott | 31k | $2.0M | -9% | Sep 2024 |
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Glenview Trust | 31k | $2.0M | -1% | Sep 2024 |
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J.w. Cole Advisors | 30k | $2.0M | 12% | Sep 2024 |
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Atria Wealth Solutions | 30k | $2.0M | -5% | Sep 2024 |
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Mandatum Life Insurance | 30k | $2.0M | 0% | Sep 2024 |
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Aua Capital Management | 30k | $1.9M | 0% | Sep 2024 |
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Susquehanna International | 30k | $1.9M | -80% | Sep 2024 |
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Creekmur Asset Management | 30k | $1.9M | 0% | Sep 2024 |
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Mmbg Investment Advisors | 29k | $1.9M | 0% | Sep 2024 |
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Laurel Wealth Advisors | 29k | $1.9M | 3% | Sep 2024 |
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Us Bancorp | 28k | $1.8M | 2% | Sep 2024 |
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Merkkuri Wealth Advisors | 28k | $1.8M | 11% | Sep 2024 |
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H D Vest Advisory Services | 28k | $1.7M | -22% | Jun 2024 |
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Audent Global Asset Management | 27k | $1.7M | -34% | Sep 2024 |
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Northeast Financial Consultants | 27k | $1.7M | 0% | Sep 2024 |
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Captrust Financial Advisors | 27k | $1.7M | -2% | Sep 2024 |
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Stratos Wealth Partners | 26k | $1.7M | 206% | Sep 2024 |
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We Are One Seven | 25k | $1.6M | 6% | Sep 2024 |
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My Personal CFO | 25k | $1.6M | 0% | Sep 2024 |
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Money Concepts Capital Corp | 24k | $1.6M | -1% | Sep 2024 |
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Mercer Global Advisors | 24k | $1.5M | -14% | Jun 2024 |
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Northern Trust | 24k | $1.5M | 11% | Sep 2024 |
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TD Waterhouse Canada | 23k | $1.5M | 5% | Sep 2024 |
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Patriot Investment Management | 23k | $1.5M | 0% | Sep 2024 |
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ValMark Advisers | 23k | $1.5M | 5% | Sep 2024 |
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Simmons Bank | 23k | $1.5M | 0% | Sep 2024 |
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Indie Asset Partners | 22k | $1.4M | -3% | Sep 2024 |
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Davenport & Co | 22k | $1.4M | -5% | Sep 2024 |
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Commerce Bank N A | 22k | $1.4M | -2% | Sep 2024 |
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Citadel Advisors | 22k | $1.4M | -65% | Sep 2024 |
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CI Private Wealth | 22k | $1.4M | -17% | Sep 2024 |
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Prospera Financial Services | 22k | $1.4M | -28% | Sep 2024 |
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Rsm Us Wealth Management | 22k | $1.4M | -5% | Sep 2024 |
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Cornerstone Advisory | 21k | $1.4M | 100% | Sep 2024 |
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Counterweight Ventures | 21k | $1.4M | 35% | Sep 2024 |
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Vivaldi Capital Management | 21k | $1.4M | -1% | Sep 2024 |
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Goss Wealth Management | 21k | $1.3M | 6% | Jun 2024 |
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SOA Wealth Advisors | 21k | $1.3M | -1% | Sep 2024 |
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Oxinas Partners Wealth Management | 21k | $1.3M | -30% | Sep 2024 |
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Dentgroup | 21k | $1.3M | 0% | Sep 2024 |
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Citizens Financial Group | 20k | $1.3M | 0% | Sep 2024 |
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Sontag Advisory | 20k | $1.3M | 4% | Sep 2024 |
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Scotia Capital | 19k | $1.3M | 3% | Sep 2024 |
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CWM | 19k | $1.3M | -1% | Sep 2024 |
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Planning Directions | 19k | $1.2M | -8% | Sep 2024 |
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Regal Investment Advisors | 19k | $1.2M | 4% | Sep 2024 |
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Federation des caisses Desjardins du Quebec | 18k | $1.2M | 0% | Sep 2024 |
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Great Valley Advisor Group | 18k | $1.2M | 12% | Sep 2024 |
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Glass Jacobson Investment Advisors | 17k | $1.1M | 0% | Sep 2024 |
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Fifth Third Securities | 17k | $1.1M | -2% | Sep 2024 |
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MAI Wealth Advisors | 17k | $1.1M | -2% | Sep 2024 |
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Bond & Devick Financial Network | 17k | $1.1M | -1% | Sep 2024 |
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Sowell Financial Services | 17k | $1.1M | 0% | Sep 2024 |
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Worth Financial Advisory Group | 17k | $1.1M | 0% | Sep 2024 |
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Kennicott Capital Management | 17k | $1.1M | 0% | Sep 2024 |
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Arkadios Wealth Advisors | 16k | $1.1M | -4% | Sep 2024 |
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Bartlett & Co. Wealth Management | 16k | $1.1M | 0% | Sep 2024 |
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Aft, Forsyth and Company | 16k | $994k | 2% | Jun 2024 |
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Kmg Fiduciary Partners | 16k | $1.0M | -5% | Sep 2024 |
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Fort Point Capital Partners | 16k | $1.0M | 1% | Sep 2024 |
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Silvia Mccoll Wealth Management | 16k | $1.0M | 0% | Sep 2024 |
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Sunbelt Securities | 16k | $1.0M | -5% | Sep 2024 |
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Qube Research & Technologies | 16k | $949k | 343% | Jun 2024 |
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Renaissance Technologies | 15k | $995k | 100% | Sep 2024 |
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Schonfeld Strategic Advisors | 15k | $993k | 100% | Sep 2024 |
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Kayne Anderson Rudnick Investment Management | 15k | $992k | 0% | Sep 2024 |
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Rollins Financial Advisors | 15k | $959k | -25% | Sep 2024 |
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Tritonpoint Wealth | 15k | $953k | 1% | Sep 2024 |
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WCG Wealth Advisors | 15k | $950k | -1% | Sep 2024 |
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Kestra Private Wealth Services | 15k | $944k | 26% | Sep 2024 |
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Haverford Trust Company | 14k | $928k | 0% | Sep 2024 |
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Moneta Group Investment Advisors | 14k | $901k | -2% | Sep 2024 |
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Redhawk Wealth Advisors | 14k | $886k | 4% | Sep 2024 |
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Blackston Financial Advisory Group | 14k | $874k | 100% | Sep 2024 |
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Smith, Moore & Co. | 13k | $863k | 0% | Sep 2024 |
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Ameritas Advisory Services | 13k | $853k | -10% | Sep 2024 |
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Tower Research Capital | 12k | $748k | -45% | Jun 2024 |
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Summit Financial | 12k | $791k | -8% | Sep 2024 |
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American Financial Advisors | 12k | $759k | -14% | Sep 2024 |
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WESPAC Advisors | 10k | $669k | -39% | Sep 2024 |
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Gail Mannix | 4.1k | $1.2M | -80% | Sep 2024 |
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Who sold out of iShares Dow Jones US Healthcare?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Manufacturers Life Insurance Company | Mar 2024 | 2.0M | $124M |
Jane Street | Jun 2024 | 96k | $5.9M |
Smartleaf Asset Management | Jun 2024 | 26k | $1.6M |
Wealthstar Advisors | Mar 2024 | 25k | $1.6M |
Virtue Capital Management | Mar 2024 | 24k | $1.4M |
GSA Capital Partners | Jun 2024 | 24k | $1.4M |
Iwamoto Kong & Co | Mar 2024 | 20k | $1.2M |